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The analysts see this as a stock that's over exposed to EMs. Until that situation improves I can't see AGK picking up much
We have been in Aggreko since the very beginning in the 80s when Christian Salvesen bought them for around £8m. And subsequently floated them to shareholders for nothing. It has been a brilliant investment over the years, all the way up,to around £24 and back to £15.80 today. The peak was when they had just had Olympics and World Cups, Japan, and lots of ad hoc gains. Plus Africa. Turning £8m into a company worth around £6bm at the top was quite a feat for the Salvesen family, which shows up in the ST rich list. I was disappointed that they have not got the same level of work yet for the next Olympics, and I am not sure if someone else has been appointed an alternative supplier. So far Aggreko has held a monopoly on the really big events, which is where the real momentum has come. They are still the worlds leading supplier of temporary power, but need some big news to "power" them ahead from here.
Why there has been such a drop over the last 3 days based on very little in the way of news. Positive - Superbowl contract Negative - Broker ratings. But a £2 shift in price? seems an over-reaction. Corlis38 is right, get some if you have the liquidity.
Agree with that - nice to see someone else +ve here. sold out over £70K worth recently at £17.10 to £17.30 ish for great profits since Summer 13. back in this morning for quite a few. lets see a good increase now by results early March..I think the broker ratings are generally crap..
This is very close to take off, jump aboard within the next few days for a 10%-20% rise.
Its gonna be a good year fellow AGK holders.
Exactly. Lets be clear, 2013 was as bad as it's gonna be for the company over the next 12-18 months. Prospects now picking up again after some subdued order taking and big cash windfall for investors to be announced in final results. This is the last chance to buy this share around £16 for a while as it will be at £18-£20 over the course of 2014 IMO. Cmon the Aggreko!!
may be a disaffected employee/former employee who is attempting to exercise a grudge - failing miserably. This is fundamentally a sound company which to some extent profits from major intermittent events e.g. the olympics, commonwealth games, environmental disasters etc. Sure there will be peaks and troughs but the long term performance remains sound. Best to ignore his comments - badgering him will only encourage hm to make more - serious investors are wise enough to ignore rampers and derampers. This share is a long term hold - its not for someone hoping to make a 'quick buck'.
Your posts over the past few months clearly show you have no idea and I reckon you are unhinged in some way, as no sane person would come out with such drivel as you have written recently (your target of £8 and then £4 recently) speaks for itself. Please p--- off this board....
As they say in Glasgow..... "Away and bile yer heid!!!"
Doubt whether you will be able to sell as you probably dont own any shares. !!!!!
as this share is not much more than it was 1 week ago i fail to see why all the optimism ....and i now see its on the slippery down slope again ...sell sell sell !!!!
yes agk slays those that thought they were down and going out.this is a world class company.we could be rewarded not only with further increases in share price but a cash return in the spring.
Feeling vindicated tonight after sticking with this all the way down to £14.42. I seem to remember someone posting this would hit £8 lmfao. Mind you the so called expert brokers haven't been much better with their targets. As is often the case... most have ignored the fundamentals and 2014 is gonna be a good year for AGK shareholders.... Well done to us.
All the doom mongers who seem to come on this board are WRONG !!!!.
Looks like the upbeat update confirms your statement. Positive into 2014 and market leading projects being secured. Think the markets have had a pleasant surprise. Credit Swiss read this badly wrong or did they?
Aggeko will need to spend a few $ next year on their sets, however they have a plan to move their sets to run on Heavy Fuel Oil (HFO) which is far cheaper than Diesel. This will be a major game changer for them and give them huge leverage in the marketplace and increase profitability. They are by far the leaders in the business, no other competition can come close.
few years ago this share would have climbed with bad news like the typhoon ....now look at it hardly moved a sign of the times for this company unfortunately
sad but true, events like these always result in a demand for mobile power generators
i would advise to sell with this share as i can only see it continuing its downward spiral ...any tom dick or harry can now purchase a generator to hire out...Aaggreko are far to `top heavy` at boardroom level to ever dominate this market again
short sellers bailing out,can expect AGK to move on up.at last!
Bob & Normski, Re macdu, I wouldn't waste your time in replying. His eccentric and attention-seeking statements are quite worthless, as evidenced by his £4/£8 comments.
Yes macdu, you also predicted £8 and possibly £4 at the start of the month. You obviously know your stuff.
please stop your rubbish posts macdu unless you can back them up with some meaningful numbers - and I assume you have taken a massive short position with you vast financial knowledge as to when/why this share is headed down the pan..
as i predicted yesterday this share would fall today and i can see any gains made yesterday more than wiped out before close of trading today