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seems a little pricey even with £ weakening v euro ...EV/EBIT over 10..and pe close to 15..and tough economic conditions in prospect
adapt to survive
or survive
Just one more good old British company with the guts ripped out and the quality ripped out.Shame !
hold tiny 5k free carry...looking to build c15p ..enjoy '16...may be v challenging
bit of momentum here I see...GM on Friday I believe
Goes ex divi' this week for 0.6p = 5% 'Had a quick revisit of the company and I feel quite a bit warmer towards it now than I did nearly a year ago. 'May well take a punt for the "Hot Ducks" portfolio...
Just taken a look at this share. Results over the years seem volatile but this company is currently trading at a 55% discount, which is an incredibly good margin of safety! Additionally there’s a 4.9% yield just for holding this share and so I feel quite favourably towards this. I think it’s looking good.
I still think AIEA will drift down but not much more.GL.
Indeed Kline, should be interesting to see howthings pan out, http://www.privatepunter.co.uk/News/airea-21-february-2014
With no divi AIEA SP will continue to fall.GL.
lol
so tactically switch to weak sell as pattern of past sp movements is not independent,,,longish ups/downs
EV of £10m (assuming pension deficit is counted in full as liability)...so EV/EBIT c15 which seems stretched given low margins...BUT the NAV is supportive ...so Jolly HOLD for me
Nice to see a tick up today, with a bit of buying activity. ps JS, you can relax on the avatar name, my second born came up with it, title of his band !
ps as a committed member of the "down with the bosses" clique, yr avatar name is unsettling!
Also a holder here,comment may be of interest to others. http://www.privatepunter.co.uk/Behind-the-Scene/another-look-at-airea-22-december-2013
joyeux noel
net profit margin approx. 8% return on assets approx. 8% return on equity approx. 17% not worst figures on world but need to compare to peers, industry average etc
yes, Libero, that would help explain difference in our PoVs... ...for me this offers decent diversification for a cash rich pf... with a good running yield...and reasonably defensive (but as you say thin margin so certainly risk involved!)...not primarily motivated by capital appreciation here (but happy to top slice if/when on offer lol) ...good, shan, interested as ever in your assessment...anything else you got your keen eye on?
Jolly....I calculate roughly net working capital per share of about 21p...so big discount to current sp. Not in here though so will research further.
With my limited funds (v limited) I need companies to be cheap as chips / on a turnaround etc so I'll give this one a miss. Because even if the price drops a little I feel like there's probably better shares out there. Appreciate your comments though mate :)
yep, struggling in tough markets with significant operating risks/poor margins.. ..on the other hand cheap on NAV and free c/f v MCAP/EV (but not as chips again yet) and decent/aligned management
This company has a MCAP that is a fifth of its revenues but it's had declining revenues over the last few years and the profit margin is poor. Not for me this one.
dividend yield (.5p; .4p; now .55p in past few years) ...better than average lol ...pls check/dyor