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Thanks, your comments are much appreciated.
I think a re rate at the moment is unlikely. The gains financially this year are not big enough yet. However if the company can keep these growth figures for the next twelve months then I believe we will then see true share price worth. Believe me I would like to see this back in the teens whereby we may see the trading days of old when this share could add 3/4p in a day.
Surely this share is due a re-rating now?
Yes agree 100%. Looks like they have taken the brakes off expectation at last so must be extremely confident of exceeding expectations this year. Plenty of experience on facilities management, an increased military spend and improving sterling should boost profits this year and beyond.
Well you can't say that it isn't a positive revue , all in all a good report. Little steps and the future looks reliable if not exciting.
Difficult to comment really on this RNS without details of potential volumes, profit share from partnership agreement etc. Still it isn't bad news which is a welcome relief and compliments the good news we received in the Trading update in September. Onwards and upwards
BTW no pun intended!
Not sure I agree with you CT. I know you are long suffering like me but the major growth seams to have come from the timing product recently and because of the precise timing requirements directive coming into force next year. This is a major market and I have felt for sometime that APC would do well to have more products for this market place. Only time will tell but for now a good opportunity in a burgeoning market. Also very positive words from Oregano's boss an the perceived capability of APC.
Very sorry but not the most exciting RNS we are ever going to read. Another distribution deal with a very young and relatively small company. What we really need are some decent sized contracts on the table , this is not going to propel our share price or excite the markets. Sorry to be a moan.
Nice one!! That put a smile on my face. Cheers Fred
TWO late TWO buy TWOmorrow. Sorry couldn't resist that Fred
Another signal?
the hat round again? a distressed seller(s)? or simply another shake I wonder? GLA
over the last year or so since the 'bad old days' and the new regime became fully operational implementing the managerial review, the financial position is much improved. Buying interest from a couple of large shareholders but little institutional interest which is what we need to make the SP get back where it was in the bad old days. The Company have posted their programme for generating future growth and now the infrastructure is sound it is quite believable. Wouldn't take much news to give a 10% boost to the SP IMHO
Could it stand for 2 large sells? lol, although I have a suspicion that the first one today may have been a buy? Some news would be appreciated.
codes/rampers?
Certainly seams an odd week with low codes and low to little volume. We are well off of the radar of PI's for sure.
or someone sold their entire holding?
Must say it crossed my mind too. If it happens I may become a believer!
RNS tomorrow then.
This message was posted by Playful on ADVFN this morning and I must say having read it all bodes well for the future. Trading update presentation... APC lighting has a substantial pipeline at advanced quote negotiation stage with 12 FM / property management companies. A year long strategy to achieve preferred supplier status with leading FM companies has resulted in the signing of preferred supplier agreements (PSA) with 3 of the largest global real estate services firms. What's attractive for me with our lighting division is the 5.5M quotes in progress. Looks like the spade work has been done in getting on the PSA acceptance list and now we should see the benefits. hTTp://apcplc.com/hideout-app/app-uploads/2017/09/APC_InvestorPresentation_Sept17_CP.pdf
I have heard that there is a broker note out which values APC at �12m or 9p/share but I cannot verify this. Looking again at the unaudited results it is very clear that the decks have now been well and truly cleared and any further increase in revenue should feed directly to the bottom line. Assuming this to be the case it is quite feasible that with the new product lines reported we could see a healthy jump in profits this time next year. The trading update given in April (interim report) indicated extremely strong growth in component distribution but judging from the revenue figure given last week this does not appear to have been shipped in the second half; either that or the LED lighting business has severely declined. If the LED business is stable then we must be in a very healthy backlog situation which is why the broker is giving a higher target. All IMHO
I'm convinced apc are on the turn now, I think mms will play with bored sellers while they can, but eventually the sp will take care of itself, I've been here since March this year and holding an average around the current price, here for the long term unless I see a good reason to exit.
Well they promised a small profit and the board have delivered. A drop in revenue though which might put some off along with a smaller gross profit. The debt is largely made up from financing facility which is proof that overheads have come down. We wait to see we the markets feel.
Understand your reasoning as have been there too. Three major positives: 1 At last the management are obviously not afraid to talk to outsiders in a positive light. 2 Strong buying from smart investors. 3 Returning to roots and what they are good at.