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Mhmmm that's a good point. The divi has therefore become a double-edged sword for those of us who are here for the long term... I probably will just hold through it to be honest but to sell something worth ~50% more than the current price doesn't make sense to me

Yeah me too. So surprised this hasn't risen more today. Was gobsmacked this was down earlier on also, so I'm glad to see some sanity return here...

Facts Revenue – 19% increase Profit before Tax – 41% increase Cash – 1.62m Liabilities – 1.59m Valuation (at 61p) PE ratio is 12.2, which is great for a company exhibiting very fast growth like AEO is. EV/EBIT is 10.5, and the yield-adjusted EV/EBIT is 9.6 – which is good. Yield is 8.1% - Amazing (special yield accounts for 4.9% of that) TNW represents 30% of the market cap (this is average to be honest) Balance Sheet – Cash still exceeds total liabilities. This truly is very very rare – Amazing Conclusion This is a high-growth, cash-rich, high-yielding company that – on the balance of the above ratios – is moderately undervalued. I reckon AEO is worth 90p based on these results. Therefore the current price is a bargain. Strong Buy

Blowster, are you saying YOU are aiming for 9p (for an entry / a top up?) or you reckon that's where you can see us heading?

do you think it's Hargreave Hale is selling more? It's the only thing I can think of (other than MM games) for the fall really, and that in itself doesn't concern me one iota. Perhaps it is the MMs playing around because news is coming soon - they did the same at SFE and at CNCT before news...

The PE is 8.7 and the yield has increased to 5.9%. Superb!

Just to briefly expand on why this will re-rate substantially - it's because it's the sort of share that is so under the radar the market doesn't really take notice unless it posts FY results that are a huge improvement on last year. We all know this is undervalued because we've spotted this share in the first place, the HY results were great and the BoD have said (twice) that profit before tax will be £500k at the least. The thing is the market doesn't pay much attention to HY results let alone the odd trading update so when the results come out it'll cause a stir. The same occurred with shares like IME and ESS previously - they shot up on their results and yet, actually, their results were predictably going to show a huge improvement when you looked back at the HY report 6 months prior. Additionally, specific to AEO, it has a habit of rising prior to results and in results day (when you look at the chart) so I'm actually surprised we are where we are at the moment but do think next week will hopefully see AEO revert to type. In other words - apart from doing the fundamental analysis here to conclude it was cheap, I've also concluded it has a great chance of actually reaching a fairer value also. Hence why I'm here :)

No offence but that last post of yours was beyond bullishness - it was a bit rampy. This share is undervalued on every metric, the balance sheet is gorgeous (how many companies have cash > all liabilities?), and it's growing wonderfully even at the lower end of expectations (500k profit before tax). So I consider fair value to be 100p at present, and I can see it reaching 80p+ in the lead up to and on results day, with further relating in the weeks that follow. AEO is a superb company but I doubt it'll ever get treated by the market like ASOS did on it's ludicrous rise to £70 a share. Good luck to all & very best regards, Dan :)

http://www.whatinvestment.co.uk/financial-news/shares-and-trading/2470782/legal-and-general-the-best-value-uk-midcap-and-technology-stocks-for-investors-today.thtml This fund manager is super bullish about INTQ. Time to research here...

http://www.whatinvestment.co.uk/financial-news/shares-and-trading/2471047/nick-train-the-three-sectors-to-invest-in-for-the-next-decade-are-booze-food-and-soap.thtml Expert believes food & soap (consumer staples) sector(s) will hugely outperform over the next decade. His favourite stock is Unilver because of this, and it's growth in India. Have to say it's looking cheap here at this level... And TNW is a bit redundant because it's brands have clear intangible value (which you can't really ignore)

http://www.shareprophets.advfn.com/views/8205/begbies-traynor-minor-profits-blip-a-buying-opportunity?commented=0#txpCommentInputForm

I’m super busy but the forward PE is circa 9, the forward EV/EBIT is just 7.7, the yield is 5.6% AND the full year results will show profit before tax to have grown by 80% (officially). In other words this is very cheap, paying a superb yield, and it’s growing fast. This is perfect. If I had enough money I would take over this company right now!

BG, One AIM Energy effeciency company you should look at more closely is Energy Technique (LON:ETQ) who have a 9 F Score and excellent RS in what has been a weak small cap market. The reason they are doing well is they are producing boring looking energy efficient "fan coils" adopted by the likes of Marks & Spencer, Sainsbury's, Tesco, New Look, Boots, ASDA, John Lewis, Lloyds and TK Maxx and they are now finding their way into high end London residential properties. ETQ sales are up over 25% and are results to date are "ahead of management expectations". The downside is a wide price spread. I hold a few in my SIpp Ian - See more at: http://www.stockopedia.com/content/small-cap-value-report-7-oct-2014-nxr-ultnfc-bvxp-snty-ltc-snt-86829/#sthash.aYdr8V9s.dpuf

ex-divi (for its interim yield) on 1st Oct so that partially explains the recent drop but, nevertheless, it's entirely undeserved and today's drop has been just plain bizarre I maintain my Strong Buy rating

Not only attractively valued, ESS is in a sector that is likely to grow as the economy improves

http://www.stockopedia.com/content/small-cap-value-report-7-oct-2014-nxr-ultnfc-bvxp-snty-86829/

shan, thanks for your analysis. Have to admit I'm here and watching avidly because I see DSN as a superb speculative play. But, of course, if it can turn around and provide good fundamental reasons to buy into it it would then become a very strong buy (and not just for the digital luggage side of the business)

on the Chapter 4 general chat topic are getting very bullish about MIRA. They're expecting a whoosh Their words not mine Blowster - I find the RNS encouraging too and, by the way, I saw your reply on the GC topic the other day. Apologies for my comment but I'm glad it sparked such a passionate response from you at the same time. For the record I agree I was wrong to say what I said. MIRA is hot

another huge fall?! Honestly has to be one of ST's worst performing tips, surely?

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