PIE-EATER
03 Jan 2018
Re: Very steep rise Could always top slice?????I was looking at it around the 650p mark in Oct and then had to take my eye off the ball (hit a pot-hole while cycling which triggered recurrence of neck injury and meant taking strong pain killers so couldn't concentrate). I can't justify entering now but still keeping an eye on it to see what I can learn.GLAPE
Sharpedge7
03 Jan 2018
Re: Very steep rise well I too have had same thoughts.. but am still holding after buying back in at around £6ish...(I did sell out at around £6 having first bought at under £5). I don't know why its on fire but a guess might be good play on the revolutions taking place re driverless vehicles and move to electric vehicles. See the video posted below... but this is just a guess...
MrMeerkat
03 Jan 2018
Re: Very steep rise GunnergadinI have been wondering about the same issue. The price has risen from 577 on 2 Oct - a rise of 85% in 3 months. Gulp. I like this high-quality company and am a buy-and-hold sort of guy. But the valuation does seem to be getting racy, and there is no scope for missing any targets/forecasts in the short-term. I did wonder initially if a takeover bid was brewing, but that seems rather unlikely now.Any other ideas?MM
Gunnergadin
02 Jan 2018
Very steep rise Not sure how anyone else feels but the rise in the last few months feels a bit excessive?Or is it just me.Not a complaint. Just a bit nervous.
piw
13 Nov 2017
Video: ABDP at ShareSoc Oct 17 ABDP CEO, Tim Rogers presentation at October ShareSoc[link] 35 minsGreat overview of the company, and what they do. Video: track testing and lab testing – 00:44Track testing – 01:45Advanced Vehicle Driving Simulator – 02:19ABDP The business – 04:22What ABDP do – 04:55What we really do IP – 05:39Our capabilities – 06:35Our products – 07
5Market size – 08:27Our customers – 090Geographical split – 106Story of growth – 12:25On-going growth drivers – 13:45The new facility – 17:16Q&A – 180What’s the effect of Brexit? – 183Is there a market to offer testing as a service? – 19:25Is there a market outside of auto? – 21:13Tim Roger’s departure – 22:40Who are the largest shareholders? – 24:45Are Tesler a client? – 26:36Do you see yourself moving from testing before sales to testing after sales?– 27:50Employee share scheme – 28:30Competitors – 30:35The new factory, headway to grow – 320Will the new factory save costs? – 33:25CAPEX – 349
glasgowboy
01 Oct 2017
Tim Rodgers I liked Tim seemed an honest guy lets hope new guy is just as good , sorry to see Tim leave at the end of the year.
piw
22 May 2017
Video: ABDP H1 interview Video: H1 results videoWe visited Tim Rogers at the ABDP HQ last week, and within the interview here are outside shots of the new factory, and few bits from the works of the current factory and satalite factories.[link] interview covers:Introduction – 00:21H1 results – 00:30Share option charges – 13Foreign Exchange - 35Exports - 45Forward order book - 5:42Keeping up with demand – 7:10Advanced driver simulator - 7:55Using the cash - 9:15Recurring revenue streams - 11:34Research and development - 12:32Collaborations and acquisitions - 13:50Motivation behind cash raise - 15:11Payback period - 15:45New factory and other facilities - 16:45What’s going to happen with the old buildings?- 18:19Extra capacity for revenue creation? - 19:34Brexit - 20:31Major shareholders - 22:20Company shareholding and selling - 23:26
Simbrad
21 Jun 2016
"Economies are not driven by the majority, but a minority that play by different rules. Given the global newsprint devoted to the UK referendum, it would appear that the key issue facing automakers today is whether to build cars in the UK or Poland. It is not. The elephant in the room is the advance towards the autonomous (driverless) car, which is allowing new entrants (Apple, Google, etc.) to come and play in their backyard. As a solution provider for testing next-generation cars, AB Dynamics (ABD) is well placed to grow at 20% p.a. as competition for driverless cars intensifies. The 17% fall in share price since 10 May 2016 has created a great opportunity to invest in this specialist UK driverless car play." Panmure view out today on research tree
II Editor
26 Apr 2016
NEW ARTICLE: AB Dynamics smashes forecasts again "LSE:ABDP:AB Dynamics has smashed profit forecasts - again. The firm, which designs and builds equipment to test and develop the cars of the future, has made a habit of it since listing on AIM three years ago at just 86p. It's why the shares are ..."[link]
mcescher
27 Mar 2016
Solid dividend player with healthy balance sheet. From this excellent report on AB Dynamics [link]
Gunnergadin
07 Oct 2015
Enjoying this Had this for a year on the back of an IC tip, and its finally getting some recognition.Hoping for three quid by Xmas.
II Editor
28 Apr 2015
NEW ARTICLE: AB Dynamics in the driving seat "LSE:ABDP:AB Dynamics helps car manufacturers make cars safer. It works for all the big ones - Audi, Ford, Toyota and China's FAW included - supplying driving robot systems and soft targets to test and develop cars on the track. They also use AB's ..."[link]
