Simbr
06 Jun 2016
robust trading update Amino has reported a robust trading update for the interim period to May, detailing revenue and operating profit performance in line with unchanged expectations, and very strong cash flow leading to net cash of £3.1m. The first half included both strong performance and record order intake, giving confidence of continuing growth into the 2H16. With the integration of both Entone and Booxmedia completed, costs savings executed, and revenue growth momentum restored, we look forward to interims on 11 July.finnCap's note out this morning on Research Tree.
Simbr
06 Jun 2016
robust trading update Amino has reported a robust trading update for the interim period to May, detailing revenue and operating profit performance in line with unchanged expectations, and very strong cash flow leading to net cash of £3.1m. The first half included both strong performance and record order intake, giving confidence of continuing growth into the 2H16. With the integration of both Entone and Booxmedia completed, costs savings executed, and revenue growth momentum restored, we look forward to interims on 11 July.finnCap's note out this morning on Research Tree.
Simbrad
06 Jun 2016
Amino has reported a robust trading update for the interim period to May, detailing revenue and operating profit performance in line with unchanged expectations, and very strong cash flow leading to net cash of £3.1m. The first half included both strong performance and record order intake, giving confidence of continuing growth into the 2H16. With the integration of both Entone and Booxmedia completed, costs savings executed, and revenue growth momentum restored, we look forward to interims on 11 July. finnCap's note out this morning on Research Tree.
mcescher
27 Mar 2016
Interesting look at intrinsic value of Amino Technologies Looking like a solid dividend payer [link]
Prof Strawberry
26 Feb 2016
recent slide In a rising market AMO seems to be sliding south. Are there any theories out there as to why the market seems not to like this share?
nk1999
02 Jan 2016
2016 Tips "Amino Technologies - 109pIPTV set top box technology developer Amino Technologies (AMO) was hit by a profit warning in October. The core Amino business was knocked by contract delays and customer consolidation. Recent acquisitions Entone and Booxmedia are trading strongly and have widened the product range and customer base. The Entone boss has taken over as head of sales for the whole group and dedicated regional sales teams set up.Major shareholders have been taking advantage of the slump in the share price to add to their stakes following the profit warning. Kestrel Partners has increased its stake to 15.1%, Schroders raised its stake to 12.2%, Investec (INVP) has increased its shareholding to 5.38%, while Downing has taken its stake above 3%. Miton (MGR) trimmed its stake.Underlying profit for the year to November 2015 will be flat at £4.3 million and then it is forecast to jump to £8.3 million, with full contributions from Entone and Booxmedia. The shares are trading on 12 times prospective 2015-16 earnings. The business is cash generative and net cash is £2.1 million. Management has reiterated that it can continue to increase its dividend by 10% a year. That means 5.5p a share is expected for the year just ended and then 6.1p a share this year. The shares are yielding 5% on this year’s expected dividend. The modest rating and high yield mean that Amino is an attractive recovery play."[link]
Prof Strawberry
27 Nov 2015
SP Falls Something odd seems to be happening with AMO. Huge fall followed by a mini bounce and a further fall. Any theories?
forwardloop
27 Oct 2015
Info www.proactiveinvestors.co.uk/companies/news/116695/amino-technologies-hit-by-poor-sales-effort-116695.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-342384-Proactivity+-+27%2F10%2F2015
CharlesBP
27 Oct 2015
Re: Today's drop... Agreed. I'm in already.
maerskcon1
27 Oct 2015
Today's drop... ....a bit overdone methinks. A buying opportunity appears.
zulu principle2
19 Aug 2015
Bought today at £1.61 Amino Technologies came to my attention yesterday when it came up in my most profitable searchWhat I look for when buying a stock4 years of continual growth which can be a combination of historic and forecast growth – YesLow Forecast PER (<16) & PEG (<0.7) and good EPS Growth (>15%) – No in 2015 but Yes in 2016Based on a price of £1.60 on 19th Aug-152015 EPS Forecast 8.60p EPS Growth 9.0% PER 18.6 PEG 2.07 2016 EPS Forecast 11.0p EPS Growth 29.1% PER 14.4 PEG 0.50Below are based on 2014 ResultsPositive 1 Year Relative Strength - Yes Positive 1 Month Relative Strength – Yes ROCE of 20% - Yes 20% Profit Margin of over 7.5% - Yes 11% Cashflow Per Share greater than EPS around 1.3 - Yes 1.6 Low Gearing – Yes -80% Director Share holding >10% - No 1.7% Quick ratio of > 1.0 but preferably >1.5 – 3 Dividend Yield (a nice to have) forecast – Yes a good 3.4%Today Bought 8,000 shares at £1.61 totalling £12,900Follow me on facebook[link] Twitter @GrowthStocksUK
smilingmickey1
05 Aug 2015
Re: Exciting times Well the price didn't dip, so no more purchases by me to date.There is a shareholders meeting on the 10th to vote on the acquisition. Given that many of the major investors are participating in the cash raising I guess it's more or less a done deal. Maybe there will be some short term profit taking by those loading up at £1.30. The long term outlook for the combined entity seems very good to me.
smilingmickey1
22 Jul 2015
Exciting times The share placement was filled very quickly today and the Directors supported the placement with their own purchases. Share price up on the day by 9.5% which I think is unusual in such circumstances.It's difficult for me to quite understand Amino's market position but expanding sales and margins in H1 would suggest it is strong.I note that Entone come with $12 million cash. The combined entity will have a small debt position but the balance sheet will remain robust, and there are some significant cost savings to be made from integration of the 2 Companies.So I'm keeping my small holding and may add some if the price dips a bit.
II Editor
21 Jul 2015
NEW ARTICLE: Amino Technologies transformed by latest deal "LSE:AMO:Amino Technologies had a decent first-half and is on track to hit full-year forecasts. But it's a "transformational" acquisition that's stealing the headlines and with good reason. The £80 million company - the brains behind ..."[link]
nk1999
08 Jun 2015
Fund Managers From Citywire:"Brough and Banyard take profits on AminoSchroders’ UK small cap veterans Andy Brough and Rosemary Banyard have banked some profits on a surge in the valuation of digital streaming set-top box manufacturer Amino Technologies (AMO).The managers reduced their exposure to 9.9% of the business worth £7.6 million at a share price of 142.6p, up 54% over the last 12 months.The holding is managed within their £2.9 billion Schroder UK Smaller Companies fund. Analysts have been caught off guard by the recent strength of Amino’s order book as telecoms operators fight for a slice of viewer demand for smart TV.Broker N+1 Singer upped its price target on the stock from 141p to 148p in March, rated ‘buy’, following a Finncap upgrade from 150p to 165p.Amino reported essentially flat revenues of £36.2 million in 2014, but said it had ‘turned the corner’ in critical areas and anticipated margin and profit growth to kick in later this year."
