Bowman
14 Sep 2018
AVON - Trading Update This trading update [click to view] appears to be positive enough, and the sp seems to have been bolstered a little. Hopefully we can resume the upward movement seen since November last year. The long-term chart shows good progress since 2013 (>3x sp) where a continuation of the same order would be nice. acon.png2812x2054 207 KB
dede s
15 Feb 2017
Rob Rennie Has anyone any thoughts as to why the sudden departure of the CEO after such a short time in charge.D
seadoc
10 Sep 2016
Re: Trading Update - In Line and sp up 1... Hi Dutchman,In my top 5 but sold a few when it got to the very top. There is nothing in the published results out of line with forecasts. SP climbed before the analyst meeting at 0930, forward predictions by analysts would suggest slow down in 2017 but that is not supported by the figures. It may be something said but to me the webcast (after most of rise) merely confirms the very clear written accounts for H1. It is a bit quiet and Sarah is better presenter than Andrew:[link] view of webcast:Slide 12, forward earnings, very positiveSlide 13 reduction debt despite an earning positive acquisition, funded out of earnings.Slide 17 better marginsSlide 20 presentation stopped for me but I clicked on a few seconds and it played on.I will vote blue but with the 10% gain it is now just beyond my allocation limit though will top-up on any dips.Regards,Seadoc
The Dutchman
10 Sep 2016
Re: Trading Update - In Line and sp up 12% I too am a holder, one of my largest 10 single equity holdings. I didn't think the update was that good,something else must have been said surely!
seadoc
09 Sep 2016
Trading Update - In Line and sp up 12% [link] I missed something?Not complaining, just curious,Regards,Seadoc
Simbrad
28 Jun 2016
Panmure's view on the impact of brexit on avon (from research tree) "Avon Rubber is protected from the Brexit fall-out as 75% of sales are dollardenominated and only 1% of revenue is sterling-denominated. There is a small amount of exports of Protection products from the UK to Europe, which may be impacted if the UK is forced out of the single market. If cable stayed at the current level ($1.31) for the foreseeable future, we estimate it would add 4% to FY2016 EPS and 8% to FY2017 EPS. Milk prices have stabilised at low levels and the risk from this is on the upside."
II Editor
06 Jan 2016
NEW ARTICLE: Trends and Targets for 7/01/2016 "AVON RUBBER PLCÂ (LSE:AVON) springs to mind, having wasted the best part of an afternoon being a Newcastle Puddle Martyr on Twitter. Apparently, the tagline #DrummondPuddleWatch became the 2nd biggest worldwide 'thing' during the day, a ..."[link]
II Editor
23 Nov 2015
NEW ARTICLE: Avon: Burning rubber "Unlike the previous decade, in recent five years Avon Rubber has been relentlessly profitable. The re-energised supplier of gas masks and components for milking machines could be turning into a broader, stronger, specialist.In Avon ..."[link]
II Editor
17 Nov 2015
NEW ARTICLE: Trends and Targets for 18/11/2015 "AVON RUBBERÂ (LSE:AVON) are due some kind of news soon and their chart is a little interesting. One thing which surprised us was we'd an article last year which had proposed this heading to 1167p. The highest closing price this year was exactly ..."[link]
II Editor
06 Aug 2015
NEW ARTICLE: Avon Rubber's Italian buy sparks profit upgrades "Peter Slabbert's parting gift to LSE:AVON:Avon Rubber is the acquisition of Italian milking components company InterPuls. Slabbert leaves the gas masks-to-dairy products firm next month after 15 years and seven as chief executive. And while this ..."[link]
mcescher
30 Jul 2015
Great visual report on Avon Rubber Analysts expect lot of growth left in AVON, 27% next year. Not without risk. [link] What is the opinion here?
II Editor
29 Apr 2015
NEW ARTICLE: Chief exits high-flying Avon Rubber "LSE:AVON:Avon Rubber had a decent first half, beating last year's strong numbers. Revenue was up, margin improved and earnings per share rose by 10%. The dividend increased by 30%, too. However, it is chief executive Peter Slabbert who is ..."[link]
oldjoe1
08 Apr 2015
AVON Broker Views..... AVON AVON RUBBERBroker Views........Avon Rubber PLCFORECASTS2015 2016Date Rec Pre-tax (£
EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)N+1 Singer 07-04-15 BUY 17.80 45.20 7.30 20.58 52.30 9.50Arden Partners 07-04-15 BUY 17.60 46.53 7.29 19.40 51.32 9.50W H Ireland Ltd 02-04-15 BUY 17.80 45.20 7.30 19.20 48.10 9.50Edison 26-03-15 None 17.69 46.60 6.50 18.82 49.40 7.50Investec Securities 06-03-15 HOLD 17.90 44.71 7.27 19.10 47.22 9.56
oldjoe1
16 Mar 2015
AVON Broker BUY.......... 16 Mar 2015 Avon Rubber PLC AVON N+1 Singer Buy 0.00 797.00 - - Reiterates
nk1999
31 Jan 2015
Telegraph- Questor "Avon Rubber enjoys solid start: Avon Rubber is enjoying solid trading, and a reassuring update sent the shares almost 1% higher. Avon makes the majority of its profits, around 83%, producing gas masks for defence clients. Avon is well placed as the sole U.S. defence supplier locked into a 10-year contract, on which it is currently about midway. Avon said orders of its M50 gas mask provide good revenue visibility well into the second half of the year. However, due to the size of the contract it boasts a lower profit margin. There was also good news in the dairy business, where Avon said trading was “extremely strong” in the first quarter. Customers across the U.S. and Europe have been interested in new products, the group added. Avon generated plenty of money in the first quarter, with net cash rising to £6.4 million at the end of December from £2.9 million three months earlier. Shares in Avon have been on a strong run since we last tipped them (Buy, 627p, May 1), rising by more than 26%. The wider FTSE SmallCap Index has fallen 1.3% in the same period. The shares are trading on 18 times forecast earnings, which is admittedly getting pricey but Questor retains its recommendation. Avon Rubber at 795p+7p. Questor Says “Buy”. "nk
