gallant02
18 Apr 2016
Re: Bid at 685p 
)) Nah, buyer never disclosed as a material holder. EAS has never been a widely traded share and is quite illiquid so has simply moved up and down as wider market issues have moved the market in general.All management could do was keep delivering, which they did even within the last couple of weeks with another major contract. Pocket your gains and move on guys, leave it to the conspiracy theorists with nothing better to do...
Hawk Eye32
18 Apr 2016
Re: Bid at 685p )) Gallant, taking nothing away fromCEO etc if you look at the chart it would seem someone has been drivingSP down over the past say 9 months could it be the same people who are making the bid. Just a thought?
gallant02
18 Apr 2016
Re: Bid at 685p )) The CEO and COO were original founders that were forced to sell early 2009 because their main lender went bust in the global crash. They've kept their heads down, delivered on strategy and made investors a good and prolonged return.If they can get a better incentive under new ownership without worrying about raising debt and the hassle of public ownership then good luck to them as far as I'm concerned. A rare small cap success story, give them credit where due.
the real stan
18 Apr 2016
Re: Bid at 685p )) Being a take private my worry is management are hoping for greater incentives on the other side and so motivated to complete. Probably too McQ want out.Only hope is needing 75% acceptance so there is chance to block.
Hawk Eye32
18 Apr 2016
Re: Bid at 685p )) Stan, I agree with your sentiments on this, it would appear this company had all the hallmarks of being very successful with meter system they operate. It appears on the face of it the BOD have sold us short, of cause if this is a done deal then we will never know if this bid is fair price? You never know there could be a counter bid in the next few days.
the real stan
18 Apr 2016
Re: Bid at 685p )) No this is a disaster. I wanted to hold for many years and make a multiple of my money. Sell out at 685p is pathetic.
gretel
18 Apr 2016
Bid at 685p )) Fantastic ))I'm very happy with that, and it looks a done deal given the acceptances.
claude reins
07 Apr 2016
Re: Largest utility contract win ever Its looking good. A good point to buy.
gretel
07 Apr 2016
Largest utility contract win ever RNS'd contract win just out - at £6m this is "the largest Utility Networks contract to ever be secured by Energy Assets"....[link]
gretel
14 Jan 2016
Mention in Daily Mail today Decent snippet from today's Mail:[link] "Energy Assets, the gas & electricity metering service provider, jumped 33.75p to 519p on a strong third-quarter trading statement. Total revenue increased 22 per cent to £31.5million and the group’s owned and managed asset portfolio has risen by 23,000 since the half year to 427,000."
Willow67
13 Jan 2016
Re: Surprise at response to acquisition Dogberto, this is all a question of valuation and tapering growth. The explosive growth here has probably gone now, that was in 2012-2014 and now we are in a very steady +20% growth territory. The shares have settled back to a 1yr fwd PER of 15-16 area and a PEG of around 1, so by many conventional measures they are pretty fairly valued. The key is one's view about whether in 3 years time they will have grown at 20% pa for the previous 3 years, so you need a view on their business model. I think the odds are in their favour of continuing these kinds of growth rates but it will need them to continue to make acquisitions and develop Siteworks, it isn't going to come from organic meter growth. I am hoping to see a return to 600 in 12 months time and growth beyond that. Any fall below this level on a market meltdown would be a decent buying opportunity.
gretel
13 Jan 2016
Very strong 9-month trading update As good a 9-month trading update as you could hope for today:[link] and recurring income increasing fast, nicely in line, and a very bulish outlook:"Energy Assets Chief Executive Phil Bellamy-Lee said:"The Group has continued to deliver strong growth in the period which is significantly ahead of the same period in the prior year. The Blyth acquisition represents another positive milestone for Energy Assets as we continue to grow our business, both organically and through acquisition, and extend our product ranges and service offering to a wider multi-utility market sector."
Dogberto
17 Dec 2015
Re: Surprise at response to acquisition I agree, I would have thought with this acquisition and the strong market the last couple of days that this stock would have risen, although we have seen the opposite! Confused, esp with the strong fundamentals this company has - anyone got a view on the downsides which seem to be holding this back?
claude reins
11 Dec 2015
Surprise at response to acquisition I am surprised at the response to new acquisitions which seems ot be a very good one. Whether the price paid will prove to be very good value or not, I do not know, but it is indicative of the comany's ambitions to become a much broader business than originally and the opportunity to offer a comprehensive service to a much wider range of customers. I thought the SP would have risen.
wineberry
03 Dec 2015
Re: chart To me the chart to-day looks like a 'falling knife'. The SP is certainly volatile, sop there's numbers of sellers out there as well as buyers. I'm on the sidelines at the moment but like the company.
