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AB
  • 11 Oct 24
Zeus Industrials Round-Up - 11 October 2024

The UK industrial sector expanded for a fifth consecutive month in September per manufacturing PMI data, although activity was slightly softer MoM as employment levels, inventories and business confidence declined per the survey, primarily due to uncertainty regarding the Autumn Budget, US elections and subdued global market conditions. Global inflation data has been encouraging and we await next week’s UK payroll data to understand the BoE’s next decision, although it is widely anticipated that

Companies: TAND AVON BMTO CGS GHH PEN RCDO SOLI TRI SYM IGE JDG PEG CSSG ABDP PODP KETL LIFS SPSY

Zeus Capital
  • 07 Oct 24
AB Dynamics (ABDP LN) - A haven in a troubled sector

Put mildly the global automotive sector is troubled. The list of challenges is long: stuttering ICE/EV transition, digitalisation, micro mobility car replacement in big cities, lacklustre end-demand, labour disputes, OEM consolidation, social policy and geopolitics. ABD is a haven, offering market-leading testing technology locked into long-cycle, propulsion agnostic, R&D spend by the OEMs; and shielded by regulatory vehicle safety testing requirements. The balance sheet is strong, with c.£30m o

Companies: AB Dynamics plc

Zeus Capital
  • 13 Sep 24
Zeus Industrials Round-Up - 13 September 2024

The UK industrial sector continues to show promising signs of recovery, with manufacturing PMI reaching a 26-month high of 52.5 in August as all survey indicators but one expanded. Economic data has also been encouraging, with UK pay growth cooling to a two-year low and inflation rising only slightly in July – supporting the case for further interest rate cuts this year by the BoE.

Companies: TAND AVON BMTO CGS GHH PEN SCE RCDO SOLI TRI SYM IGE JDG PEG CSSG ABDP PODP KETL LIFS SPSY

Zeus Capital
  • 14 Aug 24
Zeus Industrials Round-up - 14 August 2024

In a volatile period for stock markets, the UK industrial sector has continued its steady improved performance. Manufacturing PMI data reached a two-year high of 52.1 in July with optimism reaching the second-highest level in the survey this year. Inflation remained at 2.0% in June which, coupled with promising labour market data, led the MPC to reduce the base rate by 25bps to 5.0%. Although challenges such as supply chain disruption and economic volatility still remain, the sector’s improving

Companies: TAND AVON BMTO CGS GHH PEN SCE RCDO SOLI TRI SYM IGE JDG PEG CSSG ABDP PODP KETL LIFS SPSY

Zeus Capital
  • 15 May 24
AB Dynamics (ABDP LN) - Strategy on track but valuation full

Playing a bit of catch up, we lift our estimates for the recent acquisition of Venshure Test Services (VTS) and positive interim earnings. Cash generation and the net cash position remain healthy, and the outlook for earnings growth is generally positive.

Companies: AB Dynamics plc

Zeus Capital
  • 09 May 24
Zeus Industrials Round-Up - 9 May 2024

Economic and industrial data has started the second quarter on slightly weaker grounds than Q1 as Manufacturing PMI in the UK, Eurozone and US all reported April indexes below March levels. Cracks seem to be appearing as recent drops in new orders and rising input costs are quickly dampening confidence. Inflation did, however, fall MoM across the board with the exception of the US, where volatile energy prices caused a modest MoM increase in the inflation rate.

Companies: TAND AVON RCDO TRI SYM ABDP KETL

Zeus Capital
  • 28 Feb 24
Hybridan Small Cap Feast - 28 Feb 24

28th February 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment obj

Companies: ARV ENSI AVG IGE ANCR ABDP KIBO

Hybridan
  • 26 Oct 23
AB Dynamics (ABDP LN) - Resilient trading; now better value

As with many watchers of ABD, we admire the market leading automotive testing technology, market positions and balance sheet capacity, but rarely like the valuation.

Companies: AB Dynamics plc

Zeus Capital
  • 18 May 23
AB Dynamics (ABDP) - Vox Markets Fund Manager Series: Q&A with Amati Global Investors fund manager, Dr Paul Jourdan
ab-dynamics-abdp-vox-markets-fund-manager-series-q-a-with-amati-global-investors-fund-manager-dr-paul-jourdan-18-05-2023
  • 27 Apr 23
AB Dynamics (ABDP LN) - Up with events

Earnings are resilient, acquisitions look sensible, and ABD has a healthy net cash position. But the shares have outperformed, and ABD’s valuation is looking full.

Companies: AB Dynamics plc

Zeus Capital
  • 11 Jan 23
Hybridan Small Cap Feast - 11 Jan 23

11 January 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment object

Companies: NICL DELT COG ABDP PYC W7L WSBN KIBO CRTA

Hybridan
  • 07 Dec 22
AB Dynamics (ABDP) - Highway star

There is not much wrong with the investment case for ABD currently. Earnings are resilient, acquisitions look sensible, and the Group has a net cash position. Many investors will simply not like the valuation (PE c.30x forward), but ABD has always been expensive, priced as a rare provider of value-added testing equipment and services for vehicle active safety and autonomy. Some will worry about supply chain constraints, but we have not heard anything different or particularly concerning from ABD

Companies: AB Dynamics plc

Zeus Capital
  • 23 Nov 22
Hybridan Small Cap Feast 23/11/2022

Dish of the day Joiners: No joiners today. Leavers: No leavers today. What’s cooking in the IPO kitchen?** Kistos Holdings plc, intends to join AIM. The Company was incorporated to act as a new holding company for the group companies 0f Kistos plc (KIST), a holding company with the objective of creating value for its investors through the acquisition and management of companies or businesses in the energy sector. Anticipated Market Cap £327m. Expected 22 Dec 2022. AT85 Global Mid-Market Infrastr

Companies: SEE JSE MKA EAH ABDP MRL TENG KIBO

Hybridan
  • 29 Apr 22
AB Dynamics (ABDP LN) - Back to growth, delivery required

ABD needs to offer investors higher earnings growth and returns to justify its premium rating, in our view. Just reported H1 results were solid (Revenue up 39% to £37.8m, adjusted operating profit up 63% to £5.7m) and indicate a healthy recovery in trading. Full year earnings are guided to be slightly higher, and we lift our operating profit estimate by 3.6% to £11.7m. That said, this outturn would still be significantly below the peak of £13.5m reported in 2019a. ABD has a plan to restore highe

Companies: AB Dynamics plc

Zeus Capital
  • 08 Apr 22
AB Dynamics (ABDP) - Stock Picking Roundtable - 8th April 22
ab-dynamics-abdp-stock-picking-roundtable-8th-april-22-08-04-2022

AB Dynamics plc

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Date Source Announcement
01Nov24 07:00 RNS AB Dynamics PLC - Block Listing Six Monthly Return
18Oct24 15:30 RNS AB Dynamics PLC - Holding(s) in Company
27Sep24 16:00 RNS AB Dynamics PLC - Holding(s) in Company
27Sep24 07:00 RNS AB Dynamics PLC - PDMR/ PCA Shareholding
26Sep24 07:00 RNS AB Dynamics PLC - Pre-close Trading Update and Acquisition
17Jun24 11:00 RNS AB Dynamics PLC - Block listing Interim Review
10May24 09:30 RNS AB Dynamics PLC - Holding(s) in Company
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