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lambrini girl 24 Jul 2015

Re: useless bounce £11 & .... £7....

mtnlh 22 Jul 2015

useless I have been stuck into this useless company for 27 months. It appears to me that it is a very comfortable club for the directors.When will we stop being conned and start to call the shots; we should start to pay their WAGES by results only

albent 03 Apr 2015

Fairly valued with modest growth potential in a solid financial position. Anyone interested can see an infographic on Aggreko (AGK): [link]

Hardboy 06 Mar 2015

Beaufort Securities' View Aggreko (AGK.L, 1,625p) – Hold Aggreko announced final results for the year ended 31st December 2014 yesterday. On an underlying basis, group revenue rose 9% to £1.6bn. Revenues for the Local Business were up 8%, driven by a stellar performance of the Americas and EMEA businesses. However, Local business in the Asia, Pacific and Australia (APAC) region was negatively impacted by slowdown in the Australian mining sector. For Power Projects division, underlying revenue advanced 10% as a result of its earlier gas contracts in Mozambique and the Ivory Coast, and an 80MW diesel contract in Panama. Pre-tax profit lowered 13% to £289m, resulting in earnings per share (EPS) of 82.49p, down 10% from last year. In 2014, the contracts related to Glasgow Commonwealth Games and FIFA World Cup in Brazil generated revenues of £19m for Local Business. Power Projects registered an order intake of 757MW for the year, vis-à-vis 725 MW in 2013. Aggreko witnessed a good start for 2015, with Power on rent up 6% (Local business) and an order intake of 287MW (Power Projects). The company bagged £24m contracts for opening European Games and PanAmerican Games in 2015. Aggreko expects oil prices to have a bearing on its future performance. With a proposed dividend of 17.74p per share, the full year dividend reached 27.12p from 26.3p in 2013. Our view: A significant appreciation in pound pulled down Aggreko’s profits, while weakness in the APAC region impacted revenues in 2014 despite good growth in the Americas and Europe, Middle East and Africa (EMEA). However, a healthy order intake, with new contracts secured in Argentina (150 MW) and Myanmar (95 MW), and a 6% increase in power volumes on rent in the current year, the overall trading scenario seems to be improving. Power Projects’ growth in 2015 is likely to be determined largely through the quantum of contract extensions and new deals secured in the remaining year. However, the impact of weak oil prices might factor into the division’s performance, as already anticipated by the company. With expectation of a flat underlying trading profit for the current year, and mixed indications about the future prospects, we revise our rating on the stock to a Hold.

trader M 12 Feb 2015

Nice increase recently Aggreko has been on a good positive trend over the last few weeks, out of step with the general index which has been treading water. Good to see, I am now in small profit at last. Any ideas why this is?

Hydrogen Economy 28 Jan 2015

Re: Argentina deal LKH"I don't want to go Walley World, Dad!"No need to go there, it's coming to you, right around May.Anyway I doubt the UK's struggles to keep the lights on will turn AGK back to the growth, fracking or not, they need EMs to return to growth which sets power demand skipping past the capacity of even the best administrations to provide, and good administrations are in even shorter supply in EMs than in DMs. Anyway I prefer AHT to AGK, they are making hay in the relative strength of the US economy. In comparing EMs and US one has to consider the lack of transparency and questionable legal framework, but then that's a problem in EMs too.PS were you running a mobile Wash and Valet in Davos?, plenty of limo's in need of a polish.

LK Hyman 26 Jan 2015

Re: Argentina deal Hydrogen,"Not yet tempted to add."I'm torn between thinking that any deal in Argentina is likely to go pear-shaped (the Cristina bird is truly wacky baccy in my humble) and wanting once more to buy a few shares in Aggreko on the basis that, when loons like Joan Walley try to stop fracking in Blighty, there's a good chance that the lights will go out ere long, leaving the way clear for Aggreko's huge orange gen sets to be parked at the end of every road in Blighty."I don't want to go Walley World, Dad!"[link] on the flybridge priceless

Hydrogen Economy 07 Jan 2015

Argentina deal Finally some good news from AGK as they get into gear in Argentina with a 150 MW deal (but not Top Gear presumably).A possible fly in that jar of ointment would seem to be :-"In negotiating these contracts, we have reached a settlement on an amount of outstanding debt, which had previously been provided against, " So they didn't pay last time until they needed some more power, so no worries about getting paid for this deal? Anyway the resulting "and as such we anticipate a small increase in the 2014 full year trading profit" would seem to have cheered the SP up nicely. Still holding a few having sold off most when it got briefly to break even. Not yet tempted to add.

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