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AMSTRAD (AMT)     

HUSTLER - 22 Sep 2004 18:03

RESULTS DUE NEXT WEEK NEWSFLOW IS GOOD
ANY BACKERS - IDEAS HOW PRICE WILL MOVE.

Fred1new - 04 Jan 2006 15:23 - 64 of 94

Dough boy, It's because I tipped it yesterday.

I would now like to tip the following shares:-
1
2
3
4
5
6
7






Can't seem to make my mind up!

8-)

goldfinger - 07 Jan 2006 02:50 - 65 of 94

Glad I stayed patient with these. Now starting to pay off, nice. 40 million of cash if Ive remembered the figure correctly. (check it though)

cheers GF.

goldfinger - 09 Jan 2006 01:02 - 66 of 94

EVO have tipped this one as a BUY in the last few days. When I get my Mouse sorted out I will post the tip.

cheers GF.

PS, still looks derd cheap.

goldfinger - 10 Jan 2006 00:59 - 67 of 94

The EVO broker note I promised. Medium term target price 225p.

Yesterday afternoons brief trading statement revealed that the Board expects the
FY06 outlook to be significantly ahead of market forecasts on the back of better
than expected 2H sales. The Set-Top-Box (STB) Division is driving this success and
specifically demand for Sky+ boxes, incorporating the personal video recorder
(PVR), continues to grow.

Sky seems to have experienced a strong Christmas trading period, feeding
through to increased demand for Amstrads STBs. This will have been exacerbated
by problems at another of Skys suppliers, Pace Micro. Paces December trading
statement revealed that component shortages were delaying product shipments.
We had downgraded our Amstrad FY06 expectations in September when the
Company warned that shareholders should not expect the same level of results as
FY05, but it seems the Board has been surprised by the weight of demand flowing
through in the latter part of its financial year. Consequently we are lifting our FY06
sales forecast from 82m to 97m and the PBT forecast from 15.9m back up to
20.0m.

We are leaving our FY07 forecast unchanged at this point. FY07 does show a
slightly lower margin, as STB margins are still expected to come under some
pressure. We expect FY06 margins to be particularly strong as the PVR boxes are
a high margin product.

We are now expecting EPS to rise from 17p in FY05 to 17.2p in FY06, leaving the
stock on a multiple of just over 10x. With the continuing strength of the Sky
business and the improving outlook, we feel a 13x multiple would be more
appropriate and are raising our target price to 225p and upgrading the stock to a
Buy recommendation.

The Company has reviewed a draft of this research note, but no changes have been made
Brief but very positive Interim trading
statement
Sky seems to have had a good
Christmas
Upgrading forecasts
FY07 unchanged for now
Stock looking very cheap
Sky+ success means profits significantly ahead of forecast
Yesterdays Interim trading statement revealed AMT expects much higher
2H sales than previously thought and we are consequently raising our FY06
forecasts and upgrading to a Buy despite the rise in the share price.
Mkt Cap 142m Net Cash39m


cheers GF.

goldfinger - 11 Jan 2006 08:53 - 68 of 94

Back in the blue. Got 250p written all over it this one medium term.

cheers GF.

Fred1new - 11 Jan 2006 20:34 - 69 of 94

I thought it might be nice for non holders to see the charts. Going well should see 225+p.

Chart.aspx?Provider=EODIntra&Code=AMT&Si

goldfinger - 12 Jan 2006 08:58 - 70 of 94

Hoping so Fred.

cheers GF.

goldfinger - 13 Jan 2006 09:11 - 71 of 94

Off to another solid start.

cheers GF.

goldfinger - 20 Jan 2006 12:16 - 72 of 94

Bombing along. Good stuff DB.

cheers GF.

doughboy66 - 20 Jan 2006 12:58 - 73 of 94

This has really taken me by surprise today,i think this could be my exit point.
This has finally paid off ,a decent dividend paid along the way and a small profit and another room decorated for er indoors.
Many Thanks goldfinger
DB66

goldfinger - 20 Jan 2006 13:21 - 74 of 94

A profits a profit when you have the cash in your hand DB. Good luck.

cheers GF.

goldfinger - 20 Jan 2006 15:51 - 75 of 94

Being re-tipped in this morning's "Share Weekly" may account for some of it.

"Positive profit surprise puts Amstrad back in the TSW portfolio

A Share Weekly rule is that if the company announces that profits will beat expectations and the shares rise above the price at which they were dropped from the portfolio the shares must be reinstated. Amstrad met both these conditions on 4 January when it said that it expected earnings to significantly beat analysts forecasts because of rising demand and the price jumped to 178p Accordingly I am reinstating the shares in the TSW portfolio at the current price of 185p."


cheers GF.

goldfinger - 24 Jan 2006 08:25 - 76 of 94

Positive start this morning.

cheers GF.

goldfinger - 26 Jan 2006 16:39 - 77 of 94

A good end to the day for these.

cheers GF.

goldfinger - 02 Feb 2006 10:50 - 78 of 94

Im hoping this one now stays over 2 quid.

cheers GF.

goldfinger - 09 Feb 2006 10:42 - 79 of 94

Looks like its ready to move up again.

cheers GF.

Fred1new - 10 Feb 2006 10:03 - 80 of 94

I think it has left the 200p barrier behind. Should gather a little more momentum now.

goldfinger - 13 Feb 2006 11:12 - 81 of 94

Up in the blue again, but who knows, its one heck of a volatile stock.

cheers GF.

Fred1new - 13 Feb 2006 14:54 - 82 of 94

Price movement on small volume is crazy.

goldfinger - 13 Feb 2006 15:52 - 83 of 94

Still blue though Fred, fingers crossed.

cheers GF.
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