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APR The New Aggreko ??. (APR)     

goldfinger - 24 Aug 2012 10:13

Bought into these first thing this morning. Worth doing some research on them.

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

goldfinger - 24 Aug 2012 10:13 - 2 of 16

Broker snap........

24 Aug APR Energy APR Espirito Santo Execution Noble Buy 660.00 667.50 900.00 900.00 Initiates/Starts

goldfinger - 24 Aug 2012 10:25 - 3 of 16

And another one. Theirs some very
big targets on this stock and the
higher quality brokers involved
as I will post up later.....

24 Aug APR Energy APR Credit Suisse Outperform 660.00 667.50 1,300.00 1,300.00 Reiterates

goldfinger - 24 Aug 2012 10:54 - 4 of 16

APR Energy

Brokers very positive on the stock.

I see the big boys
Bank Of America and Goldman Sachs are on
board. Cant be bad.

APR Energy Broker Views

Date Broker Recommendation Price Old target price New target price Notes

24 Aug Espirito Santo Execution Noble Buy 660.00 900.00 900.00 Initiates/Starts
24 Aug Credit Suisse Outperform 660.00 1,300.00 1,300.00 Reiterates
20 Aug Espirito Santo Execution Noble Buy 660.00 - 900.00 Initiates/Starts
17 Aug Bank of America Merrill Lynch Buy 660.00 1,500.00 1,210.00 Reiterates
09 Aug Goldman Sachs Buy 660.00 1,290.00 870.00 Retains

Source Norwich and peterborough B/Society.

goldfinger - 24 Aug 2012 13:17 - 5 of 16

APR chart looks interesting as you can see the new bullish chart pattern "THE LADEL" founded by mams legendary trader SKINNY developing. This often comes after a period of great SP downward decline and results in a rounding bottom which looks like a kitchen ladel when completed and then takes off into a bullish uptrend, please see below.......

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

goldfinger - 24 Aug 2012 14:52 - 6 of 16

Going forward to 2013 the prospects
here are very exciting.

Foward P/E of just 12 and PEG of 0.3
now compare that to its peer
aggreko and you find this is WAY WAY too CHEAP..

APR Energy ForecastsYear Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield

31-Dec-13 281.21 59.97 55.64p 12.0 0.3 +36% 12.29p 1.9%

goldfinger - 24 Aug 2012 15:12 - 7 of 16

2 really big buys just gone through

goldfinger - 28 Aug 2012 08:14 - 8 of 16

Blue positive start to the shortened week.

goldfinger - 28 Aug 2012 08:46 - 9 of 16

Comparison between APR and its peer
Aggreko.......

- Aggreko ForecastsYear Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield

31-Dec-13 1,792.44 424.28 118.77p 19.2 1.6 +12% 27.00p 1.2%

- APR Energy ForecastsYear Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield

31-Dec-13 281.99 59.93 55.76p 12.4 0.4 +35% 12.81p 1.8%

Aggreko P/E 19.2 PEG 1.6 (ex growth) EPS increase 12%
APR.....P/E 12.4 PEG 0.4............ EPS increase 35%

Conclusion..

APR is way too cheap on the fundies
presented above little wonder Brokers
have 50% plus SP increases pencilled
in for the stock.

goldfinger - 29 Aug 2012 10:37 - 10 of 16

Broker note just out....

just look at that SP target 100% plus
on present SP........

29 Aug APR Energy APR Numis Buy 686.50 688.00 1,480.00 1,480.00 Retains

1480p SP Target.

goldfinger - 29 Aug 2012 15:56 - 11 of 16

APR Energy

Chart looking very positive a
break over 700p should lead to
much higher gains.

apr%201.JPG

goldfinger - 30 Aug 2012 08:15 - 12 of 16

Excelent results, ABOVE Expectations.......

APR Energy plc



Interim Results 2012



Pro Forma Profits Above Expectations.

344MW New Contracts and 356MW Extensions in 2012 to 30 June.

Increased Investment in Fleet. Positive Outlook.





APR Energy plc (LSE: APR) (the "Company" and together with its subsidiaries, "APR Energy" or the "Group"), a global leader in temporary power solutions, today announces its interim results for the six month period ended 30 June 2012.

The reported financial statements cover a six month period from 1 January 2012 to 30 June 2012. The Group is also providing pro forma financial data for the six month period from 1 January 2011 to 30 June 2011 to aid in historical comparative analysis. Pro forma financial data is used by the Group in managing the business and measuring the Group's underlying performance and cash flows.









Reported (1)
Pro forma (2)



($ million)


H1 2012
H1 2011
H1 2012
H1 2011
Change



Revenue


155.0
10.9
155.0
59.1
162%



Operating (loss)/profit


(0.8)
(43.4)
52.8
15.7
236%



(Loss)/profit before tax


(1.9)
(32.3)
51.8
13.9
273%



Net (loss)/income


(6.9)
(33.3)
46.8
5.7
721%



Earnings per share (cents)


(8.82)
(75.34)
59.81
12.79
368%



Pro forma EBITDA


-
-
96.1
28.5
237%



Pro forma EBITDA margin (%)


-
-
62.0
48.3
1,370bps




HIGHLIGHTS

· Pro forma revenues of $155.0 million up 162%

· Pro forma profits above expectations:

o Pro forma EBITDA up 237% to $96.1 million

o Pro forma net income up 721% to $46.8 million

· Pro forma EBITDA margin up to 62% from 48%

· 344MW of new contracts and 356MW of extensions delivered in the period

· Successful opening of Panama and Dubai Hubs; Malaysian Hub on schedule for September

· New fleet investment of $290-310 million planned based on improved outlook for natural gas opportunities

· 25MW of new contracts and 83MW of extensions since 30 June 2012





goldfinger - 30 Aug 2012 08:46 - 13 of 16

First broker note out this morning
after the results......

30 Aug APR Energy APR Espirito Santo Execution Noble Buy 707.25 695.00 900.00 900.00 Reiterates

900p SP target.

goldfinger - 30 Aug 2012 18:32 - 14 of 16

Bit of a rough ride today. All ended well.

Got to find out why the FD has left the company.

Juzzle - 23 Jan 2015 09:25 - 15 of 16

Good luck to all who are buying in on the basis of APR's asset value and in anticipation of a sharp bounce on any good news from Libya. Libyan government ratification of APR's contract extension could prompt a very sudden spike upwards in its share price.

But latest news on the overall situation in Libya remains grim and understandably affects the share price of all listed companies operating there, deterring many investors:

New York Times latest from Libya

In the event that the Libyan situation is not resolved in APR's favour, there must be doubts about how the company would ship its generators elsewhere - with so much disruption of ports and airports - and the risk of equipment being seized by fighters. About a fifth of APR's fleet is in Libya. The country is desparately short of electricity, and APR's equipment is something that various factions might relish control of.

Juzzle - 26 Jan 2015 08:20 - 16 of 16

So, the company has conceded defeat and thrown in the towel on its biggest contract. It now has the problem of getting its equipment out of war torn Libya without any faction seizing it.

No foreign airlines are flying to and from Libya. Ports remain under frequent attack.
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