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APN - Trading Update


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#1 CaptainAmerica

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Posted 12 October 2015 - 11:40 PM

A decent technical break today. I went long at R304. Crossing fingers

SoleTrader, I hope you are right and it continues recovering back to 350-400+. Have been following your trends on this forum for a while and you have made some bold, but good calls. 


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#2 SoleTrader

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Posted 12 October 2015 - 07:51 PM

A decent technical break today. I went long at R304. Crossing fingers
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#3 CaptainAmerica

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Posted 15 September 2015 - 09:22 PM

Wtf?? Why is Aspen trading so low? <R310
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#4 Moonraker

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Posted 01 September 2015 - 09:58 AM

I valued APN at R1300 per share before this years results. They now have a NHEPS of between 12 and 17 %. Forget the EPS as it's not a true reflection of their operating profits.  This is not their normal NHEPS of over 20%, but still excellent considering they increased their turnover by a whopping 53% last year with the operations they bought in France and Germany. They have consistently increased their figures over the the last 15+ years in terms of ROI, Turnover, EPS and NAV, which has never fallen below 10% growth each year. I don't think you will find another share on the JSE that has performed this well except maybe EOH. I am buying like crazy at these low levels. It was the Chairman Judy Dlamini that resigned. In my opinion she had little to do with the success of Aspen.

 

Thanks for your input. I agree and am holding - definitely not selling.


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#5 Lancealot

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Posted 01 September 2015 - 09:49 AM

I valued APN at R1300 per share before this years results. They now have a NHEPS of between 12 and 17 %. Forget the EPS as it's not a true reflection of their operating profits.  This is not their normal NHEPS of over 20%, but still excellent considering they increased their turnover by a whopping 53% last year with the operations they bought in France and Germany. They have consistently increased their figures over the the last 15+ years in terms of ROI, Turnover, EPS and NAV, which has never fallen below 10% growth each year. I don't think you will find another share on the JSE that has performed this well except maybe EOH. I am buying like crazy at these low levels. It was the Chairman Judy Dlamini that resigned. In my opinion she had little to do with the success of Aspen.


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#6 Fuxx

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Posted 29 August 2015 - 05:01 PM

What it's worth: Finweek Mag has rated Aspen a SELL rating!

Possible short term bounce but long term a sell.


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#7 Moonraker

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Posted 29 August 2015 - 03:52 PM

What the hell went wrong - practically flat eps.

 

Voluntary Trading Statement

Aspen shareholders are hereby advised that normalised headline earnings per share
(“NHEPS”), headline earnings per share and earnings per share for the 12 months
ended 30 June 2015 are expected to exceed those reported in the comparative period,
ended 30 June 2014, within the following ranges:

Measure Range Cents per share Cents per share in Notes
the comparative
period -
30 June 2014

NHEPS 12% to 17% 1191.9 to 1245.1 1064.2 1

Headline earnings per 10% to 15% 1118.0 to 1168.9 1016.4 2
share

Earnings per share 1% to 6% 1108.9 to 1163.8 1097.9 3
 

Notes:

1. NHEPS comprises headline earnings per share adjusted for specific non-trading
items. NHEPS is the primary measure used by management to assess Aspen’s
underlying financial performance.

2. The percentage growth in headline earnings per share is lower than the percentage
growth in NHEPS due to the effect of a foreign exchange gain related to transaction
funding which reduced NHEPS in the prior year.

3. The percentage growth in earnings per share is lower than the percentage growth in
headline earnings per share due to the effect of significant capital profits on the sale
of certain non-core products during the prior year.

The financial results on which this trading announcement is based have not been
reviewed or reported on by Aspen`s external auditors.

Aspen`s results for the 12 months ended 30 June 2015 are scheduled to be published
on SENS on 9 September 2015.

Durban
28 August 2015


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#8 Fuxx

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Posted 24 August 2015 - 06:34 PM

That is bloody interesting!

 

APN @ 310 might be good for a short term punt..


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#9 SoleTrader

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Posted 23 August 2015 - 04:27 PM

A interesting rumour started circulating last week that ceo saad was resigning from aspen and emigrating
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#10 CaptainAmerica

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Posted 20 July 2015 - 04:56 AM

Guys and gals, why is this counter stuck in the R350-380 range?.  Is a potential sale of the Glaxo stake keeping it down?  Also how does the depreciating ZAR (appreciating USD) affect APN earnings?


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#11 Pilotpilot

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Posted 24 May 2015 - 11:28 AM

Interesting topic on APN's recent drop.

 

http://www.timeslive...d-aspen-s-slide

 

 


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Invest in what you know - Warren Buffet

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#12 gamma

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Posted 19 May 2015 - 11:34 PM

I hope you bought on the dip....


APN's drop is becoming a bloodbath...

At what point is this going to become a buy? Still a solid company...!


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#13 Fuxx

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Posted 08 May 2015 - 08:59 PM

Is it time go long yet in APN?

 

It recovered nicely from 340! Hopefully the big international players have offloaded all their shares!


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#14 Geko

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Posted 07 May 2015 - 08:31 AM

Hi Jonny,

 

I haven't listened yet, but assume this is it:

http://www.cnbcafric...d=4222176314001

 


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#15 New_kid

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Posted 07 May 2015 - 08:30 AM

I happened to watch the show and tend to agree with them.
Their point of reasoning was that they don't understand the big drop. Even though GSK is selling it is still a good company. I think their exact words were "its a top company, with top management, in a top sector"
Im definitely keeping an eye on the company looking to by as low as possible, and hold buffet long (as long as it takes).
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#16 Jonny

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Posted 07 May 2015 - 08:14 AM

Apparently hotstoxx was discussing why this is falling on last night's show. Eskom decided loadshedding is my preferred state, so I couldn't watch it. Anybody happen to catch what they were saying?


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My posts are my opinion and shouldn't be seen as investment advise from me or the view of the organisation I work for.

Do your own research before engaging in trades/investments  :)


#17 Fuxx

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Posted 06 May 2015 - 09:45 PM

APN's drop is becoming a bloodbath...

 

At what point is this going to become a buy? Still a solid company...!


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#18 soutie

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Posted 06 May 2015 - 02:18 PM

Another string to the bow...?

 

http://www.moneyweb....miss-estimates/


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Anyone need a heads up...!


#19 soutie

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Posted 13 March 2015 - 02:22 PM

For those that haven't seen it.

 

 http://www.bdlive.co...-stake-in-aspen

 

May get cheaper in about 6mths when the next tranche is off loaded


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Anyone need a heads up...!


#20 joker247

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Posted 11 March 2015 - 12:39 PM

I got in at 298 in september last year. It has outperformed most of my other shares. I have been waiting since then to add more. I will definately be adding some as im holding for the long term.


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