Updates & Ideas

Facilities by ADF - Significant pent up demand; prospective PE of 6.1

October 2023

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Facilities by ADF (ADF; 59p) is the UK’s largest supplier of trailers to the film industry. Most of its customers are the US pay-to-view streaming giants like Netflix, Amazon, Disney, Apple, Sky, HBO, Marvel and BBC and it supplies the on site dressing rooms, make up and costume trailers, portable washroom, diners and offices, which are positioned close to a set and are reserved for actors and those in the production crew. ADF seems to have established a pattern of alternating good and bad patches. It had an awful 2020 when Covid stalled nearly all film productions but it is now clear that 2021 was a good year after a post lockdown bounce but this has now been followed by what is shaping up as a fairly disastrous second half to 20 ...

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Essentra

Growth Portflio 3 - October '23

Facilities by ADF - Strong possibility of a bid on a PE of <5 (December 2024)

Facilities by ADF (October 2024)

Facilities by ADF - Bouncing back from actor strikes (July 2024)

Facilities by ADF - Broker introduces eps forecast of 9.6p next year (June 2023)

Facilities by ADF - Sales set to climb 50% this year (March 2023)

Facilities by ADF - Buys Location One (December 2022)

Facilities by ADF (October 2022)

Facilities by ADF - Strong maiden results (June 2022)

Facilities by ADF - 90% of FY22 sales already in the bag (February 2022)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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