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Author Topic: ADAPT IT  (Read 32408 times)

Orca

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Re: ADAPT IT
« Reply #15 on: July 25, 2016, 01:41:37 pm »
Trading Statement shows HEPS increase could be as high as 41%.  :TU: This will bring the PE down somewhat.
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Orca

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Re: ADAPT IT
« Reply #16 on: October 26, 2016, 07:04:08 pm »
ADI has been my saving grace. Been averaging 500% pa over 5 years or 2 500% over the 5 year period with no divies reinvested.  :TU:
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Patrick

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Re: ADAPT IT
« Reply #17 on: October 27, 2016, 09:57:26 am »
R100 000 in ADI five years ago would be worth R2.28 million today  ??? ??? ???
« Last Edit: October 27, 2016, 10:00:09 am by Patrick »
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jaDEB

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Re: ADAPT IT
« Reply #18 on: October 27, 2016, 10:16:18 am »
If you bought NPN 5 Years ago... R100,000 now worth R600,000.00  :TU: if you however bought in 2002, now R14,000,000.00
« Last Edit: October 27, 2016, 10:18:53 am by jaDEB »
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gcr

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Re: ADAPT IT
« Reply #19 on: October 27, 2016, 10:22:05 am »
My all time favourite is Alert Steel - bought R 21,597's worth and now worth R 3,724 and you can't trade them. But oh well will have to use them as a means of reducing my CGT assessment in the future  :LHST:
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jaDEB

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Re: ADAPT IT
« Reply #20 on: October 27, 2016, 10:33:34 am »
Do not feel alone - two words - Africanbank & 1Time  :wall:
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rjthomas

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Re: ADAPT IT
« Reply #21 on: February 16, 2017, 04:40:27 am »
What is the latest opinions on this share? I am planning to buy in March.
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jonb

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Re: ADAPT IT
« Reply #22 on: April 04, 2017, 06:53:48 pm »
I have been out of SA for a little while and taking a break on SA stocks to clear my head

What happened to ADAPT ??????

I briefly skimmed over an earnings report in Feb and it didn't seem too bad and its been hammered

Do you guys still have an appetite for this?

I remember guys in the forum saying they wanted in but were waiting for a break

well, here it is right?!

 
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gcr

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Re: ADAPT IT
« Reply #23 on: April 04, 2017, 10:38:45 pm »
I sold off half my holdings in Adaptit today as I can't see the company going anywhere over the next year or so, but am hedging my bets by holding on to my halved shareholding hoping they will improve
Bought more Taste this morning and then they go and issue a sens bulletin wherein they say they are going to sell off all non food subsidiaries so not sure how this is going to pan out in the medium term as they still seem to be food acquisitive
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Orca

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Re: ADAPT IT
« Reply #24 on: April 07, 2017, 08:24:01 pm »
Just hold onto ADI. It has big moves up and down but you will be rewarded in the end. She has exposure to 38 countries globally that earns USD. I am holding a big steak in ADI and will keep her.
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gcr

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Re: ADAPT IT
« Reply #25 on: April 07, 2017, 09:31:12 pm »
Quote from: Orca on April 07, 2017, 08:24:01 pm
Just hold onto ADI. It has big moves up and down but you will be rewarded in the end. She has exposure to 38 countries globally that earns USD. I am holding a big steak in ADI and will keep her.
Orca - I hear you I still hold 5,000 shares but I bought in 2015 over time at an all inclusive price of R9.76 and sold 5,000 at R 11.15 - not really shooting the lights out and with these latest ratings downgrades they may suffer with not getting business as their pricings may not prove to be competitive or foreign countries could shy away from SA companies until the dust settles
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Orca

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Re: ADAPT IT
« Reply #26 on: April 13, 2017, 06:49:03 pm »
Check out the new member #JSE Shares post here and look at ADI there.
https://jseshares.co.za/shares/
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gcr

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Re: ADAPT IT
« Reply #27 on: April 13, 2017, 09:59:25 pm »
Orca - I have held Apadtit since 2014  - here are some prices my system shows over this period
3/7/2015 R 9.85
4/12/2015 R 13.80
6/5/2016 R 11.62
4/11/2016 R 16.56
7/4/2017 R 11.15
13/4/2017 R 11.00

So the best year was 2016 with a high of R 16.56 and since then it has gone backwards - as I mentioned I sold 1/2 my holdings (5,000 shares) and have an order on to buy at R 10. But ultimately I don't know where the share price and the company is going, the last sens  13/2/2017 was very wishy washy and gave me little comfort. So my view is it is either a hold or lighten up on ones holdings
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Orca

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Re: ADAPT IT
« Reply #28 on: April 14, 2017, 04:10:23 pm »
Moneyweb today:

CHARL BOTHA: I’m like a kid in a candy store at the moment, there are lots of opportunities now. The valuations on some of the stocks I’ve mentioned, Rolfes, Santova, Adapt IT we haven’t spoken about, Consolidated Infrastructure Group, if you can ignore the noise around the political sphere and so on I think you will do very well in the next three to five years buying these companies.

I hold both CIG (CIL) and ADI.
« Last Edit: April 14, 2017, 04:25:56 pm by Orca »
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gcr

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Re: ADAPT IT
« Reply #29 on: April 14, 2017, 04:38:44 pm »
I hold all of these counters other than CIG, but don't follow Botha in his arguments - he seems to be a pure numbers man. I also posted a comment at the end of the article around small caps - some of the names I listed don't exist anymore yet they were well liked by the market. The one that disturbed me the most was Wearne which is a dismal failure and its share price reflects its pathetic business model, plus they were forced to have a fire sale on their equipment and other assets - thank goodness I got out in time and didn't incur too bigger a loss
I still can't get my head around those punters of numbers to gauge future viability
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