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Thread: AVA

  1. #21
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    They delivered on time to India last month, seems like a no nonsense company. One has to question how they are going to press the flesh to win future contracts in Asia, but everyone is in the same boat, so level playing field. Good business to be in, the world just feels a little bit shaky atm.

  2. #22
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    A massive turn around from a $4.729 mil loss in 2019 to a $4.942 mil NPAT in 2020.
    https://www.asx.com.au/asx/statistic...idsId=02275274

  3. #23
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    Percy. Thank you. For alerting me to DMX. Their approach fits my style perfectly. Love this "It is more important to know a small number of companies intimately than to know very little about a lot of companies. Risk will increase the more diversified you become." I have subscribed to their newsletter today.
    “Instead of thinking “I’m right”, ask yourself “How do I know I am right?” Find the smartest people to disagree with you so you can stress test your ideas.” Ray Dalio

  4. #24
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    Percy, Someone lit the touch paper 28 cents + 19 %

  5. #25
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    Quote Originally Posted by stoploss View Post
    Percy, Someone lit the touch paper 28 cents + 19 %
    Fantastic.
    All I can say is we are "well positioned", and thank you www.dmxam.com.au "you have done it again."...lol

  6. #26
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    Double bagged exactly:-)

  7. #27
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    Quote Originally Posted by Joshuatree View Post
    Double bagged exactly:-)
    Me too By far my biggest holding now.
    Indeed DMX is a fantastic resource for small cap asx investors. 10x more hidden gems over the ditch.
    Agree about getting to know a few companies deeply; albeit initially you have to turn over quite a few stones and have a good filtering system.
    (Has given me very consistent high teen returns over 10 years with diversified small caps, despite the perception that they lead to erratic performance)
    Last edited by DarkHorse; 03-09-2020 at 09:14 PM.

  8. #28
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    AVA at an inflection point. TA suggests it was potentially going to uptrend or re-rate based on the news prior to fridays depressing action.

    That said it's held up well. Can't see how we don't have a re-rate over the next month or so based on the fact its cash flow positive for the first time (ignoring the miniscule 2018 operating cash flow) and has demonstrated 3 solid years of revenue growth with a colorful forecast despite COVID.

  9. #29
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  10. #30
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    PE 13. PCF 11. $3m net cash. c50% pa compounding growth in both revenue and gross margins 2017 - 2020. Not too shabby!
    Last edited by DarkHorse; 10-09-2020 at 02:15 PM.

  11. #31
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    good action today
    happy holder

  12. #32
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  13. #33
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    Quote Originally Posted by percy View Post
    Little earlier than expected. Will instos pile on, or will it sink post ex divi date is the question. Great growth though

  14. #34
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    Quote Originally Posted by Cadalac123 View Post
    Little earlier than expected. Will instos pile on, or will it sink post ex divi date is the question. Great growth though
    Don't know who it is, or who they are, but solid volumes going through today.Last price was 38 cents,while the high was 38.5 cents.

  15. #35
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    this and TPW turned out to be a great investment . this is why I've switched 100% to ASX investing instead of NZX

  16. #36
    Senior Member airedale's Avatar
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    Who was buying AVA at 10 cents in April. Discl.....not me🤐

  17. #37
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    Prob Percy for one.Darkhorse and I for two, in @ 15c ,only 180% up atp.
    Last edited by Joshuatree; 02-10-2020 at 09:58 AM.

  18. #38
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    Quote Originally Posted by Joshuatree View Post
    Prob Percy for one.Darkhorse and I for two, in @ 15c ,only 180% up atp.
    No not 10 cents.
    I first brought in on 7th January 2020 at 15.5 cents and doubled my holding on 4th May at 15 cents.

  19. #39
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    Been meaning to thank you Percy n JT for putting this on my radar. Brought 20th July for .16, then topped up shortly after. Liked the figures so got some more 1/9 at .26.

  20. #40
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    Quote Originally Posted by percy View Post
    No not 10 cents.
    I first brought in on 7th January 2020 at 15.5 cents and doubled my holding on 4th May at 15 cents.
    Percy all looking rather Perky today ......

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