The one stop source for breaking news, expert analysis, and podcasts on fast-moving AIM and LSE listed shares


Search articles by EPIC code

Before the the AA the most embarrassingly prolonged takeover of 2020?

2020-11-01 11:51:40

So hello to a new lockdown in England from Thursday. I know technically it is a 'lockdown lite' but you can guess the likely impact on the more cyclical and lockdown impacted sectors come tomorrow's markets.  But that is the markets for you.  We all know the voting machine investor is everything in the I look forward to battling with opportunities and threats and considering whether to get greedier as others get more fearful. To be honest, I cannot see gold being displaced as my largest sector allocation.  


The AA & oh-so-clever hedge fund-style shareholders v. oh-so-clever private equity potential business purchasers...

2020-08-10 11:59:55

I have never owned or - to the best of my knowledge - written about AA plc (AA.). Briefly last decade I was a member before an alternative breakdown service was bundled into my bank account but I remember thinking it was a bit of a rip-off back then. Obviously some people (Neil Woodford) did not think it was a rip-off and built up a large double-digit percentage stake before having to admit it was yet another mistake...


October performance update: start of 2019 top shorted London-listed shares

2019-11-05 08:22:17

Early this year we showed the top shorted London-listed shares at the start of 2019. How's the performance at the end of October? (those in bold remain from 2018)...


AA Group – actions of a well-run company?

2019-07-02 10:21:02

AA Group (AA.) has caused Neil Woodford a spot of embarrassment before. After all, he cornerstoned its IPO at 250p but profit warnings and the slashing of the dividend have seen the stock down to 46.66p even though Neil knew best all the way down as he hoovered up more stock at 166p after the profit warning September 2017. Last Friday saw a TR-1 from AA Group…..


Lessons from AA plc

2018-12-14 01:30:00

It never ceases to amaze me what Private Equity firms get away with. We are warned constantly that buying from them often ends in tears but, like moths to a light, the investment community cannot resist handing over other people’s money to them at crazy prices. It looks like Uber and Airbnb are lumbering onto the runway. In 2004 private equity firms, CVC Capital, Permira and Charterhouse bought the AA (AA.) from Centrica for £1.75 billion. Ten years later they borrowed vast amounts of money and paid themselves £2.5 billion in “dividends”…


73 Mind-Blowing Implications of Driverless Cars and Trucks - car crash ahead for the AA, BCA and others?

2018-02-22 06:17:17

Hat tip to Andrew Monk of VSA for spotting this paper from Hult Business School. It does give you food for thought. Certainly why would anyone invested in a heavily indebted business with bigg exposure to the carrying value of cars as we known them ( Northgate or BCA Marketplace for example) or the AA? Maybe Neil Woodford should read this and ponder before he buys any more shares in the AA or BCA? 


House broker Cenkos (Lagos) on the AA - Neil Woodford's disaster of the week

2018-02-21 02:29:41

As I write shares in AA Group (AA.) are down by 23% at 89p and you will never gbuess which high profile fund manager is a major holder, largely for the dividend income. Yup you got it, its Neil Woodford and yes the dividend is being slashed.


The AA Has Rescued Itself and Now Its Share Engine Should Start

2017-07-27 00:01:26

Hello, Share Twiddlers. The older ones among us may remember a great TV comedy sketch in which an AA man clashed with an RAC man. They were trying to sort things out after their respective members came head to head in a narrow lane, where only one could pass. That was in the fifties when they still made good telly. And though we no longer have quaint AA or RAC boxes by the roadside, the AA (AA.) has a powerful history, supporting a brand which is never forgotten.


This Share Shouldn't Fall by the Roadside, But There May Be Better Punts.

2016-04-08 00:15:19

Hello Share Togglers. I don’t own shares in AA, and I’m not planning to buy any. They have the best known brand in the car recovery business. But there is a lot of competition out there.


Search ShareProphets |

Recent Comments |

About ShareProphets

Contact Us

Advertise With Us

Send Us A Tip


Terms of Service

Privacy Policy

Cookie Policy

Forgot My Password

Forgot My Username

Resend Account Validation Token

Site by Everywhen