Market's view on Facilities Adf
Published on April 2024
- There’s an anticipation of H1 financial results being significantly better than H2, following recent strikes.
- The company’s price-to-earnings (P/E) ratio is considered attractive at current prices, suggesting it could be a target for acquisition.
- Concerns are raised about weak H2 and ongoing weakness into H1.
- ADF is participating in the BASH panel, indicating its relevance and potential interest among investors.
- There is mention of Disabled Access Day and ADF’s involvement with initiatives to improve accessibility in the TV and Film industry.
- It’s reported that the UK has become Europe’s largest film and TV production centre, potentially benefiting companies like ADF.
- The end of the Hollywood actors’ strike is anticipated to bring positive momentum for the company.
- The Netflix password crackdown is expected to drive revenue acceleration, indirectly affecting the industry.
- There are doubts about the company’s financial sustainability due to ongoing strikes and potential thin schedules for the upcoming year.