View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAVEVA Group 過去の業績過去 基準チェック /06AVEVA Groupの収益は年間平均-48.9%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間7.6% 17.7%割合で 増加しています。主要情報-48.88%収益成長率-49.19%EPS成長率Software 業界の成長19.85%収益成長率17.67%株主資本利益率-1.08%ネット・マージン-4.87%前回の決算情報30 Sep 2022最近の業績更新Reported Earnings • Jun 09Full year 2022 earnings released: UK£0.21 loss per share (vs UK£0.11 profit in FY 2021)Full year 2022 results: UK£0.21 loss per share (down from UK£0.11 profit in FY 2021). Revenue: UK£1.19b (up 45% from FY 2021). Net loss: UK£62.6m (down 352% from profit in FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 26% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 11First half 2022 earnings released: UK£0.27 loss per share (vs UK£0.13 loss in 1H 2021)The company reported a mediocre first half result with increased losses and weaker control over costs, although revenues improved. First half 2022 results: Revenue: UK£480.9m (up 45% from 1H 2021). Net loss: UK£81.5m (loss widened 302% from 1H 2021). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • May 27Full year 2021 earnings released: EPS UK£0.11 (vs UK£0.43 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£820.4m (down 1.6% from FY 2020). Net income: UK£24.8m (down 65% from FY 2020). Profit margin: 3.0% (down from 8.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesお知らせ • Sep 21AVEVA Announces Board AppointmentsAVEVA, announced the appointment of two new non-executive directors to its board this September. The appointments come as the company further strengthens its focus on the transition to Software-as-a-Service (SaaS) and expands in key markets including the US and China. Dr. Yanbing Li, a digital engineering expert, brings expertise as a tech entrepreneur and innovator in the US and China. Dr. Yanbing Li is a global business and technology leader with extensive experience building market leading products and hyper-growth businesses of over USD 1 billion. Deeply rooted in technology and engineering, she has led large-scale international business operations. She brings expertise in cloud commerce and enterprise software, and the evolving digital SaaS marketplace. Carl Bass, former CEO of Autodesk, will support business strategy in the transition to Software-as-a-Service. Carl Bass is a former president and chief executive officer of industrial design software company Autodesk. He was credited with expanding Autodesk beyond its core software offerings through acquisitions and new product developments, leading the transition from 2D to 3D model-based design. Carl is co-founder of Flying Moose, Ithaca Software and buzzsaw.お知らせ • Jan 19+ 6 more updatesSchneider Electric S.E. (ENXTPA:SU) completed the acquisition of 40.86% stake in AVEVA Group plc (LSE:AVV) from from J. Patrick Kennedy and others.Schneider Electric S.E. (ENXTPA:SU) made an offer to acquire 40.86% stake in AVEVA Group plc (LSE:AVV) from from J. Patrick Kennedy and others for approximately £3.8 billion on September 21, 2022. As of November 11, 2022, the offer price has been increased to £32.25. Under the terms of the Acquisition, AVEVA Shareholders (other than Samos or any other member of the Schneider Electric Group) will be entitled to receive: for each AVEVA Share: £31 in cash. The Consideration payable pursuant to the Acquisition will be fully funded through a new term debt facility arranged by Citibank, N.A. London Branch and Société Générale, underwritten by Citibank Europe and Société Générale and documented by way of a £4.1 billion Bridge Facility Agreement entered into on 20 September 2022 between, among others, Schneider Electric and Société Générale(as facility agent). The AVEVA Independent Committee intends to recommend unanimously that AVEVA Shareholders vote in favour of the Scheme at the Court Meeting and the Resolutions at the General Meeting (or, in the event that the Acquisition is implemented by way of an Agreed Offer, to accept or procure acceptance of such Agreed Offer) as the AVEVA Independent Directors who hold AVEVA Shares have irrevocably undertaken to do in respect of their own beneficial holdings of 157,559 AVEVA Shares in aggregate representing approximately 0.05% of AVEVA's total issued share capital. In total, Schneider Electric have received irrevocable undertakings in respect of, in aggregate, 171,059 AVEVA Shares representing approximately 0.06% of AVEVA's total issued share capital. As of November 14, 2022, Schneider has received an irrevocable undertaking to vote in favour of the Scheme from J. Patrick Kennedy in respect of a total of 12,287,823 AVEVA Shares in aggregate and representing approximately 4.1% of the issued share capital. Samos has a majority stake in AVEVA, holding 178,573,525 AVEVA Shares, representing approximately 59.14% of the issued ordinary share capital of AVEVA (as at the close of business on September 20, 2022. Schneider Electric S.E. intends to maintain AVEVA's existing corporate headquarters in Cambridge. Schneider Electric has agreed that AVEVA may implement certain retention arrangements to assist with the retention of employees in connection with the Acquisition. Schneider Electric does not intend to make any material change to the number of AVEVA employees or the balance of skills and functions of AVEVA's employees and management. It is intended that, upon completion of the Acquisition, each of the non-executive members of the board of AVEVA shall resign from their office as a director of AVEVA. The Acquisition is currently intended to be implemented by means of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act and is conditional on the approval of the requisite majority of Scheme Shareholders at the Court Meeting and the requisite majority of AVEVA Shareholders at the General Meeting. In order to become Effective, the Scheme must be approved by a majority in number, representing not less than 75% in value, of Scheme Shareholders (or the relevant class or classes thereof) who are present and voting (and who are entitled to vote), either in person or by proxy, at the Court Meeting and at any separate class meeting which may be required by the Court (or, in each case, at any adjournment thereof). In addition, the Resolutions implementing the Scheme must be duly passed by 75% or more of the votes cast in person or by proxy at the General Meeting or at any adjournment thereof. It is expected that the Court Meeting and the General Meeting will take place in mid-November 2022. Following the Court Meeting and General Meeting, the Scheme must also be sanctioned by the Court. The Acquisition is subject to the Conditions and to be set out in the Scheme Document and will only become Effective if, among other things, the following events occur on or before the Long-Stop Date: the approval of the Scheme being granted by a majority in number representing not less than 75% in value of Scheme Shareholders (or the relevant class or classes thereof) who are present and voting (and who are entitled to vote), either in person or by proxy, at the Court Meeting and at any separate class meeting which may be required by the Court (or, in each case, at any adjournment thereof); the Resolutions required to approve and implement the Scheme being duly passed by 75% or more of the votes cast in person or by proxy at the General Meeting or at any adjournment thereof; certain regulatory approvals as described in Appendix 1 (including a national security clearance in the UK and foreign direct investment approvals, insofar as a filing is deemed necessary, in Germany,France, and Denmark being obtained); following the Court Meeting and the General Meeting and receipt of the required regulatory approvals set out in Appendix 1 and as described above, the Scheme being sanctioned by the Court (with or without modification, but subject to any modification being on terms acceptable to Bidco and AVEVA) at the Court Sanction Hearing; and following the sanction of the Scheme by the Court, a copy of the Scheme Court Order being delivered to the Registrar of Companies for registration. Prior to the Scheme becoming Effective, it is intended that applications will be made to the London Stock Exchange to cancel trading in AVEVA Shares on its Main Market for listed securities and to the FCA to cancel the listing of the AVEVA Shares from the Official List, in each case, to take effect from or shortly following the Effective Date. As of November 25, 2022, AVEVA Group plc shareholders approved the transaction and AVEVA Shareholders voted to approve the Scheme at the Court Meeting. As of December 6, 2022, the transaction has received clearance from the Secretary of State for Business, Energy & Industrial Strategy. The Acquisition is expected to become Effective in the first quarter of 2023, subject to satisfaction (or, where applicable, waiver) of the Conditions. As of December 14, 2022 Court Hearing has been scheduled to be held on January 16, 2023. As of January 16, 2023, the court has approved the acquisition. The Effective Date of the Scheme is expected to be January 18, 2023. Lazard & Co., Limited, J.P. Morgan Cazenove Limited and Numis Securities Limited acted as financial advisor to AVEVA Group plc. Citigroup Global Markets Limited acted as financial advisor to Schneider Electric S.E. Andy Ryde and Andrew Jolly of Slaughter and May acted as legal advisor to Schneider Electric S.E. (ENXTPA:SU). Freshfields Bruckhaus Deringer LLP acted as legal advisor to AVEVA Group plc. Link Group acted as Registrar to AVEVA Group plc. Herbert Smith Freehills LLP acted as legal advisor to Schneider Electric S.E. Scott C. Hopkins of Skadden, Arps, Slate, Meagher & Flom (UK) LLP represented Davidson Kempner European Partners, LLP (United Kingdom), a major shareholder of AVEVA Group plc. Schneider Electric S.E. (ENXTPA:SU) completed the acquisition of 40.86% stake in AVEVA Group plc (LSE:AVV) from from J. Patrick Kennedy and others on January 18, 2023.お知らせ • Jan 18AVEVA Group plc(LSE:AVV) dropped from S&P Global BMI IndexAVEVA Group plc(LSE:AVV) dropped from S&P Global BMI Indexお知らせ • Dec 23AVEVA Group plc Announces Resignation Ayesha Khanna, an Independent Non-Executive Director, Effective December 31, 2022AVEVA Group plc announces that Dr. Ayesha Khanna, an independent Non-Executive Director, has resigned from the Board. Her departure will be effective on 31 December 2022.お知らせ • Dec 16AVEVA Group Announces Cancellation of Listing of Its Shares Effective on 19 January 2023On 21 September 2022, the boards of Schneider Electric and Bidco and the AVEVA Group plc Independent Committee announced that they had reached agreement on the terms of a recommended cash acquisition by which the entire issued and to be issued share capital of AVEVA (excluding AVEVA Shares held by Samos, an indirect wholly-owned subsidiary of Schneider Electric) would be acquired by Bidco (the "Acquisition"). It is intended that the Acquisition will be effected by means of a Court approved scheme of arrangement under Part 26 of the Companies Act 2006, and is subject to the terms and conditions set out in the scheme document published on 18 October 2022 (the "Scheme Document"). Suspension of listing and dealings in AVEVA Shares is on 7.30 a.m. on 18 January 2023. Cancellation of listing of its Shares effective on 19 January 2023.お知らせ • Nov 08+ 1 more updateAVEVA Group plc Announces an Interim Dividend, Payable on 9 December 2022AVEVA Group plc announced an interim dividend of 13.0 pence per share (first half fiscal year 2022: 13.0 pence). The interim dividend will be payable on 9 December 2022 to shareholders on the register on 18 November 2022.お知らせ • Oct 18AVEVA Group plc Provides Revenue Guidance for the Fiscal Year 2023AVEVA Group plc provided revenue guidance for the fiscal year 2023. The full year projections indicate revenue seasonality at broadly similar levels to previous years and significantly lower second half cost increases.お知らせ • Sep 25+ 1 more updateM&G Investment Management Opposes AVEVA Group plc Business Combination Agreement with Schneider Electric S EOn September 23, 2022, M&G Investment Management, a shareholder of AVEVA Group plc stated that the Company’s share price is trading at depressed levels due to the combination of low technology valuations, macro-economic uncertainties and a complex business model evolution from license to subscription-based revenues and it intended to vote against the Company’s business combination agreement with Schneider Electric S E.お知らせ • Sep 22AVEVA Group plc to Delist from the London Stock ExchangeThe boards of Schneider Electric and Bidco and AVEVA Group plc Independent Committee are pleased to announce that they have reached agreement on the terms of a recommended cash acquisition by which the entire issued and to be issued share capital of AVEVA (excluding AVEVA Shares held by Samos Acquisition Company Limited ("Samos"), an indirect wholly owned subsidiary of Schneider Electric) will be acquired by Bidco. Prior to the Scheme becoming Effective, it is intended that applications will be made to the London Stock Exchange to cancel trading in AVEVA Shares on its Main Market for listed securities and to the FCA to cancel the listing of the AVEVA Shares from the Official List, in each case, to take effect from or shortly following the Effective Date.お知らせ • Sep 21Aveva Group plc to Delist from the London Stock ExchangePrior to the Scheme becoming Effective, it is intended that applications will be made to the London Stock Exchange to cancel trading in AVEVA Group plc Shares on its Main Market for listed securities and to the FCA to cancel the listing of the AVEVA Shares from the Official List, in each case, to take effect from or shortly following the Effective Date. The last day of dealings in, and registration of transfers of, AVEVA Shares on the Main Market of the London Stock Exchange is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. (London time) on that date. On the Effective Date, entitlements held within the CREST system to the AVEVA Shares will be cancelled, and share certificates in respect of the AVEVA Shares will cease to be valid.As soon as possible after the Effective Date, it is intended that AVEVA will be re-registered as a private limited company.お知らせ • Aug 25Schneider Electric Confirms Considering Possible Offer for the Entire Issued, and to Be Issued, Share Capital of AVEVAFollowing the recent press speculation regarding AVEVA Group plc (LSE:AVV), Schneider Electric S.E. (ENXTPA:SU) confirms that it is considering a possible offer for the entire issued, and to be issued, share capital of the Company not currently owned by Schneider Electric. No proposal has been made to AVEVA yet and there can be no certainty that any offer will be made, nor as to the terms on which any offer will be made (should one be made). In accordance with Rule 2.6(a) of the Code, Schneider Electric must, by not later than 5.00 p.m. on 21 September 2022, either announce a firm intention to make an offer for the Company in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can only be extended with the consent of The Panel on Takeovers and Mergers (the "Takeover Panel") in accordance with Rule 2.6(c) of the Code. Whether or not an offer is made, Schneider Electric remains committed to AVEVA, to its agnostic and autonomous business model and to its employees. Schneider Electric believes that a full combination of AVEVA and the software business of Schneider Electric will reinforce AVEVA, and enable it to execute its growth strategy faster.Recent Insider Transactions • Aug 03CTO and Executive VP of R&D recently sold UK£57k worth of stockOn the 26th of July, Andrew McCloskey sold around 2k shares on-market at roughly UK£23.11 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£252k more than they bought in the last 12 months.お知らせ • Jul 16AVEVA Group Declares Final Dividend for the Year Ended 31 March 2022 Payable on 5 August 2022AVEVA Group plc at the AGM held on July 15, 2022 declared a final dividend of 24.5 pence per ordinary share in respect of the year ended 31 March 2022 to shareholders on the register of members at close of business on 8 July 2022, payable on 5 August 2022.お知らせ • Jul 09Schuller & Company Gmbh acquired BoCad 2 software division of AVEVA plc from AVEVA Group plc (LSE:AVV).Schuller & Company Gmbh acquired BoCad 2 software division of AVEVA plc from AVEVA Group plc (LSE:AVV) on July 6, 2022. Sven Schweneke, Bernd Pirpamer, Nils Müller, Rolf Kowanz, Lutz Schreiber, Simon Weppner, Daniel von Brevern from Eversheds Sutherland (Germany) LLP and Ewa Lachowska-Brol from Wierzbowski Eversheds Sutherland acted as legal advisor to AVEVA Group plc (LSE:AVV). Franck Bourgeois and Déborah Attali from Eversheds Paris LLP and Eversheds Sutherland acted as legal advisor to AVEVA Group plc (LSE:AVV). Schuller & Company Gmbh completed the acquisition of BoCad 2 software division of AVEVA plc from AVEVA Group plc (LSE:AVV) on July 6, 2022.Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be UK£28.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Jun 30Upcoming dividend of UK£0.24 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 05 August 2022. The company is not currently making a profit and its cash payout ratio is 85%. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.2%). Lower than average of industry peers (2.2%).Reported Earnings • Jun 09Full year 2022 earnings released: UK£0.21 loss per share (vs UK£0.11 profit in FY 2021)Full year 2022 results: UK£0.21 loss per share (down from UK£0.11 profit in FY 2021). Revenue: UK£1.19b (up 45% from FY 2021). Net loss: UK£62.6m (down 352% from profit in FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 26% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Anne Stevens was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • May 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£27.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Meanwhile, the company became loss making.お知らせ • May 19Aveva Group plc Announces Resignation of Ravi Gopinath from His Executive Role as Chief Strategy Officer and Chief Cloud OfficerSpectris plc announces that, Ravi Gopinath, Non-executive Director, has notified the Company that he has stepped down from his executive role as Chief Strategy Officer and Chief Cloud Officer at AVEVA Group plc with effect from 1 April 2022.Buying Opportunity • Apr 28Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be UK£25.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Apr 28AVEVA Group plc Provides Sales Guidance for the Year 2023AVEVA Group plc provided sales guidance for the year 2023. Revenue growth is expected to be lower in fiscal year 2023 than in fiscal year 2022.お知らせ • Apr 21AVEVA Group plc Announces Executive ChangesAVEVA Group plc announced the appointment of Anne Stevens as an independent Non-Executive Director from 1 May 2022. Anne will also join the Remuneration Committee and the Audit Committee from 1 May 2022. Jennifer Allerton will step down as a Non-Executive Director and Chair of the Remuneration Committee at the conclusion of the 2022 AGM, at which point Anne Stevens will become the Chair of the Remuneration Committee. Anne was Chief Executive of GKN plc from January 2018 to April 2018, having formerly been a Non-Executive Director. She was formerly Chairman and CEO of SA IT Services from 2011 until her retirement in December 2014.Board Change • Mar 29High number of new directorsIndependent Non-Executive Director Ayesha Khanna was the last director to join the board, commencing their role in 2021.Recent Insider Transactions • Mar 11CTO and Executive VP of R&D recently sold UK£159k worth of stockOn the 7th of March, Andrew McCloskey sold around 7k shares on-market at roughly UK£24.03 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought UK£320k more than they sold in the last 12 months.お知らせ • Feb 18+ 1 more updateAVEVA Group plc Announces Management ChangesAVEVA Group plc announced that, after careful consideration, the Directors have requested that Philip Aiken remains as Chairman for a further year beyond AVEVA's 2022 AGM. Philip continues to provide exceptional leadership, which is particularly valuable as its complete the successful integration of OSIsoft and embed the foundations to support the next phase of subscription-led growth. In addition, from 1 March 2022, James Kidd, AVEVA's Deputy CEO and CFO, will become AVEVA's Chief Strategy and Transformation Officer. James will remain on the Board as one of the two Executive Directors. This role will focus on driving both organic and inorganic growth initiatives. The role of Chief Financial Officer will be assumed by Brian DiBenedetto, also starting on 1 March. Brian has made a valued contribution to AVEVA's finance function during James' recent period of compassionate leave, having transferred from Schneider Electric.お知らせ • Feb 17AVEVA Group plc Provides Sales Guidance for the Year 2022AVEVA Group plc provided sales guidance for the year 2022. The group's sales pipeline for the remainder of the financial year is solid, supporting management plans for good revenue growth in the final quarter, giving a revenue outlook for the full year that is in line with expectations.Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be UK£33.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% per annum over the last 3 years. The company became loss making over the last year.Upcoming Dividend • Dec 30Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 06 January 2022. Payment date: 04 February 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.5%).Reported Earnings • Nov 11First half 2022 earnings released: UK£0.27 loss per share (vs UK£0.13 loss in 1H 2021)The company reported a mediocre first half result with increased losses and weaker control over costs, although revenues improved. First half 2022 results: Revenue: UK£480.9m (up 45% from 1H 2021). Net loss: UK£81.5m (loss widened 302% from 1H 2021). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ayesha Khanna was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jul 01Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 04 August 2021. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.6%).Recent Insider Transactions • Jun 03CEO & Non-Executive Vice Chairman recently bought UK£479k worth of stockOn the 1st of June, Peter Herweck bought around 14k shares on-market at roughly UK£35.48 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of UK£268k worth in shares.Reported Earnings • May 27Full year 2021 earnings released: EPS UK£0.11 (vs UK£0.43 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£820.4m (down 1.6% from FY 2020). Net income: UK£24.8m (down 65% from FY 2020). Profit margin: 3.0% (down from 8.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • May 25AVEVA Group plc Proposes Final Dividend for the Year Ended March 31, 2021, Payable on 4 August 2021AVEVA Group plc announced that the Directors proposed to pay a final dividend of 23.5 pence per share for the year ended March 31, 2021. The final dividend will be payable on 4 August 2021 to shareholders on the register on 9 July 2021.Executive Departure • May 21Finance Director & Company Secretary has left the companyOn the 17th of May, David Ward's tenure as Finance Director & Company Secretary ended after 3.2 years in the role. As of March 2021, David personally held 10.84k shares (UK£371k worth at the time). David is the only executive to leave the company over the last 12 months.お知らせ • May 13Schneider Electric S.E. (ENXTPA:SU) entered into an agreement to acquire Acquis Software, Termis Software and Water Loss Management Software businesses from AVEVA Group plc (LSE:AVV) for £2.6 million.Schneider Electric S.E. (ENXTPA:SU) entered into an agreement to acquire Acquis Software, Termis Software and Water Loss Management Software businesses from AVEVA Group plc (LSE:AVV) for £2.6 million on May 11, 2021. Completion of the transaction is expected to occur in or around July 2021.Recent Insider Transactions • Feb 13Finance Director & Company Secretary recently sold UK£152k worth of stockOn the 11th of February, David Ward sold around 4k shares on-market at roughly UK£37.75 per share. In the last 3 months, there was an even bigger sale from another insider worth UK£271k. Despite this recent sale, insiders have collectively bought UK£261k more than they sold in the last 12 months.お知らせ • Jan 29David Ward to Step Down as Company Secretary & Fd of AVEVA Group plcAVEVA Group Plc notes the announcement that David Ward, currently Company Secretary and Finance Director reporting to AVEVA's Deputy CEO and CFO James Kidd, will be joining GB Group plc as a Board Director and CFO with effect from 17 May 2021. David leaves AVEVA after 10 years of service and does so with the very best wishes of the Board and his colleagues.お知らせ • Jan 28+ 4 more updatesAVEVA Group plc, Annual General Meeting, Jul 07, 2021AVEVA Group plc, Annual General Meeting, Jul 07, 2021.Recent Insider Transactions • Jan 21Non-Executive Vice Chairman recently sold UK£271k worth of stockOn the 19th of January, Peter Herweck sold around 7k shares on-market at roughly UK£38.13 per share. This was the largest sale by an insider in the last 3 months. Peter has been a seller over the last 12 months, reducing personal holdings by UK£122k.Upcoming Dividend • Dec 31Upcoming Dividend of UK£0.12 Per ShareWill be paid on the 5th of February to those who are registered shareholders by the 7th of January. The trailing yield of 1.4% is below the top quartile of British dividend payers (4.7%), and is lower than industry peers (1.7%).Is New 90 Day High Low • Dec 02New 90-day low: UK£31.91The company is down 35% from its price of UK£48.80 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£18.01 per share.お知らせ • Oct 03Aveva Group plc Announces the Resignation of Ron Mobed as Non-Executive Director, Effective from 1 December 2020AVEVA Group plc announced that with effect from 1 December 2020, Ron Mobed, a Non-executive Director of the Company, will join the Board of Robert Walters PLC, the leading international recruitment group. Following a period of hand over, Ron Mobed will take on the role of Non-executive Chairman of Robert Walters PLC on 29 January 2021.お知らせ • Jul 31Factory Systemès France acquired Schneider Electric GmbH from AVEVA Group plc (LSE:AVV).Factory Systemès France acquired Schneider Electric GmbH from AVEVA Group plc (LSE:AVV) on April 8, 2020. Henning Frase, Claas Fuhrmann, Alexander Strecker, Claas Winkler and Yvonne Gallus of ckss Carlé Korn Stahl Strahl Partnerschaft mbB acted as legal advisor to Factory Systemès. Sven Schweneke, Simon Weppner, Manuela Rauch and Rolf Kowanz of Eversheds Sutherland (Germany) LLP acted as legal advisor to AVEVA Group. Factory Systemès France completed the acquisition of Schneider Electric GmbH from AVEVA Group plc (LSE:AVV) on April 8, 2020.収支内訳AVEVA Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BATS-CHIXE:AVVL 収益、費用、利益 ( )GBP Millions日付収益収益G+A経費研究開発費30 Sep 221,256-6159936030 Jun 221,221-6257835131 Mar 221,185-6355634331 Dec 211,077-4949830030 Sep 21969-3644025730 Jun 21895-639122031 Mar 218202534118431 Dec 207972832518530 Sep 207753230918530 Jun 208045132318531 Mar 208347033818431 Dec 198286433718430 Sep 198225833618430 Jun 197944632718031 Mar 197673431717631 Dec 186873128615430 Sep 186082825513130 Jun 185473421411631 Mar 184864117310131 Dec 174553716510630 Sep 174413416211530 Jun 174343615210631 Mar 17433381449831 Mar 164174110064質の高い収益: AVVLは現在利益が出ていません。利益率の向上: AVVLは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AVVLは利益が出ておらず、過去 5 年間で損失は年間48.9%の割合で増加しています。成長の加速: AVVLの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: AVVLは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 8.9% ) と比較することは困難です。株主資本利益率高いROE: AVVLは現在利益が出ていないため、自己資本利益率 ( -1.08% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/01/20 08:35終値2023/01/17 00:00収益2022/09/30年間収益2022/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AVEVA Group plc 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Gal MundaBerenbergNicholas GreenBernsteinFrederic Emile BoulanBofA Global Research8 その他のアナリストを表示
Reported Earnings • Jun 09Full year 2022 earnings released: UK£0.21 loss per share (vs UK£0.11 profit in FY 2021)Full year 2022 results: UK£0.21 loss per share (down from UK£0.11 profit in FY 2021). Revenue: UK£1.19b (up 45% from FY 2021). Net loss: UK£62.6m (down 352% from profit in FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 26% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 11First half 2022 earnings released: UK£0.27 loss per share (vs UK£0.13 loss in 1H 2021)The company reported a mediocre first half result with increased losses and weaker control over costs, although revenues improved. First half 2022 results: Revenue: UK£480.9m (up 45% from 1H 2021). Net loss: UK£81.5m (loss widened 302% from 1H 2021). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • May 27Full year 2021 earnings released: EPS UK£0.11 (vs UK£0.43 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£820.4m (down 1.6% from FY 2020). Net income: UK£24.8m (down 65% from FY 2020). Profit margin: 3.0% (down from 8.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Sep 21AVEVA Announces Board AppointmentsAVEVA, announced the appointment of two new non-executive directors to its board this September. The appointments come as the company further strengthens its focus on the transition to Software-as-a-Service (SaaS) and expands in key markets including the US and China. Dr. Yanbing Li, a digital engineering expert, brings expertise as a tech entrepreneur and innovator in the US and China. Dr. Yanbing Li is a global business and technology leader with extensive experience building market leading products and hyper-growth businesses of over USD 1 billion. Deeply rooted in technology and engineering, she has led large-scale international business operations. She brings expertise in cloud commerce and enterprise software, and the evolving digital SaaS marketplace. Carl Bass, former CEO of Autodesk, will support business strategy in the transition to Software-as-a-Service. Carl Bass is a former president and chief executive officer of industrial design software company Autodesk. He was credited with expanding Autodesk beyond its core software offerings through acquisitions and new product developments, leading the transition from 2D to 3D model-based design. Carl is co-founder of Flying Moose, Ithaca Software and buzzsaw.
お知らせ • Jan 19+ 6 more updatesSchneider Electric S.E. (ENXTPA:SU) completed the acquisition of 40.86% stake in AVEVA Group plc (LSE:AVV) from from J. Patrick Kennedy and others.Schneider Electric S.E. (ENXTPA:SU) made an offer to acquire 40.86% stake in AVEVA Group plc (LSE:AVV) from from J. Patrick Kennedy and others for approximately £3.8 billion on September 21, 2022. As of November 11, 2022, the offer price has been increased to £32.25. Under the terms of the Acquisition, AVEVA Shareholders (other than Samos or any other member of the Schneider Electric Group) will be entitled to receive: for each AVEVA Share: £31 in cash. The Consideration payable pursuant to the Acquisition will be fully funded through a new term debt facility arranged by Citibank, N.A. London Branch and Société Générale, underwritten by Citibank Europe and Société Générale and documented by way of a £4.1 billion Bridge Facility Agreement entered into on 20 September 2022 between, among others, Schneider Electric and Société Générale(as facility agent). The AVEVA Independent Committee intends to recommend unanimously that AVEVA Shareholders vote in favour of the Scheme at the Court Meeting and the Resolutions at the General Meeting (or, in the event that the Acquisition is implemented by way of an Agreed Offer, to accept or procure acceptance of such Agreed Offer) as the AVEVA Independent Directors who hold AVEVA Shares have irrevocably undertaken to do in respect of their own beneficial holdings of 157,559 AVEVA Shares in aggregate representing approximately 0.05% of AVEVA's total issued share capital. In total, Schneider Electric have received irrevocable undertakings in respect of, in aggregate, 171,059 AVEVA Shares representing approximately 0.06% of AVEVA's total issued share capital. As of November 14, 2022, Schneider has received an irrevocable undertaking to vote in favour of the Scheme from J. Patrick Kennedy in respect of a total of 12,287,823 AVEVA Shares in aggregate and representing approximately 4.1% of the issued share capital. Samos has a majority stake in AVEVA, holding 178,573,525 AVEVA Shares, representing approximately 59.14% of the issued ordinary share capital of AVEVA (as at the close of business on September 20, 2022. Schneider Electric S.E. intends to maintain AVEVA's existing corporate headquarters in Cambridge. Schneider Electric has agreed that AVEVA may implement certain retention arrangements to assist with the retention of employees in connection with the Acquisition. Schneider Electric does not intend to make any material change to the number of AVEVA employees or the balance of skills and functions of AVEVA's employees and management. It is intended that, upon completion of the Acquisition, each of the non-executive members of the board of AVEVA shall resign from their office as a director of AVEVA. The Acquisition is currently intended to be implemented by means of a Court-sanctioned scheme of arrangement under Part 26 of the Companies Act and is conditional on the approval of the requisite majority of Scheme Shareholders at the Court Meeting and the requisite majority of AVEVA Shareholders at the General Meeting. In order to become Effective, the Scheme must be approved by a majority in number, representing not less than 75% in value, of Scheme Shareholders (or the relevant class or classes thereof) who are present and voting (and who are entitled to vote), either in person or by proxy, at the Court Meeting and at any separate class meeting which may be required by the Court (or, in each case, at any adjournment thereof). In addition, the Resolutions implementing the Scheme must be duly passed by 75% or more of the votes cast in person or by proxy at the General Meeting or at any adjournment thereof. It is expected that the Court Meeting and the General Meeting will take place in mid-November 2022. Following the Court Meeting and General Meeting, the Scheme must also be sanctioned by the Court. The Acquisition is subject to the Conditions and to be set out in the Scheme Document and will only become Effective if, among other things, the following events occur on or before the Long-Stop Date: the approval of the Scheme being granted by a majority in number representing not less than 75% in value of Scheme Shareholders (or the relevant class or classes thereof) who are present and voting (and who are entitled to vote), either in person or by proxy, at the Court Meeting and at any separate class meeting which may be required by the Court (or, in each case, at any adjournment thereof); the Resolutions required to approve and implement the Scheme being duly passed by 75% or more of the votes cast in person or by proxy at the General Meeting or at any adjournment thereof; certain regulatory approvals as described in Appendix 1 (including a national security clearance in the UK and foreign direct investment approvals, insofar as a filing is deemed necessary, in Germany,France, and Denmark being obtained); following the Court Meeting and the General Meeting and receipt of the required regulatory approvals set out in Appendix 1 and as described above, the Scheme being sanctioned by the Court (with or without modification, but subject to any modification being on terms acceptable to Bidco and AVEVA) at the Court Sanction Hearing; and following the sanction of the Scheme by the Court, a copy of the Scheme Court Order being delivered to the Registrar of Companies for registration. Prior to the Scheme becoming Effective, it is intended that applications will be made to the London Stock Exchange to cancel trading in AVEVA Shares on its Main Market for listed securities and to the FCA to cancel the listing of the AVEVA Shares from the Official List, in each case, to take effect from or shortly following the Effective Date. As of November 25, 2022, AVEVA Group plc shareholders approved the transaction and AVEVA Shareholders voted to approve the Scheme at the Court Meeting. As of December 6, 2022, the transaction has received clearance from the Secretary of State for Business, Energy & Industrial Strategy. The Acquisition is expected to become Effective in the first quarter of 2023, subject to satisfaction (or, where applicable, waiver) of the Conditions. As of December 14, 2022 Court Hearing has been scheduled to be held on January 16, 2023. As of January 16, 2023, the court has approved the acquisition. The Effective Date of the Scheme is expected to be January 18, 2023. Lazard & Co., Limited, J.P. Morgan Cazenove Limited and Numis Securities Limited acted as financial advisor to AVEVA Group plc. Citigroup Global Markets Limited acted as financial advisor to Schneider Electric S.E. Andy Ryde and Andrew Jolly of Slaughter and May acted as legal advisor to Schneider Electric S.E. (ENXTPA:SU). Freshfields Bruckhaus Deringer LLP acted as legal advisor to AVEVA Group plc. Link Group acted as Registrar to AVEVA Group plc. Herbert Smith Freehills LLP acted as legal advisor to Schneider Electric S.E. Scott C. Hopkins of Skadden, Arps, Slate, Meagher & Flom (UK) LLP represented Davidson Kempner European Partners, LLP (United Kingdom), a major shareholder of AVEVA Group plc. Schneider Electric S.E. (ENXTPA:SU) completed the acquisition of 40.86% stake in AVEVA Group plc (LSE:AVV) from from J. Patrick Kennedy and others on January 18, 2023.
お知らせ • Jan 18AVEVA Group plc(LSE:AVV) dropped from S&P Global BMI IndexAVEVA Group plc(LSE:AVV) dropped from S&P Global BMI Index
お知らせ • Dec 23AVEVA Group plc Announces Resignation Ayesha Khanna, an Independent Non-Executive Director, Effective December 31, 2022AVEVA Group plc announces that Dr. Ayesha Khanna, an independent Non-Executive Director, has resigned from the Board. Her departure will be effective on 31 December 2022.
お知らせ • Dec 16AVEVA Group Announces Cancellation of Listing of Its Shares Effective on 19 January 2023On 21 September 2022, the boards of Schneider Electric and Bidco and the AVEVA Group plc Independent Committee announced that they had reached agreement on the terms of a recommended cash acquisition by which the entire issued and to be issued share capital of AVEVA (excluding AVEVA Shares held by Samos, an indirect wholly-owned subsidiary of Schneider Electric) would be acquired by Bidco (the "Acquisition"). It is intended that the Acquisition will be effected by means of a Court approved scheme of arrangement under Part 26 of the Companies Act 2006, and is subject to the terms and conditions set out in the scheme document published on 18 October 2022 (the "Scheme Document"). Suspension of listing and dealings in AVEVA Shares is on 7.30 a.m. on 18 January 2023. Cancellation of listing of its Shares effective on 19 January 2023.
お知らせ • Nov 08+ 1 more updateAVEVA Group plc Announces an Interim Dividend, Payable on 9 December 2022AVEVA Group plc announced an interim dividend of 13.0 pence per share (first half fiscal year 2022: 13.0 pence). The interim dividend will be payable on 9 December 2022 to shareholders on the register on 18 November 2022.
お知らせ • Oct 18AVEVA Group plc Provides Revenue Guidance for the Fiscal Year 2023AVEVA Group plc provided revenue guidance for the fiscal year 2023. The full year projections indicate revenue seasonality at broadly similar levels to previous years and significantly lower second half cost increases.
お知らせ • Sep 25+ 1 more updateM&G Investment Management Opposes AVEVA Group plc Business Combination Agreement with Schneider Electric S EOn September 23, 2022, M&G Investment Management, a shareholder of AVEVA Group plc stated that the Company’s share price is trading at depressed levels due to the combination of low technology valuations, macro-economic uncertainties and a complex business model evolution from license to subscription-based revenues and it intended to vote against the Company’s business combination agreement with Schneider Electric S E.
お知らせ • Sep 22AVEVA Group plc to Delist from the London Stock ExchangeThe boards of Schneider Electric and Bidco and AVEVA Group plc Independent Committee are pleased to announce that they have reached agreement on the terms of a recommended cash acquisition by which the entire issued and to be issued share capital of AVEVA (excluding AVEVA Shares held by Samos Acquisition Company Limited ("Samos"), an indirect wholly owned subsidiary of Schneider Electric) will be acquired by Bidco. Prior to the Scheme becoming Effective, it is intended that applications will be made to the London Stock Exchange to cancel trading in AVEVA Shares on its Main Market for listed securities and to the FCA to cancel the listing of the AVEVA Shares from the Official List, in each case, to take effect from or shortly following the Effective Date.
お知らせ • Sep 21Aveva Group plc to Delist from the London Stock ExchangePrior to the Scheme becoming Effective, it is intended that applications will be made to the London Stock Exchange to cancel trading in AVEVA Group plc Shares on its Main Market for listed securities and to the FCA to cancel the listing of the AVEVA Shares from the Official List, in each case, to take effect from or shortly following the Effective Date. The last day of dealings in, and registration of transfers of, AVEVA Shares on the Main Market of the London Stock Exchange is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. (London time) on that date. On the Effective Date, entitlements held within the CREST system to the AVEVA Shares will be cancelled, and share certificates in respect of the AVEVA Shares will cease to be valid.As soon as possible after the Effective Date, it is intended that AVEVA will be re-registered as a private limited company.
お知らせ • Aug 25Schneider Electric Confirms Considering Possible Offer for the Entire Issued, and to Be Issued, Share Capital of AVEVAFollowing the recent press speculation regarding AVEVA Group plc (LSE:AVV), Schneider Electric S.E. (ENXTPA:SU) confirms that it is considering a possible offer for the entire issued, and to be issued, share capital of the Company not currently owned by Schneider Electric. No proposal has been made to AVEVA yet and there can be no certainty that any offer will be made, nor as to the terms on which any offer will be made (should one be made). In accordance with Rule 2.6(a) of the Code, Schneider Electric must, by not later than 5.00 p.m. on 21 September 2022, either announce a firm intention to make an offer for the Company in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can only be extended with the consent of The Panel on Takeovers and Mergers (the "Takeover Panel") in accordance with Rule 2.6(c) of the Code. Whether or not an offer is made, Schneider Electric remains committed to AVEVA, to its agnostic and autonomous business model and to its employees. Schneider Electric believes that a full combination of AVEVA and the software business of Schneider Electric will reinforce AVEVA, and enable it to execute its growth strategy faster.
Recent Insider Transactions • Aug 03CTO and Executive VP of R&D recently sold UK£57k worth of stockOn the 26th of July, Andrew McCloskey sold around 2k shares on-market at roughly UK£23.11 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£252k more than they bought in the last 12 months.
お知らせ • Jul 16AVEVA Group Declares Final Dividend for the Year Ended 31 March 2022 Payable on 5 August 2022AVEVA Group plc at the AGM held on July 15, 2022 declared a final dividend of 24.5 pence per ordinary share in respect of the year ended 31 March 2022 to shareholders on the register of members at close of business on 8 July 2022, payable on 5 August 2022.
お知らせ • Jul 09Schuller & Company Gmbh acquired BoCad 2 software division of AVEVA plc from AVEVA Group plc (LSE:AVV).Schuller & Company Gmbh acquired BoCad 2 software division of AVEVA plc from AVEVA Group plc (LSE:AVV) on July 6, 2022. Sven Schweneke, Bernd Pirpamer, Nils Müller, Rolf Kowanz, Lutz Schreiber, Simon Weppner, Daniel von Brevern from Eversheds Sutherland (Germany) LLP and Ewa Lachowska-Brol from Wierzbowski Eversheds Sutherland acted as legal advisor to AVEVA Group plc (LSE:AVV). Franck Bourgeois and Déborah Attali from Eversheds Paris LLP and Eversheds Sutherland acted as legal advisor to AVEVA Group plc (LSE:AVV). Schuller & Company Gmbh completed the acquisition of BoCad 2 software division of AVEVA plc from AVEVA Group plc (LSE:AVV) on July 6, 2022.
Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be UK£28.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Jun 30Upcoming dividend of UK£0.24 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 05 August 2022. The company is not currently making a profit and its cash payout ratio is 85%. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.2%). Lower than average of industry peers (2.2%).
Reported Earnings • Jun 09Full year 2022 earnings released: UK£0.21 loss per share (vs UK£0.11 profit in FY 2021)Full year 2022 results: UK£0.21 loss per share (down from UK£0.11 profit in FY 2021). Revenue: UK£1.19b (up 45% from FY 2021). Net loss: UK£62.6m (down 352% from profit in FY 2021). Over the next year, revenue is forecast to grow 12%, compared to a 26% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Anne Stevens was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • May 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£27.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • May 19Aveva Group plc Announces Resignation of Ravi Gopinath from His Executive Role as Chief Strategy Officer and Chief Cloud OfficerSpectris plc announces that, Ravi Gopinath, Non-executive Director, has notified the Company that he has stepped down from his executive role as Chief Strategy Officer and Chief Cloud Officer at AVEVA Group plc with effect from 1 April 2022.
Buying Opportunity • Apr 28Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be UK£25.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Apr 28AVEVA Group plc Provides Sales Guidance for the Year 2023AVEVA Group plc provided sales guidance for the year 2023. Revenue growth is expected to be lower in fiscal year 2023 than in fiscal year 2022.
お知らせ • Apr 21AVEVA Group plc Announces Executive ChangesAVEVA Group plc announced the appointment of Anne Stevens as an independent Non-Executive Director from 1 May 2022. Anne will also join the Remuneration Committee and the Audit Committee from 1 May 2022. Jennifer Allerton will step down as a Non-Executive Director and Chair of the Remuneration Committee at the conclusion of the 2022 AGM, at which point Anne Stevens will become the Chair of the Remuneration Committee. Anne was Chief Executive of GKN plc from January 2018 to April 2018, having formerly been a Non-Executive Director. She was formerly Chairman and CEO of SA IT Services from 2011 until her retirement in December 2014.
Board Change • Mar 29High number of new directorsIndependent Non-Executive Director Ayesha Khanna was the last director to join the board, commencing their role in 2021.
Recent Insider Transactions • Mar 11CTO and Executive VP of R&D recently sold UK£159k worth of stockOn the 7th of March, Andrew McCloskey sold around 7k shares on-market at roughly UK£24.03 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought UK£320k more than they sold in the last 12 months.
お知らせ • Feb 18+ 1 more updateAVEVA Group plc Announces Management ChangesAVEVA Group plc announced that, after careful consideration, the Directors have requested that Philip Aiken remains as Chairman for a further year beyond AVEVA's 2022 AGM. Philip continues to provide exceptional leadership, which is particularly valuable as its complete the successful integration of OSIsoft and embed the foundations to support the next phase of subscription-led growth. In addition, from 1 March 2022, James Kidd, AVEVA's Deputy CEO and CFO, will become AVEVA's Chief Strategy and Transformation Officer. James will remain on the Board as one of the two Executive Directors. This role will focus on driving both organic and inorganic growth initiatives. The role of Chief Financial Officer will be assumed by Brian DiBenedetto, also starting on 1 March. Brian has made a valued contribution to AVEVA's finance function during James' recent period of compassionate leave, having transferred from Schneider Electric.
お知らせ • Feb 17AVEVA Group plc Provides Sales Guidance for the Year 2022AVEVA Group plc provided sales guidance for the year 2022. The group's sales pipeline for the remainder of the financial year is solid, supporting management plans for good revenue growth in the final quarter, giving a revenue outlook for the full year that is in line with expectations.
Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be UK£33.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% per annum over the last 3 years. The company became loss making over the last year.
Upcoming Dividend • Dec 30Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 06 January 2022. Payment date: 04 February 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.5%).
Reported Earnings • Nov 11First half 2022 earnings released: UK£0.27 loss per share (vs UK£0.13 loss in 1H 2021)The company reported a mediocre first half result with increased losses and weaker control over costs, although revenues improved. First half 2022 results: Revenue: UK£480.9m (up 45% from 1H 2021). Net loss: UK£81.5m (loss widened 302% from 1H 2021). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ayesha Khanna was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jul 01Upcoming dividend of UK£0.23 per shareEligible shareholders must have bought the stock before 08 July 2021. Payment date: 04 August 2021. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.6%).
Recent Insider Transactions • Jun 03CEO & Non-Executive Vice Chairman recently bought UK£479k worth of stockOn the 1st of June, Peter Herweck bought around 14k shares on-market at roughly UK£35.48 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of UK£268k worth in shares.
Reported Earnings • May 27Full year 2021 earnings released: EPS UK£0.11 (vs UK£0.43 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£820.4m (down 1.6% from FY 2020). Net income: UK£24.8m (down 65% from FY 2020). Profit margin: 3.0% (down from 8.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • May 25AVEVA Group plc Proposes Final Dividend for the Year Ended March 31, 2021, Payable on 4 August 2021AVEVA Group plc announced that the Directors proposed to pay a final dividend of 23.5 pence per share for the year ended March 31, 2021. The final dividend will be payable on 4 August 2021 to shareholders on the register on 9 July 2021.
Executive Departure • May 21Finance Director & Company Secretary has left the companyOn the 17th of May, David Ward's tenure as Finance Director & Company Secretary ended after 3.2 years in the role. As of March 2021, David personally held 10.84k shares (UK£371k worth at the time). David is the only executive to leave the company over the last 12 months.
お知らせ • May 13Schneider Electric S.E. (ENXTPA:SU) entered into an agreement to acquire Acquis Software, Termis Software and Water Loss Management Software businesses from AVEVA Group plc (LSE:AVV) for £2.6 million.Schneider Electric S.E. (ENXTPA:SU) entered into an agreement to acquire Acquis Software, Termis Software and Water Loss Management Software businesses from AVEVA Group plc (LSE:AVV) for £2.6 million on May 11, 2021. Completion of the transaction is expected to occur in or around July 2021.
Recent Insider Transactions • Feb 13Finance Director & Company Secretary recently sold UK£152k worth of stockOn the 11th of February, David Ward sold around 4k shares on-market at roughly UK£37.75 per share. In the last 3 months, there was an even bigger sale from another insider worth UK£271k. Despite this recent sale, insiders have collectively bought UK£261k more than they sold in the last 12 months.
お知らせ • Jan 29David Ward to Step Down as Company Secretary & Fd of AVEVA Group plcAVEVA Group Plc notes the announcement that David Ward, currently Company Secretary and Finance Director reporting to AVEVA's Deputy CEO and CFO James Kidd, will be joining GB Group plc as a Board Director and CFO with effect from 17 May 2021. David leaves AVEVA after 10 years of service and does so with the very best wishes of the Board and his colleagues.
お知らせ • Jan 28+ 4 more updatesAVEVA Group plc, Annual General Meeting, Jul 07, 2021AVEVA Group plc, Annual General Meeting, Jul 07, 2021.
Recent Insider Transactions • Jan 21Non-Executive Vice Chairman recently sold UK£271k worth of stockOn the 19th of January, Peter Herweck sold around 7k shares on-market at roughly UK£38.13 per share. This was the largest sale by an insider in the last 3 months. Peter has been a seller over the last 12 months, reducing personal holdings by UK£122k.
Upcoming Dividend • Dec 31Upcoming Dividend of UK£0.12 Per ShareWill be paid on the 5th of February to those who are registered shareholders by the 7th of January. The trailing yield of 1.4% is below the top quartile of British dividend payers (4.7%), and is lower than industry peers (1.7%).
Is New 90 Day High Low • Dec 02New 90-day low: UK£31.91The company is down 35% from its price of UK£48.80 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£18.01 per share.
お知らせ • Oct 03Aveva Group plc Announces the Resignation of Ron Mobed as Non-Executive Director, Effective from 1 December 2020AVEVA Group plc announced that with effect from 1 December 2020, Ron Mobed, a Non-executive Director of the Company, will join the Board of Robert Walters PLC, the leading international recruitment group. Following a period of hand over, Ron Mobed will take on the role of Non-executive Chairman of Robert Walters PLC on 29 January 2021.
お知らせ • Jul 31Factory Systemès France acquired Schneider Electric GmbH from AVEVA Group plc (LSE:AVV).Factory Systemès France acquired Schneider Electric GmbH from AVEVA Group plc (LSE:AVV) on April 8, 2020. Henning Frase, Claas Fuhrmann, Alexander Strecker, Claas Winkler and Yvonne Gallus of ckss Carlé Korn Stahl Strahl Partnerschaft mbB acted as legal advisor to Factory Systemès. Sven Schweneke, Simon Weppner, Manuela Rauch and Rolf Kowanz of Eversheds Sutherland (Germany) LLP acted as legal advisor to AVEVA Group. Factory Systemès France completed the acquisition of Schneider Electric GmbH from AVEVA Group plc (LSE:AVV) on April 8, 2020.