AMA Group - three years of consolidation runway ahead
AMA is building a highly defensible position within the panel repair industry by introducing technology and scale, lifting the barrier to entry significantly. The work that providers (ie: insurers) drives +90% of the work, and AMA have built a sophisticated process which the insurers have bought into, providing a massive tailwind. Management believe they could have more than three years of industry consolidation runway in front of them just in panel repair, as well as the opportunities offered by associated industries (ie parts). AMA has built considerable management bench strength with Gemini. Canaccord expect 30% EPS growth for at least the next 2 years with risks on the upside: (VIEW LINK)
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