||EPS - Basic
||Market Cap (m)
|Aerospace & Defence
Chemring Grp. Share Discussion Threads
Showing 1576 to 1597 of 1600 messages
|It seems along time since the company produce a "remain unchanged" statement. Hopefully the period of unpleasant surprise is over.|
|Steady as she goes update - just the ticket.|
|Ok - that's me in ...good luck traders|
|almost at breakout.|
|Fellow traders, keep and eye on this one....been in a consolidation phase for almost 6 months and now looking the break to the upside. There is strong resistance at £1.40p but if this breaks then a strong move is likely.|
|"Chemring hosted a lunch yesterday for analysts and I got the opportunity to speak with various members of the senior management. The key takeaway for me was that things are going according to plan but there are no obvious upside risks. Middle East markets remain quiet. The US presidential election still appears to be the main catalyst for a change in sentiment. The general opinion was that both Clinton and Trump would be a positive but in different ways. Clinton is expected to remove some of Obama’s constraints on defence budgets. Trump, on the other hand, is expected to free up more export markets."
Panmure update: Https://www.research-tree.com/Company/GB00B45C9X44|
|Panmure published a note this morning...
"The management have left themselves with a big ask in H2/16 to deliver on FY16 expectations even after the c3% downgrade yesterday. To meet the revised FY16 expectation, H2/16 revenues needs to grow by 48% sequentially while operating margins are expected to grow nearly 8-fold to 16%. While the first task looks more attainable, the second relies on everything going to plan. Recent history suggests caution, extreme caution." Https://www.research-tree.com/company/GB00B45C9X44|
|Might think of dipping a toe back in uder a squid.|
|Chemring first quarter misses expectations....
Q1 was below management's expectations due to a lower margin sales mix and customer acceptance delays.
"A tad disappointing"|
|What chances the munition order will never be fulfilled ? Smells like political problems to me. Does anyone know who the customer is supposed ot be ?|
|I thought it was the CHG AGM today. Last year they put out a statement at 7am but there has been nothing this year. Will something come later in the day?|
|Yes in my Halifax isa account|
|Has anyone received their nil-paid rights for trading yet?|
|Presumably a whiff of this on friday?
"Defence stocks rise on Osborne's anti-terrorism pledge"
Defence-related UK stocks outperform on spending boost plan
|well no 7am rns to explain the rise late on Friday|
|So what would be a reasonable takeover price? (given that the rights issue will reduce the debt pile, and the deal that hasn't closed in this financial year will close in the next).|
|Fair value is around £1.44|
|With the right's issue, likely here, debt is not particularly onerous, but a rise in working capital requirements likely as inventories will rise, and export licences can be a nightmare depending on the client, this will either get taken over sooner rather than later!|
|What price is fair value now|
|More like £1.50!|
|Huge profits warning, £1.60 at the open!|
|Moved off this morning !|