Diploma Share Discussion Threads

[jeffian] 19/1/2012 22:51

silverfern,
I agree. I have a pretty widespread portfolio but was always looking for 'the next big thing'. After a few of these turned into disasters, I reviewed my portfolio last year and asked myself 'why not add to those shares that HAVE been a success, if the fundamentals still make them seem cheap?'. DPLM fitted that bill and I added to my original holding (158p) at 299p. So much of this game is psychology, eh?

[silverfern] 19/1/2012 18:04

chris why don't you do what I did today and buy anyway - I am an existing holder but if I didn't think they were going to go higher I would sell. I sold in 2008 and failed to buy back in all the way up from 100p til last year. Good luck

[chrisb1103] 18/1/2012 22:07

Bit gutted i didn't buy in when i had the (many - arghh!) chances around 300. This is clearly a quality co and if i did ever get that opportunity again on some wild sell off, I'd try not to miss that opportunity again! good luck to holders long-term, a great stock imo.

[philanderer] 18/1/2012 19:34

Telegraph market report:

"...Diploma, which makes technical products for businesses, including those in the life sciences industry, eased 4.2 to 380.1p, despite seeing revenues rise 16pc during the first quarter – usually the quietest time of year for the company."

[quantumx] 18/1/2012 09:58

I suspect this is just short term profit taking as up ~25% since November.

[deadly] 18/1/2012 09:26

And it drops 4%. Top up time?

[philanderer] 18/1/2012 09:23

Downgrade by Numis from 'buy' to 'add' , target increased from 410p to 425p though :-S

[philanderer] 18/1/2012 08:54

Shore Capital reiterating their 'buy'.

[jeffian] 18/1/2012 08:15

Yep, pretty solid.

[silverfern] 18/1/2012 07:59

yes all looks good

[jeffian] 17/1/2012 22:43

IMS due tomorrow. It looks as if something may have leaked!

[quantumx] 13/1/2012 16:13

philanderer. No further target prices - to be honest I don't remember who predicted the 404p (not me!) - but I did read it somewhere in the last month.

All in the same ballparkwhich is reassuring.

[philanderer] 13/1/2012 15:21

quantumx ,these are the most recent I`ve found, have you any others ? thanks.


30th nov Panmure buy tp 400p
21st nov Altium buy tp 415p
21st nov Numis buy tp 410p
14th nov Singer buy tp 414p

[quantumx] 13/1/2012 13:51

The target of 404p seems easily achieveable, even in these turbulent markets.

[silverfern] 13/1/2012 13:29

I bought more this week too

[philanderer] 13/1/2012 11:31

Dipped my toe in yesterday for the first time..... so far so good :-)

Luck to all holders.

[painter] 12/1/2012 09:04

Found it next Wednesday 18th Jan. Fancy this to do well on US recovery / strong dollar. Added and watch the run up with interest.

[painter] 12/1/2012 07:31

Quiet here should we not get prelims soon?

[quantumx] 29/12/2011 12:05

Recent target of 404p seems easily achievable for this solid company in the near term. Happy to hold.

[essentialinvestor] 13/12/2011 18:29

So many appear to think there is a pot of gold awaiting for them in
the China market, the reverse is often the case.

[silverfern] 13/12/2011 18:08

I'm sure that is right- this is an investment in a business, not a take-over. We'll buy your US arm now invest it in the Chinese business and grow it.

[jeffian] 13/12/2011 11:29

Hi, silverfern,

"...it gets a foot into CHina..."

Well less of a foot; more like an inch! (10% holding)

Interesting that they didn't swallow up the whole lot leaving Mr R Vroom and Mrs S Xiao with 90% of the Chinese business. I assume the plan is to leave the entrepreneurial founders to build up the Chinese end without risk/expense to Diploma then buy them out if it works?

[silverfern] 13/12/2011 07:50

A small outlay but it gets a foot into CHina and is immediately earnings enhancing. Looks good to me

[sleepy] 02/12/2011 23:35

Jeffan - thank you for your reply. We seem to have an interest in the same sort of companies! If you could buy this company with a good chunk of debt I don't think you need synergies to make it a good deal