Diploma Share Discussion Threads

[alphabeta4] 26/2/2013 17:59

Don't get me wrong Bluebelle like the company but considering the share was around the same pe in mid 2011 ahead of the debt ceiling debacle where it lost 30% feels not much to be had and a fair bit of risk seeing the democrats are being bludgeoned into an agressive reduction programme.

[bluebelle] 26/2/2013 16:23

If you're talking forward PE, I think it's far from unreasonable. PEG still below 1 and reasonable measure of safety on all kpis IMHO : increasing dividend (well covered), strong cash generation and good eps growth to name but a few !

[alphabeta4] 21/2/2013 18:57

With reluctance sold today, tried hard to hold on to but pe looks too pricey for now, think better opportunities elsewhere in the short run. I will be back!

[silverfern] 05/2/2013 13:52

well I have sold my holding. IF it goes up further good luck. For onw I see it as fully valued but the US is on a bull run at present so who knows

[jeffian] 05/2/2013 11:20

Don't ask me! I'm staring into the headlights unable to move, as usual, torn between the mantras of "run winners" and "take the money and run, you stupid b@st@rd".

[silverfern] 05/2/2013 11:07

what on earth is happening?

[silverfern] 04/2/2013 18:47

If it was, no-one noticed!

[jeffian] 28/1/2013 11:39

I've previously expressed some nervousness that these are looking fully-valued. I now note that both the CEO and FD sold last week. A signal?

[silverfern] 17/1/2013 08:08

yes solid results, meaning very good results. Small volume affecting the price. We could see a strong push up when it stablises in in the run up to March ie a buying opportunity when the dust settles

[jeffian] 16/1/2013 16:06

Solid enough IMS but, given the recent strong run, I imagine there is an element of 'buy the rumour, sell the fact' at work here.

[melody9999] 29/12/2012 15:41

decided to cash some gains on this one at 550p, having bought in at 450p after the results. on the watchlist and will look to get back in around 500p or ideally lower

[bluebelle] 29/12/2012 12:06

Alphabeta
I quite agree. This has been on my watchlist for a while but the equity part of my asset allocation has been fully invested for a while now and I would have to sell to buy and there's nothing I want to sell ! FWIW I think it's still undervalued at the current price.

[alphabeta4] 29/12/2012 11:55

I remember a couple of years ago this traded off a PE of 22 so not far off this, the rise is welcome but think it will do well from here to consolidate what it's done.

I'm happy - following my post 5th December would be nice if all my holdings had made 25% in a month! One thing I've been trying to do is if I feel a share in a quality company has dropped to support and there is no real obvious news behind it then use it as a chance to get some cheap shares, whilst human nature feels more comfortable buying something going up the art is in spotting something unjustifiably cheap liable to a rerating.

[quantumx] 26/12/2012 09:57

Pleasantly surprized by the uplift in share price - sure to be profit taking tomorrow, but happy with Diploma over £5 a share. Maybe a share split is on the cards.

[melody9999] 19/12/2012 08:39

what caused the share price rise this am. certainly not buying volume .... maybe a read across from other news??

[quantumx] 07/12/2012 16:36

DPLM has suprised me and bounced up nicely to broker target. Onwards and upwards (I hope!).

[alphabeta4] 05/12/2012 19:24

Possible I guess, I topped up at 450p as thought people were getting too jittery about Americ so I struggled to see why the drop was warranted in the first place. Weak engineer results that people unfairly put Dplm in the same boat, were proved wrong and have now forgotten why they were worried in the first place?!!

[silverfern] 05/12/2012 18:37

Hormones?
It's been strong on a down market since the results imho. Market hasan ok day up it goes

[alphabeta4] 05/12/2012 17:48

Welcome rise today, trying to work out wuy though :)

[silverfern] 22/11/2012 18:36

January 350p NOvember 460p - beats the FTSE - not that choppy!

[werty5] 21/11/2012 16:33

been a very choppy ride holding onto this share for the past few months hope we are heading for calmer waters with a nice breeze to fill the sails.

[blippy2] 19/11/2012 11:54

Sold out a few weeks ago, but another corker set of results, I see. Well done to all holders.

As Alpha said, solid as a rock.

[alphabeta4] 19/11/2012 08:33

Solid as a rock.
Pretty much bang on analyst consensus and pleased to read on the various investments in new facilities especially the fast expanding seals business. Always a good indicator of the management assessment of future demand.
2013 consensus looks undemanding and given the above barring significant problems in America can see likelihood of further upward revisions to come. Long term buy for me.

[silverfern] 19/11/2012 08:06

Great results as ever and 14.4p dividend means a yield approaching 3%

[silverfern] 02/11/2012 16:38

A lot of very small investors?

I am thinking of buying more right now. The trading update is there, the election will cause certainty at least and the price is where it was in April.

On basis of what I read, I'm expecting revenue of £260m and eps around 27-28p per share, and lots of cash in the bank at yr end