Domino Printing Sciences Share Discussion Threads

[jackrussel] 14/1/2005 08:10

boiledantelope

I like your optimism, perhaps you might like to justify your target ?

[boiledantelope] 14/1/2005 07:39

when are results due

[boiledantelope] 13/1/2005 23:16

im looking for a 600p knockout bid, domino is a better quality biz vs lynx imho

[cockneyrebel] 13/1/2005 20:20

From the Domino website:



Domino makes Deloitte Fast 50 list again!
Domino Printing Sciences achieves Mills & Reeve Sustained Contribution Award as well as a ranking on the Deloitte Eastern Region Technology Fast 50 List. Deloitte, the UK's fastest growing professional services firm, has unveiled its seventh annual ranking of the Eastern Regions' fastest growing technology companies. Domino was placed 49th in the region's rankings as well as winning the Mills & Reeve Sustained Contribution Award.

Deloitte created the Technology Fast 50 to reach out to UK technology companies and champion innovation in the sector. The programme tracks the growth rates of technology companies in seven regions in the UK and Ireland, culminating in a national ranking in December 2004. This year's event is sponsored locally by Mills & Reeve, Lambert Smith Hampton and Marston Hotels, and nationally by the London Stock Exchange.

The Technology Fast 50 programme seeks out those companies that have shown sustained growth rates in the telecommunications, hardware, software and biotechnology markets over a five-year period. This year's programme considered growth between 1999 and 2003. All companies considered for the award must be headquartered in the Eastern region, must be technology-intensive or use unique technology in problem solving, or must devote a high percentage of effort to research and development.

David Halstead, Technology, Media and Telecommunications partner at Deloitte's Cambridge office, commented: "This year the criterion of entry for the Deloitte Technology Fast 50 changed and celebrated companies that have achieved high revenue growth over a five year period, rather than three - as has been the case in the past. We recognise that the sector needs to re-establish its credibility after a challenging period and that this can be easily achieved by demonstrating the clear underlying endurance of the regional market place.

These companies have all shown tremendous stamina, defied market conditions and continued to grow despite the turbulence of the market over the last five years. Achieving growth has remained the single biggest challenge faced by the technology sector and it is fantastic to see that the Eastern region is continuing to demonstrate its resilience."

Nigel Bond, Managing Director at Domino said: "We are delighted to have once again achieved a ranking in the Fast 50 list and also to have won the Mills & Reeve Sustained Contribution Award. The awards recognise our consistent growth, innovation, and success over the past five years."

----------------

Fast 50 - and on a forward PE of 15 or less. There's a lot of techs growing a lot slower and on a lot higher PE's.

CR

[cockneyrebel] 13/1/2005 13:42

Anyone here still?

Looking well horny on level II now, all blue and just one mm left on the offer.

A 25% discount to XAR can't maintain after the results surely, not when these are growing faster imo.

CR

[cockneyrebel] 13/1/2005 11:05

ticking up, all buys today

CR

[cockneyrebel] 12/1/2005 11:25

Moving up -

I've noticed some large trades that look like sells overthe past few days but the price hasn't moved - I think someone is loading up myself.

Little dip a week ago just a shake imo.

Look how bullish XAR seem to be, then look at how cheap these are in comparison - and growing faster.

CR

[justjules] 11/1/2005 16:13

Subject: Mergers & acquisitions
Company: Domino Printing Sciences PLC
Date: Tue 11th Jan 2005 15:47:58
Country: United Kingdom
Industry: Engineering

Domino Printing unit buys remaining 49 pct of Sator Laser for 12.1 mln eur

LONDON (AFX) - Domino Printing Sciences PLC said it unit, Domino Holdings Deutschland GmbH, bought the remaining 49 pct of Sator Laser GmbH 12.1 mln eur cash.
[e-mail]
ma



www.afxpress.com

[cockneyrebel] 11/1/2005 15:44

That acquisiotion of the rest of Sator Laser GmbH in cash sounds interesting.

At the interims Domino said this:

"We have experienced significantly higher demand for our products in continental
Europe, with growth in local currencies of 20 per cent. Sales growth has been
strongest in Eastern Europe but we have also had higher sales activity levels in
our businesses in France and Germany."

Could be pretty earnings enhancing I guess as the buy is with cash.

Results soon

CR

[cockneyrebel] 10/1/2005 11:12

XAR rattling away today - PE 21+ for 2004.

DNO are on a PE of around 15 for 2004 even if they just meet expectations.

CR

[cockneyrebel] 10/1/2005 07:37

Positive trading statement from XAR - should be positive for DNO results soon

CR

[cockneyrebel] 06/1/2005 11:45

Chart has broken out to all time high too lately, no resistance.

CR

[cockneyrebel] 06/1/2005 11:42

I don't know about a bid but look at the earnings growth and PE.

H1 eps up 44%.

Should beat expectations and without upgrades the forward PE is 15.3. I expect the forcasts to get upped and the PE to fall - more like 12-13 in reality when XAR is on a forward PE of 18 and growth is much lower.

Links was taken over on a much higher PE.

The sector is hot too - inkjet printing is being used for all sorts of things these days, even talk of printing micro-chips.

DNO has a good history too - far more reliable performer than XAR.

imo/dyor

CR

[boiledantelope] 05/1/2005 09:38

13 days to wait
hope bid comes around that time also

[jackrussel] 05/1/2005 09:29

Preliminary results will be announced on Jan 18

[boiledantelope] 04/1/2005 14:22

nice to see new faces

[cockneyrebel] 04/1/2005 11:54

I hope so - just made a breakout too.

Tipped by Andy Brough of Shroders at the weekend on Bloomberg apparently.

CR

[jackrussel] 04/1/2005 11:17

Domino results are due in the next few weeks, from the chart expectations are promising.

Recent takeover activity in the worldwide coding and marking sector has been intensive, LPT being a prime example,
where 2 large US corporations competed for them, with a successful bid from Danaher Corporation.

However, there has also been intensive takeover activity at a lower level.
During 2003-4, Willett, a non listed company were bought out by Videojet Corporation, who were subsequently acquired
by Danaher Corporation.

Domino have acquired a number of smaller companies to enhance their total customer solution.

In my opinion, the coding and marking industry is in a substantial growth and integration phase, with two large
US corporations on the acquisition trail - Danaher and ITW

IMHO XAR may also be a takeover target at some point, as their products are integrated into various industrial printers.

This is all pure speculation, but I have added DNO and XAR to my long term portfolio

Links

Domino -





Videojet -



( Note the number of top industry brands acquired over the years !)


Danaher -





ITW -




Willett -




XAAR -



Linx Printing -

[cockneyrebel] 04/1/2005 10:10

Forward PE will be 15 on forecasts after the results and forecasts could get upped. XAR are trading on a forward PE of 20, lesss growth too.

Linx Printing got taken out at a much higher PE than DNO are currently on too.

I reckon there's a good chance of a 30%+ move up in the price on good results come the 13th imo.

CR

[cockneyrebel] 04/1/2005 08:19

In this morning - results should be good in a week or so and the PE compared to XAR and what Linx were bought at is far lower.

CR