E2V Share Discussion Threads

[matt123d] 21/6/2011 17:22

Very nice price action.

Trend channel targets 200p by the end of the year.

[simon gordon] 21/6/2011 16:47

A lot of congestion at 160p, once through, it should give solid support for an attack on 200p:

Monthly



Cracking shooting star at the all time high.

[nermil] 20/6/2011 10:22

Miserable days of trading for E2V lately. Blame Greece I suppose.



A ray of hope in amongst it for E2V. Germany pushing hard on the Eurofighter deal. For new investors though a bargain here on E2V today.

[redartbmud] 14/6/2011 17:34

Bought in a few days ago on results.
Looks to me like there has been an element of re-rating going on over last few days - deservedly so!
I would like to think that there is still room for the price to continue to push on in the short/medium term, so not the end of the story yet.

[jackal3000] 14/6/2011 15:54

dipstick, very nicely indeed. Hopefully will hold until close

[redips2] 14/6/2011 15:46

Well---nicely past that 1.40p :)

[1philipio] 10/6/2011 08:54

E2V were on the TV (Look East) last evening. Featured in a bit about local government funding changes. People in lab coats shown making things "for medical and defence purposes". No harm in a little TV exposure eh?

[gleach23] 09/6/2011 09:39

as simon gordon has recently alluded to, looking at the chart suggests 140p would be a big pyschological barrier to crack...here's hoping it can push itself through it...

[nermil] 09/6/2011 08:12

And the re-instatement of a dividend isn't a bad thing either.

[nermil] 09/6/2011 08:11

Good reason for the buying. This still a good value stock. Based on management's forecast of 10% underlying growth in revenue for next year and based in part on previous analysts assumptions of eps growth, this stock's EPS should continue to grow at around 25% per year into 2012, possibly even 2013. That's a PEG of well under one. Inevitably things will settle down a bit but I still think this is a good one to hold onto.

[redips2] 08/6/2011 17:07

Yes very pleasing.

[paleje] 08/6/2011 16:48

Against a very indifferent market too.

[redartbmud] 08/6/2011 16:26

Ticking up nicely today, reflecting recent statement.

[redips2] 07/6/2011 15:38

Buy, says the Times-----so I did. :)

[paleje] 07/6/2011 14:23

Tempus:-
e2v technologies is a maker of specialist technology for high-performance systems that was spun out of the old Marconi business by its management when Marconi collapsed in 2002. It is one of the Tempus tips for 2011, and one of the best-performing.

The shares were tipped at 91p on January 1; they closed last night off 6 1/2p at 127p, a gain of almost 40% since the start of the year. Adjusted operating profits were up from GBP15m to GBP38.2m last year. Progress will be slower, though analysts' forecasts look unambitious. The shares sell on 11 times this year's earnings. I suspect that by the end of the year, that investment gain will be rather wider. Buy, says the Times.

[redartbmud] 07/6/2011 09:22

Some big sales just gone through.

Any idea who is selling?

Not in my script.

[mrangry2] 07/6/2011 07:41

I was just about to paste that in Simon, but you beat me to it. "Nothing short of spectacular"!

[simon gordon] 07/6/2011 06:57

Indie - 7/6/11:

E2V Technologies

Our view: buy

Share price: 127p (-6.5p)

The electronic components manufacturer E2V published is full-year figures yesterday – and on the face of it, they looked nothing short of spectacular. Adjusted pre-tax profits in the 12 months to end of March stood at £33.6m, against £9.4m last year, while net borrowings, excluding debt issue costs, stood at £28.1m, down from £44.8m last year.

The company also had some cheery news for income investors, reinstating its dividend with a 3.6p per share payout, after nothing last year. Beyond that, there was news of strong underlying sales growth and a healthy order book.

As the analysts at Seymour Pierce quickly noted, the strong results made E2V look like a growth company. From where we stand, the fact that its share trade on affordable forward earnings multiples of around 12 times also makes it look like one to buy.

[nermil] 06/6/2011 17:29

Chairman of Glencore probably engaged in giant ponzi scheme through Sino Forrest, GLEN biggest mover in the FTSE 100 today (well by noon time it was anyway)

Asos p/e at like one billion or something equally mad has biggest run since mid May.

E2V, great results, solid performance, strong management and it is the worst performer in my portfolio down nearly 5% over open. Strange times indeed.

[paleje] 06/6/2011 17:06

Management stick their necks out predict 3 yrs annual growth at min 10%, progressive divi, higher operating profit and scope for upgrades. How does the market reward them?:) Seems par for the course recently, still these are good value and the share price has to improve, it might just be a bit slow which is sometimes the better way.

[jackal3000] 06/6/2011 16:16

Nice steady growth here...