Halma Share Discussion Threads

[elmfield] 07/11/2006 16:22

I am adding.

[bigbobjoylove] 07/11/2006 16:12

yep this vol is very interesting,something more than maybe breakout volume...

[adriand] 07/11/2006 13:43

high volume - whats this, takeover time?

[elmfield] 06/11/2006 16:24

what a lovely share to have as a core holding an any portfoilio, I love HALMA and always have done so!

[adriand] 26/10/2006 07:11

RNS Number:0510L
Halma PLC
26 October 2006


Halma p.l.c.

HALF YEAR TRADING UPDATE

Halma's trading performance for the first six months of the year is expected to
be at the top end of the Board's expectations and we are continuing to achieve
healthy organic growth. The Board remains positive about the Group's prospects
for the full year.

All three sectors will report increased revenues and profit for the first half
year.

Infrastructure Sensors is now delivering organic profit growth from the revenue
growth momentum which started to emerge in the second half of last year. In
particular, our Automatic Door Sensor business, BEA, is performing well.

Health and Analysis is making solid progress with our Photonics business
continuing to grow strongly.

Industrial Safety is growing organically across all business areas, each of
which has benefited from the buoyant energy markets.

Acquisition activity continues. In September 2006, Halma acquired assets
associated with sample handling and conditioning equipment for industrial
emissions monitoring and process control applications from Baldwin Environmental
Inc. for an initial consideration of $1.1m. This acquisition brings additional
fluid sample drying technology and products to one of our existing Fluid
Technology businesses, Perma Pure, based in New Jersey, USA. Up to a further
$700,000 is payable dependent upon net revenue growth for the period to March
2009.

The Group's Interim Results will be released on 5 December 2006.

[reeshar] 14/10/2006 00:16

Bullish market and run up to interims should take this to a new all time high.

[adriand] 11/10/2006 22:27

7:47am Goldman Sachs Lifts Halma Target Price
09/26/06 Citigroup Starts Halma At Hold
06/30/06 Credit Suisse Lifts Halma Target
06/27/06 ABN Amro Upgrades Halma To Hold From Sell
06/20/06 Halma FY To Lift Consensus - Bridgewell
04/27/06 DrKW Upgrades Halma To Buy From Hold

[adriand] 10/8/2006 08:05

Leaking pipes create jobs at Cwmbran firm Aug 9 2006




Sion Barry, Western Mail


A SPECIALIST Cwmbran company which makes equipment to detect leaks in water pipes is creating 16 new jobs, as it focuses on winning new contracts on the back of fresh investment.

With water companies increasingly under the political and environmental spotlight to stay leak-free, and with no let-up in new housing developments needing water distribution networks, Palmer Environmental is making the move to keep ahead of the game in its worldwide business.

The investment has been made possible with the help of a £180,000 regional selective assistance grant from the Welsh Assembly Government organised by professional advisers Broomfield & Alexander.

Part of the Halma Group, Palmer Environmental was set up 20 years ago and now has a £10m turnover and 40 staff.

It sells and rents a range of products to water boards including the market leading Permalog leak detector, 60% of which are sold overseas, primarily in the US but also in Spain.

Permalog is installed on a water pipe to pick up vibrations travelling down its length, and emits a radio signal to a detector unit in a patrolling vehicle.

Software in the detector unit interprets the acoustic patterns to indicate the possibility of a leak along the length of pipe.

The company also supplies correlators, which pinpoint the exact location of a leak in a pipe to enable accurate excavation, and pressure and flow monitors - computer controlled devices which automatically manage the pressure needed along pipelines according to demand.

Behind all the products are increasingly sophisticated applications of technology and software.

Palmer invests heavily in research and development and is working on radio technology developments to deliver data direct to office-based terminals, eliminating the need for its leak detector units to be driven around - which will mean big cost savings for water companies.

Finance director Jeremy Llewellyn said the investment was being made to help the company meet ambitious expansion targets.

He added, "We're a market leader in the manufacture of water leak detection equipment.

"One of the unique aspects of the company is our range of products, and the package of service and training which we use to add value to them.

"Our overall investment of £80,000 capital and £250,000 in new salaries means we can develop all these areas, creating 16 jobs over two years, building a state-of-the-art training facility here at Cwmbran, and setting up a team of mobile engineers to respond to customers' service needs across the UK.

"The RSA grant which we've secured with Broomfield & Alexander's help is highly significant in that it enables us to reach our financial and growth targets in a timescale that would not have been possible otherwise - so we keep ahead of the competition."

Ravi Nalliah of Broomfield & Alexander's corporate finance team said the company's experience was a good example of well targeted grant aid helping it to reach its goals.

He said, "Palmer Environmental could see there were considerable opportunities worldwide to increase its sales, but in order to do that, needed to invest in capacity and staff."

"The contribution of the grant to the overall investment means they can go ahead with speed and confidence to do just that."

[adriand] 02/8/2006 07:49

I expect the "in-line with expectations" AGM statement to knock a couple of pence off the share price





RNS Number:0838H
Halma PLC
02 August 2006




HALMA p.l.c.

112th ANNUAL GENERAL MEETING



2 AUGUST 2006





Halma, the leading safety, health and sensor technology group, is holding its AGM later
today, at which Geoff Unwin, Chairman, will make the following comments on trading and
outlook:



"Halma has generated healthy organic growth during the first Quarter and is trading in
line with the Board's expectations. Last year the Group benefited from a recovery in our
Water business (within the Health and Analysis sector) and resumed widespread organic
growth. This momentum in underlying organic growth across the Group has continued and
prospects for the current year remain positive.



"Our Infrastructure Sensors sector is building on the growth which started to emerge
during the latter half of last year and is benefiting from the impact of the greater
strategic action and investment which commenced a year ago. Actions continue to build and
leverage sales internationally including new products and distribution agreements in the
US, European and Asian markets.



"Our Health and Analysis and Industrial Safety sectors are progressing well despite the
small negative impact of a stronger US Dollar. Mikropack, the German photonics company
acquired in April 2006, has been integrated into the Ocean Optics business successfully
and is meeting our expectations."

[garth] 26/6/2006 19:27

Adrian,

Yup - sent it earlier & got returned. Just tried again with the new address. Enjoy.

G.

[adriand] 26/6/2006 18:39

garth,

whoops

try

edited out

got my dashes confused with the under-score and not for the first time

Thanks

Adrian

[adriand] 26/6/2006 15:31

hi garth

edited out

setup especially - you should feel honoured :-)

adrian

watching the football at 4.00 so will respond after that

[garth] 26/6/2006 13:42

Adriand.

If you leave your email I've got something for you.

G.

[sahara] 21/6/2006 10:59

Looks good here Yeah?, Took out a shot across the bows long position today, was hoping for a better retracement, but feel comfy entering 1/4 stake at this level.

lets see how I do.

S.

[adriand] 20/6/2006 22:48

of course, thats if you can read the balance sheet.

On advfn the data is yet again all over the place.

[adriand] 20/6/2006 22:42

Hi kidney,

I think that the lack of postings to any of the Halma threads indicate that it is not a trader/short-termers stock.

For me, it ticks a lot of the boxes in the right markets
Health,
Ageing population
water leaks
clean water
security

Areas that have high growth prospects. Pays a nice dividend and has a good balance sheet - even after allowing for pension obligations

Management seems to have been v. succesful in focusing the company

[kidney] 20/6/2006 21:12

Will the reclassification into the electronics sector affect the way investors view Halma's potential?Hard to tell how well it will be doing compared to sector averages for a few months.
On these results and the more focussed business plan,I would expect a chart breakout but no idea what the share price would be.Unfortunately,as Halma has been trading in a narrow range all year and considering the general jitters of the market at the moment plus all the betting on tennis,horses and football for the short term,maybe the share price will stall at 190p and the "new highs" won't be reached for a while.
Remember...no gearing and the moving averages are moving in the right direction.However,if the momentum stalls at 190p there is'nt much profit in it for the small investors!
I think this is a great company,but don't know what to expect short term.The lack of sell off on results is a good sign.
LOL

[adriand] 19/6/2006 16:49

RNS Number:7925E
Halma PLC
19 June 2006


HALMA p.l.c.





TRANSFER OF FTSE AND DOW JONES SECTOR CLASSIFICATION TO
ELECTRONIC & ELECTRICAL EQUIPMENT





Halma is pleased to note that FTSE has agreed to the reclassification of
Halma p.l.c. from subsector 2757, "Industrial Machinery", to subsector 2737,
"Electronic Equipment".

[adriand] 18/6/2006 09:10

1 June 2006

Jon McClean has been promoted to Divisional Managing Director of the Halma UV Companies, taking overall control of Aquionics Inc in the USA, Berson UV-techniek in the Netherlands and Hanovia Limited in Great Britain. Jon will be based at the Aquionics head office in Kentucky, USA. Jon brings a wealth of technical expertise to the post.

He was appointed President of Aquionics last year, and before that he was Managing Director of Hanovia.

During his six years with Hanovia he developed new markets for UV disinfection and de-chlorination technology in the pool and drinking water sectors.

He also won the Queen's Award for Enterprise, Britain's most prestigious award for business performance.

These successes, coupled with the immediate impact he had on Aquionics since taking over last year, led directly to his promotion.

'Our aim is to increase the penetration of the UV companies across the wide range of applications where our market-leading technology has real advantage,' said Jon.

'We already have an established presence in North America, Europe, South-East Asia and Australasia which provides us with reference-grade installations and a strong base on which to grow our business'.

Jon has 20 years of experience in the water industry, ranging from municipal and water reuse applications to specialized ultra pure industrial uses.

He holds an MBA and a BSc in Physics from Imperial College in London

[adriand] 18/6/2006 09:06

Halma PLC said in April it expected full year pretax profits to be slightly ahead of the top end of current market expectations.

All sectors had a very strong final quarter for sales and orders and the group was ungeared at the financial year end.

The maker of products such as fire and gas detectors and precision optical equipment said the performance of the three acquisitions made during the year, Texecom, Netherlocks and Radio-Tech, exceeded expectations and the company remains positive about future growth opportunities.

The Health and Analysis and Industrial Safety sectors have performed strongly and within the Health and Analysis sector, the Water businesses have achieved a significant recovery in both sales and profits.

Jonathan Hurn of Bridgewell Securities is pitching for year to March 2006 pretax profits of 54.9 mln stg, up from 49.9 mln, for EPS of 10.3 pence against 9.5. The total payout is expected to edge up to 6.8 pence from 6.5.