Smiths Share Discussion Threads

[philanderer] 18/1/2017 16:49

Smiths Group PLC (NASDAQ:SMGZY) was upgraded by Zacks Investment Research from a “sell” rating to a “buy” rating in a report released on Wednesday. The firm currently has a $21.00 price objective on the stock.

[philanderer] 18/1/2017 13:23

18th jan Deutsche buy

reiterates

[philanderer] 13/1/2017 13:24

Chart looking good.

[philanderer] 12/1/2017 12:02

12th jan Goldmans buy tp 1670p

reiterates

[philanderer] 11/1/2017 08:52

Good follow through this morning

Missed this yesterday...

*SOCGEN RAISES SMITHS GROUP PRICE TARGET TO 1450 PENCE - 'HOLD'

[philanderer] 10/1/2017 17:43

Maybe on a few radars now - 2.1 million traded

[philanderer] 10/1/2017 12:44

Chart looking good.

updated:

6th jan Goldmans buy tp 1670p
14th dec Credit Suisse outperform tp 1600p
16th nov JP Morgan overweight tp 1612p
16th nov Deutsche buy -


15th nov ++++ Q1 update ++++

[philanderer] 06/1/2017 13:12

Goldman Sachs note out...


Buy Smiths Group (£16.70 PT): Return of OSG can narrow discount

We forecast 3% OSG from FY18 (vs. 5y history of 0.7%) driven by (1) Cyclical rebound in O&G exposed John Crane; (2) Portfolio optimisation in Medical; (3) Structural growth in Detection. Portfolio pruning and improved cash conversion (5y historical average 57%) can further help to narrow the 24% sector discount. We are 4% above company-compiled cons FY17 EBIT.

[davr0s] 06/1/2017 11:17

Was ther news here as Advfn shows a new alert but no news, and the price was very perky from the open

[alexisk] 06/10/2016 12:42

Shares are at an all-time high today, I think.
Onwards and upwards -- the sky's the limit!

[bprofit] 26/4/2016 11:35

On Tuesday Credit Suisse upgraded its broker consensus on shares of Smiths Group PLC (LON:SMIN) giving the company a 'Outperform' rating.Credit Suisse gave shares of Smiths Group PLC a price target of 1275 indicating a potential increase of 12.63% from Smiths Group PLC's current price of 1132.

[thomasthetank1] 22/4/2016 13:30

Read Panmure Gordon & Co's note on SMITHS GROUP, out this morning, by visiting hxxps://www.research-tree.com/company/GB00B1WY2338
"We believe the new management is taking increasing risks with the balance sheet to counter years of underinvestment. The Detection business, which has been losing market share for years, faced a sharp fall in revenues. Morpho fills a technology gap but we doubt there was much competition for this asset because our analysis shows that Morpho has also been losing market share. While the music is playing (money is cheap), we fear the management will continue to dance as other divisions also need to buy profits. Once the music stops ..."

[bprofit] 21/4/2016 13:43

Like this move to focus more resources in the growing security market with the purchase of Morpho detection. Continue to see Smiths Group as excellent investment opportunity...

[bprofit] 01/3/2016 08:59

Positive news today: Agreements to boost free cash flow by GBP50 million in FY17 onwardsFollowing the announcement on 17 November 2015 relating to the Smiths Industries Pension Scheme (SIPS), Smiths Group plc is pleased to announce the finalisation of the triennial valuation of the TI Group Pension Scheme (TIGPS) at 5 April 2015. The agreement with the TIGPS Trustee now provides certainty of funding over the next 3 years for all Smiths Group's pension schemes, results in significantly lower deficits and delivers a substantial boost to free cash flow. As a result, the Group's on-going pension contributions will be materially lower than before.

[essentialinvestor] 20/1/2016 13:49

Thanks, did not see that for some reason.

Bought a small amount on the dip, may add further down if available.

[bprofit] 19/1/2016 14:37

Did anyone spot the following statement in the latest annoucement re the crane management change:"Current trading for Smiths Group and John Crane is in line with expectations."

[rjmahan] 28/12/2015 22:06

New post on Smiths - seems really really cheap to me...

hxxps://deepvalueinvestments.wordpress.com/2015/12/28/smiths-industries-large-conglomerate-discount/

[dozey3] 11/12/2015 16:46

It has gone very quiet here. The most recent downturn seems to be reaction to Crane having some dependence on the O&G market, but surely this is already built into the share price and anyway there are several other strings to SMIN's bow. What are the chances of a breakup bid? The security and medical divisions should be worth more on their own in growth sectors, whilst Engineering would be left to plod on towards recovery.

[essentialinvestor] 20/11/2015 16:02

Yes I have mentioned this elsewhere.

[d40eq6] 20/11/2015 15:29

Jim Slater (who sadly passed away this week) always used to talk about Director buying being a good indicator. Yesterday there were some big buys from the top directors in SMIN. I have followed them in. DYOR but this may be a good entry point.

[essentialinvestor] 17/11/2015 12:09

Update may be better than expected, although expectations were low.

Will have a few on a bad day, hopefully.

[essentialinvestor] 30/10/2015 09:06

There has been bid speculation for years, it may, or it may not happen.

If you are looking to buy you can also just stagger a purchase,
so at least you have some exposure.

There is no right or wrong answer really, hindsight is always a perfect science.

[dmore2] 29/10/2015 15:55

Good chance a bid will come in for medical side before christmas