Smiths News Share Discussion Threads

[beaufort1] 07/1/2013 16:17

Not ex-growth because of expanding business in educational supplies.

[markie7] 07/1/2013 15:59

will need upgrades to get to 240 I think. 12* is a high multiple for a business in an ex-growth area.

Upgrades would seem not to be impossible though, it wouldn't take much

[beaufort1] 07/1/2013 15:45

It would only be 12 x forecast EPS

[markie7] 07/1/2013 15:41

that would be sensational, but I don't disagree.

[beaufort1] 07/1/2013 15:38

Target 240p

[markie7] 07/1/2013 15:12

great run pre going ex-div this week.

[lord gnome] 05/1/2013 12:43

We shouldn't get too excited about promotion to the FTSE250. A lot of other stocks have done well recently, so the benchmark will be raised.

[davidosh] 04/1/2013 23:51

If it gets to within 5% or so of the target line for getting into the FTSE 250 then I think the tracker funds and index buyers will start buying it ahead of any promotion. It will also be hitting more radars. Not a high rating and of course a 6% dividend will be attractive to income funds so I would not rule out a strong move up to £2 in the next three months before the March FTSE shuffle but it will probably need at least £2.20 and depend on other stocks falling to get in.

[edmundshaw] 04/1/2013 18:29

Interesting idea.

Market cap £311m: I think we need closer to 15%, £1.90 or so perhaps. I am not sure if we will make it up to £2 without meeting "big round number resistance", but it would be nice indeed.

[18bt] 04/1/2013 18:01

Another 10% rise and this will be in the FTSE250, which should lead to some index buying - but got to get to c£350m mcap

[speedsgh] 04/1/2013 12:53

Lupins - none that i'm aware of. however NWS goes x-div next weds (9/1), followed by IMS the following tues (15/1) so that may be generating some interest. share price has been consolidating for the last 2 months so it may be starting its next leg up. hoping that the IMS will add fuel to the fire.

[lupins2] 04/1/2013 12:45

Good breakout today, any news about??

[this_is_me] 02/1/2013 14:42

Next leg up, still well undervalued.

[bscuit] 01/1/2013 12:10

in a way Smiths is following another newspaper distibution company in that IMenzies re-invented itself into airport servicing. I had been concerned about the price after the significant sales around 160p, but it is good to see that price being regained. Up over 105% [in less than a year] and with the dividend I have now set 150p as a stop loss.

[this_is_me] 22/12/2012 13:15

The original yield is part of the sell consideration due to capital gains considerations since only some of my holding is within ISAs.

[edmundshaw] 22/12/2012 11:50

Current yield is good, value is good.

Yield on your original investment may make you rub your hands Shylock-like, but is not logically a part of the decision-making process. Sunk profits, so to speak...

[this_is_me] 22/12/2012 11:18

I am happy to continue to hold during the share p[rice consolidation. The company is still undervalued, growing. The current yield is 6% or 12% on my origional investments so I am happy to continue to hold.

[n3tleylucas] 21/12/2012 08:09

So, getting ready for it all eh? hic!

................................

[mechanical trader] 11/12/2012 08:19

MMs taking stops out placed in the
corridor of uncertainty that always
afflicts stocks facing a new breakout.

If these get through it on a 24 hour
basis Ill be in.

[sportbilly1976] 10/12/2012 09:43

well it hasn't been deleted yet...

[lord gnome] 09/12/2012 18:52

Just a fat finger exercise. Never 50 million shares traded.