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Spirent Communications Share Discussion Threads
Showing 8001 to 8018 of 8025 messages
""More news on 5G means a favourable read-across for the key 5G ‘name’ – Spirent. Today the Dutch Ministry of Economic Affairs has gathered 10 partner organisations together to run a 5G test in North Groningen – tests to be carried out at the end of the year. This is favourable for Spirent as it illustrates that 5G is getting closer and with it raises the possibilities of earlier revenue opportunities for Spirent. ""… lifted from a Panmure note on researchtree|
|Read Panmure Gordon & Co's note on SPIRENT COMMUNICATIONS PLC (SPT), out this morning, by visiting hxxps://www.research-tree.com/company/GB0004726096
"As expected Spirent’s Q1 trading update was of the ‘all in line’ variety – this is despite a beat to our Q1 estimates. The highlights are cash generation, performance in the Networks division and that all important reaffirmation of the FY outlook. We have long commented that the macro backdrop remains poor but that Spirent is a story of getting its house in order..."|
|Read Panmure's note on Spirent Communications (SPT), out this morning, by visiting www.research-tree.com …
“Despite last night’s warning by Juniper Networks, we think that Spirent’s forthcoming Q1 trading update should be of the vanilla ‘all in line’ variety. Whilst the end market remains difficult we think that investors will value messages and KPIs around consistency, rebuilding and unpicking the ‘hit&missitis’ of the past. Remember Spirent beat Q4 – so wags will whine that it will miss Q1 but this view ignores the structural changes being implemented by CEO Mr Hutchinson who, we think, is likely to reiterate the 2016 outlook (ie a flattish year).That said, we acknowledge that ‘turnarounds8217; are typically punctuated by ‘misses’ and a tendency to disappoint over a prolonged period. However, despite a poor market backdrop, the changes are starting to deliver positive (baby step) results. There is a plethora of cloud and network-related tech events on in London this week (see below) and investors burning shoe leather will end up thinking about Spirent. Our general investment view (Buy when others are frightened) has captured the zeitgeist – Spirent shares outperformed by 21.2% in the past quarter but even after the rally it still enjoys an attractive valuation (2016E EV/Sales 1.4x)…”|
|Very pleasing 2H2015 results have bumped expectations up for this company. Should be enough to convince the City that the new management team are pushing the company in the right direction.
I bought at the same time as J Silver @ 68p. There should be momentum to elevate the share price substantially higher on these figures.
Used to be an Anite holder but as Spirent is becoming more agile, I can see greater opportunities for the company now.
There should be no more talk about Rohde & Schwarz being a stronger company. The new team seem to be the right mix with greater foresight into the new areas of T & M where demand is growing.
Looking forward to the new broker consensus notes today. The presentation can be heard on the Spirent website (excluding questions).
Very good presentation - inc Q&A link :htTP://edge.media-server.com/m/p/7adr3x9f
Notice Panmure have increased TP to 120p from 115p.
Should anyone be interested in the device testing falloff, Spirent have reached the bottom of that trough & operability testing will be making up the decrease of carrier aggregation revenue.
I would say that there is a very promising outlook for Spirent now. There are headwinds of 6% for 2016 but this revenue decrease will be eliminated by growth areas, so 2016 remains on target.|
|This rise tells me its about to be New Years tip, or it may have been tipped at the weekend? Has it?|
|Spirent Acquires Wi-Fi Experience Monitoring Specialist Epitiro SPT.L - BSW
Pioneering Wi-Fi Capabilities Extend Spirent`s Proactive Service Assurance Suite SUNNYVALE, Calif.--(Business Wire)-- Spirent Communications, today announced that it has acquired Epitiro, a pioneer and leader in the rapidly growing Wi-Fi experience monitoring market. The acquisition of Epitiro by Spirent builds on the success of a strategic partnership which has led to experience monitoring system deployments at multiple customers, including a tier 1 US service provider.
Service providers and large enterprises increasingly rely on Wi-Fi to provide users with high-quality voice, video and data services and access to business-critical applications. Unfortunately, the complexity of Wi-Fi and its dynamic interaction with LTE and other mobile technologies often leaves providers and enterprises blind to the actual end user experience. Epitiro`s web-based platform provides continuous visibility of the end-user experience by proactively performing tests that emulate realistic user activities. Key metrics include availability of Wi-Fi connectivity, file transfer and web browsing speed, availability and performance of social media applications like Facebook and much more. Epitiro`s compact, rugged probes may be deployed in office buildings, factories, stadiums and other mobility locations providing real-time insight into the availability and experience of services.
Spirent`s service assurance suite enables providers to proactively identify problems, often before they impact the customer experience. The suite consists of four product lines: Device and End-to-End, Network, In-Home, and Mobility. Each product line uses a patented set of proactive test technologies to assure the quality of devices and services before launch and during live operation. Epitiro`s solutions are now part of the newly-formed Mobility product line with a focus on assuring the experience of Wi-Fi and LTE services in mobility locations.
"Our service provider and enterprise customers increasingly see Wi-Fi as an integral part of their strategy to provide services anywhere and anytime," said Des Owens, general manager of Service Assurance at Spirent. "With this acquisition, we`re building on the success of our strategic partnership with Epitiro and see an exciting opportunity to improve the visibility of Wi-Fi experience for many more service providers and enterprises worldwide. We`ll also be better positioned to integrate Epitiro`s pioneering Wi-Fi technology across our suite and to provide our customers with seamless support and services."
Gavin Johns, managing director of Epitiro, added, "We are delighted to join the Spirent team and are excited by the prospect of working closely together to further build our business in this growing and exciting market."
To learn more about Epitiro and Spirent`s suite of service assurance solutions please visit: HTTP://www.spirent.com/Solutions/Service-Assurance.|
|Well, having read the third qtr trading update and the board change which was then followed by a non exec director buying 30,000 and having examined the balance sheet and noting the company do pay dividends, I've purchased my first, small, tranche.
As always time will tell if this was a wise decision!!! Good luck to all holders.|
|I used to have system trading between Anite & Spirent but made sure all my funds were in AIE before their takeover. Spirent seem to be upping their game. Although I would like to be in for the long term ( had a punt today ), not really young enough to wait for the turnaround. The company strikes me as good value for a bigger fish. They are a cutting edge company but Wow, it certainly is costing them.|
|Trading Statement due on 5th November 2015|
|Spirent Communications Plc 5.3% Potential Upside Indicated by Canaccord Genuity
Posted by: Ruth Bannister 28th October 2015
Spirent Communications Plc using EPIC/TICKER code LON:SPT had its stock rating noted as ‘Retains’; with the recommendation being set at ‘HOLD’ today by analysts at Canaccord Genuity. Spirent Communications Plc are listed in the Technology sector within UK Main Market. Canaccord Genuity have set their target price at 80 GBX on its stock. This would indicate that the analyst believes there is a potential upside of 5.3% from the opening price of 76 GBX. Over the last 30 and 90 trading days the company share price has decreased 3.5 points and decreased 22.75 points respectively.
Spirent Communications Plc LON:SPT has a 50 day moving average of 78.18 GBX and a 200 Day Moving Average share price is recorded at 87.36 GBX. The 1 year high stock price is 98.75 GBX while the year low stock price is currently 65.95 GBX. There are currently 95,719,764 shares in issue with the average daily volume traded being 469,763. Market capitalisation for LON:SPT is £463,495,661 GBP.|
|CALIENT and Spirent Team for All-Optical 40Gbps/100Gbps Network Equipment Test Lab Automation Solution.
|Renault Selects Spirent to Help Implement Next Generation In-vehicle Networks
20 Oct 2015
Spirent Automotive Solution Verifies Next Generation In-Vehicle Infotainment and Advanced Driver Assistance Technology
The connected car is now a reality!|
|SPT very unloved currently. Interesting co, watching with interest|
|Come on guys. How about a counter bid for Anite. Say 150p.|
|Holding RNS and its shoy up 4% -
Aviva selling a few -|
|I hope SPT do well but will need some more reassurance before investing. Trading is a different matter, so although I sold out yesterday that is not to say that I have ruled them out later in the year.
There are one or two negatives which could pave the way for a profit warning in H1. So the question is are they truly out of the woods or do they need to wait & see how the markets are moving in 2015.
The order book looks okay at 103 (105) but not the reference to a slower start over last year. They also said that H2 would be more weighted than usual.
They also tend to buy their way into new technology & have become less cash generative although they hold more than sufficient cash reserves.
This is one to wait & see.
They are on my watch list but only just.|
|Think the rise today endorses the positive outlook. Buy on the dips if you can as today was a definite break out from 85 - 89p range.|
|Thanks for you views Pico and wage.
I'm in especially with:
"Panmure Gordon retains buy on Spirent Communications, target raised from 137p to 141p."
61% of shareholders are funds (percentages)
Prudential plc 11.10 AXA Investment Managers SA 7.77
Aviva plc 6.64 Artemis Investment Management Limited 5.38
Standard Life Investments Ltd 5.29
Fidelity International 4.82 Schroders plc 4.41
Sun Life Assurance Company of Canada (UK) Ltd 3.82
Norges Bank 3.19|