Delcam Share Discussion Threads

[ntv] 31/8/2006 23:17

broker recently revised fy up by 8%

[ntv] 21/8/2006 08:00

i like this stock but no-one else seems to
never mind
note us dollar comments but i guess it affects lots of other companies too

[sheik yerbouti] 20/6/2006 16:29

Missed my chance when they were 260p, then I was out when the trading statement came out. However, it only says sales are up 20%, no mention of how much profits are up and if they have being adversely affected by a weak dollar. Any thoughts anyone?

[amt] 19/6/2006 21:58

Another great set of results. Consistantly improving results every year, not recognised by the market. Wish I had bought today, surely fair value is £4.0 to £5.0 based on p/e ratio of only 12

[quantumx] 16/6/2006 12:30

Thanks Sheik, I was wondering.

[sheik yerbouti] 15/6/2006 16:21

Had a quick look at these yesterday and was wondering the same. Maybe due to dollar weakness?

"We are confident that we can continue to achieve improved results during this year provided the current positive trends for worldwide manufacturing industry are maintained and the US dollar remains stable."

[quantumx] 15/6/2006 16:01

Anyone know why this one's trickling down again? Very light selling.

[shuisky] 08/3/2006 14:34

Hello SirL, I agree on the opportunity and I'd be interested to know what other smallcaps you hold which maybe falling due to a few punters taking profits in nervy markets.

[sirlurkalot] 06/3/2006 20:24

Does seem a little baffling that DLC have fallen so far, but the shares are illiquid both up and down which creates an opportunity now. I bought a few more this afternoon at 310p. I couldn't get inside the spread.

[shuisky] 27/2/2006 18:07

Results in line, they continue to achieve record Sales,Sterling weakening against the Dollar, and no sign of any weakness in global manufacturing indices, let alone the hint of a slowdown in Asian maunfacturing.

And some retail punters are bailing out. Baffling.

[quantumx] 24/2/2006 11:53

Seems like interest in DLC has wained, wonder if the results will give them a fillip?

qx

[chester] 31/8/2005 14:03

Cheers DJ.

[diogenesj] 31/8/2005 13:43

Still very good value, I think, C.

[chester] 31/8/2005 11:52

Picked up a few today...better late than never I think.

[diogenesj] 10/8/2005 14:04

Good results, although they suggest to me that forecasts for the full year are likely to be shaved by about 5%. Still cheap though, and I think the shares are worth comfortably over 400p, so I'm happy to keep holding.

[greatbear] 10/8/2005 13:23

nigelpm,

I may do, but no spare funds in my non ISA account currently. I do like to get them as soon as they hit my radar, if pushing out of a range, or following a dip to a new high.
Of course there is likely to be a fall back, but by how much?

GB

[nigelpm] 10/8/2005 12:21

GB - so what's up with 40% over 12 months? ;-)

[greatbear] 10/8/2005 12:03

I was looking at these last thing yesterday, thought I'd looked at them before, but was unsure why I didn't buy?? It was because they are AIM and I've no spare funds in my non ISA account. Otherwise I would have been in first thing this morning. Damn, damn, damn!!!

Best of luck all those who are in. I was expecting a 50% profit over 12 months (from yesterdays close price).

GB.

[nigelpm] 10/8/2005 09:15

wow - up 11%!!!

and still on a PER below 10!

Expect PER is 9.6 at £2.90.

[sirlurkalot] 09/8/2005 19:11

I'm here, but not much to write. Good interims, and I think the shares will progress onwards and upwards. WdB have a 2005E eps forecast of 25p on the Delcam site now, and on that eps the current PE looks much too low.

[swalker] 09/8/2005 16:15

Hi cc

Yep very nice interims. Time to go back to sleep for a while.

[codydotcom] 09/8/2005 12:25

Nice looking interims this morning.

Is anybody here?

c.c

[quantumx] 15/4/2005 14:31

I wondered what the spike was today, IC tip is usually a killer when it comes to share price, good to DLC bucking the IC trend!

[swalker] 15/4/2005 08:15

I understand that DLC has been tipped in the IC today. That should make for interesting times.

Sod all in the way of a market and they go and tip it. Could cause quite a spike. The small trades are now starting to apear.

Not at all happy. We have been buying the sods (in fact we have been the only real players in the stock) without trying to drive up the price. Well, today's news will scupper that. Grump.