I think my total return is closing 1000%! |
A new high. Having sold at 4600 I built my stake back up once the fall had finished and have been buying more since the Q1 update. TRading aside the company is so well run I couldnt be out for long! |
Very welcome on a day when I'm holding BATS and ULVR. |
Going great guns! |
Bullish write-up in Telegraph's Questor column today - |
 Berenberg has highlighted is key picks in the UK-listed industrials sector for 2025, saying it continues to favour "quality compounders" and cyclical stocks with good exposure to a recovery in end-markets.
The outlook for the sector is still largely uncertain after a mixed 2024, Berenberg said, with elevated interest rates likely to hamper a global cyclical industrial recovery.
"Destocking continues to play out yet has eased further, PMIs remain negative, rates remain stubbornly high. Yet there are now diverging regional outlooks, and among the challenges there are signs of encouragement," the broker said.
The US is its preferred region, with Trump's pro-growth and protectional policies likely to benefit industrial companies domestically, while Europe and China remain challenging and the UK appears "stable, if anaemic".
"We think it too early to go fully cyclical, at least in H1 2025; however, we think the right approach is to have some cyclicality. Equally, we continue to favour quality compounders, or where value creation or special situation events offer asymmetric returns."
Berenberg named compounders – companies that can deliver sustainable, long-term growth with recurring revenues – like Diploma and JTC, "both of which have long-term track records of organic and inorganic outperformance and double-digit EPS growth".
Sharecast |
Looks decent. Sharescope forecasts show a slowdown of sorts in 2026 and 2027 with high or mid single digit EPS. DPLM usually beats. |
Good conference call- they were much more bullish than in the RNS today. Lots of Trump-oriented discussion; practically zero-risk in China since they've run down sales to there; Canada tariffs are an unknown (and probably to the idiot who threatens them) but as JT pointed out they have had prep discussions with their customers - they're not sitting and waiting. I added. |
AGM wednesday , maybe a trading announcement ? |
Nice buy friday by the CFO
3,917 @ £42.80 |
Just keep buying and holding! 5500p gives me a 1082% return on capital alone. |
Fat lot of good that's done.
Bank of America starts Diploma with 'buy' - price target 5,500 pence |
RBC cuts Diploma to 'underperform' (sector perform) - price target 3,900 pence |
My target price is 9000p but not for a couple years. |
JPMorgan raises Diploma price target to 4,370 (4,150) pence - 'neutral' |
Barclays raises Diploma price target to 4,500 (4,240) pence - 'overweight'' |
Shore Capital downgrades Diploma
Diploma (DPLM) has been downgraded by Shore Capital due to its full valuation as the business becomes more resilient.
Analyst Akhil Patel reduced his rating from ‘buy’ to ‘hold’ with a target price of £45.36 on the Citywire Elite Companies + rated industrial machinery group, which fell 8% to £41.74 on Tuesday after disappointing full-year 2024 results.
The group said full-year 2025 has started well but growth will moderate year-on-year. Patel said the group will benefit from structural growth drivers and increasing its market share as it continues with its strategy to become more geographically diverse.
‘Diploma’;s business model is based on offering technical sales advice under exclusive supply agreements for essential and critical opex-driven products,’ said Patel.
‘The group is also now much more resilient and well diversified given its expansion into attractive end markets, which are backed by long-term structural growth drivers.’
citywire.com |
Deutsche Bank raises Diploma price target to 5,100 (5,000) pence - 'buy' |
I just buy and hold!
FWIW Sharepad consensus EPS forecasts are showing approx 10% growth in both 2025 and 2026. That would take us to over 5000p a share assuming same valuation. Plus dividends and my holding gains another 23%.
Best wishes
Mark |
So,we have some financial experts who think the figures slightly exceeded expectations,some who thought the figures met expectations and some who believe the company fell short.Luckily Diploma appears to know what they're doing. |
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