Diploma Share Discussion Threads

[pugugly] 27/7/2009 15:22

silverfern:> Possibly because he reckoned the share price was too high. I was attracted by th ebig fall but discouraged when I saw (guessed?)iot was a reaction to the FD's sale.

[silverfern] 23/7/2009 18:10

why would the FD dispose of £300k of shares and not say it was for 'personal reasons'? The first Board sell I've seen in dplm

[silverfern] 17/7/2009 15:02

bit of a break out today - intersting. Will keep an eye on it again

[welsheagle] 12/7/2009 18:07

Apologies rik shaw - just noticed your post.

[welsheagle] 12/7/2009 18:05

Sunday Telegraph tipped Diploma today.
Apparently mentions low PE ratio of 8.3, and 5.7% dividend.
Can anyone post the whole article.

[rik shaw] 12/7/2009 14:18

Telegraph tip:

[interceptor2] 11/5/2009 08:21

I think DPLM make full year estimates, but too early to buy in imo. The statement wasn't bullish enough about any signs of recovery, they have good cost controls in place and are in a financially strong position. But they are only at £12.4m for half year due to a weak pound, but in real terms are 11% down.

I will keep on watchlist for a more upbeat statement before buying. Hopefully I shouldn't have to wait too long.

[interceptor2] 11/5/2009 08:15

See extract of results below............

Interim pre-tax profits at technical products and services provider Diploma plc fell to £9.7m - down from £11.5m last time.

Revenues rose 3% to £88m and the dividend is maintaind at 2.5p.

It said udnderlying revenue and operating profits decreased 11% and 12% respectively, after adjusting for currency effects, acquisitions and one-off items.

Cost reduction programmes had been implemented across operating businesses and the total headcount and monthly salary costs have decreased by 7% and 4% respectively, since the beginning of year.

Chief executive Bruce Thompson said: "In the current difficult trading environment, the group's businesses will continue to focus on sustaining operating margins and generating strong cash flow, while maintaining market position through customer service.

"The resilient characteristics of the businesses, combined with tight management of operating costs and working capital, should ensure that performance continues to be optimised at current activity levels."

[interceptor2] 09/5/2009 21:00

I have noticed and will be interested in results Monday.

[sleepy] 08/5/2009 22:35

Results out on Monday?

[philo124] 08/5/2009 21:18

UNDERVALUED BUT NOBODY HAS NOTICED

[welsheagle] 08/5/2009 19:26

From May's 'Company Refs', when price was 106p:-
a/ Prospective PE ratio of 6.98 (based on five broker forecasts, all recommending 'buy').
b/ Forecast growth in eps of 8.51%.
c/ Positive cash flow per share of 17.6p.
d/ Net cash per share of 13.9p.
e/ Dividend yield of 7.60%.
f/ Price to sales ratio of 0.69.
g/ Turnover up from £100m to £172m in last five years.
h/ Net asset value per share of 95.5p.
i/ Four directors buying in last year.

[welsheagle] 17/3/2009 21:18

Panmure Gordon reiterated their 'buy' recommendation today with a target price of 220p.

[s34icknote] 17/3/2009 08:41

Profit warning!
Every company is effected even if they there products will always be used !

[welsheagle] 15/1/2009 20:18

Panmure Gordon reiterated their 'Buy' recommendation with a target price of 220p yesterday.

[silverfern] 04/1/2009 17:28

they always have (last five years anyway)

[welsheagle] 03/1/2009 14:46

From November's 'Company Refs', when price was 130p:-
a/ Prospective PE ratio of 7.60 (based on three broker forecasts, all recommending 'buy').
b/ Forecast growth in eps of 6.95%.
c/ Positive cash flow per share of 14.0p.
d/ Net cash per share of 11p.
e/ Dividend yield of 6.4%.
f/ Price to sales ratio of 1.04.
g/ Turnover up from £77.7m to £141m in last five years.
h/ Net asset value per share of 80.1p.
i/ Four directors buying in last six months (more buying recently).

Fundamentals therefore look good.

[jeffian] 23/12/2008 10:36

Slightly surprised they've gone for the OEM market. The attraction of DPLM's markets has traditionally been that they supply 'must have' consumables and replacement items paid for by customers out of revenue budgets backed up by specialist technical knowledge. The OEM market is usually fiercely competitive resulting in tight margins with volumes at the whim of the lead manufacturers' markets (presumably knackered at the moment!). Still, I'm sure (I hope!) they know what they're doing.

Regards, Ian

[silverfern] 23/12/2008 08:01

Looks like a great buy - they don't buy wrong, and this business is clearly not a lame duck, but a strong comepetitor.

[pallett] 21/11/2008 14:52

Is this yield and PE just tooo good to be true?

[dolores123] 17/11/2008 09:32

Really good results and a good yield

[silverfern] 17/11/2008 07:54

7p dividend payable on decent results (5p now). The Group ends the year in a strong financial position and with the resources in place to tackle the challenges ahead. We have cash funds of £15.7m, working capital facilities of £5.0m and committed bank facilities of £20.0m. This strong balance sheet provides a secure
platform to progress our strategy.

[quickmind] 04/11/2008 20:29

The bounce back from below 110p appears to have petered out. I noticed that just before market closing there's a UT trade of 14,294 shares, the price being 116.5p which is below the bid price at the time. Someone is definitely unloading stock.

[silverfern] 31/10/2008 10:41

I just couldn't bring myself to sell this one - too good a yield for a start. Stronger dollar and euro will suit Diploma. Thinking of adding prior to results. Very few will have won in ths market.

[jeffian] 30/10/2008 11:51

Hi silverfern,

It's held up pretty well considering. I've got plenty of others in the '90% Club'!

8-(