Share Name Share Symbol Market Type Share ISIN Share Description
Diploma Plc LSE:DPLM London Ordinary Share GB0001826634 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -10.00 -0.57% 1,747.00 1,745.00 1,747.00 1,759.00 1,724.00 1,759.00 197,749 16:35:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 544.7 83.5 54.7 31.9 1,978

Diploma Share Discussion Threads

Showing 451 to 474 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
25/10/2012
12:43
well, it's getting back there. WOuld you now say the rise is caused by insider trading to be followed by good news?
silverfern
12/10/2012
12:49
I think that DPLM got ahead of itself this week. Can see a retreat to 400p before base building starts again. Failing that, this could be insider trading to befollowed by some negative news for the rest of us plebs. Lets see.
quantumx
27/9/2012
13:24
Just bought in. 993 shares at 473.76. GLA
ianms2012
25/9/2012
20:40
I top sliced at 480p.That is selling. I bought back in at 460p yesterday. THat is petty for a longerterm invester but it means free shares for a two day gamble, and I have over 25k in my ISA DPLM, and that's a lot of money to me. NExt year oh no...the market is due a re-rating to signify it is not all over for the world, and companies like DPLM will be similarly re-rated Predication over, back to my box :) I do belive this co. will make further acquisitions and continue to grow- my target is 600p. Prediction really over.
silverfern
25/9/2012
19:45
I think it's perfectly reasonable to take profits on DPLM, though I haven't done so myself. I haven't done so because I also think it's perfectly reasonable to take profits on most other mid and smallcap shares with good profit growth and cashflow, many of which have risen as much. Let's face it, the market has done well and there are few real bargains any more. So this is the most difficult point for the value investor. Do you hold on when the prospects of immediate gain are less than they were? Philip Fisher would say yes, unless you can find a better prospect to move into. In practice I find myself selling some of my better-performing shares, but not many, because where else does the cash go? DPLM still not that expensive, so it's one of those I am holding....
westcountryboy
25/9/2012
13:37
Difficult aint it. Maybe we can both get in at £4? GDWN is my favourite "engineer I don't own" at present. Having said that all the engineers are terribly perky. apad
apad
25/9/2012
13:26
@ianms Thanks for your kind words. I bought DPLM in Jan 2011 at 307p, so I've made almost exactly 50% profit - inc. all transaction costs but excluding divvies. I think there were two factors which, for me, I consider a great return: 1) we've had some PE expansion on DPLM, which is all very helpful 2) we've had a nice earnings increase over that period. I still think DPLM is a nice above-average compounder, but I think the scope for a similar earnings increase is limited, and with the expanded PE, I think the share price might struggle to move forward significantly. I have said in the past - although not on this board - that at the time, if an investor found about 10 companies of similar quality, prospects and price, then they'd do well. It's very difficult, isn't it? Do I hold, do I sell? One thing that my investment in BATS (Brit Amer Tobacco) taught me is that you can make a surprising amount of money in good-quality companies, even if they aren't rapid-growers. Once again, best of luck to you all. I will, of course, kick myself if I've made the wrong decision. We shall see.
blippy2
25/9/2012
11:00
Lol Blippy2 not that anyone could accuse you of being fickle. My original buy-in price was 55p, and everytime I have thought the share price looked up with the events it has continued to perform well. I wouldn't be surprised if we did 40p of earnings in the year to Sep 2013, or a shade over 11X not expensive. I expect to see a healthy increase in the final dividend.
gco1133a
25/9/2012
10:13
You guys are going to hate me for this, but I decided to sell out of my shares in DPLM today and move onto a different prospect. Why? Well, I still believe that DPLM is a solid company, and that management are competent and will continue to grow the business solidly. I believe that the shares are "high enough" for their growth prospects, though. It's a company that I would be happy to buy into again at a substantially lower price. Maybe we'll get a correction in the market, or something, I dunno. I'd be very sceptical about chasing momentum in this share, though. Good luck all, and hope I haven't confused or angered anyone in my decision to sell today.
blippy2
25/9/2012
09:09
@blippy2 Thanks for your comments and hope your investing is well. I researched Diploma using their pre-closing update of 24/9, Interim Announcement ending 31st March 2012, and full year September 2011. Based on these figures I have tried my best to predict what the , revenue pre-tax profits, EPS, P/E Ratio will be. But I am not an exact science. Since I have only researched this company yesterday and because I may have missed 'something' that could effect the share price, I would rather watch it for now. I certainly would want to know if the share price went down and would find out why, asking the question.. Did I miss something? If it continues to rise, and as 'silverfern' mentioned; I would rather invest in upwards momentum. Hope this makes sense and good luck to you.
ianms2012
24/9/2012
11:09
My 2ps worth: there is such a thing as momentum investor (let the trend be your friend). I invariably buy on ticks up rather than ticks down. Maybe I lose a bit that way, but better I think to buy a share that is being bought because of its performance, than one being sold for the same reason. With the market so fickle it is hard to call how any results will be read out there. If this hits 470p on results it will hit 500p soon after imho
silverfern
24/9/2012
10:18
@ianms Doesn't it make sense for you to want to see the share price fall, so you can get in cheaper? I think DPLM is a good solid company, and I don't think the market "knows" anything from which you can draw investment inferences from share price action - at least not for this company. DPLM looks like it is continuing to deliver on what I expect from it - a nice steady compounding at reasonable price. I love the "net cash being strongly positive", too. Management have been doing a good job of methodically growing this business. We're unlikely to see explosive growth, but I sure could think of worse companies to invest in. Much worse.
blippy2
24/9/2012
09:53
Good trading update. With estimated year end pre-tax profit comparative to market cap at 11 times. The share price I think is still slightly undervalued. With all other fundamentals within my limits. This share goes on my watch list with a view to buying 1st November, should share price rise.
ianms2012
24/9/2012
09:51
The Company anticipates reporting a strong set of results for the year ending 30 September 2012 in line with market consensus. Revenues for the year are expected to be ca. 13% ahead of those reported last year. After adjusting for currency effects and acquisitions, underlying revenues for the year are expected to have increased by ca. 6%. The underlying increase in fourth quarter revenues is likely to be 5% which is unchanged from the third quarter increase. Strong cash flows in the final quarter of the year will result in year end net cash being strongly positive. Operating margins remain ahead of the prior year, but below the record level of 20.8% reported in the first half of this financial year, as the Group makes good progress with its planned investments in new facilities, IT and senior management to support the future growth of the business. The Preliminary Results for the year ending 30 September 2012 will be announced on Monday, 19 November 2012. There will be a presentation to analysts of the results at 9.00am, at Butchers' Hall, 87 Bartholomew Close, City of London, EC1A 7EB.
ianms2012
15/9/2012
00:01
I liked the way you said it the first time!
jeffian
14/9/2012
22:25
oops I meant 600p not 900p!
silverfern
14/9/2012
08:10
Jeff, The forecasts bring the PER down to about 14. It's on my watch list and I keep on "doing nothing" which seems to be a good strategy to me, because it is too expensive. So, ELM and PVR have been bought instead. The reasons for you not to sell are numerous, but I suspect you know them all. apad
apad
13/9/2012
22:23
Yes I do but that doesn't necessarily help if the PER is too high and the dividend yield too low. As you yourself point out in #378, the PER is currently at high (if not absurd) levels and that simply means that you are paying for tomorrow's growth today (i.e. it has to hit those earnings forecasts just to make the current price worthwhile). And although you say that the average PER over 10 years is around 12, even that is quite high for what is, after all, a distributor (albeit they provide above-average levels of expertise and service to provide 'barriers to entry' against competitors). And a doubled divi over 5 years would still only represent a 5.5% yield. Don't get me wrong; I like this company/share a lot. I've held it a long time and it was one of the few I bought more of (sub £3 in 2011) when I reviewed my strategy and asked myself why I kept searching for 'the next best thing' when existing shares in my portfolio still provided good value. It's just that I need to train myself to recognise that 'this is as good as it gets' and I've had a few very painful lessons since 2008/9 watching profits disappear into thin air. This is one of the few in my portfolio which is looking toppy at the moment and I'm torn between 'running winners' and taking the money and running!
jeffian
13/9/2012
18:36
@jeffian Let me frame a question to help you decide: do you think earnings will be materially higher 5 years from now?
blippy2
13/9/2012
16:53
Thanks for your considered responses. I'll probably end up doing what I normally do - nothing!
jeffian
13/9/2012
16:42
Over 10 years, PE has been about 12. It's now nearly 14, and above the market average and its historical average. It is not at absurd high levels, however. Analysts expect EPS growth of 6% for y/e 30-Sep-2013. It also looks above-averagely priced on an EV/EBITDA basis. However, I do note that analysts expect 10% turnover growth over 2012, which is not to be sniffed at. DPLM is a quality company, with little debt, and a fantastic Return On Equity. Provided those conditions continue, and I have no reason to expect otherwise, I don't think people will do badly. They might not do fantastically, either. DPLM is a nice little steady compounder, not too fast, not too slow. I think it offers steady above-average progress with lower than average risk over the long term. Will it outperform the Footsie over the next year? Ask me again in a year's time! I am currently a holder - but that doesn't mean I'm right. Best of luck with whatever you decide.
blippy2
13/9/2012
15:16
Jeffian: My view is that it hs just gone back up! The business grows by acquisition and it continues to acquire and that in turn opens up new territories for it - if it does that and adds value each time then the comapny will only grow. I'm keen to see if the small investment in China is paying off but my longer -term price hope would be around 900p in that the pe still does not reflect a growing company that pays good dividencds. It never harms to top slice, and this does remain thnly traded considering its market cap
silverfern
13/9/2012
10:31
silverfern, I know you've been around this one for a long time like me. How good does it get? When I bought it it had a very modest PER and a good yield but I'm wondering whether the price is now factoring in quite a lot of the forward growth. I never know when to sell a share and as a result have seen far too many good profits fizzle away (and on the rare occasions I do sell a successful share, it goes on to be even more successful, hence my indecision!). What's your view? (Edit: Ooops! Maybe shouldn't have posted that. Had an immediate adverse impact on the sp!)
jeffian
13/9/2012
09:08
recent strngth may reflect US economic optimism; nice to see anyway
silverfern
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
Your Recent History
LSE
DPLM
Diploma
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20191121 18:42:03