Diploma Share Discussion Threads

[3rd eye] 05/9/2017 08:03

Summats going on.

[3rd eye] 31/8/2017 16:30

DPLM Diploma, fantastic update wed … from the M Fool … Chart looks very strong.

[losos] 30/8/2017 12:31

cellars - "probability of further enhancement from acquisitions early in H1-18."

Likely targets ? Go on give us a clue :-)

[cellars] 30/8/2017 10:10

Another good trading update. I expect to see 4% added to FY-18 eps from the current business plus the probability of further enhancement from acquisitions early in H1-18.

[cellars] 20/6/2017 22:22

further to my post 573: a couple of pwnnies have been added to forecasts. Needs a good acquisition to re-ignite interest.

[visionary warrior] 17/6/2017 14:57

Thread is so quiet. :)

I guess everyone enjoying their profit in stealth.

1500p will be seen

[cellars] 18/1/2017 14:35

Organic constant currency revenues are higher than I expected. I would expect to see another couple of pennies added to eps estimates over the next few weeks.

Noted also the emphasis on further acquisitions.

[jeffian] 18/1/2017 10:18

Well the trading update seems ok. Admittedly the 'froth' is largely currency conversion gains due to weakness of £, but the underlying sales seem solid enough.

[jeffian] 16/1/2017 09:16

Don't know what's spooked this today, though it is prone to exaggerated moves on small volume. Trading update on Wednesday but I would have thought the weakness of the £ would be a positive for them?

[brain smiley] 03/1/2017 03:15

Now on a 2017 PE of 21.8.Fancy news coming...takeover?

[jeffian] 22/12/2016 15:24

Not sure Diploma have that much to do with oil co's. Their 3 divisions are Life Sciences/Healthcare, Industrial Seals and Controls.

[alphabeta4] 22/12/2016 14:16

Maybe also improved market sentiment following the OPEC deal and subsequent improved prospects for US oil cos?

[jeffian] 22/12/2016 09:41

Well this is nice! Just £/$ or more to it?

[losos] 22/11/2016 17:19

jeffian - Another plus is their US operations which now the pound has dived gives them an edge. I can't see the pound strengthening anytime soon. Picked up a few prior to ex/div wait and see now :-)

[jeffian] 21/11/2016 18:01

I've held them for years. Boring I like! I bought them as a low PER/high dividend share many years ago, although they're much more highly rated now so I've had both great income and good capital appreciation. A win/win. Also like the fact that they throw off cash and have little or no borrowings, even after acquisitions.

[alphabeta4] 21/11/2016 17:39

Don't think they have that many private investors Jeffian - probably think it's too boring but that's fine by me.
Good to see the organic growth tick up to 3% from the 2% in their pre-close, the return to net cash should be helpful for acquisitions too. Then there's the reference to US infrastructure spending and a potential upturn in seals if there's an OPEC deal.
Finally, they've only had 3 months benefit of the lower exchange rate so far. Overall there's quite a lot to go for when I think about it at the moment.

[jeffian] 21/11/2016 14:52

Solid results. Obviously not a well-followed company!

[jeffian] 01/9/2016 23:27

Nice new high. I get the impression it's not a very liquid share as price movements seem quite dramatic on relatively little volume.

[gco1133a] 07/7/2016 00:10

Sterling collapse should give nice boost to earnings here

[alphabeta4] 09/3/2016 11:04

Somewhat surprised to see today's reaction to the acquisition, looks pretty good to me - undertaken at a PE of just over 7 and a chance to use the existing business to help drive up income and reduce costs plus at less than half a year's earnings plenty of scope to buy other businesses as they come up.

[alphabeta4] 04/3/2016 17:58

Wouldn't surprise me - it has typically performed well when the pound is weak against the dollar.

[jeffian] 04/3/2016 16:50

Yes, pleasing share price recovery. I wonder if it's related to recent weakness of sterling? I've noticed other $-related companies' share prices coming up too. Something like 75% of DPLM's revenues are in non-£ currencies and 'strength of £' is listed as a 'risk' in their accounts, thus 'weakness' has a correspondingly beneficial effect.

[alphabeta4] 04/3/2016 16:36

Interesting - I thought 760 would provide some resistance, I was wrong!

[essentialinvestor] 28/1/2016 15:49

tong, you still watching here, TIA.