Diploma Share Discussion Threads

[gustavfenk] 16/3/2023 19:00

They are offering new shares for sale, but will not tell you the price you will be paying or how may you will get. Sorry, I don't get it. I'm OUT!

[jeffian] 16/3/2023 18:51

I really, really, really hate PrimaryBid as a way for serious investors to transact with their company. I have built a significant holding here and am more than willing to subscribe for a rights issue or other fundraising. This process does not differentiate between existing shareholders and anyone else and is a bit tuppenny-halfpenny involving debit cards and the like which may not be appropriate for substantial sums. I can understand that the company wants speed and certainty, but it hardly engages with their existing shareholder base (at least, not PI's).

[prokartace] 16/3/2023 17:26

Looks like I have found a cheap way(hopefully) into this share

[faz] 02/2/2023 19:08

Surprised some holders dont know why their shares are blue. The BOE messages today onhow the economy is faring coupled with positive remarks by the fed this week and you have your answer.

[adrunkenmarcus] 02/2/2023 18:07

Time is a great healer. I bought in 2012 around 471p and it's compounded about 20% on a share price basis alone! Granted, it was quite cheap in 2012 and had a 3.4% dividend yield IIRC but Diploma will keep growing and burn off even a high initial purchase price IMHO.

[mew199] 02/2/2023 17:32

Thanks, alas still a way for me to go with these until my humble position turns blue :)

[adrunkenmarcus] 02/2/2023 16:51

Not sure mew199, but I hold Spirax Sarco, Renishaw, Rotork, Victrex and other mid (and now larger in Spirax's case!) caps which were all up 5-6% today. FTSE 250 was up strongly, too.

[mew199] 02/2/2023 16:01

Anyone know why the jump up today?

[jeffian] 18/1/2023 09:43

I would - and have (more) in the past - but it now represents nearly 12% of my portfolio so probably enough for now. Great trading update.

[faz] 18/1/2023 08:03

The trading statement - as ever lacking in hyperbolep- is very good and I take it as a buy signal, or buy more in my case.

[adrunkenmarcus] 21/11/2022 08:41

Even if we take the 14% or so RPI, as opposed to the lower CPI, they’ve achieved real terms double digit dividend growth in 2022.

The dividend is up 3.6-fold on a nominal basis since I bought ten years ago. How i wish I’d bought more!

[faz] 21/11/2022 08:06

SUch strong results and yet they always are so cautious with their outlook - mid single digit revenue growth, yet long term holders know they'll beat that.

[adrunkenmarcus] 21/11/2022 07:22

I was wrong! Dividend 53.8p a share, up 26% and ahead of 2022 AND 2023 dividend forecasts.

[adrunkenmarcus] 14/11/2022 07:49

They’ve been raising the dividend steeply! 50p for the full year?

[faz] 14/11/2022 07:11

!Our next scheduled update will be the publication of our full year results on 21 November 2022." Next Monday then. Intersting to see if there's buying ahead of results

[adrunkenmarcus] 23/10/2022 19:22

Yes, there are pros and cons but a concentrated approach 'run' can be very beneficial. In DPLM's case, the underlying quality of the business is strong and they target the right metrics - not simply growth, but quality growth with high returns on capital invested and growth that generates free cash flow.

[jeffian] 19/10/2022 21:58

It's been the making of my portfolio but you've got to be prepared to accept an 'unbalanced' portfolio! I once had a share that went up 20x and ended up representing over 70% of the total. Those who require 'balance' will never see such out-performance.

[adrunkenmarcus] 19/10/2022 18:01

I wish I’d bought in 2006!

I did top up in 2018 around 1350p IIRC. I’m tempted to top up again depending on availability of cash and relative valuations in my portfolio.

Running your winners can work wonders!

[jeffian] 19/10/2022 16:46

I actually bought my first holding in October 2006 at just over £2/share (after adjustment for 2008 share split) but my average cost is higher as it was one of the shares I focussed on after a portfolio review when I decided to stop trying to research many new shares looking for "the next big thing" and simply add to the winners I already held, so I have bought on many occasions since at higher prices.

[adrunkenmarcus] 19/10/2022 12:55

In the long term, the fundamental strength of the business wins out.

I bought at 465p in 2012 and since then the share price has quintupled (even at recent levels), while the dividend has gone up from around 15p to an expected 50p this year.

[faz] 19/10/2022 11:28

odd reaction to a recommendations. THis shows how wary PIs are right now, unsurprisingly.

[jeffian] 19/10/2022 10:44

Tipped by the Telegraph's Questor today.

[roguetraderuk] 21/7/2022 09:12

well we should have in hindsight but for me the valuation stopped me. dont get me wrong its much lower than it was but during a hiking regime you get multiple contraction so any weakness on bottom line gets magnified and so your risk is greater. happy to hold a position here but i wont be able to increase it until it moves lower or the fed pivots.

[adrunkenmarcus] 21/7/2022 09:04

Held since 2012 - why didn’t I buy more?

[roguetraderuk] 21/7/2022 08:30

quality company and proves it again. look at those margins.
only have a small position here because of the valuation. was looking at 14-15 and 17xx as add zones if mkt got worse but so far a mix of mkt stability and solid trading is keep the price higher.