Diploma Share Discussion Threads

[silverfern] 31/3/2008 16:36

A few more days like today please

[silverfern] 28/3/2008 16:04

I wish I'd never posted :) Chairman bought last month at 164p so I guess he's as fed up as we are

[jeanal] 26/3/2008 19:39

What's with the sell-off? Perfectly good share with great fundamentals, so what gives?

[silverfern] 26/3/2008 12:57

if anyone still reading, I think the Director sold last week and bought twice as many the same day as some kind of CGT manouevre. I am very tempted to add but my doctor won't let me. NO doubt when the market calms this will look very cheap

[silverfern] 05/3/2008 10:06

not many here I know, but for what it's worth, there appears to be demand for the shares now. Chairman bought another load at 164p (and I followed him!). Fair value for this? Well, look at the p/e and sales growth after disposals of property. This is a diversified, well run outfit which will have record profits in the next year (IMHO) because of the three acquisitions made last year which have now bedded in (DYOR etc)

[jeanal] 24/1/2008 19:12

High value share, excellent earnings growth and good prospects from acquisitions.

[gco1133a] 23/1/2008 12:04

Director has topped up.

[lgwht] 21/1/2008 14:03

I wonder how much of the share price decline today is due to a misunderstanding of the bonus issue?...

[bigchops_2] 21/1/2008 13:16

This looks very interesting. Any long term holders here? Do they have good management?

[quantumx] 21/1/2008 12:55

I wish they wouldn't do that! I thought I'd just lost yet another pile of cash!

[silverfern] 21/1/2008 11:38

well, the whole market is down.... :)

[masurenguy] 21/1/2008 09:58

LOL - DPLM features at the top of the Loser List today with an 80% fall in the share price !

[silverfern] 21/1/2008 08:01

Quite right - 180p would be 900p so we've opened a bit up on the deal!

[gco1133a] 18/1/2008 17:00

Silverfern. It is a four for one bonus issue the price on monday should be 1/5 of the current price rather than 1/4 ie around 180p

[tole] 18/1/2008 13:02

Diploma Group "buy"

Friday, January 18, 2008 6:54:35 AM ET
Panmure Gordon & Co

LONDON, January 18 (newratings.com) - In a research note published yesterday, analysts at Panmure Gordon maintain their "buy" rating on Diploma Group Ltd (ticker: DPLM-GBX). The target price is set to 1154p

[tole] 18/1/2008 08:22

Diploma

A glance at the share prices of Electrocomponents and Premier Farnell, down nearly 40 per cent since last May, appears to vindicate Diploma's decision to pull out of electronic components distribution several years ago.

But Diploma's outperformance since May - it has fallen only 9 per cent - owes as much to the resilience of the niches in which it has chosen to reinvest. First, it has targeted three areas - life sciences, industrial seals and electronic controls - where margins tend to be higher and growth structural rather than cyclical.

Secondly, the parts Diploma distributes are mostly consumables - things that must be replaced regularly, such as seals for hydraulic cylinders in diggers or endoscopic accessories for surgeons - and so benefit from continuing operational rather than capital expenditure.

This helps to explain why yesterday's trading update showed underlying sales growth continued during the past three months despite 40 per cent of revenues coming from North America. Even after the bolt-on acquisitions of last August, Diploma has £11million of cash and facilities for a further £20million, providing scope for more of the same. Down 4p at 892p, or 11 times current-year earnings, the shares are still worth holding.

[silverfern] 18/1/2008 08:15

On Monday there is a 4 for 1 share issue- expect the price to be around 220p as a result

[silverfern] 17/1/2008 11:10

As part of the acquisition price is only payable on delivery of good results I wouldn't worry. This is the first trading update I've read from Diploma in a long while where they haven't given a cautious outlook and moaned about dollar/sterling rates.

[stemis] 17/1/2008 08:16

Sales up 20% in first quater compared to comparable period last year.

But how much is like for like, bearing in mind they did a number of acquisitions in the 4th quarter of last year?

[silverfern] 17/1/2008 07:42

An excellent trading report out today

[silverfern] 12/12/2007 14:46

I've just bought more- this is on a daft rating and I expect shareprice growth over the next twelve months

[silverfern] 28/11/2007 19:24

I belive the share has fallen too far too. I believed that when I bought at 984p. The chart above tells its own story - new peaks and higher troughs.

[tole] 27/11/2007 09:39

Tiddler to watch

Diploma, the distributor of research instruments, vehicle parts and wiring and controls devices, was up 25p to 905p on strong final results. Both Panmure Gordon and ABN Amro believe the shares have fallen too far on worries about a US downturn, putting them at only 12 times earnings. Panmure has an £11.54 target.