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Share Name Share Symbol Market Type Share ISIN Share Description
Discoverie Group Plc LSE:DSCV London Ordinary Share GB0000055888 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -36.00 -3.24% 1,076.00 1,084.00 1,092.00 1,128.00 1,076.00 1,128.00 100,567 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 454.3 17.0 13.5 79.7 1,020

Discoverie Share Discussion Threads

Showing 276 to 300 of 375 messages
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older
DateSubjectAuthorDiscuss
06/11/2019
12:39
Buying any of these share tip rags just clouds the issues. I've given them up. In fact I should also give up bulletin boards as well. :-)
eggbaconandbubble
05/11/2019
20:16
Oh I'm very confident in my approach as I've been validating it for several years - but I know that IC tips have a horrible expectancy and tend to attract a lot of hot money creating volatility (they tipped MTC lol and also Nano that has since lost 90% and is now up for sale to name just two in the news today). Maybe this one can be an exception. Anyhow I know where I'm wrong here so will exit if it falls there. Just another trade in my approach
davr0s
05/11/2019
20:07
Come on Davros - think 'glass half full'!
eggbaconandbubble
05/11/2019
19:07
Yeah I hold and it needs an IC tip like a hole in the head. Will attract a lot of hot money which will exit at the first sign of weakness
davr0s
05/11/2019
15:42
News of a new partnership: Https://evertiq.com/design/47152 "Business | November 01, 2019 Acal BFi signs pan-European agreement with Champs Technologies Acal BFi says it has added Champs Technologies to its magnetics portfolio. Acal BFi is a Europe-wide specialist technology supplier and design partner with a specialist portfolio of magnetic cores and inductive components products and services. By partnering with Champs Technologies, Acal BFi has strengthened its range to now include high efficiency, low profile planar transformers and inductors. These low-profile planar transformers and inductors are designed to reduce space requirements and leakage inductance while increasing the power density and overall performance. “With Acal BFi’s focus on customised and specialist components, we feel we have found the ideal partner to support our growth and customers across Europe. Their magnetics portfolio, backed by in-depth expertise in creating custom components or tailoring products to applications exact specification, adds significant value and gives customers a great advantage.” said Harold Eicher, CEO at Champs Technologies. “We are very excited to welcome Champs Technologies to our magnetics portfolio.” Alberto Basagni, European Business Development Director, Magnetics at Acal BFi: “This is a tremendous opportunity for customers across Europe to access high-quality, planar transformers and inductors designed for applications where the dimensions are small and when they need to meet the customer's exact performance specification.”
rivaldo
03/11/2019
19:13
I'm not taking their advice to 'buy' because..........I have quite a few already! ;-))
eggbaconandbubble
03/11/2019
07:38
More new highs, and a superb finish on Friday night. Eggs, suffice to say they conclude - Buy :o)) I'll just note that conclusion at this stage: "IC View discoverIE shares have achieved good momentum this year, but the forecast PE sits just below the peer group average. We feel the group's prospects are considerably better than average, based on the acquisition strategy, margin improvements and presence in several exciting growth markets. Buy."
rivaldo
01/11/2019
16:41
Pray, What is the crux of the IC article, Rivaldo? i don't have subscription!
eggbaconandbubble
01/11/2019
14:16
New highs now, with buying at 476.5p.
rivaldo
01/11/2019
06:54
DSCV are a Main Tip in today's IC..... Https://www.investorschronicle.co.uk/tips-ideas/2019/10/31/buy-into-an-exciting-discoverie/
rivaldo
30/10/2019
09:43
More here about Jefferies' recent upgrade: Https://www.proactiveinvestors.co.uk/companies/news/905550/discoverie-to-see-positive-numbers-impact-from-sens-tech-acquisition-says-jefferies-905550.html "discoverIE to see “positive numbers impact” from Sens-Tech acquisition, says Jefferies The US broker said the £58mln acquisition would provide “further growth opportunities in structurally attractive target markets” discoverIE Group PLC (LON:DSCV) has made a “high-margin, strategically relevant acquisition” with its purchase of sensing and data module maker Sens-Tech, according to analysts at Jefferies as they upgraded their target price on the firm to 540p from 500p. In a note on Thursday, the US broker, which rates the custom electronics maker at ‘buy’, said the £58mln acquisition would provide “further growth opportunities in structurally attractive target markets” as well as increasing the diversity of its business model. Analysts also upgraded its earnings per share (EPS) estimates for the company for 2020, 2021 and 2022 by 3%, 5% and 5% respectively, to reflect both the Sens-Tech acquisition and a £33mln placing which was intended to reduce gearing following the purchase. As a result of the new funds, Jefferies sees scope for over £40mln on the company’s balance sheet that could be used for more deals in the future. The broker is now forecasting that discoverIE will deliver a pre-tax profit for its 2020 financial year of £33mln, up from previous estimates of £31mln, with revenues predicted to be £478.1mln compared to prior expectations of £471.2mln."
rivaldo
29/10/2019
18:44
Well done, keep up the good work rivaldo!
eggbaconandbubble
29/10/2019
11:00
New Edison note - they note DSCV is trading at a 13% discount to its peers: Https://www.edisongroup.com/publication/high-margin-sensor-technology-acquisition/25338/ Extracts: "discoverIE has announced the acquisition of Sens-Tech for an initial cash consideration of £58m, partially funded by a £33m placing at 415p per share. Sens-Tech designs and manufactures specialist sensing technology and fits with discoverIE’s strategy to buy businesses supplying niche, highly customised products for critical applications. The business increases the group’s international revenues and boosts its presence in target markets such as transportation and healthcare. This is discoverIE’s largest acquisition since Noratel in FY15; we estimate the deal is immediately earnings enhancing (FY20e EPS +2%, FY21e +5%)." "Valuation: D&M focus supports upside discoverIE continues to trade at a discount to peers (13% discount based on FY20e P/E, 8% FY21e). Further progress in increasing the weighting of business towards the higher growth and margin D&M business (64% of H120 revenues vs 61% in FY19), combined with maintaining the profitability of the Custom Supply business, should help to reduce the discount. The stock is supported by a dividend yield above 2%."
rivaldo
29/10/2019
07:27
Cheers - appreciated! DSCV have been tipped again by Mark Watson-Mitchell with a 550p target: Https://masterinvestor.co.uk/equities/small-cap-round-up-featuring-solid-state-discoverie-bloomsbury-and-more/?utm_source=Daily+Bulletin&;utm_campaign=7dee5b5c47-Daily_Bulletin_20191024_COPY_01&;utm_medium=email&utm_term=0_25eff0bb7f-7dee5b5c47-34898813 "discoverIE Group (LON:DSCV) I see that Jefferies International have placed a ‘buy’ rating on this group’s shares, at the same time as raising their target price from their previous 500p to 540p. That brings the brokers closer to my own early August valuation when I profiled the shares at 448p; they are now 458p. That is quite an impressive performance after the group last week announced its £33m placing of 8,034,840, new shares at 415p per share for its £58m SansTech acquisition."
rivaldo
21/10/2019
08:10
Rivaldo, Good post and just to let you know that I for one read all your messages with great interest. So you are not totally alone here!!!
eggbaconandbubble
20/10/2019
21:15
The latest from Mark Watson-Mitchell in his market round-up: Https://masterinvestor.co.uk/equities/small-cap-round-up-featuring-futura-medical-rank-group-surface-transforms-hostelworld-and-others/ "discoverIE (LON:DSCV) Much as predicted, this innovative electronic components group is on the acquisition trail again. On Thursday morning it announced the £70m acquisition of Sens-Tech together with a £33m Placing of 8,034,840 new shares at 415p each. That was a 3.9% discount to the closing price on Wednesday night. The high margin Sens-Tech is a UK-based designer, manufacturer and supplier of specialist sensing and data acquisitions modules for x-ray and optical detection applications. It supplies customers in the transport security, medical, food processing and industrial markets. This is possibly one of the group’s largest acquisitions to date. The £58m cash down and £12m on profit achievement deal looks to fit in perfectly with the group’s expansion plans. It will create further opportunities for organic growth. The Placing funds will be boosted by existing debt facilities to complete the purchase. This deal gives investors a useful opportunity to get in some cheaper stock. Even six of the company’s directors bought more shares in the Placing. I profiled the company in early August at 438p, with a target price of 550p by the end of next year. I remain fixed with that target. On Friday morning I noted that brokers Peel Hunt have just increased their target from 500p to 530p.
rivaldo
18/10/2019
12:17
New highs now - buying at 464p.
rivaldo
18/10/2019
08:37
Peel Hunt have increased their target price to 530p (from 500p) and say Buy: Https://investing.thisismoney.co.uk/broker-views/
rivaldo
17/10/2019
13:51
RNS just out confirms the placing monies raised without a problem. Good to see the directors subscribing another £130,000 between them for new shares: Https://www.investegate.co.uk/discoverie-group-plc--dscv-/rns/results-of-placing/201910171315252691Q/
rivaldo
17/10/2019
09:09
No doubt the new analyst notes post-acquisition will give further info on the extent of the earnings enhancement. Sens-Tach is a private company so these are obviously the most recent figures since March'19 figures presumably haven't been filed yet - which they don't have to be anyway until Dec'19. DSCV will of course have had access to the most recent management accounts during due diligence.
rivaldo
17/10/2019
08:19
The lack of up to date figures is strange is it not? Those who bought a slice of CAKE will certainly want properly audited up to date figures.
this_is_me
17/10/2019
08:00
That £15m revenue figure is to 31st March 2018 - effectively almost two years ago! That figure could now be say £25m. For which the actual consideration is only £58m - the next £12m is dependent on achieving profit targets. The relevant figures are the £4,4m PBT and the £5.3m EBIT - which again could be much higher by now. With synergies and cost savings the earnings enhancement could be significant.
rivaldo
17/10/2019
07:46
Buying £15 of revenue for a total of £70 million looks very expensive. A forensic due diligence would have been needed to have been done to check the claimed profit margin.
this_is_me
17/10/2019
07:15
A great looking acquisition today, funded from DSCV's own resources and a placing: - immediately earnings-enhancing - lots of recurring/repeating revenues - increases the amount of high margin D&M work still further - also increases exposure to high growth and non-cyclical areas like medical and transport This acquisition looks really good and is pretty sizeable at £58m: Https://uk.advfn.com/stock-market/london/discoverie-DSCV/share-news/discoverIE-Group-plc-Acquisition-Proposed-Placin/80937134
rivaldo
16/10/2019
14:29
Mark Watson-Mitchell tips DSCV in his latest small cap round-up and has a 550p target in a year's time: "discoverIE (LON:DSCV) This international group that designs, manufactures and supplies innovative components for electronic applications, announced a Trading Update on Thursday morning. It showed that the period to the end of September saw continued progress, with the group on track to deliver positively against earnings expectations. Its order books were up 4% in the first half at £153m, with sales some 9% better in the period, trading on consistent margins. The interims are due to be announced on 28 November. The shares are around 408p, which compares to my early August profile price of 430p. Peel Hunt rate the shares as a Buy, looking for 500p. I adhere to my Target Price of 550p by the end of 2020."
rivaldo
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older
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