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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
  -17.00 -2.49% 667.00 667.00 672.00 668.00 641.00 664.00 80,196 16:29:54
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 379.2 17.1 27.1 24.6 637

Discoverie Share Discussion Threads

Showing 76 to 97 of 400 messages
Chat Pages: Latest  4  3  2  1
DateSubjectAuthorDiscuss
20/3/2018
14:48
And the volume continues - very much under the radar (still)
soundbuy
20/3/2018
13:44
Pure speculation but possible t/o target? FENR price rose similarly before yesterday's offer. All IMHO.
mfhmfh
20/3/2018
12:44
Thanks rivaldo, good report.
f1araway
20/3/2018
12:32
Welcome DavR0s to the small band of contributors here :o)) The Capital Markets Day presentation is here and reads rather well, especially the "Looking Ahead" page with potential acquisitions with an EV of up to £80m or larger: Http://www.discoverieplc.com/discoverie/uploads/presentations/capital-markets-day-15-mar-2018.pdf
rivaldo
20/3/2018
11:34
I've added this morning
davr0s
20/3/2018
11:33
New highs now, with buying at 419p. Continuing evidence that the Capital Markets Day went rather well...
rivaldo
19/3/2018
13:40
Yep, 550,000 shares traded already today. Nice comeback too. Edison have produced a new research note today, suggesting that at 412p DSCV are at a 14% discount to its peer group: Http://www.edisoninvestmentresearch.com/research/report/discoverie-group506675/preview/# "At the recent Capital Markets Day, discoverIE management confirmed the company’s strategy to grow the business through a combination of organic growth, and acquisition of design and manufacturing businesses. The integration process is designed to retain the entrepreneurial spirit of acquired businesses while taking advantage of the group balance sheet and central functions, to drive good organic growth post acquisition. Management aims to provide investors with a progressive dividend and a return of 15-20% pa." "Valuation: Still trading at a discount The stock is trading on an FY19e P/E of 16.4x, at a c 14% discount to the peer group average. Continued growth in the proportion of revenue generated from design and manufacturing should support operating margin expansion, and should help to reduce the valuation discount. The stock is also supported by a dividend yield of more than 2%."
rivaldo
19/3/2018
11:27
Volume carried through from Friday............
soundbuy
16/3/2018
15:24
400p up - and lots of AT (likely institutional) trade buying, the latest at 402p.
rivaldo
15/3/2018
23:16
Nice close - hopefully this means the presentations went well :o))
rivaldo
15/3/2018
07:04
RNS - good to see DSCV spreading the word with a Capital Markets Day this afternoon: Https://www.investegate.co.uk/discoverie-group-plc--dscv-/rns/notice-of-capital-markets-day/201803150700027560H/ "The event will include a series of presentations by executive and operational management to give greater insight into the Group as well as product demonstrations to showcase discoverIE's innovative electronics. No new material trading information will be disclosed. A trading update for the year ending 31 March 2018 will be published on 19 April 2018."
rivaldo
07/3/2018
08:25
Peel Hunt today reiterate their Buy and 470p target price: Http://investing.thisismoney.co.uk/broker-views/
rivaldo
05/3/2018
10:35
Director buying just reported - good to see an NED buying £30,000's worth at 380p: Https://www.investegate.co.uk/discoverie-group-plc--dscv-/rns/director-pdmr-shareholding/201803051026316811G/
rivaldo
28/2/2018
07:23
Berenberg have reiterated their Buy and 475p target: Https://finnewsdaily.com/discoverie-group-londscv-berenberg-bank-reconfirms-buy-rating-today-has-a-target-of-gbx-475-00-share/
rivaldo
21/2/2018
08:46
FYI here's Finncap's investment summary from their 9/2/18 note which lifted their target price to 456p: "Successfully targeting structural growth markets CORP discoverIE announced last week it had strengthened its position in the renewable energy and transportation end markets with the acquisition of Santon, a designer and manufacturer of differentiated, patented direct current switches. An initial £22.8m cash and £0.9m shares has been paid with contingent consideration of up to £19.9m subject to growth targets. We have upgraded our FY 2019 EPS by 8% and our target price to 456p bringing our target P/E in line with peers. Differentiated and growing. discoverIE’s strategy is to build a highly differentiated, international electronics design and manufacturing group. Santon increases the group’s exposure to the structural growth in renewable energy and transportation, increases international sales (Group sales into Asia will rise from 8% to 13%) and builds on the positions in niche components for solar power and wind power. Investing for growth. Santon has been investing in automation and discoverIE will reimburse the vendor £2.2m for this and invest a further £2.2m to provide additional capacity for growth. Santon operating margins were 13.0% in 2016 and we expect an enhancement from both continued growth and the investment programme. Net debt/EBITDA within target range. At March 2018, using a full year proforma for Santon, we forecast net debt EBITDA of 1.7x, falling to 1.4x over the next two years comfortably within management’s target range of 1.5-2.0x. EPS upgraded 8%. As shown on p3 we have upgraded our FY 2019E EPS by 8% and 2020E by 7%. We have assumed £4m of earn-out is paid in each of these years for Santon. Target price raised to 456p (previously 405p). With discoverIE continuing to prove its strategy we have valued the shares on a par with peers Diploma, Laird, Trifast and XP Power (see table p3). We also highlight the recent appointment of Bruce Thompson, soon to retire as CEO of Diploma, as a Non-Executive."
rivaldo
09/2/2018
08:30
Nice - Finncap have today increased their price target to 456p (from 405p): Http://investing.thisismoney.co.uk/broker-views/
rivaldo
06/2/2018
16:56
Was tempted to add...........but.........zzzzzzzzzzz
soundbuy
06/2/2018
11:30
DSCV should bounce nicely along with the markets. Edison have issued a new note and have increased forecasts for the coming year by 9% to 24.6p EPS: Http://www.edisoninvestmentresearch.com/research/report/discoverie-group553367/preview/ "Valuation: Still trading at a discount On our revised forecasts, the stock is trading on an FY19e P/E of 15.3x, at a c 23% discount to the peer group average. Continued growth in the proportion of revenue generated from design and manufacturing should support operating margin expansion, and should help to reduce the valuation discount. The stock is also supported by a dividend yield of more than 2%."
rivaldo
05/2/2018
15:39
Hmmmm.......had better days.........zzzzzzzzz
soundbuy
02/2/2018
17:11
Why not? The quote had come down to 371/385 at 16 14.
sharw
02/2/2018
16:52
Wouldn't go by that closing auction...........
soundbuy
02/2/2018
15:34
Numis raise forecasts, and target price to 455p.... http ://www.proactiveinvestors.co.uk/companies/news/191066/numis-ups-target-price-for-discoverie-after-raising-estimates-following-recent-dutch-acquisition-191066.html "Numis ups target price for DiscoverIE after raising estimates following recent Dutch acquisition 11:13 02 Feb 2018 The City broker’s analysts upgraded their full-year 2019-2020 earnings per share forecasts for DiscoverIE by 7-8%, leading them to increase their share price target to 455p Numis Securities has upped its target price for DiscoverIE Group PLC (LON:DSCV) after raising estimates following the recent news of the £23.7mln acquisition of Santon, a designer and manufacturer of patented direct current switches. In a note to clients, Numis’s analysts said: “We view this as an attractive acquisition, significantly enhancing the Group's exposure to the structurally growing renewables (particularly solar) market, as well as boosting geographic diversification (particularly Asia).” The City broker’s analysts upgraded their full-year 2019-2020 earnings per share forecasts for the customised electronics supplier – formerly known as Acal PLC - by 7-8%, leading them to increase their share price target to 455p. With the shares currently trading at 395p each, the Numis analysts reiterated an ‘add’ recommendation on DiscoverIE. They concluded: “The shares now trade on a FY19E PE of 14.8x and EV/EBITA of 10.9x, which we view as undemanding given the cyclical and structural tailwinds to which DiscoverIE is exposed.”
rivaldo
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