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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
  28.00 2.5% 1,150.00 1,144.00 1,152.00 1,150.00 1,118.00 1,122.00 7,115 09:51:46
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 454.3 17.0 13.5 85.2 1,090

Discoverie Share Discussion Threads

Showing 76 to 98 of 375 messages
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older
DateSubjectAuthorDiscuss
23/4/2018
14:21
Tipped here as an "exciting small cap": Https://www.aol.co.uk/news/2018/04/19/two-hot-small-cap-stocks-you-need-to-check-out-today/ "Discoverie Formerly known as ACAL, £301m market cap Discoverie(LSE: DSCV) designs, manufactures and distributes customised electronic products and solutions to businesses across a range of industries. Since I last covered the stock in mid-October, it has risen over 20%. In a year, it's surged over 60%. The trend here is clearly up. Are there more gains to come? A trading update released today sounds good, in my view, even if the stock has fallen a few percent this morning. The group advised that, since its last update on 31 January, trading has continued well, with full-year earnings likely to be in line with management expectations, reflecting "strong growth in year-on-year profitability." Group sales for the year ending 31 March increased 11% on a constant currency basis, including organic growth of 6%. The Design & Manufacturing division, which generates around 75% of the group's profits, enjoyed organic sales growth of 11% for the year. The firm advised that group gross margin "continues to strengthen," and that the order book at 31 March was at a record £122m, 12% higher than last year. Despite the rise in the share price over the last year, Discoverie's valuation remains attractive. City analysts expect the group to generate earnings of 24.9p per share this year, which places the stock on a forward-looking P/E ratio of 16.3. A P/E to growth ratio (PEG) of 1.4 suggests that's a fair price to pay for the growth being generated. Furthermore, a prospective dividend yield of just over 2% adds weight to the investment case. I rate Discoverie as a 'buy' at current levels."
rivaldo
19/4/2018
09:30
Peel Hunt retain their Buy and 470p target, whilst Finncap retain their 456p target. There should be short-term value here as well as medium and long-term, as DSCV have repeatedly stated they intend to continue making acquisitions which will drive up earnings.
rivaldo
19/4/2018
07:44
Good news on the margins. This follows on from their capital days presentation. Will provide medium to long term value here.
kevph
19/4/2018
07:18
Reads well as usual........
soundbuy
19/4/2018
07:08
Very encouraging in-line trading update, particularly the continuing strength in D&M (75% of profits) and the record order books, 12% higher than last year. Gross margins are higher again, and acquisitions are bedding in nicely: Https://www.investegate.co.uk/discoverie-group-plc--dscv-/rns/trading-update/201804190700023872L/
rivaldo
18/4/2018
09:23
Early vol and trading update tomorrow......
soundbuy
17/4/2018
11:26
DSCV's involvement in the IOT (Internet Of Things) steps up a gear: Https://www.acalbfi.com/uk/articles/articlesContentPage/Acal-BFi-selected-as-the-first-European-technical-partner-to-bring-cutting-edge-Airoha--MediaTek-Group-Company--technology-to-the-IoT-sector/NA-000778 "Acal BFi selected as the first European technical partner to bring cutting-edge Airoha (MediaTek Group Company) technology to the IoT sector Airoha Technology Corporation (Airoha), the dedicated, fully owned, IoT solutions subsidiary of leading global technology company MediaTek, have selected Acal BFi, the European leader in advanced technology solutions, as the first regional technical partner to bring their systems-on-chip (SoC) solutions to the IoT sector. The new agreement provides customers in Europe with access to Airoha’s tightly integrated, power-efficient SoC solutions – including Bluetooth low energy, Wi-Fi and location (GNSS) – with integration support from Acal BFi’s Airoha-trained Field Application Engineers.... ....Best-in-class connectivity from Airoha Some of the biggest product manufacturers and OEMs in the world use Airoha’s technology to bring hundreds of millions of wireless-enabled products to the market every year. Their high-volume, cost-effective, compact solutions are behind an entirely new generation of devices, including wearable and fitness accessories, home automation, connected appliances and asset tracking. Part of the MediaTek group of companies, Airoha continuously innovates their SoC solutions to deliver greater processing power and increased efficiency in ever more compact sizes at the cost points required for mass-market production. “Driving an explosion of connected products, the IoT sector can now also benefit from Airoha’s technology” Diego Sala, Business Development Director, Acal BFi, commented: “We are delighted to bring this level of technology to the IoT market. Airoha’s world-class technology is driving an explosion of connected products, and now the IoT sector can also benefit from the competitive advantage SoC solutions provide. We look forward to helping our customers create ground-breaking IoT solutions with best-in-class performance.” Yuchuan Yang, Senior VP, Airoha, added: “Today, European operations have been strengthened considerably with our new, deeper engagement with Acal BFi. They are our major design partner in Europe, providing customers with complete, one-to-one support across their entire technology portfolio. This expertise and collaborative approach were key factors in our decision to partner with Acal BFi, and which are essential for the IoT sector to benefit from our SoC technology.”
rivaldo
13/4/2018
15:28
New highs now.
rivaldo
09/4/2018
13:33
Peel Hunt reiterate their Buy and 470p target: Http://investing.thisismoney.co.uk/broker-views/
rivaldo
06/4/2018
17:05
Oddest shares sales I've seen. 800+ shares over 10 buys.
petewy
20/3/2018
15:59
Since I bought this only 9 months or so ago the share price has risen 70%, and imo there could be another 70%-100% to come assuming stable markets. But tell that to the hordes chasing resource stock and penny share dreams and they'd probably just refuse to consider it. Incidentally, I feel GMAA and SCH are now in a similar largely undiscovered position to where DSCV was. Ramp over :o)) Good coverage for DSCV here: Http ://www.proactiveinvestors.co.uk/companies/news/193406/city-brokers-repeat-bullish-views-on-discoverie-group-following-recent-capital-markets-day-193406.html "City brokers repeat bullish views on discoverIE Group following recent Capital Markets Day 15:52 19 Mar 2018 Two city brokers reiterated their bullish views on discoverIE Group PLC (LON:DSCV) following the customised electronics supplier’s recent Capital Markets Day. Numis Securities reiterated an ‘add’ rating and 455p price target and its analysts said the event “left us feeling confident about the Group's runway for further growth”. In a note to clients, they added: “The key focus of the event was on giving a greater understanding of the product range, particularly within Design & Manufacturing (D&M).” The analysts said the firm – formerly known as Acal PLC - also provided some further detail on M&A plans, noting that discoverIE’s management reiterated their target for a 15% pre-tax return on investments (ROI) from acquisitions within two years. They concluded: “Despite the re-rating over the last year, we believe that a favourable market backdrop, combined with the potential for further value-enhancing M&A, means that there is further for the stock to run.” Peel Hunt repeats ‘buy’ and 470p target Meanwhile, analysts at Peel Hunt also commented on discoverIE’s Capital Markets Day pointing out that the event “was very well attended and gave a clear account of the business, the long-term strategy, successful execution so far and the huge scope for further growth.” The Peel Hunt analysts said: “With no new financial or trading information we leave our numbers unchanged, but reiterate our 470p target price and Buy recommendation.̶1;
rivaldo
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
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older
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