E2V Share Discussion Threads

[edwardt] 10/11/2014 08:06

Management aim to double operating profits by 2020, implying a 15% CAGR over the next 5 years. FY15 guidance unchanged. e2v trades on an undemanding CY15 P/E of 12x and EV/EBIT of 9x.

[aishah] 05/11/2014 12:52

Liberium started coverage with 200p target. Haven't seen the note but would be interested to know where they think growth is coming from. Looks ex-growth to me. dyor

[nwalsham15] 16/10/2014 15:14

TU not good enough.

ah well, could be worse.

[nwalsham15] 14/10/2014 12:05

the TU better be good, the share price performance this year has been poor,

[cockneyrebel] 10/10/2014 14:20

Tradin gupdate next week

Lots of director buying here since the new CEO was appointed imo.

CR

[cockneyrebel] 30/9/2014 08:45

Trading update Oct 15th last year

CR

[nwalsham15] 25/9/2014 12:14

looking for a breakout here soon.

[cockneyrebel] 24/9/2014 09:16

firm again today - chart curving up?

CR

[cockneyrebel] 18/9/2014 16:43

Have a look at the volume since the start of September.

CR

[edwardt] 18/9/2014 15:31

well there's some volume - big boys are obviously getting involved now...

[cockneyrebel] 18/9/2014 11:23

Up on big trades today, and at a premium.

CR

[cockneyrebel] 16/9/2014 09:47

63K in the auction last night @ 163.25p - a premium to any previous buy recently by a couple of pence. Someone after a large chunk perhaps.

CR

[cockneyrebel] 15/9/2014 12:54

Through last week's closing high.

CR

[cockneyrebel] 13/9/2014 17:05

Another leg up starting on the chart imo.

CR

[mechanical trader] 10/9/2014 16:31

Down at the close.

Run out of steam.

[cockneyrebel] 10/9/2014 10:28

Up again today on large trades.

CR

[mechanical trader] 09/9/2014 21:46

AISHAH, my bet is more director buys, to get in the bosses good books. We'l know in next few days.


Geheimnis2......Multibag, what planet are you on.

Surely you must understand PEG figures.

[geheimnis2] 09/9/2014 20:43

Looks like this is about to multibag?

[aishah] 09/9/2014 20:42

There's some volume going through so maybe something afoot. But on fundamentals not appealing. P/E of 12+ when growth rate of 6% for 2016. Each to their own. dyor

[mechanical trader] 09/9/2014 17:29

AISHAH you are correct. Nothing here to catch the eye.

Official figures (not ones pulled out of an hat,) at close of business today.....

INVESTMENT RATIOS
2014 (A) 2015 (E) 2016 (E)

EBITDA £44.44m £45.80m £49.20m
EBIT £32.97m £m £m
Dividend Yield 2.68% 3.03% 3.29%
Dividend Cover 2.61x 2.53x 2.48x
PER 14.31x 13.04x 12.26x
PEG 0.29f 1.34f 1.92f
Net Asset Value PS 38.55p p p

Ex growth then next year with a PEG of 1.34...........Dead Loss imo.
Directors buying to get in good books with new chief honcho, nothing more.

[cockneyrebel] 09/9/2014 13:49

earnings will have doubled in 5 years - that's 15% annual growth. A PE of 12. That's a PEG of below 1 on that basis.

I guess it's whether you believe the new CEO can raise the performance or not.

Large trades going through again.

All imo/dyor etc.

CR

[aishah] 09/9/2014 13:23

Fcst EPS growth of 2015=9.72% followed by 2016=6.39%. PEGs of 1.34 followed by 1.92

What's the attraction based on those numbers?

[cockneyrebel] 09/9/2014 12:27

Aside from that Aishah, Blair and Dangerfield bought 27,000 and 20,000 respectively @ 158p in August.

30K and 50K bought by directors in Feb at the same price.

All of which came after the new CEO's start date was announced.

CR

[aishah] 08/9/2014 15:29

FD exercises options over 321,543 and sells 151,886 at 155p. To cover tax liabilities. Nice!