Halma Share Discussion Threads

[apad] 19/11/2013 08:29

Usual solid performance, usual divvy increase.
Up 250% in 5 years.
Happy here EI?
apad

[fruitninja84] 19/11/2013 08:15

Tell me mr market what do you make of results? Personally I don't like them . I can't see this making my target of £6 this year.

[essentialinvestor] 29/10/2013 20:24

Over 7 months since the last acquisition, that's a considerable time by HLMA
standards.

[essentialinvestor] 09/10/2013 12:04

Thank you.

[solomon] 09/10/2013 11:50

The rising support line is at 510 just now.

[essentialinvestor] 09/10/2013 11:15

Solomon, where is that support line out of interest? TIA

[solomon] 09/10/2013 11:07

Medium term (2 year) upward trendline support has not been touched. I guess the sharp drop is nothing to do with Halma, but I could be wrong.

[essentialinvestor] 09/10/2013 10:22

That's a sharp drop today, so far.

Has a sector company warned?.

[grigor] 15/6/2013 14:45

ht tp://www.brrmedia.co.uk/event/112476/andrew-williams-chief-executive--kevin-thompson-finance-director

edit ht tp

[birdsedgeuk] 14/6/2013 23:23

Halma covered on traderdiary.co.uk.Good site

[steve243] 13/6/2013 13:00

Good question - the Chairman is stepping down at the AGM but my understanding and having listened to the CE & FD interview today they seem to convey a very positive outlook. An interesting slide pack also - ow.ly/lZxZo

[braggj2] 13/6/2013 12:56

34th year of over 5% increase in dividend - that is very impressive but can it continue?

[birdsedgeuk] 26/4/2013 19:05

Just seen share covered on www.traderdiary.co.uk

[bluebelle] 17/3/2013 16:36

Can't argue with that elmfield !!!

[elmfield] 15/3/2013 13:08

What an amazingly good company,

[bluebelle] 27/2/2013 21:43

If you check out this idiot's posts, all he does is post links to winni's articles all over ADVFN. Draw your own conclusions !!!

[bluebelle] 14/2/2013 08:30

Solid enough. I especially liked the bit about cash flow - one of the things I've always liked about this management.

[buster78] 08/2/2013 05:00

I thought i got my timing perfect with PRV as brought recently the day before it announced its contract award, only to give most of it back after its statement which seemed to worry some,can see it reaching 200 though fairly short term and will be interesting to see if there is any resistance at that point.
ELM and IDOX have been my favourites for the last couple of years, but have taken profit in ELM and stuck it in LRL for my sins, i have always said i would never go near gas/oil as well outside my comfort zone but finally could not resist the excitement.
As for HLMA,as long as the structure they have stay in place then all acquisitions should be justifable and profitable can't see them ever rcketing in quite the same way as JDG but it still always looks undervalued!! I have 7.5% of my portfolio in it now so i hope it is!

[bluebelle] 07/2/2013 18:31

Reinvested my dividend today !

[apad] 07/2/2013 17:59

Ta buster.
I'd like to have done it earlier but didn't have funds. Sold VOD after the statement and moved the monies into HLMA.
Have bought on 5 occasions over the years. Now 4.7% of portfolio, 5% is a limit I like.
I particularly approve of the management's philosophy with acquisitions (don't call us, we'll call you), it makes an interesting comparison with the JDG rocketship (give us a call).
I also like the engineering background of the CEO - means he really does understand the business, rather than seeing it through balance sheet spectacles.
The 5 year graph gives extraordinary confidence in their business model, when combined with a 2% yield I found it something of a siren call.
PRV is next on the Stairway to Heaven portfolio and ITRK is too expensive, as usual:-)
What's your favourite for increasing?
apad

[buster78] 07/2/2013 17:04

GL Apad

I topped up back in August,probably for a final time, will wait to find out more about the acquisiations before deciding though. Such a good strong company cant really see anything negative in the fundamentals.

[apad] 07/2/2013 11:22

Increased HLMA today.

[bluebelle] 23/1/2013 09:48

Halma, the leading safety, health and environmental technology
group announces the completion on 23 January 2013 of the
acquisition of Thinketron Precision Equipment Company Limited
('TPE') based in Hong Kong and its subsidiaries Baoding Longer
Precision Pump Co., Ltd ('Longer Pump') based in China and
Langer Instruments Corporation ('LIC') based in the USA.

Longer Pump manufactures and markets peristaltic, syringe
and gear pumps used in laboratory, medical and industrial
applications. LIC is Longer Pump's distributor in the USA.

The initial cash consideration was RMB 237 million (GBP23.7
million) for the share capital of TPE. Deferred consideration
of RMB 3 million (GBP0.3 million), which is adjustable RMB
for RMB if the net tangible asset value (NTAV) is over/under
a targeted amount, is payable upon agreement of the NTAV.
The targeted NTAV includes approximately RMB 22.5 million
(GBP2.25 million) of cash.

Unaudited accounts for the year ended 31 December 2012 show
adjusted operating profit of RMB 23.5 million (GBP2.35 million).
Audited accounts for the year ended 31 December 2011 show
adjusted operating profit of RMB 18.2 million (GBP1.82 million).

Existing management of Longer Pump and LIC will remain in
place and will continue to operate the business supported
by new Board members appointed from within Halma China. The
acquisition, which is expected to be immediately earnings
enhancing, has been funded from Halma's cash and debt facilities.

Longer Pump will join Halma's Health & Analysis sector within
the Fluid Technology sub-sector adding complementary high-value
fluid handling products which are sold through a large sales
network in China. Approximately 80% of Longer Pump's revenue
is generated from China.
Andrew Williams, Halma's Chief Executive, commented:

"Longer Pump's alignment with Halma's growth drivers is strong.
Sales of their products are driven by increasing demand for
healthcare and healthcare research, as well as the urbanisation
and industrialisation within China. Their significant local
market knowledge and technical resources will help our Fluid
Technology sub-sector accelerate growth in this important
region.

There are also opportunities for Halma to contribute to the
growth of Longer Pump, utilising both the network of regional
hub offices which Halma has established within China and
the worldwide reach of our Fluid Technology businesses."