Halma Share Discussion Threads

[cnx] 26/5/2010 02:55

essential

do you know how the sales value is split?

UK %
ASIA %
USA %
EU %

[essentialinvestor] 23/5/2010 12:25

This will be bought back aggressively on any snap back in the markets imv.

Halma's forward PER of just over 13.5x, when Rotork's PER is 17.

That gap will close quickly imo.

[essentialinvestor] 19/5/2010 09:49

Bought some HLMA this morning.

Halma trades on a 25% discount to Rotork(ROR).

Full year results in June, which the Market knows will be very strong
given the recent ahead of expectations TS.

Throws off cash, may be worth watching at the very least.

[essentialinvestor] 15/5/2010 14:02

Begins to look interesting if this drifts back a bit imv.

[essentialinvestor] 19/4/2010 11:00

I would have thought that alot of Halma's product and compononts are
transported by air, and Halma still derive a good deal for profit from the UK.

If the no fly zone continues, it may be worth bearing in mind.

[essentialinvestor] 25/3/2010 08:10

Perhaps some taking profits with the end of the Tax Year in sight.

[essentialinvestor] 24/3/2010 10:34

Beginning to sell off, may be just Shorter term weakness,
provided the Markets hold.

[essentialinvestor] 22/3/2010 08:21

cnx

Its come up sharply from the 225 level,
so may retrace some of that gain.

[essentialinvestor] 21/3/2010 15:45

The share price looks towards the top of its current trading range imv.

Downside risks at these levels on imo.

[cnx] 21/3/2010 05:39

a very good graph over 12 months

[chector177] 31/1/2010 23:45

Looks a nice company on my watch list at the mo. A bit concerned at the recent decline in the sp, do you think this is connected to the recent aquisition and the uncertaintiy over the final price?

I ask because I saw this on the sharecast web site.

"The company is paying $2.5m (£1.5m) for SphereOptics, a company based in New Hampshire, that had revenues of $4.3m (£2.6m) in 2009.

At the end of 2009 SphereOptics had gross assets of $1.8m (£1.1m).

The company will be merged with Labsphere, another New Hampshire based company, within Halma's Health and Analysis division. Labsphere is a photonics company, specialising in light measurement, sensor calibration and spectroscopy.

The purchase price could rise by a further $3.5m (£2.1m) depending on profitability in the period up to March 2012.

[wjccghcc] 03/12/2009 15:49

PE of 16.5 doesn't strike me as underated. Good company though.

[volsung] 03/12/2009 10:33

Bought a few again. Nice underated share

[elmfield] 09/11/2009 16:33

sold a few, happy with that, can't find anything to buy though! lol! market getting toppy???????

[volsung] 19/10/2009 16:26

Just set a trailing stoploss?

[elmfield] 19/10/2009 16:03

TO sell a few or to hold, that is the question!

[essentialinvestor] 01/10/2009 18:22

Its the weak £, nothing more imo.
All those overseas earnings converted back and now worth more.

That Broker has gone way out ahead of any other forecasts,
someone is calling this "incorrectly", next results will confirm.

[elmfield] 01/10/2009 13:23

I wonder that as well, not sure broker upgrade could do so much, might nibble soon/

[volsung] 01/10/2009 13:22

Yes just back from a meeting. V pleasantly surprised. There could be more to this so I'm holding for a while.

[elmfield] 01/10/2009 13:00

Good timing? nearly topped up but not sure what to do now.

[volsung] 01/10/2009 09:43

Bought some of these

[elmfield] 29/9/2009 14:29

Thx 4 that,

[albcamus] 29/9/2009 12:35

Share price rise due to broker upgrade:


Shares in Halma gain 3.9 percent as Panmure Gordon raises its recommendation on the safety products group to "buy" from "hold", citing valuation grounds, lifts its target price to 255 pence from 195 pence and ups its earnings estimates.

"Halma has been overlooked. Most of its 20 million pounds in annualised cost savings should stick," the broker says in a note "In addition we point out the potential for a strong second half, as well as the opportunity for bolt-on acquisitions," it adds.

Panmure Gordon raises its earnings per share estimates by 26 percent and 31 perecnt for 2010 and 2011, to 16.4 pence and 20.3 pence respectively, reflecting Halma's "cost base adjustments and its ability, to grow margins to a forecast 23 percent level from a recent multi-year average of 19 percent".

[elmfield] 28/9/2009 16:31

WELL, no surprise to me!