Judges Scientific Share Discussion Threads

[bombadil79] 03/3/2014 14:07

My bad, it went up 30 fold in 5 years. Not that anyone noticed! Good sign in most cases.

[bombadil79] 27/2/2014 06:59

This must be one of the best performers of any UK listed company. It has gone up 60 fold in 5 years. That is phenomenal. Does anybody have any links to recent broker notes or research on JDG? Any opinions of growth prospects in the medium to long term?

[droid] 21/2/2014 10:15

Sudden little flurry !

[kalkanite] 04/2/2014 16:29

Hedley

I think the figure that you have worked out does not include the 10% dilution from the last placing. Having said that both GDS and Scientifica have been growing by 23% and 31% CAGR over the last 5 years respectively which has lead me to believe that £1.10 is achievable for 2014 before any acquisitions are taken into consideration.

[cornishman33] 04/2/2014 15:22

JDG always seem to put an element of caution in to their trading updates, using words like 'subdued' and 'lacklustre' even when they are being optimistic. So I view 'upper end of market expectations' as a good omen for the results in March, so 120p may be achievable, which at today's price give's a PE of 20, which is not too high given JDG's history IMO.

[supersturrock] 04/2/2014 14:31

Hedley, growth from £4 has made this my biggest holding. I think this co is so consistent that people rarely sell. I would say an historic PER of around 24 is about right so share price looks fully valued imo but there is a chance this has been massaged up ahead of another acquisition so anything is possible.

[hedley03] 04/2/2014 14:25

This has not been one to sell on the hope of buying back later. Just seems to keep on going. Getting concerned about the PER now. With a full year of contribution from scientifica i worked out EPS could be 1.20. Having said that the brokers were quoting 2013 eps of less than a pound so after the latest trading update of upper end of market expectations i am not sure where it could be. Anyone any thoughts?

[kalkanite] 31/1/2014 23:25

JDG is my TMF NFSC share pick for 2014, I have done a write up on it here.....



K

[iamb4ne1] 30/1/2014 15:29

I just managed to buy some more today but was very difficult to get hold of shares.

[99matti99] 30/1/2014 14:54

Wrong borad!

Edit: Ah geees, right board. Note to self, wine at lunch time a bad thing!

Phoenix

Personally I wouldn't call that a tip..

matti

[m.t.glass] 30/1/2014 08:04

And still a relatively small company at £130m.

[phoenix1234] 30/1/2014 07:51

tip here

www.shareprophets.advfn.com/views/3744/judges-scientific-a-stellar-share-price-performer-in-recent-years-more-to-come

[davidosh] 29/1/2014 14:58

MT Glass....very good point ! Ask a few of your directors I guess as a starting point ?

[droid] 29/1/2014 14:19

Wonder if the share price isnt being massaged up ready for the next acquisition.

[m.t.glass] 29/1/2014 14:03

Judges Scientific, by the way, have a 'Whistleblower Hotline' number via which anyone inside or outside the company can report anything they consider unethical or unfair that is going on. The calls (which can be anonymous) are taken by an agency independent of the company. I'd like to see a few more companies doing the same! We should maybe ask other companies if they have the same facility and if not, why not!

[davidosh] 29/1/2014 13:50

Another top quality company that presented at Mello

David Cicurel is up for CEO of the year tonight at the Quoted Company Awards and I do hope he wins.

When you find quality leadership just stick with them. I have held since they were just under £1 and they presented at Mello in 2009 and DC has returned to see us eight times. He knows where his core investors come from.

[m.t.glass] 29/1/2014 13:46

Since bottoming at under 60p in 2009 the share price has risen 37-fold in 5 years.

It more than doubled last year, and is up more than fivefold over the past 2 years.

I've held them for some time but I upped my stake at the start of today.

[alphabeta4] 24/1/2014 07:41

Good trading ststement, sounds like the year ended well and nice to see upper end of expectations.

[gengulphus] 14/1/2014 08:18

Not sure what to make of it, but the share price has certainly taken a knock over the last couple of days, ...

I'd have thought it's pretty clear what has happened... The share price had risen around 15% in the last month or so, and the buyers will have included both long-term and short-term investors. The latter will have been attracted by the momentum and hoping to sell for a quick profit, and they will know that 15% per month is a rate of share price increases well beyond what any company can sustain for more than weeks or maybe a few months, so they're looking for any sign of the rise faltering with the aim of taking profits. When the share price remained pretty much unchanged over Tuesday, Wednesday and Thursday last week, that was the signal for some of them to start selling - and once that caused the share price to fall noticably, that triggered others into selling.

Meanwhile, long-term investors would also know the short-term price rise is unsustainable and so be thinking more in terms of buying on the dips and less in terms of buying immediately. With short-term investors selling and long-term ones waiting to buy, the share price is going to drop... At some point, though, the short-term investors will run out of shares they want to sell and/or out of profits to take, and the long-term investors who want to buy more will decide there's been enough of a dip to start buying again, and then the share price falls will cease and probably reverse into rises again...

Obviously that picture is oversimplified - both groups will contain a wide variety of attitudes towards the shares. But I believe it's the essence of what is going on here - and indeed a frequent pattern of events across the market.

Gengulphus

[cornishman33] 13/1/2014 19:58

Yes JAF, it looks like they took most of Mr Grayson's 116100 which he sold last week. Not sure what to make of it, but the share price has certainly taken a knock over the last couple of days, although it's still over £20. That's a nice number.

[jaf111] 13/1/2014 13:49

Schroders buys another 115,00 shares....holding now over 12%.

[b1ggles] 06/1/2014 15:11

Nice, my first 10-bagger since the dot.com boom.

Of course, it would be one of the few remaining outside my bloody ISA, wouldn't it.....

[referencepoint] 06/1/2014 12:46

Cornishman33. I have no problem with high share prices, lack of liquidity, (Think Berkshire Hathaway)
They are great when prices are rising, but can be a problem when you need to offload. So long as JDG keep delivering the goods, then sit back and enjoy the ride.
I'm also a long term holder, but not in your league (yet) Anyway, well done on 15 bagger+

[cornishman33] 02/1/2014 16:16

Not much stock about. Only able to buy 50 at the full ask of £21.15.
I've wondered before if a share split might be considered which might improve liquidity, and perhaps attract other buyers who are put off at paying over £20 for a share.
Anyway a cracking start to 2014, my first 15 bagger.

[buetowa] 31/12/2013 12:30

What a great 2013 for all JDG holders.

Wishing you the very best for 2014.