Judges Scientific Share Discussion Threads

[cockerhoop] 18/1/2018 11:37

Approaching the ATH's from March 2014!

[cockerhoop] 15/1/2018 22:50

I've also been in a similar length of time, would be great to see David Cicurel present if he can be persuaded to head North. Good luck!

[superadams] 15/1/2018 19:52

David- what are the other 2 perchance ?

[davidosh] 15/1/2018 19:49

David Cicurel and JDG come to the Beckenham Mello every six months to update us after the results come out but this year I may get them to come to Derby and meet a few hundred more investors instead. I have held this company for over eight years and it is in the top three most successful Mello companies so very appropriate for them to be there.

[cockerhoop] 15/1/2018 13:06

Very nice ahead statement, unsurprisingly considering the buoyant orderbook throughout the year. Feels like £1.25p EPS.

Results on 20th March

Timing work well for a DC visit to Mello Derby Mr Stredder?

[tomps2] 23/10/2017 07:54

Here's JDG presentation at Mello



Judges Scientific Chief Executive David Cicurel gives an H1 update at Mello.
Recorded 16th October 2017.

Introduction – 00:18
HI 2017 highlights – 00:48
12½ year Financial history – 5:17
Order intake – 06:37
Return on total invested capital – 12:20
Q&A – 15:20

[davidosh] 14/10/2017 11:07

David Cicurel will be coming to present at Mello this Monday evening if any of you would like to join about 35 other investors ? There will also be a presentation from Vipera VIP and plenty of time for a Q&A....



Just mail me via that site to let me know you are coming.

[milesy] 28/9/2017 10:53

Those recent interims looked good and the share price has broken out and is heading toward the 2014 high.

A rare divvy-paying AIM minnow with a great story to tell.

[saucepan] 21/7/2017 11:09

Thanks; noted.

[cockerhoop] 21/7/2017 10:15

Those historic EPS figures are spurious for comparison purposes Saucepan. Last 2 years adjusted EPS have been 2015 - 109.2p, 2016 - 84.8p.

[saucepan] 21/7/2017 09:03

Cheers, cornishman.

As just posted on the ZULU thread:

I do wonder if its time has come again? JDG is breaking out from the massive consolidation that ended its original wonderful bull run.








Slater PEG of just 0.2 according to ShareScope. Forecast earnings growth 686%: seemed too good to ignore.

[cornishman33] 21/7/2017 09:00

Welcome back. Held these since 2009, although gradually reduced since the £24 peak a few years ago.

[saucepan] 21/7/2017 08:44

Back into this old favourite today after a long absence.

[cornishman33] 20/7/2017 09:01

Just took a while to warm up!

[cockerhoop] 20/7/2017 08:30

28.1% increase in Order Book - organic order book at a record 16.5 weeks and this weeks earlier acquisition adding nearly £1m pbt pa.

And the price pretty much unmoved from Mondays opening.........bizarre!

[cockerhoop] 18/7/2017 07:52

Nice bolt on acquisition at 5x adjusted EBITDA along with increasing the stake in Bordeaux to 75.5%.

[onjohn] 30/5/2017 09:34

dividend next week

[onjohn] 08/5/2017 09:05

JDG - AGM ON 24 MAY - 18.5P DIVIDEND 8 JUNE

[onjohn] 08/5/2017 08:39

Big upgrade at Judges

[cockerhoop] 27/4/2017 12:37

I think in many cases that phrase is proved correct Skyracer

However JDG's simple business model is buying niche business at substantially lower multiples than JDG is rated at therefore supplying both growth organically and the step change in valuation of the acquired companies when they join the group and their earnings multiple is increased.

Whilst the last couple of years performance has plateaued, the robust orderbook, the good start to 2017 along with favourable exchange rates gives me hope for progress this year.