Judges Scientific Share Discussion Threads

[alphabeta4] 11/5/2015 12:32

Thanks Timp. Don't subscribe to them, what would you say were their main reasons for the tip?

[timp230] 11/5/2015 08:43

Tipped in SCSW over the weekend

[timp230] 11/5/2015 08:43

Tipped in SCSW over the weekend

[alphabeta4] 11/5/2015 07:40

What would be more useful is why. Investors waking up to impact here of weaker US dollar?

[alter ego] 11/5/2015 07:27

what would we do without your insight?

[gucci] 11/5/2015 07:19

anf starting to take off!

[gucci] 08/5/2015 11:31

chart turned up

[cyman] 23/4/2015 13:25

And back down

[gucci] 10/4/2015 08:15

and up again

[gucci] 09/4/2015 07:46

looks like we are heading back to 1700 plus pronto :-)

[gucci] 08/4/2015 14:12

Added today

[melf] 07/4/2015 11:17

Positive comments in the latest scsw issue.

[gucci] 07/4/2015 09:51

sharp rebound

[droid] 07/4/2015 09:50

Next acquisition coming ?

[droid] 27/3/2015 19:41

And if you look at the Armfield website only a part of their sales are to public sector.

[cockerhoop] 27/3/2015 19:18

From the statement we now know that after adjusted operating profits of £1.66m in 2013 Armfield produced greater than £1.96m in 2014 .We don't know by how far it beat it's earnout target but the acquisition clearly is going to make a decent contribution going forward.

Forecasts suggest EPS growth of 26% and 16% in the next couple of years so on a fwd PE of 14.5 it doesn't look too expensive to me for the quality of earnings.

[droid] 27/3/2015 11:37

Don't forget there will be a useful contribution from Armfield this year.

[aishah] 27/3/2015 11:20

Yes, a p/e in the high teens; so not a bargain. Will keep a watch with a view to enter around 1150-1200p. all imo.

[pugugly] 27/3/2015 10:44

Starting to looks fully valued (imo) especially in view of the caution in the Chairman's statement

"bookings for the first eleven weeks of 2015 reverted to a similar level to those for the corresponding period in 2014. It is, of course, too early to draw conclusions for the year as a whole, other than to recognise that demand supported by public sector funding remains patchy. On the currency front, the recent strength of the US dollar may well result in a gradual improvement in orders and margins from outside Europe; although the Group's activities in continental Europe could struggle, given the recent weakness of the Euro. "

Depending on which set of figures used to caculate historic p/e ratio's could be looking overvalued (imo) at 1510p..

p/e's below - If my caluculations are correct (e&oe) at offer price of 1510p

Historic pe basic eps 82.7p 2014 18.3
Historic pe frs3 eps 34.7p 2014 42.3

[aishah] 27/3/2015 09:52

Had on watch list after SCSW coverage. No rush to buy-in at the mo. dyor

[essential] 27/3/2015 09:27

Stopped out at 1500p. Happy to stand aside...

[gucci] 27/3/2015 08:13

rolling back up

[gucci] 27/3/2015 08:11

fall overdone
should revover some

[analcime] 27/3/2015 08:09

3 months steady progress undone in 6 mins... Never saw that coming.

[gucci] 27/3/2015 07:56

all priced in
and a good forward book