Laird Share Discussion Threads

[werty5] 30/1/2014 15:17

All sounds great with the presentation like the fact that the core areas where Laird has it's business focus phones, tablets etc etc... are all expected to grow for at least the next 3 years as well as attention being put on new areas which are expected to grow within the internet of things. This all leads me to expect a long term hold on this share adding value on dips with profit taking on the peaks. GLA

[werty5] 29/1/2014 19:56

have not listened to all the presentation yet (the perils of a young 3 month old daughter) but what I did get to hear sounded good and I am planning on listening to the rest in bed with earphones just got to wait for the other half to nod off.

[wynmck] 29/1/2014 18:30

John Rosier commenting favourably on that presentation too ,on his blog today
at www. John'sinvestmentchronicle.com

[churchtower] 29/1/2014 18:13

Having now listened to the presentation and read the accompanying descriptive pages on the Company website I can now see why the share price has surged yesterday and today. I was greatly impressed by Messrs Lockwood, Major and Sutsko. They indicated exciting times ahead for Laird with a hint of complementary acquisitions in the pipeline. Should the potential growth and expansion confidently mentioned be realised,then this Company will undoubtedly be an outperformer over the next several years. Coupled with the currently assured excellent dividend I am more than happy to watch this Company grow and retain my overweight holding. I will also buy further on any weakness or on the emergence of any more good news. CH.

[werty5] 29/1/2014 16:44

thank you Church

[churchtower] 29/1/2014 15:58

Werty - Presentation now available on the Company website. Just about to listen to it. CH.

[werty5] 29/1/2014 15:42

yep hate the fact as a PI you are always the last to find out. However not clear to me why the two day delay.

[churchtower] 29/1/2014 15:37

Certainly it looks that way. It begs the question, with a 20p rise since yesterday, as to why the private investor is to be excluded from this information for two days. I am minded to contact the Company and ask for an explanation, or is there a reason which would justify this situation. Any thoughts welcome. CH.

[werty5] 29/1/2014 14:48

very perky today considering the blood bath in the FTSE this afternoon. Will be good to hear what lairds strategic moves are going to be so roll on tomorrow. My guess is the people who know like what they have heard hence the good rise today.

[churchtower] 29/1/2014 09:28

Liberum raises target price to 330 this morning. Influenced by Strategic Presentation yesterday, perhaps with more to follow ? CH.

[contrarian2investor] 28/1/2014 18:02

My stop-loss remains intact and it looks like LRD, revving up for the next leg up. GLA c2i

[churchtower] 28/1/2014 13:30

Looking as if the strategic presentation may well be favourably received. Should learn a little more when the event as indicated this morning in RNS 6141Y will be available as on-demand audio webcasts on the Laird PLC website on Thursday 30 January. CH.

[werty5] 28/1/2014 11:23

Topped up LRD today. Looks like the market might come out from it's recent jitters. Church just a quick note to say that you might want to look at Anite ric code AIE. Not trying to push it and as always DYOR. It's also tied up with Apple and their move into China. The share price has taken a beating since the last IMS which was bad due to delayed orders (well that's what the management said anyway) if that is the case then the next statement should read much better and you could be looking at a nice bounce. Sorry everyone for hijacking the LRD thread but AIE is kinda tied in the same market so there is a loose link.

[werty5] 28/1/2014 09:16

The two aspects that has my attention are as you say Church China and the other is the new factory unit in Vietnam without a doubt this is a move which has Samsung in the back of its mind.

[churchtower] 28/1/2014 08:20

Apple's share price in itself shouldn't affect that of Laird to any large degree. The record breaking number of Iphones,Ipad sold and the potential of the China joint venture are in my opinion the factors that one as a Laird shareholder should be concentrating on. The strategy presentation today, available to all on Thursday will be of great interest. CH.

[woracle] 28/1/2014 08:17

apple beat expectations with record numbers but reduced 2014 outlook slightly. The outlook reduction is what upset the banksters. And of course no new innovation on the horizon.

[werty5] 28/1/2014 07:56

Hmmm Apple results not taken very well share price dived 9% wonder how this will impact Laird?

[werty5] 27/1/2014 10:42

Think i will do some topping up on Laird.

[churchtower] 24/1/2014 08:28

The exceptional dividend guaranteed by the Company on the 9th and the potential growth make this a longer term hold for me. Market noise alone will not persuade me otherwise but rather as further possible buying opportunities. Shall be interested to see Apple figures due to be released on Monday and details of the strategic presentation by Laird on Tuesday. CH.

[contrarian2investor] 23/1/2014 19:13

Just in case the markets get ugly I have raised my stop-loss to £2.90p.

[werty5] 21/1/2014 16:57

pull back is good it will give us all a clue where to raise our stop loss.

[churchtower] 21/1/2014 16:38

On the move again today but on this occasion as Eric Morecambe might say - I'm playing all the right notes but not necessarily in the right order. CH

[churchtower] 20/1/2014 15:44

On the move again hopefully with an encouraging update and strategic presentation next Tuesday ? CH.

[churchtower] 15/1/2014 17:47

Apple - Total iOS device sales may have reached 80 million units in the just-concluded December quarter, driven by particularly strong demand for the new iPhone 5s and iPad Air, sales surveys conducted by Canaccord Genuity suggest.

Actual iOS device sales will be revealed by Apple in less than two weeks, on Jan. 27, when the company will officially announce earnings for its fiscal first quarter of 2014, a three-month span that concluded at the end of December. That period marked the first full quarter of availability of the iPhone 5s and iPhone 5c, and also saw the launch of the iPad Air and iPad mini with Retina display.

For the currently in progress March quarter, iPhone sales are seen as easing seasonally to 42.1 million - a number which could prove conservative if Apple's launch on China Mobile, the world's largest carrier, proves to be a significant success. For calendar 2014, the analyst projects that Apple will sell a total of 180.4 million units.

An interesting two days with Laird giving a strategy update presentation for Analysts and Investors the following day at the London Stock Exchange on 28 January 2014 starting at 10.30am. CH.

[werty5] 11/1/2014 10:16

Just done my weekend review of stop loss positions and have moved Laird up to 273p. GLA