Laird Share Discussion Threads

[philipmidgley] 28/5/2014 14:18

11p today. Time to go I think.

[philipmidgley] 15/5/2014 10:03

Looks like I'm going to get 5p of my forecast today. 15 to go.

[philipmidgley] 14/5/2014 15:46

Looking for a 20p increase from here to the ex div.

[churchtower] 09/5/2014 13:37

Continuing to make progress today. CH.

[churchtower] 08/5/2014 18:22

Hopefully this positive move today indicates the end of the recent downtrend. I remain a strong longer term holder particularly in view of the dividend and the growth areas in which Laird operates. CH.

[adamb1978] 02/5/2014 09:57

Solid interim management statement this morning - looking at it in $ terms, things are going very well with revenues us from $186m to $199m. FX though meaning revenues only up from £119m to £120m. So the underlying business is performing strongly. FX hit will obviously switch into a benefit at some point

[churchtower] 24/4/2014 05:52

Apple - Strong iPhone Sales Drive Record March Quarter Revenue and 15 Percent EPS Growth. CH.

[churchtower] 22/4/2014 17:56

Apple due to release financial results for second fiscal quarter and guidance as to new products tomorrow. Should be very interesting. CH.

[wynmck] 15/4/2014 16:55

acquisition "expected to be earnings enhancing in the first full year of ownership"

[exel] 07/3/2014 00:06

Tend to agree CH. I too am in here for the long haul. ex

[churchtower] 06/3/2014 23:59

I see Numis has reiterated their target price of 380 on 3/3/14. CH.

[churchtower] 28/2/2014 13:00

Presently in the US, so have only just digested the statement which I believe to be level headed and optimistic as to the future. I have also noted the share price reaction, which surprises me not at all, with, as in 2013, an indication of a weighted second half. The myopic get rich quick traders seem to forget that this is a well managed, progressive, highly innovative and technical Company operating in a diverse number of areas with future high growth characteristics. Coupled with an excellent dividend I am more than content to continue to invest in this Company and watch it realise it's full potential. CH.

[exel] 28/2/2014 07:55

Fair point re the emperor - if you are referring to that first section waxing lyrical about 'thought leadership' and CSR. Important though these concepts may be, this is a prelim update! and those 'scene setters' were a tad unexpected - 'that early on' in the important annual narrative. This is not the HBR after all.

[tiger20] 28/2/2014 07:52

A tad disappointing-but as you say optomism for the future-expect share price to dip

[werty5] 28/2/2014 07:44

Ok report was a little late. I have had a brief read through and have come to a quick conclusion that Laird are about where they expected to be at year end after a terrible first half and a fantastic second half. Forward looking Laird are again saying everything is weighted towards the second half, will this effect the share price in the short term? it might but I think with the forward momentum gained in Laird's 2nd half trading, although trade is expected to take a dip it will still far out strip the first half of last year. Anyone else have a take on the report?

[werty5] 28/2/2014 07:20

Did the person responsible for writing the Laird report also make the emperor's new clothes?

[contrarian2investor] 27/2/2014 20:52

churchtower,

You must be holding more LRD than me now. All the best for tomorrow.

[wynmck] 27/2/2014 15:45

coming back nicely now though...

[werty5] 27/2/2014 14:39

A small shakedown before tomorrows results perhaps.

[churchtower] 27/2/2014 13:57

Added a few earlier today. Prelims tomorrow. Should have stated in my previous post that David Lockwood selected as Chairman of KTN not Director. CH.

[churchtower] 22/2/2014 21:24

Encouraging strength prior to Prelims next week. I have also been impressed by the selection of David Lockwood as non executive director of KTN earlier this month. I feel it can only benefit Laird to have their CEO in such a role at the heart of technical innovation. CH.

[werty5] 12/2/2014 19:21

Topped up once more today think I will call that it for now and see where Laird takes me.

[churchtower] 31/1/2014 09:09

The current price in my opinion is still looking relatively cheap, albeit it has risen over 40% during the last year. If my estimates are correct forecast earnings will mean that the shares will be trading on 12 times next year. This coupled with the dividend currently yielding in the region of 4% and forecast to grow further in the next two years draws me to this conclusion. CH.