Laird Share Discussion Threads

[mmelody] 11/1/2016 09:59

I'll take £4.50!

[philipmidgley] 11/1/2016 09:58

What would be the take out price?Any thoughts?

[churchtower] 11/1/2016 09:54

My post 1897 hinted at a different agenda at work and now perhaps the truth is about to emerge. Sit tight and see what transpires. I shall be greatly disappointed if Laird is taken over by an American Company for it has a bright future within the present UK based management structure. CH.

[ramridge] 11/1/2016 09:07

OK - I will answer my own question then. Here is a headline I picked up a minute ago:

PRESS: Laird May Be Takeover Target For US-Based Amphenol - Telegraph

[ramridge] 11/1/2016 08:57

10% up as I write (09:00). Anyone knows why?

[churchtower] 22/12/2015 11:02

A cluster of Directors have been buying shares over the last six weeks all at a price above today's level. Are we to assume that they know less than those who are selling. I think not and am concerned that there may be a different agenda at work presently. CH.

[churchtower] 21/12/2015 17:14

Vote of confidence by Chairman Dr Martin Read who bought close on 50k worth of shares today. CH.

[churchtower] 21/12/2015 13:26

In analysts report announced this morning, Numis has restated their “Buy” rating on Laird. The Estimated Target Price suggests a possible upside of 27.24% from company’s close price. CH.

[churchtower] 21/12/2015 10:24

Reference Post 1892 above, market seems to be reacting now. The close will give a better indication. CH.

[wynmck] 18/12/2015 16:24

IC Tip Update Online....and comment
"The acquisition which reflects managements efforts to increase exposure to the Enterprise Internet of Things market,was described as an "excellent fit" that complements Laird's existing connected vehicle activities.BUY.

[churchtower] 18/12/2015 14:17

I am surprised that the market has failed to grasp the significance of today's acquisition and that of LSR three weeks ago in relation to Laird's present and future involvement in such growth areas as Telematics and IOT. CH.

[rhomboid] 18/12/2015 10:41

Looks like an expensive but crucial acquisition , did anyone listen in the analyst call?

Great presentation , thx for the link churchtower

[dr_smith] 18/12/2015 10:39

Thank-you CT.
I have just replaced my 2005 Ford Focus Estate with a 2013 Ford Focus Estate ST3. The big difference in the 8 years (and partly due to higher spec) is the amount of sensors and electronics, from windscreen wiper sensors to the sat nav knowing about congestion ( which my older garmin doesn't), bluetooth for phone and voice commands (which I haven't learnt yet), 64Gb USB plugged in for music complete with title list (including my old vinyl collection), instant mpg display, reminder to change gear for eco driving and lots more, so I can quite see how this is, or has been, a growth market.

[churchtower] 18/12/2015 09:52

Looks as if the list in the post above can soon be enlarged to include Audi, Bentley, Skoda, BMW, Jaguar Land Rover, MAN, Porsche, Seat, Smart, MM & Mercedes Benz.

As regards the acquisition of Novero it is worth looking at the following link -

hxxp://www.laird-plc.com/~/media/Files/L/Laird-IR/results-reports-presentations/2015/novero-investor-presentation-dec-2015-v2.pdf

Predicted growth surrounding telematics covered on Pages 16 - 18 are particularly worthy of note.

CH.

[churchtower] 17/12/2015 16:14

I get the impression that the market has reacted to the news that mobile phone sales may be slowing as if they were almost stopping completely and that Laird is totally dependent on this one area or customer. This is far from the truth and the last time I looked at which Industry Leaders Laird was supplying with a wide variety of products it was an impressive list :- Apple, Cisco, Panasonic, Qualcomm, Huawei, VW, General Motors, Ford, HP, Sony Ericsson, Samsung, Motorola, Nvidia, Dell, LG, Chrysler, Benq, Nokia Siemens, Alvarion, LSI and Continental. Whilst this may be a little dated and could well have enlarged or altered it is worth remembering when considering Laird as an investment at current levels particularly as it also presently offers a 3.7% yield. CH.

[churchtower] 04/12/2015 08:10

MS1 - No other information to add at present apart from an agreement to your target price. Regards CH.

[market sniper1] 03/12/2015 10:37

WOW what a lovely and informative reply. Yes I have seen in a few news papers talk of a takeover. Eaton on a few occasions.

Being a med term trader it would have to be a good take out price at a substantial premium to the present share price

Just wondering which other companys could be eyeing it up. Any ideas?.

cheers.

[churchtower] 03/12/2015 10:10

MS1- I think we can now safely say that the recent downtrend is reversing !

I cannot claim to be a student of the Elliot Wave Pattern system, albeit I am aware of the principles which have some persuasive merit. In over forty years of investing/ trading I have flirted with all manner of technical analysis. In recent years the only reminder of those trading days are my use of Fibonacci numbers for my moving averages – 21, 55, 89 and 144. This is only an indulgence and certainly no better than your choices. I have for several years now become a longer view investor, thus I take great care in selection and seldom have to sell a share . I first invested in Laird Technology in February 2011 and have remained a strong holder throughout and have also bought further on any weakness when the MA’s indicate a recovery from a downtrend. I also reinvest the excellent dividends.

My only concern is that I will lose Laird from my portfolio, as it is an obvious takeover target and rumours have already started with Eaton Corporation named. They of course gobbled up Cooper Industries a few years ago who had attempted themselves to takeover Laird. CH.

[market sniper1] 03/12/2015 08:49

Solid start.

[market sniper1] 03/12/2015 02:43

Hi churchtower EMA 25 day 50 day and 200 day used.

I call it the staircase pattern and it is a hybrid of the Elliot Wave Pattern System. Usually 5 steps but no ABC afterwards, thats it in a short version of how i would explain it.

Are you a student of Elliot Wave?.

[tudes100] 03/12/2015 01:48

Chart definitely looking more interesting, volumes haven't picked up much yet. Looking to build my holding and hoping we can get a decent run up to trading update in early Jan.

[churchtower] 02/12/2015 12:00

MS1 - Thank you for your most interesting posts. May I ask firstly, what daily period your moving average is based on and secondly, whether you might consider giving some past examples of the pattern you have identified on Laird's chart at present which would support the excitement you are clearly experiencing from the wording of your posts. Regards - CH.

[market sniper1] 02/12/2015 08:58

LRD laird

Forgot to mention these recentish cluster Buying by Directors.......

Laird director deals

Date Director Type Volume / price Trade value
11 Nov 2015 Mike Parker Buy 17,000 @ 346.58p £58,918.60
11 Nov 2015 Jack Boyer Buy 7,000 @ 345.70p £24,199.00
10 Nov 2015 Kjersti Wiklund Buy 6,200 @ 350.77p £21,747.74
10 Nov 2015 Kjersti Wiklund Buy 2,800 @ 350.77p £9,821.50

[market sniper1] 02/12/2015 07:51

FTSE set for positive start.