Laird Share Discussion Threads

[rhomboid] 28/2/2016 14:34

Hi churchtower , the above link is to the article, I'm holding here in size and am intrigued at the rate of change in the business, I was impressed with the background on Novero and why it made such a good fit;

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

I'm guessing the outlook in the upcoming results will determine the shareprice reaction equally as much as the results themselves .

[churchtower] 28/2/2016 12:13

BUY recommendation by Midas in weekend Daily Mail. Worth reading the full article. CH.

[churchtower] 24/2/2016 14:33

61905 shares according to ADVFN traded up to this time today, half of them apparently buys and the MM's mark the Company down over 2%. Difficult to understand in light of recent statements of growth and prospects by Laird. CH.

[churchtower] 23/2/2016 09:59

Laird will produce a webcast on the day of their full year results at 9am on Wednesday 2nd March. To register for the webcast, go to:http://www.investis-live.com/laird-plc/56bc74e14731d00800fcbda9/fy15I would thoroughly recommend taking advantage of this opportunity as the last several such presentations have been most informative and helpful in considering the future growth and health of the Company. I would also recommend going to the consensus analysis section within the Company website. Growth in Revenue, PBT and EPS are all forecast to grow in the next two years. 2017 - Revenue Max 840.7 Min 682.3 Avg 754.4, PBT Max 103.6 Min 80.5 Avg 91.3 EPS Max 30.2 Min 24.1 Avg 27.0. CH.

[wynmck] 22/2/2016 16:31

presenting at the World Mobile show in Barcelona this week

[churchtower] 19/2/2016 10:09

Full Year Results to be announced on 2nd March. Recent statements such as " Our Wireless Systems business continues to go from strength to strength, performing particularly well in connected transport where we offer excellent solutions in a strong market, further enhanced by our acquisitions" give me confidence that Laird is well positioned to deliver the promise of another year of growth. CH.

[zipstuck] 08/2/2016 13:08

i think sierra results are weighing on the wireless sector

[churchtower] 03/2/2016 14:48

Artemis Investment Management are shown today as having given a vote of confidence in Laird's prospects with an increase in their holdings since July last year of 5,168,323 shares. They now hold 15.85% of the issued share capital. This is a total of 43,004,309 shares compared to 37,835,986 on 8th July 2015.CH.

[philipmidgley] 30/1/2016 18:30

A few more upgrades would be nice before ex Div date.

[churchtower] 30/1/2016 16:18

Dr S - It would be nice to think so, but probably the upgrade by Investec from hold to buy with a new target of 410 is the more likely explanation. CH.

[dr_smith] 29/1/2016 16:53

CH 3.6% up since your 10.00 post, so possibly recognition of your suggestion? ;-)

[churchtower] 29/1/2016 16:09

Hoping this rise on strong volume is a recognition of Laird's growth prospects and not an early indication of a possible bid. Would very much like to see the Company remaining in UK hands. CH.

[sphere25] 21/1/2016 09:41

Mixed update there, but it looks like it is well in the price.

Clearly, there has been a few bid rumours around this company recently, and with the stock well off its high, could this be the ideal time to pounce?

Somewhere around the £4.50 mark was mentioned.

Watching on with interest.

[churchtower] 21/1/2016 09:38

In a different climate to the one at present I am sure that this would have risen even higher than this on such a trading statement. Such a comment as "Our Wireless Systems business continues to go from strength to strength, performing particularly well in connected transport where we offer excellent solutions in a strong market, further enhanced by our acquisitions. " is particularly encouraging and worthy of note." The dividend yield now stands at close to 4%. CH.

[churchtower] 21/1/2016 07:34

An encouraging statement. The Management are to be congratulated on the continuing diversification of the business which has resulted in offsetting the present weakness in the mobile phones market. Although severely challenged by current chaos in the stock market I remain a strong holder of Laird shares. CH.

[zipstuck] 21/1/2016 07:33

Statement as expected - wait and see what happens to smart phones in the second half

[philipmidgley] 15/1/2016 06:24

I would like to now if the writer of the column by any chance had purchased or friends purchased shares before it was published. Just asking the question.

[churchtower] 12/1/2016 19:03

Whilst there are obviously differing interpretations as to why neither Laird or Amphenol has thought fit to comment on the rumour, I would have thought that Laird in particular would have given due consideration to their shareholders and dispelled such a rumour if they had no knowledge of it. After all Christopher Williams is the Chief Business Correspondent of the Telegraph and it seems unlikely, if he wishes to retain his credibility, that he would be quoting information which inspired his article without very good cause and infers that he has reliable sources that he is willing to trust. We shall wait and watch developments with interest. CH.

[dr_smith] 12/1/2016 17:33

Thank-you EJ.
I phoned them friday 4.30 to iron out any problems for Monday online trading. They offered web rates to deal over phone if online has a problem, which I am happy with. It could just be that my buy was out of synch with volume for sale at that time. I only mention it as it possibly co-incided with the news.

[philipmidgley] 12/1/2016 16:25

Not so good today. I was expecting better. Looks like the rumour mill doesn't have strong legs. Let see what tomorrow brings.

[churchtower] 12/1/2016 09:49

Perhaps some clarification of Amphenol's intentions will be given with the trading statement due next week. CH.

[churchtower] 11/1/2016 14:43

The suggested valuation of Laird for a possible takeover bid is from what I can see only 8% above the 12 month high. This would hardly be regarded as a generous premium for a Company with such excellent growth prospects and talented management. Any suitor will have to do much better than that to succeed. As already stated It is my hope that Laird will remain under UK control. CH.

[ramridge] 11/1/2016 10:27

Laird is almost unique in the UK in what it does. So it would be a shame if we lost it to the US. On the other hand everything has a price...