Oxford Instruments Share Discussion Threads

[bluebelle] 03/1/2012 16:04

Yeah, deep breath and through £10 this time please !!!

[cockneyrebel] 03/1/2012 15:57

Firming up ahead of the trading update.

CR

[cockneyrebel] 28/12/2011 16:01

Trading statement in Jan.

60p eps now being forecast for this year, 64p next year - oputs these on a fwd PE of 15 leaving aside the recent strong trading statemebnt and the liklihood of upgrades.

Certainly trading at an historically low rating compared to what thee have traded on in the past imo.

CR

[wjccghcc] 18/12/2011 11:33

Well the CEO tripled his holding and the FD more than doubled his so I'm reasonably comfortable. Perhaps Holroyd had something to spend it on.

[quickmind] 18/12/2011 11:01

The directors have just dumped ~700k shares @950p. 700k is too much for the market to absorb as trading volume on a typical day is below 100,000 shares. I suppose they too need cash to buy Christmas presents (is that the only reason they're selling shares?). Incidentally, in the case of Charles Holroyd, the numbers don't seem to add up.

[arja] 17/12/2011 13:58

yes, surprising it fell on friday when market buoyant !

[cfro] 10/12/2011 15:00

Hopefully we have that decisive break through the £10 level now Bluebelle.

Certainly is a superb looking chart.

[bluebelle] 07/12/2011 17:03

No hurry for me, CR - always prefer to see a stock building on a solid platform of support, but, having said that, a decisive break through £10 would be significant I feel !

[cockneyrebel] 07/12/2011 10:46

testing the highs again anyway Bluebelle :-)

CR

[bluebelle] 05/12/2011 09:33

I'm rather hoping that £10 is the new £3 ! It was when it broke through that mark so decisively that this run to £10 really started - nothing else has been much of a barrier since.

[cfro] 02/12/2011 18:19

I bought more very ealy this morning. Pretty obvious it was going to make a run on the £10 mark.

I think breaking and holding that level is technically very bullish. All blue-sky from here.

[bluebelle] 02/12/2011 18:00

Hi CR - been out all day and just seen this. First close above 10 for a while : hope it maintains it !!!

[cockneyrebel] 02/12/2011 10:36

looking good this am Bluebelle.

CR

[cockneyrebel] 01/12/2011 21:33

The co said this at the interims:

""We have delivered a strong result in the first half in line with our 14 Cubed objectives. Our broad spread of geographies and technologies, and our strong pipeline of new products should help us to remain resilient in the event of a global economic downturn. We are continuing our active pursuit of acquisitions that have the potential to enhance shareholder value and add to our range of technical capabilities.

Trading since the period end has remained strong and the Board believes that performance in the second half of the year is likely to exceed that of the first half.

The Board remains confident in the continued growth prospects of Oxford Instruments and the Group's ability to deliver sustained shareholder value."

----------

The latest broker forecast is for 59.6p eps, that's 32.2p eps in H2. 67p now being forecast for the coming year so a fwd PE under 15 with a good posibility of beating.

Looking back - at the interims last year, order intake was up 5%. At year end the order intake was up 9.4%. By the interims order intake was up 24% - that is some momentum in order growth imo, especially when the percentage is based on constantly rising comparables and that's despite the Japan Earthquake slowing orders from their. China looks particularly exciting and Japan looks set to add in even more when orders are expected to pick up next year the co says.

Next trading update mid Jan.

imo, dyor.

CR

[cfro] 01/12/2011 18:17

Joined you guys here today. TBH dont know why i didnt buy in on the results or even before then. I've had this on my watchlist for months!

Completely agree re price action. £10 needs to break...then pure blue sky. I reckon we will see twelve quid in very short order then.

A PE of 15 and falling is too cheap for a liquid 250 stock.

[bluebelle] 01/12/2011 16:55

So, so close !!!

[cockneyrebel] 01/12/2011 13:30

Agree Bluebelle - might be tough trying to buy after it breaks out :-)

CR

[bluebelle] 30/11/2011 16:21

Looks like £10 is for another day. Can't help but think that if and when it gets through it the sky really is the proverbial limit !

[cockneyrebel] 30/11/2011 11:59

bounced a bit to strong to fizzle out imo Wyle, it's there testing a tenner again today and doesn't want to give anything back imo.

CR

[wylecoyote] 29/11/2011 20:53

Yes, but it looks like a double top....lets hope it doesn't fizzle out...

[cockneyrebel] 29/11/2011 11:15

Well your paper gain has increased today bluebelle :-)

Testing the highs - nice.

CR

[bluebelle] 28/11/2011 12:08

Thanks CR, but only on paper so far - one of my relatively few holds but I'm finding it very difficult to read these markets with any clarity or form a coherent long term strategy.

[cockneyrebel] 28/11/2011 12:03

I suspect you've done rather well here bluebelle - well done :-)

Start of th next leg higher here? Tempted to add - can't ne many co's out there with sales and profit growth like these in this climate imo.

[billy_liar] 17/11/2011 16:46

Nice tick up at the end there.