Oxford Instruments Share Discussion Threads

[cutlosses] 11/9/2012 12:08

I have been monitoring this share and wonder if this is a buying opportunity?

The RNS seems mainly postitve, what was the market expecting? I note the previous comment and understand the market will punish anything less than 100% good news but the drop seems overdone unless I am missing something.

[dasv] 11/9/2012 11:33

market is reading a lot into this "Order intake from our research markets remains good although as expected there has been some softness in our industrial markets"

I sold on the basis that valuation assumes high EPS growth. This is effectively a potential warning on earnings from industrial sector.

[ib1905] 11/9/2012 10:16

Sell on the news I think... As for me.. I'm holding on the news

[edwardt] 11/9/2012 08:32

basically no upgrades - so suspect the fall reflects that...

[bluebelle] 11/9/2012 07:23

11 September 2012
Release time & date: 7:00am 11/09/2012
Oxford Instruments plc Chairman's AGM Statement 2012
Oxford Instruments plc, a leading provider of high technology tools and systems for industry and research, is holding its annual general meeting today in which the Chairman, Nigel Keen will make the following statement:
"In June 2011 we outlined our 14 cubed objective to achieve a compound annual revenue growth rate of 14% and a return on sales of 14% by the financial year ending March 2014. It is anticipated that this objective will be achieved predominantly through organic growth and continuing internal efficiency improvements, augmented by targeted bolt on acquisitions.
The year to March 2012 was the first year of the 14 Cubed plan and we reported sales growth of 29% split equally between organic growth and the three bolt-on acquisitions we made to strengthen our competitive position. Return on sales also improved in line with our targets, increasing from 10.7% to 12.5%
In the current year our Nanotechnology Tools business has made good progress as Oxford Instruments' customers use our equipment to work at the frontiers of science and improve the efficiency of high technology production facilities. The launch of our new XMax large area detector in August has further consolidated our position as a leading provider of advanced material analysis equipment.
Over the same period our Industrial division has also continued to trade in line with expectations. Our customers use Oxford Instruments' equipment to implement high-tech manufacturing strategies for advanced materials and products. Sales have been helped by the launch of the new X-MET 7500 hand held material analyser which is helping to grow our market share.
The Service division has performed well providing aftermarket service to the installed base of Oxford Instruments equipment. The Platinum Medical Imaging business acquired in November last year has integrated well and further strengthened our offering in this area.
Order intake from our research markets remains good although as expected there has been some softness in our industrial markets. Despite the ongoing uncertainties in global economies, we believe the diversity of our activities combined with our strong pipe-line of new products will continue to provide good growth opportunities for the Group.
The Board anticipates that Oxford Instruments will continue to make progress in line with our expectations for the financial year."
- Ends -

[bluebelle] 04/9/2012 12:46

For years now whenever I've recommended it on various threads I've invariably been told that it's too expensive and that they'll wait for a pull back. Only one problem for them - it keeps hitting new highs!!!

[edwardt] 04/9/2012 12:38

no retail demand here - seems all the good fund managers i look at own this one though!

[summer 18] 19/8/2012 18:11

Now for the next Oxford company to produce a chart like yours over the next two years.

PTO: I have set up a research thread.

[arja] 25/7/2012 13:17

why the big fall today ?

[bluebelle] 12/7/2012 08:06

12 July 2012
Oxford Instruments plc
Interim Management Statement
12 July 2012
Oxford Instruments plc, a leading provider of high technology tools and systems for industry and research, today
issues an Interim Management Statement which covers the period from 1 April 2012 to date. The Group has made an encouraging start to the year with orders, sales and profits all ahead of the same period last year on both an organic and reported basis.
Save as described in this statement, there has been no significant change in the financial position of the Group in the period.
Our markets remain strong despite continued economic uncertainty, particularly in Europe. A healthy pipeline of new product introductions is in place and we are investing across the business to increase efficiency, strengthen our market positions and drive further profitable growth. Accordingly, the Board anticipates that Oxford Instruments will continue to make good progress in line with its expectations for the financial year and consistent with its 14 cubed objectives.

[edwardt] 05/7/2012 14:33

they supplied the wire in the hardron collider which is made of niobium titanium!

[northernlass] 23/6/2012 12:37

Brokers 'BUY' ratings

14th June

Westhouse Securities reiterates 'BUY' rating for Oxford Instruments with a price target of 1,300.00

22 June

Liberum Capital reiterates 'BUY' rating for Oxford Instruments with a price target of 1,445.00

Source:



P.S.

Here's a couple of links about SCLP, one of the hottest stocks at the moment:

[bluebelle] 14/6/2012 16:40

Thanks wynmck : just read it : here's the link for anyone else interested :




(Nice reader comment too !!!)

[wynmck] 14/6/2012 16:20

Good interview with Jonathan Flint in todays Daily Mail-interesting for holders here.

[minsky] 13/6/2012 11:42

LOL!
I love the sarcasm on advfn

[bluebelle] 13/6/2012 11:40

If all goes according to plan it should, I gather, be 2015.

[quickmind] 12/6/2012 22:29

Two things have been holding me back from buying OXIG. One is its pension liabilities, the other is 14 cubed plan (I don't like these attention-drawing slogan - what happens after 2014?).

[luderitz] 12/6/2012 15:49

Good news already in the price perhaps?

[arja] 12/6/2012 15:04

sounds good . maybe it will just be a one or two day fall and then a good buying opportunity . I sold a while ago and look to re-enter !

[sandmarr] 12/6/2012 12:56

Sharecast seems to think all is well.

[arja] 12/6/2012 12:37

results often not as good as expected . Even the chart has less relevance at such times and I can not afford a crystal ball !

[scotch broth] 12/6/2012 10:05

Strong results but as usual the market thinks the end of the financial world is nigh.

[hawks11] 08/6/2012 20:41

Perhaps it is because it showed up on iii Themed Fund Basket. The MFM Slater Growth Fund holds 22.84% of OXIG. Unfortunately I am not a holder of either the fund or OXIG.

[jaws6] 07/6/2012 16:08

1200 trade