Oxford Instruments Share Discussion Threads

[edwardt] 18/1/2013 15:35

oxig appears on a lot of mid cap manager's top positions now - i suspect it is seen as the must own stock. i will hold but watch with keen interest for progress. it certainly is gettting the right attention from the big boy investors.

[bluebelle] 10/1/2013 08:41

tara

You have your own thread on which to carry on ramping that stock; you have been asked not to do it on various threads but you continue to do so, increasingly, it must be said, in desperation.

I repeat, everyone is aware of the size of the Chinese market but you conveniently, and consistently, ignore, whilst implying otherwise, the fact that the company you are promoting has no profitable business there.

Now please leave this thread for the discussion of OXIG and do your ramping of other stocks elsewhere.

EDIT
I see you're down by a further 18% on today's results.

[tara7] 09/1/2013 19:35

Bluebelle.

I think posters here can.

A: Note that 3 or 4 oxford based companies are storming on the stockmarket right now.

B: Note the size of the Chinese market.

C: Note i am a buyer of the stock.

[bluebelle] 09/1/2013 19:15

tara is ramping this all over the place but it is not even vaguely comparable to OXIG. It is all smoke and mirrors as is tara's style. Tip it; ramp it and take his profits. tara talks about potential in China as if it's a done deal, but it's not. They don't have a single signed, revenue generating contract. It's a measure of tara's desperation that, having induced people to buy at over 240 when the stock is now trading at sub 200, he comes on any thread for which he can find a tenuous link to try and ramp it up again. OXIG is based in Oxford. PTO has links with a previously unsuccessful business in and around Oxford. That's where the similarity ends !

[tara7] 09/1/2013 19:02

Also based in Oxford, looks like they are going to do a chart like yours.




PTO Digitise Libraries in China.

£15M market cap.

Stupid.

What would you charge the Chinese to do that with your world beating brand new digital software.??

[bluebelle] 09/1/2013 17:36

edwardt 4 Jan'13 - 12:58 - 332 of 335 0 0
noticed this is on goldman sachs conviction buy list with a six month upside potential of 75% - i will be happy if we get 10%!

Wouldn't object, but that seems a bit rich - even to me ! Having said that, they did over 50% last year when everyone was saying they were way overvalued this time last year.

[bluebelle] 04/1/2013 15:46

bouleversee
I agree with edwardt (and the subsequent performance of companies paying special dividends is chequered at best !). It's not as if they don't pay anything - as I mentioned earlier they have increased the dividend in each of the last 3 years and are forecast to do so next. I think reinvesting in R&D to generate future growth shows that the company really has confidence in its own prospects - a much better use of the money IMHO than giving it to the likes of me to squander on high living !!!

[edwardt] 04/1/2013 15:16

i would rather sell some shares and use my cgt allowance and not pay tax.
it would also be a mixed message for a growth stock not to reinvest in its own r&d etc - ie they would be admittting they can not make a return on it.

[bouleversee] 04/1/2013 14:29

Bluebelle -

I really don't see why they couldn't do a special dividend as the present one is covered so many times. Long-term holders deserve a bit of the money to spend, without having to sell shares. We could all get richer if we never paid our dues. They don't show similar restraint re their own benefits.

[edwardt] 04/1/2013 12:58

noticed this is on goldman sachs conviction buy list with a six month upside potential of 75% - i will be happy if we get 10%!

[bluebelle] 05/12/2012 09:40

bouleversee 16 Nov'12 - 12:32 - 329 of 330
Yes, the yield isn't brilliant but that's partly because, although the dividend per share has increased in each of the last three years and is forecast to do so next/this year also, the price has run ahead of that increase - the yield on a smaller pay out per share was over 7% 4 years ago.

In that period investment in R&D per share per year has roughly doubled - it's now over 5 times the dividend per share - and, as a holder with a long term view - I would much rather see that than a higher dividend (although of course a higher dividend too would be nice !)

[bluebelle] 05/12/2012 09:30

Getting close to new highs.

EDIT : Just hit a new all time high.

EDIT : Closed tonight at a new all time high.

[bouleversee] 16/11/2012 12:32

I bought OXIG at 535p in July 86 so although the share price has gone up a lot recently, it's not been a wonderful investment for me.

What I don't understand is why they are still paying such a paltry dividend, over 6 times covered. An increase of 10% on next to nothing is still very little. I note, however, that their own remuneration packages, including loads of options and free matching shares (iirc), continue to escalate. Hikes in the share price may be OK for traders but can reverse sharply in short order so no good for the likes of me, an investor for the long term, which has arrived so far as I am concerned. The butcher isn't interested in e.p.s., only cash. I have never bought shares for a current high yield but I do expect the dividend to gradually increase over the years, if only to keep pace with inflation, but if you compare their dividend history with, for example, James Fisher (another company I have held for a long time), their dividend history is abysmal.

Amazingly, apart from the founding family, the major shareholders are Blackrock and BAe Pension Fund. I don't know how long they have held but I think if I were an institutional holder I would be saying something about the yield in comparison to the remuneration packages.

[bluebelle] 13/11/2012 18:41

Very positive write up in the FT.

[wjccghcc] 13/11/2012 09:16

Because both the order intake and the order book are 4% higher than they were at the beginning of the half just ended.

[alphabeta4] 13/11/2012 09:12

Why do you think H2 will be stronger? Is this typical or are you expecting something to improve?
To me if the US is going to have some sort if fiscal tightening and Europe is tipping into recession prospects don't look great (growth from China bottoming out??)

[wjccghcc] 13/11/2012 09:04

On the positive side, order intake is up on the previous half (170mm vs 163mm). The order book is up on the last period (143mm vs 137mm). It looks as though H2 will be quite a bit stronger so forecasts should be well within reach if the margin improvement is maintained.

A PE of 17 is not out of kilter with other structural growth stories.

[bluebelle] 13/11/2012 07:59

Release Date: 7am Tuesday 13(th) November 2012
Oxford Instruments plc
Announcement of Half Year Results for 2012/13
Oxford Instruments plc, a leading provider of high technology tools and systems for industry and research, today announces its Half Year Results for the six months to 30 September 2012.
Highlights:
-- Good progress in the first half, in line with meeting our 14 Cubed growth plan objectives
-- Revenue up 7.4% to GBP170.8 million (2011: GBP159.1 million)
-- Adjusted profit before tax* up 23.5% to GBP23.1 million (2011: GBP18.7 million)
-- Adjusted EPS* up 20.2% to 33.9 pence (2011: 28.2 pence)
-- Reported EPS up 25.1% to 20.9 pence (2011: 16.7 pence)
-- Continued increase in global demand for nanotechnology tools
-- Focused R&D programme continued to underpin organic growth
-- New product pipeline remains strong
-- Net cash of GBP37.1 million at period end (2011: GBP11.9 million)
-- Interim dividend increased by 10.1% to 3.05 pence (2011: 2.77 pence) *Adjusted numbers are stated to give a better understanding of the underlying business. Details of adjusting items can be found in Note 2.
Jonathan Flint, Chief Executive of Oxford Instruments plc, said:
"We have delivered a strong result in the first half in line with our 14 Cubed objectives. We have a broad spread of geographies and technologies, exposure to markets with long term structural growth, a strong pipeline of new products and a focus on improving efficiency. These factors should help us to remain resilient against a backdrop of sustained global economic uncertainty. We are continuing our pursuit of acquisitions that have the potential to enhance shareholder value and add to our range of technical capabilities.
The Board remains confident in the continued growth prospects of Oxford Instruments and the Group's ability to deliver shareholder value."

[nw99] 13/11/2012 07:27

Good numbers here this am

[peakedge] 03/10/2012 06:09

LABORATORY TALK
1st OCT 12

Oxford Instruments' seminar to take place in India

Oxford Instruments is holding a 2 day seminar on nanoscale systems at IISc Bangalore, India on 20th – 21st November 2012.

The seminar will cover nanoscale processing, materials characterisation, surface science and cryogenic environments.

This is the first time that Oxford Instruments has held such an event in India, which will comprise a full programme of talks by specialists within their scientific area.

Two parallel sessions will focus on key areas of expertise for Oxford Instruments, 'Thin film processing', and 'Materials characterisation, surface science and cryogenic environments'.

'Thin film processing' workshop presentation topics will include:

• Deep silicon etch - MEMS, ALD and silicon
• III-V
• Deposition for compound semiconductor processing
• Plasma modelling and validation - ion densities, minimum ion energies
• ICT etch
• Nanotechnology
• Different frequencies in plasma processing
• Plasma processing hints and tips
• Molecular beam epitaxy

'Materials characterisation, surface science and cryogenic environments' presentation topics will include:

• Cryogenic environments and applications: Ultra-Low-Temperature (< 1 Kelvin) , superconducting magnets, software and measurement system capability
• Using Nano-manipulators for surface characterisation and TEM sample preparation; including live demonstrations and hands on training.
• Characterisation techniques such as EDS, thin film analysis using EDS including thin film ID technique details and demonstration
• Ultra-High-Vacuum scanning probe microscopy
• Electron spectroscopy for chemical analysis
• Photoemission on heterogeneous Graphene

+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

See:-

[cutlosses] 12/9/2012 15:50

Thanks Edwardt - I missed the blip but like you will consider buying on weakness.

[wanttowin] 11/9/2012 15:54

Well that little blip didn,t last long, could be blue by the days end !

[edwardt] 11/9/2012 13:59

don't think you are. they are half way through their plan to increase margins and have done very well thus far in meeting the plan pitched to the city. i think with all these things, you can not keep delivering forever. i personally want some exposure to nanotechnology and this is a good company. i suspect, if there is some scope for them to come in above consensus prior to year end in november? and we could be off to the races again. as such, if the shares go a bit lower, i will top up.