Oxford Instruments Share Discussion Threads

[bluebelle] 18/1/2013 16:20

arja
Just been looking at it and the trades around it. Seems to me that it was probably a computing glitch - there has been a very high number of bot trades this afternoon. Always difficult to tell whether they're buys or sells until afterwards, as the whole point is to shift large volumes in small parcels whilst moving the price as little as possible. From the pattern, I would say that there are at least 2 and possibly 3 players operating and from that I would conclude that they're buying. Time will tell !

[arja] 18/1/2013 16:07

yes, it is now a NOR situation and could go much higher unless the spike meant insiders were aware of bad news to come !

[bluebelle] 18/1/2013 16:04

huntie2 18 Jan'13 - 15:53 - 343 of 344 0 0
most strange,arja - feel sorry for the person who purchased at £16.02!

No need to feel sorry, huntie - in a couple of weeks it will look like a pretty shrewd buy !!!

[arja] 18/1/2013 16:02

my IG Markets L2 ticket says £16.68 but chart says otherwise . IG Markest are pathetic but almost have a monopoly in offering DMA . If not I would leave them as they rip me off in a number of niggly ways ! have a nice weekend.

[huntie2] 18/1/2013 15:53

most strange,arja - feel sorry for the person who purchased at £16.02!

[arja] 18/1/2013 15:52

whyb the sudden spikle and then rapid retracement ? no news out I think .

[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.