Oxford Instruments Share Discussion Threads

[essentialinvestor] 10/4/2018 12:49

Very pleased with the share price recent recovery.

[essentialinvestor] 03/4/2018 14:34

Nicely ahead atm, although given the volatility that change in seconds.

[redartbmud] 15/3/2018 19:52

EI Yes, better day. Well done:-)

Yes 20/20 hindsight, I should have held Skg. Never saw a bid coming and, having discussed them with a fellow investor, I did see negatives. I never intended to be a long term holder.

[essentialinvestor] 15/3/2018 16:38

Better day.

[essentialinvestor] 13/3/2018 13:10

You may well be right. OXIG has previously traded from near £6, to over £10
within a few months. It can be highly volatile, however accept it's higher risk
and there may be unpleasant news to come. Soon find out.

[essentialinvestor] 13/3/2018 12:30

Meij, the SKG comment was for red, as we both had some SKG last year.

My current OXIG is 2100 shares, it's not a bet the farm position.

[meijiman] 13/3/2018 12:08

Someone here needs to get a grip ........

[essentialinvestor] 13/3/2018 11:41

Hi Red, well it's off to a f!ying start, in reverse! ).

SKG eh, I should have just held, it did look cheap, and now that's been noticed.

[redartbmud] 13/3/2018 10:53

EI

Good luck with the trade:-)

red

[essentialinvestor] 13/3/2018 10:43

Hi Red, it's only a very small buy, this is too volatile for me to hold
in any quantity.

[essentialinvestor] 13/3/2018 10:28

Back in for a few.

[essentialinvestor] 27/2/2018 11:22

What has happened here?, Last time I looked it had rocketed up.

[essentialinvestor] 19/1/2018 11:21

Grabbing a quick turn here was appalling timing on my part.
Congrats to those holding.

[wad collector] 19/1/2018 11:16

That's a 4 month high now , Liberum upgraded to buy last week, target £11 ,which is down on the £11.50 target from November despite being a hold then!
Reminder to ignore broker notes.

[wad collector] 16/1/2018 16:23

Interesting looking share price recovery , up 3% towards the bell though not much volume. No news I can see.
Still a long way back to the £18 high of 4 yrs ago. Hands in pockets time I think . Although the yield is a pitiful 1.4% , it is well covered and I am still hoping this company can really use its market position to find a money making niche rather than vague optimism about the future products.

[essentialinvestor] 27/12/2017 12:50

My rudimentary take on OXIG, either the BOD succeed in reigniting growth,
or it may look attractive to someone else, particularly with debt metrics
looking fat more robust following the disposal proceeds.

[simon gordon] 21/12/2017 11:02

EI,

Cheers.

Until you mentioned it the other day I hadn't paid attention due to my old perception of the under strain balance sheet.

It doesn't look cheap nor expensive. Suppose the upside is a takeover at a c.40% premium.

[essentialinvestor] 21/12/2017 10:02

May be a fair observation.

Andor was viewed as a rock solid growth company not too long ago.

[meijiman] 21/12/2017 09:58

Yes and overpaid for it IMO.

[essentialinvestor] 21/12/2017 09:24

Hi Simon, digital look have £40 M on pre tax and 56.66 on EPS, year ending 03/2018.

It looks very much a work in progress to me, so still a lot to prove,
has to be kept in mind imv.

The main positive from this year is debt metics are transformed with the
large disposable.

They bought Andor in 2014, from memory.

[simon gordon] 21/12/2017 09:11

EI,

Do you know what the EPS forecasts are going forward?

Cheers