Oxford Instruments Share Discussion Threads

[woodyjmw] 19/12/2021 12:56

I’m liking the short term charts for this supported by improving financial performance over recent years, I would make this a tip for next year.

[woodyjmw] 18/12/2021 16:30

Review by Richard Beddard on Interactive Investor, in conclusion:

In recent years I have allowed Oxford Instruments’ indebted past to put me off investigating further, but that was a result of an acquisition-led policy to which I doubt the company will return while it is employing the Horizon strategy.

Another reason why I dithered is rule number one in investing, which is to understand the investment. Since Oxford Instruments operates near the frontiers of science, it has taken me a while to muster the confidence to take it on.

While I doubt I will ever understand quantum mechanics, I have enjoyed learning a bit about it, enough to be confident the company understands the commercial opportunity. I have added Oxford Instruments to the Decision Engine.

A score of 6 out of 9 suggests it is probably a good long-term investment. It is ranked 26 out of the 41 shares I have scored in the last year or so. In reaching that verdict I have been cautious in awarding a score of 1 out of 2 for risks, which reflects my unfamiliarity with the business.

[km18] 14/12/2021 11:47

Oxford Instruments is an emerging manufacturing and developer offering atomic force microscopy products, tools for use in research and development across semiconductors, renewable energy, mining, forensics, and metallurgy. Subsequently, the firm is involved in processing equipment and provision of solutions to establish infrared sensors and temperature systems. Furthermore, the group is currently selling MRI and CCT serving products, and software applications to support leading industrial corporations and scientific research communities. This increasingly diversified business model, enabled the firm to derive more sources of income, boosting operating profit to £11.2m in 2021 from £7.8m in 2020. As a result, the board declared a dividend of 4.4p per share, above 4.1p in 2020. Consequently, it implies that investors were able to enhance their return on investment, which is expected to be further optimised, since Oxford Instruments plans a medium-term margin expansion, supported by a strong opportunity pipeline and healthy order book. From a valuation perspective, the security has ample growing opportunities, as illustrated by the P/B ratio of 5.02, higher than electronics industry P/B ratio of 4.24, hence the group is outperforming its peers.



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[essentialinvestor] 16/11/2021 21:02

Dave, good call, missed the late afternoon dip on the day of your recent post.

[disc0dave45] 12/11/2021 10:24

Thanks.They do also say they are mitigating some of the issues. I read it quite positively.

[essentialinvestor] 11/11/2021 21:01

"...there remain bottlenecks which have impacted revenue, including ongoing travel restrictions, limited access to some customer sites, as well as prolonged administrative processes and continued delays with export license.

Furthermore, the rapid recovery across the wider global economy has led to increasing supply chain disruption and inflationary pressures as we have progressed through the half..."


From the H1 statement, however the above is better read in context of the full report.

As mentioned recently the rating arguably demands flawless execution -
more challenging given the current backdrop.

[disc0dave45] 11/11/2021 20:48

Looking like a decent entry price, any reason for the drop?, can't find anything.

[essentialinvestor] 27/10/2021 19:53

IF OXIG needed to caution because of supply shortage issues
impacting business, the share price is may not start with a 2 -
given the rating arguably demands flawless execution.
Emphasis on if.

[tomps2] 30/9/2021 08:45

Iain Staples mentions Oxford Instruments (OXIG) at 9m58s in the latest PIWORLD interview

Watch the video here:

Or listen to the podcast here:

[essentialinvestor] 26/9/2021 15:15

Snap, current price looks on the rich side given that recent AGM statement?.

[wad collector] 22/7/2021 21:18

I called that wrong ; should have ridden this winner a bit longer. Ah well, sell and regret...

[essentialinvestor] 20/5/2021 14:48

Added 500.

[wad collector] 26/3/2021 09:53

I missed my buyback target of 1695 by 10p last week! Ah well, you live and learn...

[essentialinvestor] 26/3/2021 08:08

Out on that update, nice result.

[wad collector] 26/2/2021 13:24

Still a bit high for me to buy back. I am not sure the world economy is going to bounce back so quickly, most of the world is way behind us on vaccines and yet most of our workforce remains unvaccinated. I think there will be a bumpy stock market ride for the rest of the year and want to keep some more powder dry.

[essentialinvestor] 23/2/2021 13:45

Might be worth a look around £16 ?.

[essentialinvestor] 18/2/2021 14:46

Buy area around current levels ?.

[essentialinvestor] 23/11/2020 15:14

CFO selling.

[wad collector] 11/11/2020 17:42

You flatter me ,I timed that badly , gone up £4 since and I didn't notice the half yrly results out yesterday!

[essentialinvestor] 10/11/2020 10:00

wad, you appesr to read OXIG like a book to me.

Growth in tbe order book and cash generation the stand outs. Quality business.

[wad collector] 10/11/2020 09:54

Looks like I traded out a bit early yesterday , so will join you in the wait to add back in . However has been quite volatile recently so maybe won't wait long.

[essentialinvestor] 10/11/2020 07:05

Those look very good on a first glance, will attempt adding on any weakness,
what an absolute gift that March plunge low price was, always easy after the event etc.

[wad collector] 09/11/2020 12:39

Just sold on this vaccine good new spike at 1757. I think there are still many unanswered Qs about the Pfizer vaccine and suspect that a dip will follow. The -70C cold chain requirement is a major obstacle to distribution ; unfortunately it is not coming to your local surgery anytime soon.

[wad collector] 13/10/2020 19:43

Dropped a pound off the high today - no obvious reason , maybe your chance will yet come.

[essentialinvestor] 08/10/2020 13:06

lols.

Was waiting for lower, oh well!.