Oxford Instruments Share Discussion Threads

[cockneyrebel] 16/11/2011 14:30

By the way, IMS statement for OXIG in Jan - I can't see how these won't be in big demand ahead of then.

CR

[cockneyrebel] 16/11/2011 14:28

Quite similar co's in a way imo.

CR

[chrisis33] 16/11/2011 12:54

Yep - wish i took more today. Bought JDG first thing this morning too. I was going to buy JDG ahead of the TU, so was a bit disappointed it came out today.

[cockneyrebel] 16/11/2011 12:42

Still going well - through that previous high and these will be off to £12 pretty swift - look at the past chart imo.

CR

[cockneyrebel] 15/11/2011 14:51

Great response too in the share price for those in the Wide Awake Club first thing :-)

Imagine if the market was half decent! :-)

CR

[chrisis33] 15/11/2011 14:04

Also bought these this morning on news... cracking set of results.

[cockneyrebel] 15/11/2011 14:03

Looks like there's some positive broker comment about looking at today's performance too :-)

CR

[cockneyrebel] 15/11/2011 14:01

Yes Bluebelle :-)

The chart is lovely, several bowls played out on this one and the resistance line says £12 is a good potential test imo:

[bluebelle] 15/11/2011 11:10

Well, CR, you've finally taken the plunge here !!!

[cockneyrebel] 15/11/2011 10:34

0906 GMT [Dow Jones] Liberum Capital upgrades Oxford Instruments (OXIG.LN) to buy from hold following the company's "impressive" 1H results. The balance sheet remains strong, with a 1H net cash position of GBP12 million. Liberum raises its FY net cash estimate to GBP16 million from GBP3 million. Notes management is confident of meeting medium-term targets, but Liberum suspects the targets can be exceeded. Says the stock trades on a '12 P/E of 13x and EV/EBIT of 9.8x, which appears full, but reflects strong ongoing improvement and exposure to structural growth in nanotechnology. Shares +8.6% at 915p, topping the FTSE 250 leader board.

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I've gone to buy these in the past but the best I've ever seen them on is a PE of 17 - was amazed to catch these on a PE of 12 first thing.

27.4p dilute eps in H1 and they say H2 likely to be higher. I don't think they'd have said that had they not been pretty confident of it. 29p eps in H2 would be 56.4p eps for the year, 10% ahead an would nmean upgrades to the year ahead imo.

Also I think if punters are makin a quick glance they will see eps lower than last year but the profits are up 30% maske by more shares in issue now imo.

I'll be surprised if there isn't a few more positive broker comments this week.

CR

[joe say] 15/11/2011 08:46

have to say that I find the dividend dates a bit weird - need to be registered March 2012 (the same month as the year end), for an April 2012 payment

[wjccghcc] 15/11/2011 08:43

Agreed. Added a bunch more first thing.

[bluebelle] 15/11/2011 08:37

...other than that I still hold !!!

[bluebelle] 15/11/2011 08:37

Bluebelle - 10 Nov'11 - 15:30 - 170 of 177 edit
Quality, long term stock but nothing is immune to this level of market uncertainty!

Nothing to add !!!

[billy_liar] 15/11/2011 08:33

A growth stock that is growing in a global recession. One might have thought a premium was called for, so this is still ridiculously cheap.

[cockneyrebel] 15/11/2011 08:30

CEO just on Bloomberg - very confident.

CR

[cockneyrebel] 15/11/2011 08:09

Great results imo - if H2 is stronger than H1 as they say then they look like doing around 60p eps imo - 10% above forecasts and around about what is forecast for next year imo.

China going very well.

CR

[joe say] 15/11/2011 08:07

Trading since the period end has remained strong and the Board believes that performance in the second half of the year is likely to exceed that of the first half.

[billy_liar] 15/11/2011 08:07

What no comment on the excellent half yearly report? Topped off by ...

"Trading since the period end has remained strong and the Board believes that performance in the second half of the year is likely to exceed that of the first half. "

What are you looking for?

[investrology] 15/11/2011 07:29

wrong thread.

[billy_liar] 11/11/2011 12:12

Interim results due 15th Nov. Should make good reading.

[bluebelle] 10/11/2011 15:30

Quality, long term stock but nothing is immune to this level of market uncertainty!

[wanttowin] 03/11/2011 16:56

Another nice rise today..

[wanttowin] 01/11/2011 18:26

Held up really well today..

[arja] 12/10/2011 13:54

i was very tempted too but it would have meant averaging down as my last purchase was higher than current share price ! Maybe quality is being recognised .