Renishaw Share Discussion Threads

[redartbmud] 29/1/2015 12:19

Phonics

They don't like lack of visibility for orders.

red

[phonics] 29/1/2015 10:14

Has the market missed the fact that pbt forecast range has been upgraded by 10mill?Seems a strange reaction so far, surely brokers will be upgrading eps forecasts again shortly.

[whitestone] 29/1/2015 10:00

Webcast just about to start here



Only just realised there was one!!

[cockneyrebel] 21/1/2015 18:47

A new closing high today and a one way bet up to the results on 29th imo - after the recent update punters will want to be in in advance of the results imo.

All just my opinion, dyor etc.

CR

[apad] 18/1/2015 10:54

www.zdnet.com/article/stratasys-continues-push-into-medical-with-3d-printer-for-digital-dentistry/

[jeffcranbounre] 08/1/2015 18:19

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[redartbmud] 08/1/2015 08:40

APAD

Thanks for the comment.
I have researched Ror to death, so I am comfortable to dabble a bit, whilst retaining a core holding. Ror smaller than Weir and has traded in a range recently. Weir is on my watch list.

I am reluctant to add new holdings at present, given the volatilty in the markets. I took a 10p turn on Rex today for a few pennies.


red

[apad] 08/1/2015 08:16

Mmmm ROR down 15% in 6months and WEIR 35% (bigger exposure to shale). I'm looking to increase WEIR for the oil bounce back, but not in a hurry. ROR safer (I just can't bear to sell companies like ROR - I want to own the lot:-)
RSW (now 8.5% of my portfolio) looking a lot racier than PRV at the moment!

PRV have 3 large contracts moving through, so there is some lumpiness. These will have an effect 'till 2017. Major exports to the americas and far east. Patented products in high risk, high value processes (no risk from cheap copies. I don't think it is overly exposed to the oil price fall and should benefit from dollar strength. It is well managed and the directors have significant holdings. Backwards PER is 21 and the yield is 1% (10% increase at interims). Large increase in facilities recently. Finals on 26 Jan. No analyst forecasts, so no visibility or buzz.

apad

[redartbmud] 07/1/2015 22:22

Hi APAD

I did not research PRV but on the basis of my superficial look, I thought that the rating was a bit too racy in these markets.

Picked up 250 Ror at £22.509, which i hope to trade at £23.50 in due course. No recommendation, just what I did.

regards

red

PS Not enough RSW to justify a top slice as insurance.

r

[apad] 07/1/2015 17:53

Nice to see the price back to where it was in March.)

I'm surprised at this affys mark-up. Mostly A trades, a few O trades taking profits. Not really much activity.
This morning's expected and decent volume.
Stock shortage CR?

OT
I increased PRV significantly (for me) today, seems to be off the radar.
Topped up a few POS as well.

apad
ps Keep your stop-loss quantum dot close, CR :-)
Mind you, the trouble with a placing is that stop-losses don't work with step-functions.

[pugugly] 07/1/2015 17:45

APAD First buy 23-Oct-08 at £5.58 so no complaints . One of my better decisions. !!

[cockneyrebel] 07/1/2015 17:30

Nice day ah? :-)

Even NANO made a bounce APAD :-)

CR

[apad] 07/1/2015 17:28

PUG,
You've been in since 2007 I believe?
"Keep sitting on fingers and do not press SELL button."
apad

[redartbmud] 07/1/2015 16:12

Memo to PUGUGLY

Keep sitting on fingers and do not press SELL button.

Does that help.

red

[pugugly] 07/1/2015 15:57

07 Jan Numis Add 2,271.50 - 2,200.00 Reiterates
07 Jan Barclays Capital Overweight 2,271.50 2,425.00 - Retains
07 Jan N+1 Singer Hold 2,271.50 1,760.00 1,760.00 Reiterates

Still some way to go if the Barclays trget of 2425p is to be met but given the share price momentum today would need less than 50% of today's gain to exceed.

Tempted to sell but a crown jewel -

MEMO Self - Keep sitting on fingers and do not reach for the Sell button -

[henley2] 07/1/2015 15:00

Assuming PBT at middle of range (£130m), 20% tax charge and 72.8m shares in issue, results in EPS of 143p. P/E of 15.7x doesn't seem that expensive given the growth in EPS. Onwards and upwards on the chart aswell!

[eezymunny] 07/1/2015 08:35

Had some of these for the EEZY2 portfolio today FWIW.

That may be the most remarkable t/s we see from a company this size all year. Not wildly cheap (by my stingy standards) but growth lovers will probably find it extraordinarily cheap here if they hit (or get close to) the top end of those numbers.

[apad] 07/1/2015 07:41

Mmmm. Well, with 3 rns' I guess the news is in the price now - outside my Mum's income portfolio now.
I reckon a higher than usual divvy increase could kick the shares on results and they are stuffed with cash from the Delcam sale….
The 94 jobs on offer and the consistency with which they have vacancies suggests recruiting difficulties.
Some take-up in dentistry and neurology would be good, but don't expect it. I'll be interested in any report on in-process control of 3D printing.
I know the research side very well and can personally attest to the terrific esprit de management corps.
apad

[cockneyrebel] 07/1/2015 07:25

I think the results are so far ahead they had to put a t/s out really APAD.

All imo/dyor etc

CR

[apad] 07/1/2015 07:19

I wonder why they felt the need to put out an rns when the results are due at the end of the month?
2009 was the time to recommend RSW, CR - now why didn't you listen to me :-)
apad

[apad] 07/1/2015 07:19

I wonder why they felt the need to put out an rns when the results are due at the end of the month?
2009 was the time to recommend RSW, CR - now why didn't you listen to me :-)
apad

[nfs] 06/1/2015 21:54

At 140m pbt eps should be about 140p yes?

Phenomenal growth over prior year

[redartbmud] 06/1/2015 21:49

CR

'Relatively' cheaply?

red

[cockneyrebel] 06/1/2015 20:06

Punters keeping quiet and not mentioning RSW tonight - hoping to get in cheaply tomorrow imo :-)



CR