Senior Share Discussion Threads

[philanderer] 29/10/2013 11:15

Looking good, breakout confirmed ?

[philanderer] 24/10/2013 08:59

ShoreCap reiterating their 'buy' today 24th oct Investec add tp 285p reiterates.

[philanderer] 23/10/2013 14:56

Day two of the anaysts` site visit to Weston and it`s looking like the feedback is positive ;-)

[philanderer] 22/10/2013 15:24

Thanks grigor.

[philanderer] 22/10/2013 10:50

Well that always happens as soon as I open my mouth !! Morning Leeson :-) xd tomorrow morning for the 1.52p

[leeson31] 22/10/2013 08:56

get them round more often! :-) getting towards highs.... ooow.

[philanderer] 22/10/2013 08:54

Site visit going well ? ;-) 22nd oct Credit Suisse outperform tp 315p reiterates

[philanderer] 21/10/2013 10:59

21st oct Investec add tp 285p reiterates.

[philanderer] 21/10/2013 10:57

Citigroup today.. "...In a hefty note on the aerospace and defence sectors, Citi analysts Devang Doshi and Natalia Mamaeva said they were upbeat on civil aerospace but cautious on defence: "Our positive outlook on civil aerospace is driven by ramp-up in production of new aircraft and rising production of legacy aircraft. Record backlogs, better-than-expected aircraft orders and robust air traffic trends remain supportive of an ongoing delivery cycle upturn. We expect civil aftermarket to continue recovering as air traffic remains resilient and de-stocking trends end." HTTP://www.theguardian.com/business/2013/oct/21/bae-systems-rolls-royce-civil-defence-aerospace

[philanderer] 21/10/2013 08:21

And a nice bounce :-)

[broadwood] 21/10/2013 07:41

Aerospace and defence engineer Senior said strong order books at Airbus and Boeing had helped it keep profits on track since early July, but warned it was still facing high costs and government defence cuts. Senior said adjusted pre-tax profit since July 1st was in line with its expectations and net debt at the end of September had fallen to £61m, £10m lower than at the start of the year. Senior, whose aerospace activities make up 64% of its business, said the large commercial aircraft market remained "healthy", with Airbus and Boeing delivering a combined 921 aircraft in the first nine months of 2013 - nearly a tenth up on the 841 deliveries in the same period of 2012. "Their resultant order books, in excess of eight years at current build rates, continue to provide a very strong foundation for future growth," Senior said. But it added: "Customer price pressure in the commercial aerospace sector remains on-going and is being managed in line with expectations." Overall business and regional jet markets stayed relatively weak, whilst reduced government spending and political indecision, particularly in North America, continued to hit the group's military and defence volumes. "To date, these impacts have been largely as planned and have been appropriately managed, with the group's North American operation that supplies Sikorsky with Black Hawk helicopter parts most affected." It said its flexonics Division faced weaker demand in the North American heavy-duty diesel engine market, where customers reduced stocks as the anticipated market recovery did not materialise. Demand for passenger vehicles in Europe and India also stayed weak.

[leeson31] 21/10/2013 07:41

ok cheers.

[philanderer] 21/10/2013 07:41

Both Leeson , just seen that Singer upgrade - very nice :-) oops - and down we go !!

[leeson31] 21/10/2013 07:27

cool, cheers fellas. Phil - do you get them emailed? or do you check a site? cheers

[broadwood] 21/10/2013 07:26

Satisfactory enough results - and this will help too. Onwards and upwards. N+1 Singer Senior PLC 21/10/2013 Upgrades Hold Buy 2 312.00 275.80 312 2

[philanderer] 21/10/2013 07:25

Well here`s the first one of the day :-) 21st oct Jefferies 'buy' tp 305p reiterates.

[leeson31] 21/10/2013 07:17

yeah, they'll probably wait til after that i guess mate.... no movement on share price . so its not going down badly... :-)

[philanderer] 21/10/2013 07:15

Morning Leeson, I see there`s a Capital Markets day on wednesday so may have to wait until after that for any broker revisions ?

[leeson31] 21/10/2013 06:49

yeah.. good lower net debt though. and if FX rates dont swing too much then they'll be on guidance. the north american news may hit the share price briefly, but i think wont alter trend.. cheers

[philanderer] 21/10/2013 06:23

Only downside I can see... "....However, the Division was impacted by weaker demand in the North American heavy-duty diesel engine market, where customer destocking took place in the Period as the anticipated market recovery did not materialise.... Continuing weakness was also seen in demand for passenger vehicles in Europe and India."

[philanderer] 18/10/2013 19:50

Evening Leeson , actually I was referring to the share price ! LOL Hats off to you with having a gardener though :-D Must try and drag my sorry @rse out of bed early monday for the IMS.

[leeson31] 18/10/2013 10:02

true story. :-) i havent cut my lawns or hedges in over two yrs lol