Smiths Share Discussion Threads

[philanderer] 23/12/2024 19:21

Smiths Group: Resuming Coverage With GBX 2,030 Fair Value Estimate and Wide Economic Moat Rating

[philanderer] 06/12/2024 12:40

JPMorgan raises Smiths Group price target to 2,160 (2,070) pence - 'overweight'

[philanderer] 28/11/2024 14:43

Citigroup starts Smiths Group with 'buy' - price target 2,400 pence

edit:

Citi initiated coverage of Smiths Group (SMGZY) with a Buy rating and 2,400 GBp price target The firm says the company has the greatest re-rating potential in European industrials , with new productivity initiatives set to support margin upside through fiscal 2027.

[philanderer] 26/11/2024 00:05

'Smiths Opens Production Plant for Advanced X-Ray Detection Systems'

[philanderer] 22/11/2024 14:33

Telegraph Questor tip


'A volatile share price should not stop you buying Smiths Group

Its well-covered dividend and solid financial position gives it income-investing appeal

[philanderer] 19/11/2024 17:28

Smiths Detection, a global leader in threat detection and security screening technologies, and a business of Smiths Group, today announces that its state-of-the-art IONSCAN 600 detectors will be tested by the Polish railway, PKP Group.

The six-month pilot, the first in Poland, will help develop standards for future anti-terrorism and anti-sabotage systems, strengthening the protection of critical infrastructure.

The equipment was loaned by the Directorate General for Home Affairs and Migration (DG HOME) of the European Commission, which initiated the project.

[essentialinvestor] 14/11/2024 15:57

Shares are arguably a steel at this price.

[philanderer] 14/11/2024 10:54

Chairman buy 20,000 @ £16.88

CEO buy 7,618 @ £16.98

[philanderer] 13/11/2024 14:43

Analysts at Stifel said Smiths Group's trading update was 'impressive' and 'should be clearly positive to a share price that has been languishing'.

They added: 'We also note that Smiths looks well-placed for new geopolitical realities - low exposure to China, big dollar earner, big hydrocarbon end markets, and largely local-for-local in its markets.'


Mail Business

[philanderer] 13/11/2024 14:05

Smiths Group has raised full-year guidance, now expecting organic revenue growth of 5% to 7% (up from 4% to 6%) and a 40 to 60 basis point expansion in its operating profit margin.

First-quarter organic revenue growth has picked up to 16% from 3.5% the prior year, although the period had three extra trading days leaving growth at 13% on a comparative basis.

The company said this performance "reflected particularly strong organic revenue growth in Smiths Detection, alongside strong growth in John Crane and Flex-Tek aerospace".

Smiths also said it is initiating the second tranche of its previously announced buyback, and increasing the programme's maximum value to GBP150 million from the previous limit of GBP100 million.


Alliance News

[philanderer] 13/11/2024 09:36

Absolutely splendid.

[philanderer] 12/11/2024 10:23

Q1 update tomorrow

[philanderer] 04/11/2024 11:00

Goldman Sachs cuts Smiths price target to 2,080 (2,250) pence - 'buy'

[philanderer] 25/10/2024 12:48

Smiths Detection Supplies Industry-leading 3D X-ray Scanners to Kansai International Airport, and New Security Checkpoint in Terminal 1


Passengers passing through Osaka's busiest airport will soon be able to leave electronics in bags

[philanderer] 24/10/2024 09:52

Dog of the day in my lot , refusing to join in a good market rally.

[philanderer] 21/10/2024 13:12

LONDON--(BUSINESS WIRE)

-- Smiths Detection, a global leader in threat detection and security screening technologies, and a business of Smiths Group, is proud to announce that its iCMORE Automated Prohibited Items Detection Systems (APIDS) algorithm has received local approval from the Netherlands’ National Coordinator for Security and Counter-terrorism (NCTV).

Smiths Detection becomes the first and only supplier to receive this prestigious approval, setting an industry benchmark and reinforcing its position as the most trusted, reliable and innovative partner for innovative detection technology.

The algorithm was rigorously tested, verified and validated by the Netherlands Organisation for Applied Scientific Research (TNO), a European Civil Aviation Conference (ECAC) certified test centre.

[philanderer] 18/10/2024 15:48

Added a few @ 1635p just before the close.

[essentialinvestor] 18/10/2024 14:41

There ICU medical stake has become significantly more valuable YTD.

[essentialinvestor] 17/10/2024 11:46

Added on the XD drop, if we trade under £16 will have another few.

[philanderer] 16/10/2024 13:19

xd tomorrow morning for the 30.2p dividend

[essentialinvestor] 15/10/2024 07:45

Hopefully back over £17 soon.

[philanderer] 11/10/2024 18:57

Smiths Detection Awarded Service Subcontract

Providing preventative and corrective maintenance for 486 hold baggage scanning systems across 41 airports in the United States

[essentialinvestor] 10/10/2024 13:22

I think around £15.80, but just luck buying near an exact low.
Added a few in any case.

[essentialinvestor] 10/10/2024 10:35

Why £16 specifically?.

[action] 30/9/2024 14:54

Exd 17.10.24 payment on 22.11.24