Somero Enterprise Share Discussion Threads

[smallcapinvestor1] 23/3/2017 08:43

Can anyone post the article here please?

[runthejoules] 23/3/2017 08:34

Panic investor, it started to rise massively on Trump's election. I totally see that priced in, but I think it's global expansion that investors should be looking to.

[runthejoules] 23/3/2017 08:23

hxxps://www.sharesmagazine.co.uk/article/somero-looks-ripe-for-a-takeover-offer - hoping this might see an share price boost

[gersemi] 23/3/2017 06:04

Tipped in Shares mag as a takeover candidate

[panic investor] 22/3/2017 14:14

tbh I dont think the rise here has anything to do with the potential Trump spending, it's just a good company that grows. Trump's stuff would be a bonus but I don;t see that priced in.

[runthejoules] 22/3/2017 14:01

Hmm. I know the bulk of SOM's business is in the US but with the great potential and burgeoning population & urbanisation in Asia I really think this fall today is a bit overdone. Just because Trump might not get his Medicare act through doesn't mean he won't get the infrastructure spending through.

[bones] 21/3/2017 22:41

egg bacon, sorry I missed the subtlety in your post there!No, I have never been in the USS Enterprise.Brexit will prove to be good but you'll never convince 48% of people of that! Of course the real loonies are those who never bothered to vote assuming their result was in the bag (that goes for the UK and the US and, who can say with any certainty, France too!)However that is not for the SOM thread - moving on :)

[eggbaconandbubble] 21/3/2017 19:46

Chaos! Yeah!......Bring it on!


Which will last longer - The negociations or the EU?

[nfs] 21/3/2017 19:28

Or the pound could weaken considerably as a hard brexit seems more likely as the 2 year deadline is seen as insufficient with intransigence and unlikely wishes clashing!We just don't know

[eggbaconandbubble] 21/3/2017 17:57

Well bones, that was said tongue in cheek. My opinion or guess is that the £ will infact get stronger and stronger when the benefits of Brexit become more apparent. And then I can continue to build up my wine cellar.

All the same SOM is a well run company, good products and in the right market. I shall continue to hold knowing that today's advance in share price will help pay for a few bottles of Amarone!

PS. Are you a quack?

[bones] 21/3/2017 17:11

eggbacon..., The pound popped up today against a weakening dollar (due to strong UK inflation)

[eggbaconandbubble] 21/3/2017 15:38

Here's looking forward to the £ sinking to parity with the $ !!!

[deanowls] 21/3/2017 13:58

Pop, looking great for momentum

[smallcapinvestor1] 21/3/2017 11:52

They can't hold 300p level. Breaking through

[rivaldo] 21/3/2017 09:01

Yep, good to see HH going above 13% with 7.57m shares. They evidently believe there's still good upside here:

[smallcapinvestor1] 21/3/2017 08:26

Holding news. Hargreave hale still increasing. The excellent marlborough funds have large holdings as do discretionary clients of hh.

[pnetol] 20/3/2017 15:36

Rivaldo, I agree with your comments about a possible takeover, due to age of CEO, similar thing happened with Avesco at the end of last year. Good luck to all

[smallcapinvestor1] 20/3/2017 14:39

By my reckoning this has been the best performing stock in the uk over the last five years. I couldn't think of another stock that has come anywhere close to 28x return.Any ideas?

[panic investor] 20/3/2017 14:32

Apologies Riv my iPhone spelling !!!

[rivaldo] 20/3/2017 14:26

PI, there's nothing set in stone about the special dividend. Finncap state that SOM will consider how much and when it'll be after this H1, when they know for certain how large the cash pile is.

Good to see Simon Thompson continuing to back SOM today, cheers.

[mrchriss] 20/3/2017 13:45

Thanks for the kind words and welcome, Rivaldo.

I actually used the proceeds from the takeover of TTR for this purchase, so I'd not be happy to see another holding taken over prematurely!

That being said, I will be looking to add more over the coming weeks.

[cfro] 20/3/2017 13:43

Well, a special divi of 15p later this year would be most welcome.

[ragehammer] 20/3/2017 13:43

Simon Thompson has re-tipped SOM in this week's IC. He's upping his price target in line with Finncap to 325p.

[panic investor] 20/3/2017 12:22

Ricardo - anything set in stone on the special divi i.e. Ex divi date etc - wondering whether to increase my holding here - seems especially safe