Spectris Share Discussion Threads

[bluebelle] 13/2/2013 15:28

Me neither but that would still leave them on a relatively modest rating. I know the dividend is now quite low in % terms but in cash terms they've increased it every year for quite some time now and it's forecast to be increased again by a similar % to last year's increase.
Like OXIG, another thing I like is the high and increasing investment in R&D which bodes well for the longer term.

[broadwood] 13/2/2013 12:34

Lets hope it continues Blue. Results 20 Feb but I can't imagine these will vary greatly from the recent update.

[bluebelle] 13/2/2013 12:25

Must admit, broadwood, I can't complain about the performance to date !

[broadwood] 13/2/2013 12:21

Graph looks a stairway to heaven.

[bluebelle] 13/2/2013 12:08

Uncharted territory ! The sector overall has performed well. Quality stock in growth sector.

[thegameofmoney] 13/2/2013 12:03

Nice rise guys. Not in on this one yet. Been in my watch list for a while, I didn't realise the quiet progress she was making.Targets anyone?

[enami] 13/2/2013 11:43

2400+

Results next week 20 Feb

[enami] 01/2/2013 17:35

20 Feb 2012 Preliminary results due.

[bluebelle] 01/2/2013 14:22

Well let 'er go Mr Bosun. Let 'er go !!!

[broadwood] 01/2/2013 13:55

I can't hold her Cap'n.

[broadwood] 01/2/2013 13:14

Nice lump of cash going into the right side of the balance sheet today.

In November 2012, we announced the acquisition of Analytical Spectral Devices Inc. ("ASD") and this transaction closed on 14 December 2012. In December 2012, we announced the divestiture of Fusion UV to Heraeus Holding GmbH for a total cash consideration of US$172 million and, as previously reported, this transaction is expected to close within the first quarter of 2013.

[enami] 01/2/2013 10:49

Aye see post 57 19 Oct weekly chart target a shade over 2300 almost reached.
Post 62 5 Dec daily chart target 2225 exceedeD this week.
Top of trend channel and BBand is at 2330.
T+10 since the trading update of 18 Jan so maybe A FEW rollovers today as well.

DAILY CHART NEXT UPSIDE FIB TARGET 2651

[broadwood] 01/2/2013 10:28

wow - look at them go today. Market likes that completed sale.

[broadwood] 19/1/2013 08:41

Instrumentation and controls firm Spectris surged after saying that LFL sales growth accelerated from 2.0% to 4.0% from the third to the fourth quarter of 2012, "helping deliver a robust full year performance despite a challenging trading environment

[bluebelle] 18/1/2013 16:34

O.K., well they're more like horoscopes then : I like them when they say nice things and say it's all a load of rubbish when they don't !!!

[broadwood] 18/1/2013 15:38

We like this one though - mind you,they're just catching up with events.

Jefferies International Spectris PLC 18/01/2013
Retains
Buy Buy 0 1,925.00 2,270.00 2,023.00 345 2

[broadwood] 18/1/2013 12:31

I make my own mind up buying in if the results are strong and likely to beat expectations as was the case this morning.

CE's speak in code but its not so difficult to translate it.

[bluebelle] 18/1/2013 12:22

So you too are presumably glad you took no notice of the experts as recently as January 10th !!!!

"Bank of America Merrill Lynch cuts Spectris to underperform from neutral, target 2,080p from 1,820p,"

[broadwood] 18/1/2013 12:14

blueb - well done. Yep, I think you can sleep at night with this one. I may raise a glass tonight.

[pearlfisher] 18/1/2013 10:30

Another solid delivery. The consistency of Spectris reflects the strength of the management team and their business strategy.

[bluebelle] 18/1/2013 10:18

broadwood
The only reason I haven't added for a while is that it's already a slightly greater % of my equity allocation than I normally allow. That doesn't bother me with my existing holding : I never sell because of the % as long as I believe that the reasons I bought in the first place are still valid and they are here, only more so!

[broadwood] 18/1/2013 09:18

Wow - look at it go. No Broker forecasts today - yet.

[bluebelle] 18/1/2013 08:56

Yes - good old broker forecasts eh ? !!!

[broadwood] 18/1/2013 08:34

In again here for the third time. Confident statement.