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Share Name Share Symbol Market Type Share ISIN Share Description
Spectris Plc LSE:SXS London Ordinary Share GB0003308607 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -45.00 -1.36% 3,253.00 3,264.00 3,265.00 3,314.00 3,262.00 3,314.00 304,225 16:35:08
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 1,336.2 -4.1 -14.6 - 3,779

Spectris Share Discussion Threads

Showing 76 to 100 of 450 messages
Chat Pages: Latest  6  5  4  3  2  1
DateSubjectAuthorDiscuss
16/3/2004
22:52
Camp your comments are always appreiated and well received on this board. HH.
huwrayhenry
15/3/2004
14:48
Results announcement tomorrow -- 16th. But I've no plans to post.
campbed
08/3/2004
23:52
Dare I say it, this could be a long from +500p. Think i'll watch for a bit... HH.
huwrayhenry
18/2/2004
10:56
Falling back off £5, back to this with a new short at £5 after a few months out. Agree seems to have overshot a bit.
mattharrop
13/2/2004
12:50
Certainly surprises me to see SXS at 500p so far in advance of results and outperforming Halma, Kidde, Renishaw, and other electronic control 250 stocks. Recent broker forecasts look to slightly reduce consensus for 2003 EBTAEx to £48.5m though adj EPS is up slightly to 30.5p on company's indication of lower tax charge. That's still a trailing PER of 16.4 at 500p with only around 10% growth for 2004. Also they've increased goodwill on 2003 on PANanalytical acquistion completed in Sept 02 (see post 51 above) but doubt that will get any mention in the prelims and we will have to await R&A to read about that. SXS share price does seem to have a history of overshooting on upside as with many Caz brokered stocks and so, particularly in this market that is currently wanting to hear good news on anything techie, I'm continuing to sit on the sidelines for the moment awaiting the results.
campbed
13/2/2004
12:09
jumped in as well, been on watch list for a while for short at £5
mattharrop
13/2/2004
12:09
jumped in as well, been on watch list for a while for short at £5
mattharrop
12/2/2004
18:33
Short this old dog from 500p. Surprized it's got so far.
huwrayhenry
26/1/2004
23:09
Good, TXN off 2.5% after hours in US. May well see SXS weaker from here. Yep - short from 470. HH.
huwrayhenry
18/1/2004
16:46
Stopped out 450. holy funk if this goes up its a sure sign that aload more other stocks have far to go too! HH.
huwrayhenry
16/1/2004
00:00
strong rise on decent volume and close at highs .. looks like another leg up soon ,, dont see this as a short
dr darkstar
15/1/2004
13:30
somehow managed to time the bottom quite well on my last short. Looks ripe for another one when it has stopped rising - the rise today seems a little high given the news.
mattharrop
14/1/2004
23:02
Fair play campy. I have a small short on still. Will increase at some point.
huwrayhenry
16/12/2003
17:39
From the reported trades this afternoon it looks as though someone sold out of his 1,044,399 position but price didn't move up. That suggests there is still stock looking for a home but I decided to realise my profits from shorting as there are IMO now better shorts around than SXS. Might take a position again in January if their trading update is other than in line. PS I liked Halma's interims last week and took long position at 125p with 150p target. Halma's balance sheet (no debt) and good cash flow offers so much more protection than SXS's.
campbed
11/12/2003
12:03
Bid price now trending down to 413p. Looks if price could easily quickly break to 400p if the institution that has been mopping up small scale selling in the last few days stops doing so. I'm short on fundamentals but trading chart looks to favour a short position. 5.30 pm: oh well -- got that wrong, the bid price strenghtened to close at 423p.
campbed
27/11/2003
12:02
Reopened short at 452 a week or two back. Seems to move quickly between up and down on the day, probably setsMM which appears to add to intra-day movements in stocks.
mattharrop
27/11/2003
11:46
Not sure whether anyone else has position on SXS -- it looks finely balanced between bears and bulls with relatively big volumes going through. The US recovery is positive, US$ weakness is negative I believe for SXS. I'm still short from 480p as I suspect H2 results will disappoint.
campbed
23/10/2003
22:26
Campbed, Looking for retrace to S.M.A(200) or around 390p based on TA only. HH.
huwrayhenry
22/10/2003
11:15
Hi Henry - what’s prompted you to re-open your short? I’ve kept my SXS short. I see you have gone long on Ricardo (RCDO) where I’m long as well as I think recent fall was overdone and AGM trading statement on 7 Nov will reassure. As for SXS, its share price has fallen a little for the last 4 days. Their chart looks weak to me. The latest broker's forecast (Warburg's) is for adj PBT of under £50m in 2003 and for under 10% earnings growth in 2004. SXS offers poor overall value compared with other FTSE 250 electronic controls companies such as Halma (HLMA), Kidde (KID) or Renishaw (RSW). Its most recent two large acquisitions of Spectris AG and PANanalytical have costs in EUR but many sales are made in USD so operating margins squeezed. My feel is for a 12% drop in share price to 410/415p.
campbed
21/10/2003
23:08
Shorts on again.
huwrayhenry
01/10/2003
20:33
Out. Trousers on for the cold?
huwrayhenry
18/9/2003
14:17
Shorts back on. HH.
huwrayhenry
18/9/2003
11:22
Non Exec director, Andrew Given, today buys 5000 shares at 09.41 per streaming and at 10.39 SXS announce in RNS. He was FD of Logica. I'm not sure whether to marvel at SXS's efficiency, to wonder what else the company secretary dept does or to think they are desperate to get out any news of director buying. Keeping my short on SXS for the moment as hedge against long postions on other techie stocks which, in my view, offer better value than SXS offers at above 400p/share with its weak cash generation, aggressive acquisition accounting and weak balance sheet.
campbed
17/9/2003
11:11
Wish i closed on Friday! still in profit, but not by that much. Was looking much more rosy this time last week.
mattharrop
16/9/2003
23:57
Closed short 453, even thinking of reversing this market is mad!! Good luck fellows.
huwrayhenry
Chat Pages: Latest  6  5  4  3  2  1
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