Spirent Communications Share Discussion Threads

[2bluelynn] 14/1/2024 21:56

Is there a trading update soon ? Thanks in advance

[dplewis1] 28/12/2023 10:03

1.3m buy gone through at 128 .. noice

[hamhamham1] 17/12/2023 08:53

...For investors, this means small-caps that will benefit most from interest rate cuts present opportunity, especially given how cheap they are compared to larger peers. Lee noted that small-cap stocks are a particularly good buy relative to the value of the assets on their balance sheets, called book value.
“On a price-to-book basis, [small-caps] are trading at where they were in 1999, relative to the S&P. And that was the start of a 12-year outperformance cycle,” Lee said...

[hamhamham1] 14/12/2023 17:33

Value here, value there, value every bloody where!
Small caps could get a 6 month blast off.
Usually they might fade come spring, but this time, that's when the Fed starts cutting.

[dplewis1] 14/12/2023 16:54

Big uncross..some insti action here I reckon

[hamhamham1] 14/12/2023 13:06

Yeah, these are worth 200p+ all day long.

[dplewis1] 12/12/2023 08:27

Thanks for posting - seems like a few other people have seen it as well, plenty of buying

[masurenguy] 12/12/2023 08:10

Spirent struggles are a timing issue

A profit warning from telecoms testing group Spirent Communications (SPT) is a timing issue rather than a fundamental problem, according to Royal London’s Henry Lowson who holds the stock in his £331m Royal London UK Mid Cap Growth fund and has not been rattled by the recent profit warning.

"Spirent Communications issued a profits warning, as some large US telecoms customers delayed capital expenditure due to macro uncertainty. This is a timing issue rather than a fundamental change in their end market. However, as Spirent continue investing significant amounts into research and development, the impact on profits is material.Spirent’s significant net cash balance sheet provides it with the flexibility to maintain headcount and product investment through this period of softness."

Lowson said customers will ‘resume spending in time’ as they need to support the rollout of 5G and fibre network expansion. Spirent shares were trading at 111p on Monday.

[hamhamham1] 05/12/2023 16:02

Less than 11 months ago. This was 281p!!!
It's nuts.

[juliemara] 01/12/2023 09:02

What's with this morning's chart?

[masurenguy] 30/11/2023 00:17

Spirent rises again after a testing time for telecoms

Spirent Communications has done little to impress investors in recent months. The telecom tester’s profit warning in October, wiped almost a third off the value of its shares. How different the reception for the FTSE 250 company is now, after it marched to the top of the mid-cap leaderboard, saying it has won an “important strategic order”, worth $15m, with an unnamed “world-leading retail and investment bank”. The solutions and services provided by the Crawley-based company, which tests and measures devices and networks and helps businesses to navigate technologies such as 5G, will “significantly accelerate” the delivery of the bank’s new products and services to its customers, Spirent said. Jefferies said Spirent’s deal signifies a “reference point to help expand its revenues into the financial services sector, at a time when the telecom services sector is sluggish”. Spirent’s shares, which have halved in value since the start of the year, improved 5.9%, to close at 115¼p.

[hamhamham1] 29/11/2023 16:02

I really think the recovery to 2 quid will happen pretty pronto, but what do I know :)

[hamhamham1] 29/11/2023 08:50

168p from March 2023 it first big resistance test, from last 3 yrs chart. But what's in a chart?

[hamhamham1] 29/11/2023 07:06

This is 200-300p share price value company all day long!!!
(And regarding the delays in teclo spending, its just that, delays, they need to spend the money on the services, so it will just come in more lumpy in the future to make up for the recent lower levels).
The share price is down nearly two-thirds based just upon some telcos lower spending over past year or so.
PATIENCE WILL BE REWARDED.

[dplewis1] 29/11/2023 07:05

Nice RNS that, clawing its way back up

[tim1478] 28/11/2023 19:40

"Frustrating . Keeg raising the limit "

Filled small amount on limit at 106.38 - I think I set 106.5 - See how we go

[slopsjon2] 23/11/2023 07:13

I read that as, someone borrowed Aviva shares and has given them back.

[dplewis1] 22/11/2023 16:50

Interesting - Aviva seem to be buying back

[tim1478] 22/11/2023 11:50

Frustrating . Keeg raising the limit (105) I will buy at. I have uncomfortable memories of buying into a rise only to experience a painful post exuberance dip. I think I have missd this one.

[hamhamham1] 22/11/2023 11:30

Reckon this will move up on a good budget, was nearly 3 quid only 12 months ago!!!
Bargain currently IMO.

[dplewis1] 15/11/2023 12:51

Naked Trader should have averaged down

[hamhamham1] 14/11/2023 17:47

My target is a tad richer at 200p

[dplewis1] 14/11/2023 14:50

Nice little rebound on the cards here, 150p my target