Spirent Communications Share Discussion Threads

[pdriccio] 15/12/2005 22:32

It's all down to how they can generate profits now.
Big ask or In the bag? Who knows.
They've got a very firm platfom now to operate from and a fortune can be made from a well run r and d telco co. Effectively thats what they are now. But has the management got the ability to deliver. They need to convince the big boys.
My gut feeling is that they are too small and need to hook up with a bigger player. R and D eats money daily spt needs to generate.imo lol etc

[mbaxter] 15/12/2005 18:42

Dalesiders LOL. Brings back happy memories!

[dalesiders] 15/12/2005 16:20

Does any of the recent price behaviour seem familiar to the brown trousered brigade? FID are never in for the long haul. They are happy to build up a holding, generate a head of steam and dump on some newsflow

[rabain] 15/12/2005 16:06

Where's Sam today, he's a reliable source of information ;-)

[wireless] 15/12/2005 15:53

Well Golf4All that sums it up. Spirent's 1% return or 4% after tax from a no risk savings account. You choose!

[original birdman] 15/12/2005 15:45

How much interest were they paying on the £70m worth of loan notes, for a start?

[golf4all] 15/12/2005 15:40

See Fly3's post to Knife from 23rd September :

"Cannot argue against your comments but thats assuming they need to sell off HT.
Thats the nub of it.
Agree that focuss will give better results but why kill the cash cow.
Without HT Spirent t/o is £126.5m and an operating profit of £1.8m ( a bit more than 1%)
The Spirent directors will need to have some pretty heavy plans in mind to replace the HT profit
I think I'd rather have my money in the bank at no risk and get 5% return !!"

[wireless] 15/12/2005 15:39

Trouble with this telecoms game as Vodafone have found out(particularly there shareholders) with ever decreasing profit margins the only way is to expand and that needs cash.

[tipsytoad] 15/12/2005 15:25

Who would like to answer the question from wireless?

[desperate dan] 15/12/2005 15:24

IMHO, not a silly question at all wireless - very pertinent !

[wireless] 15/12/2005 15:19

Sorry to pose a silly question but now they've sold there cash cow where are there profits going to come from??

[tetris10] 15/12/2005 15:17

look at it this way

so far since the announcement 10% of the stock has traded@52p and above

tree shake comes to mind

[tetris10] 15/12/2005 15:07

good analysis bird man

sitting tight for now can only see minor downside now with prospect of much up side

[original birdman] 15/12/2005 15:01

I am now rather overloaded with these! As I see it, the share price dropped back with short-term profit taking (lots of relatively small sales) which MMs hoovered up. I imagine US opened and a few sold seeing the higher price without analysing why it had jumped. Fair price now surely much higher, even without bid possibility.

[wireless] 15/12/2005 14:58

At what price though?? This whacky share is just as likely to go up 6% and then down again in the same day.

[tetris10] 15/12/2005 14:53

still holding

[tetris10] 15/12/2005 14:51

o trades so someone has got them

[andaleg] 15/12/2005 14:48

They must have been picked up - cannot see a mm taking them and anyway the share price would have tumbled.

[wireless] 15/12/2005 14:44

40+ million just sold @52p out of 77m traded!! Phew!!! Sorry tetris didnt see yours.

[tetris10] 15/12/2005 14:40

43 million just gone thru @52p

something is going on

[desperate dan] 15/12/2005 14:40

Wow - that's a sizeable drop onto the market

[tetris10] 15/12/2005 13:25

just picked up another 20,000 @53p

any more and i'll be asking for a seat on the board LOL

[original birdman] 15/12/2005 12:58

Well they've definitely put their house in order for some reason - potential suitor makes sense.

Interesting times ahead.

[tetris10] 15/12/2005 12:52

agree

building on the bid side ready for the next push over 55p

see what happens when usa comes on line

still think spirent is even more of a target now than before

[omalaha] 15/12/2005 12:44

well we had support at 70p at the start of the year before the storm clouds gathered, so on today's news and volume there is every reason to think we are headed back to 70p very soon. Tomorrow and monday's trading will be good indicators.