Spirent Communications Share Discussion Threads

[martest] 17/8/2006 13:45

Hanover usually purchase around 15/17% investment,then make an approach for seats on the board,have an internal review.Chop out the deadwood,directors or businesses that are not working a good return for company and shareholders.In their last two forays they have done excellent for themselves and shareholders,increasing the Sp by at least300%.In the case of FOUR the increase is over 400%.over 2 years.

[john.preston6] 17/8/2006 13:25

Hi, could any of you chart types explain the significance of the share price rising through the 38, 100 and now 200 day moving average?

[gswredland] 17/8/2006 13:17

It was actually 60..not 160 ..that is an error.

[sam79] 17/8/2006 12:58

A swiss broker is valuing SPT @ 160p in the very near future...needless to add anymore.

You've heard it. Full stop

[sam79] 17/8/2006 12:43

SPT is heading to well above 80p, HOLD ON to your shares guys.

[sam79] 17/8/2006 12:25

Jed Tinsel

Shut the f@ck up

[sam79] 17/8/2006 12:15

???????????

[safwat5] 17/8/2006 11:39

I've to agree with Sam79, 80p is in the bag.

[baronet 1] 17/8/2006 11:39

I bet that Hanover (Sherborne) have been buying again today and yesterday. If they have, and exceeded another 1% of the shares in issue, we will of course see another RNS. If correct, I wonder what target they're aiming for?

AIMHO & PDYOR.

JB

[lyntwyn] 17/8/2006 10:18

Deutsche Bank 'buy' Spirent - afx

[sam79] 17/8/2006 09:09

Who's ramping....I hope you aren't talking to me!!

[martest] 17/8/2006 08:56

SAM .reallistically 60p on the cards soon,we will have to be patient for 80p say,6/9 months unless things hot up with the bid suggestion from AEGON(USA).In the maentime be patient and lets not have any ramping here and share price will climb as Institutions want in on the coming action.DYOR.

[sam79] 17/8/2006 08:48

80p here we come.............

[baronet 1] 16/8/2006 04:59

The Guardian 16th August 06

Elsewhere, the telecoms equipment group Spirent was 2p better at 46.5p after an upbeat trading statement from its US rival Agilent, tipped as a possible predator for the company. It also benefited from a positive note from Lehman Brothers, which set a 54p target.




JB

[pdriccio] 15/8/2006 18:48

Thanks Martest.

[martest] 15/8/2006 17:27

I would not sell until 75/80p and then would have to consider all options.Time span reaching that price and if present board still running things or Edward Bramson and Hanover.Dont underestimate them,they are in this because they see big shareholder value increase--minimum 100% or they would not keep increasing their investment here.Be patient and we shall see a slow deliberate quiet rise in share price without hype.Accumulate on dips as MMs try to scare pps with tree shakes in order to acquire cheap stock for institutions who want to come on board.

[pdriccio] 15/8/2006 16:49

Well things looking extremely good, any shares floating around are duly picked up by sherborne, the share buy back starting up again, brokers upgrades, directors buying etc. My only question would be what price gets me off this bus!
I sold out total holding just before christmas at 54.8p and accumulated as the shares fell(Brown trousers at some points on the way)Now looking at a good profit but feel there's more to come.
Anyone got any ideas?? TIA

[baronet 1] 15/8/2006 16:43

Holding(s) in Company

RNS Number:7063H
Spirent Communications PLC
15 August 2006

NOTIFICATION OF MAJOR INTERESTS IN SHARES


1. Name of listed company

SPIRENT COMMUNICATIONS PLC


2. Name of shareholder with a major interest

SHERBORNE INVESTORS GP, LLC

5. Number of shares / amount of stock acquired

12,900,000


6. Percentage of issued class (any treasury shares held by the listed company
should not be taken into account when calculating percentage)

1.39%


7. Number of shares / amount of stock disposed

N/A


8. Percentage of issued class (any treasury shares held by the listed company
should not be taken into account when calculating percentage)

N/A


9. Class of security

ORDINARY SHARES OF 3 & 1/3 PENCE EACH


10. Date of transaction

NOT KNOWN


11. Date company informed

15 AUGUST 2006


12. Total holding following this notification

102,571,780 ORDINARY SHARES


13. Total percentage holding of issued class following this notification (any
treasury shares held by the listed company should not be taken into account when
calculating percentage)

11.02%


14. Any additional information

SHERBORNE INVESTORS GP, LLC, SHERBORNE INVESTORS CO., LP & EDWARD BRAMSON (THE
MANAGING MEMBER OF SHERBORNE INVESTORS GP, LLC) ARE ALL NAMED AS INTERESTED
PARTIES IN THE NOTIFICATION RECEIVED BY THE COMPANY.

THE HOLDERS OF THE SHARES AS REGISTERED ON THE COMPANY'S REGISTER OF MEMBERS ARE
NOT KNOWN.

THE NOTIFICATION ALSO DISCLOSES (IN ACCORDANCE WITH THE COMPANIES ACT 1985) THAT
THE FOLLOWING TWO ENTITIES HOLD SPIRENT COMMUNICATIONS PLC ORDINARY SHARES AS
DETAILED BELOW - THESE PERCENTAGE HOLDINGS ARE INCLUDED IN THE TOTAL 11.02%
DISCLOSED ABOVE (NOT IN ADDITION TO IT):

HAYDEN INVESTORS PARTNERS, LLC : 3.58% OF ISSUED SHARE CAPITAL

HAYDEN INVESTORS PARTNERS II, LLC: 3.21% OF ISSUED SHARE CAPITAL

Date of notification

15 AUGUST 2006

JB

[baronet 1] 15/8/2006 16:41

Another 12.9 million bought by Hanover (Sherborne), interesting !!!

JB

[baronet 1] 15/8/2006 11:54

STOCKWATCH Spirent gains after Agilent Q3 beats forecasts, Lehman 'overweight'

LONDON (AFX) - Shares in Spirent PLC remained higher in midmorning deals,
lifted by positive third quarter results from US peer Agilent Technologies and
upbeat comments from Lehman Brothers, dealers said.

After the close last night, US network testing group Agilent equipment
reported third quarter net income of 227 mln usd, or 0.54 usd per share,
compared with 104 mln usd, or 0.20 usd per share, a year ago and well ahead of
analysts' expectations.

Spirent also received a boost from Lehman Brothers, which repeated its
'overweight' recommendation, although it trimmed its target to 54 from 59 pence
on the stock.

The US broker told clients that following Spirent's H1 2006 results last
week, it is lowering the target price following reductions to revenue and profit forecasts to reflect continued delays in next generation spending.

Despite these reductions to estimates, however, the broker views Spirent's
strategy as sound given the expected long-term growth of the industry.

At 10.24 am, Spirent was up 1 pence at 45-1/2.

[e-mail]

JB