Spirent Communications Share Discussion Threads

[jamessmith23] 12/11/2020 08:38

I wouldn't say dissapointing as it's in line with the strong update at the interims. It just hasn't surprised to the upside or the down, but based on net profit for H1 being 32m, which was double last year, and it being 2nd half and 4th quarter weighted, we can expect a good end of year result.Also has a continuously growing cash pile which is always helpful. I think people may have been expecting more so have sold off today, and expect it could fall in ST and then move back to high 200s at end of year.

[az4hr] 12/11/2020 07:47

Update disappointing

[dicktrade] 06/11/2020 15:33

oh yes 3rd qtr TU.
Thanks for that JS i had not marked it in my diary.
Have a good weekend.

[jamessmith23] 06/11/2020 15:15

Trading statement last year was 8 November, would expect something similar next week.The fact that they've said H2 should be better than H1 and H1 was already very strong bodes well but we shall see. I added today as the price has drifted back down again to 290.

[phatprofit] 06/11/2020 14:39

Big week next week.Should see us clear £3.

[phatprofit] 08/9/2020 11:01

It's come across strong resistance in 310 area, made 3 failed attempts yo breach. Nothing but a Backtest occurring presently.Keep holding for 350+

[shortiet] 07/9/2020 21:31

US market falls last few days might have something to do with it.

[sabzahmed] 07/9/2020 15:02

What's dragging this down today? Market is having a really good day while SPT is falling?

[thewheeliedealer] 17/8/2020 20:11

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion covers SPT and the potential for 5G. We also chatted about loads of other Stocks and we managed to include a lot of educational stuff in this one – things like how much Research you need to do and what to consider regarding Retirement. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 29) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[bookish] 08/8/2020 13:37

steeplejack -- many thanks

[steeplejack] 08/8/2020 12:08

"Spirent jumped after Stifel added the network-testing kit maker to its 'buy' list.A trading update from Spirent this week demonstrated a turnround for the group's Lifecycle Assurance division,which has been disappointing for two years.With group revenues surging 15 percent year on year in the first half,Spirent appeared to be landing delayed customer contracts with key clients and moving towards a more software and services-led model over the medium term,which would boost gross margins and reduce business cyclicality,the broker told clients ".Sat FT 8 Aug

[steeplejack] 06/8/2020 11:07

Despite a weak market,I'm surprised that the stock has fallen on these figures.Maybe the analysts meeting at 12-30 will see the stock recover.

[steeplejack] 06/8/2020 06:42

"Spirent has demonstrated a resilient business model at a time when remote connectivity is critical. We delivered progress across the portfolio and materially improved our profitability."Dividend up 12%,excellent cash generation.

[shammytime] 04/8/2020 07:15

This looks very good for a run up to 300p in the coming days. Results this week

[phillkay] 25/7/2020 08:15

Sorry, China and Huawei I assume.

[phillkay] 23/7/2020 17:51

At the risk of sounding lazy, what is the 5G pull out?

[petewy] 21/7/2020 21:11

If 255p+ is a support level, OK

[rs34] 21/7/2020 20:04

Not sure how the 5G pull out will affect this

[nimbo1] 21/7/2020 15:14

just bought some on the pullback

[prettygreen] 21/7/2020 14:41

And low volume ...ffs

[prettygreen] 21/7/2020 14:40

On no news ?

[primarch1] 21/7/2020 13:50

Seems to keep stalling at 265:270 level needs to push through that before the next leg up

[hawaly] 21/7/2020 13:36

Does anyone have any explanation for this decline...?

(Apart from the fact that I bought in this am)

GLA
😎