Strix Share Discussion Threads

[epo001] 08/6/2021 11:18

Thanks and, sigh! EDIT: Guess what just turned up? I guess some home worker ran out of things to binge watch on Netflix.

[alter ego] 08/6/2021 09:44

mine paid on 2nd, with HL

[epo001] 08/6/2021 09:32

Not yet (8th, 'paid' 2nd) received my dividend from IWeb, should I be chasing them?

[undervaluedassets] 02/6/2021 14:09

This stock occupies such a great niche. Boiling water and filtering water is never going to disappear. And a kettle is is perhaps the ultimate non discretionary spend: When it eventually breaks you go and get another. Strix latest product is a kettle which, at the flick of a switch, will boil you just one cup of water even though it is full. A green product if ever there was one. As others have said investors that keep the faith for the long term are set to be rewarded one feels.

[dr biotech] 28/5/2021 15:49

Includes dormitory...not sure I’d want to sleep in my place of work. Still looks decent though

[alter ego] 28/5/2021 15:11

video of new factory in China, kindly posted on stocko hTTps://player.vimeo.com/video/555060716

[egrid1] 28/5/2021 10:55

Simon Thompson has upgraded to 330p and rates as a "Buy" in yesterdays article - "Simmering up for a chart break-out" hTTps://www.investorschronicle.co.uk/ideas/2021/05/27/simmering-up-for-a-chart-break-out/ "My new target price of 330p is based on a target 2021 PE ratio of 21. Buy"

[trident5] 28/5/2021 10:52

ED - isn't that research paid for by Strix (or its shareholders)?

[edmonda] 28/5/2021 10:20

#KETL this story just keeps getting better and better. Today we upgrade EPS expectations, yet PER is still at a discount to peers. Parity with those peers’ gives a fair value of 350p, 20% above today's price. https://www.equitydevelopment.co.uk/research/upgrades-highlight-groups-undervaluation

[bothdavis] 27/5/2021 16:41

To me this is a ten - fifteen year hold, re-invest dividends.......pension!

[trident5] 27/5/2021 10:08

I sold a little while back as I thought growth could only be bought in by pursuing non-core activities but notice that they're reporting particular strength in the regulated kettle controls segment; making me wonder whether I pulled the trigger too early.

[dr biotech] 27/5/2021 09:46

Yes you are correct. That would require a bumper H2. Growth is going to have to come from the non-kettle part of the group. Doing ok so far

[trident5] 27/5/2021 09:33

Dr B - re-reading the RNS I think it's clear that they are forecasting 30% revenue growth for the full year. (They had a stronger 2H last year and as I said the FY was onely v marginally down on the previous year).

[dr biotech] 27/5/2021 08:54

Hi Trident No, it was down 21%. However it’s still ahead of forecast this morning, which is the key. FINANCIAL SUMMARY Adjusted results(1) --------------------------- H1 2020 H1 2019 Change -------- -------- ------- GBPm GBPm %(3) Revenue 34.7 43.9 -21.0%

[thorpematt] 27/5/2021 08:41

Well indeed. Everything on track including the important question of "can I raise my prices". That's a box ticked. Double revenues over 5 years is the plan and there are no negatives or difficulties reported. As ever the video presentation is great for anyone who is not sure or has questions. That global need fo rclean water is huge. Good execution form Strix is what is needed here. The rest will look after itself.

[melody9999] 27/5/2021 07:52

Zeus was forecasting 25% growth so 30% is ahead. The statement is very positive

[trident5] 27/5/2021 07:46

Dr B - wasn't revenue in 2020 just v marginally down on the year before?

[dr biotech] 27/5/2021 07:37

Decent, but the growth is compared a weak 2020 where sales were down 20%. This represents a modest growth over 2019.

[18bt] 27/5/2021 07:35

The revenue forecasts look a bit above mkt forecasts.

[nw99] 27/5/2021 07:27

Excellent news

[scooper72] 12/5/2021 09:00

Thanks for the heads up. Was a well written piece. I liked the point that even though the Chinese ignore patent law people still want to buy safety equipment parts from the patent holder. Just put a comment in the comment section in the Times saying why I like the company. Get ready for a big demand for shares this morning ;)Signify sounded interesting too. But then there are a lot of energy efficient lighting companies out there selling LED bulbs etc.

[paulfred1] 12/5/2021 08:20

Nice Buy recommendation in Tempus column in The Times today.

[sharesoc] 28/4/2021 11:04

In case you missed our webinar with Strix Group the recording and stockopedia report can be found here: hTTps://www.sharesoc.org/seminar/sharesoc-webinar-with-strix-group-plc-ketl-20-april-2021/ To access the recording, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hxxps://www.sharesoc.org/membership/ Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the recording (and recordings/reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hxxps://www.sharesoc.org/contact-us/

[nw99] 13/4/2021 08:18

Chart break soon

[fromtheblue] 08/4/2021 14:23

Berenberg initiates at £3.30. Said 17% below value. Very positive in the medium to long term.