Xaar Share Discussion Threads

[amt] 18/12/2018 06:53

Takeover perhaps.

[davidlloyd] 17/12/2018 16:55

I wonder it those are a '1' signal trade, lets see what tomorrow brings...….
DL

[cascudi] 20/11/2018 08:53

Good news today

[tonsil] 20/11/2018 08:43

Good to see progress in relation to new business. 2 significant new OEMs have adopted 5601 print head

[cascudi] 13/11/2018 16:28

Is seller out?

[arthur_lame_stocks] 07/11/2018 13:35

These have fallen to a level where they're staring to look interesting as a punt on their new 3d printing tech. I wish the cashflow wasn't so awful though.

Now trading at a small premium to NTAV but are those inventories really worth their book value?

[bookbroker] 01/11/2018 10:31

Sooner the ceramics side pushed aside to focus on 3D amongst others the better, I appreciate the contribution it has made in the past, but it is not worth further investment, the agreement with Stratasys the key, designing and creating parts for aerospace and defense industry’s amongst others!

[bookbroker] 16/10/2018 08:14

Do not think so dramatic, but the chief needs to accept is that ceramics looks a busted flush, and he is to blame for not seeing this sooner, at least they are investing for the future, and have good reputation, but DE should be explaining his strategy for the clearly, the targets of which he has come up way short, maybe of which the ceramics side of things has beyond his control!

[my retirement fund] 15/10/2018 13:55

You'd have thought a white night might turn up and sell the whole lot to realise some value wouldn't you.Instead it looks like your right its headed for the rocks which case any remaining shareholders value may also be destroyed with it.

[meijiman] 15/10/2018 13:48

got to agree ..this a rudderless ship heading nowhere except the rocks at present.

[bookbroker] 11/10/2018 08:58

And at least they cut the dividend, the business has priority over shareholders, I hope the management understand they should be thinking past themselves too!

[bookbroker] 11/10/2018 08:57

A few big trades y’day, haven’t a clue about the ceramics side of the business, presumably there is still a market there of some sort, each of the prior warnings have suggested this part is the problem, the business is doing its best to diversify away from dependence on its legacy businesses, the demand for printing machinery still exists in new markets, I hope that despite the uncertainty the management are showing focus on cost control and cash retention, it has a strong cushion which is positive in these times!

[she-ra] 01/10/2018 22:41

Yeah maybe.

[bookbroker] 01/10/2018 13:29

Not sure why folk here think profits warnings come in three’s, this has had about four since last summer 2017, after the last one it was marked down to represent more declines in the ceramics business, at some point that may stabilise, unless off course there is no longer any market within ceramics remaining, just needs a pick-up in any particular market and it may bounce, interesting punt with all that cash, providing Edwards does not just fritter it away, hopefully he is keeping a tight hold on R&D while markets remain under pressure, time for some lay-offs me thinks, but then maybe he believes that at some near point the company will see some recovery!

[she-ra] 30/9/2018 23:14

I see Xaar has now been hauled to The Mail and become its Punt of the Week. Same theme as the Telegraph tip i.e. once made £40 million, not currently doing but if it did again lovely jubbly, making losses, probably another profit warning but you should buy regardless etc, etc.

Sure if I'm Kamikaze and want to see another 20-30% drop like after the last profits warning i'll follow this tip. I wonder who wants to offload? Did this fund manager ask Telegraph/Questor to tip it?

Well I suppose we still have the Times, Guardian/Observer and Express yet to tip this. So when that next profits warning comes you might recover some of your losses after yet more pumping.

[she-ra] 15/9/2018 15:43

Bit of buying on Friday. Are The Telegraph going to revisit Xaar this weekend?

[shieldbug] 14/9/2018 09:23

She-ra what is the problem with including royalties? Is it that they include one off payments from Seiko Instruments to convert future royalties to cash payment?

[she-ra] 13/9/2018 13:46

Don't really need a calculator as I just read the interim report:

"Revenue in the first half of the year was £35.3 million, £24.9 million excluding license royalties. This represents a decline in underlying revenue of 39% year on year, largely driven by a 69% decline in our legacy Ceramics business but also a slower than anticipated uptake of new products, in particular the Xaar 1201 printhead."

[masurenguy] 13/9/2018 13:39

I am not, and have no reason to be, "economical" with the truth, as I'm not even a shareholder here. The H1 revenue decline from £44.0m to £35.3m is 20%. Clearly maths is not your strong suit so perhaps you should go and buy yourself a calculator !

[she-ra] 13/9/2018 13:32

39% decline Masurenguy. Please try and not be economical with the truth.

[shieldbug] 13/9/2018 11:44

Xar looks increasingly interesting. If you take the cash out of the share price this is cheap. Currently 18% of the share price is net cash. Not in here yet.
As for generating cash - ADVFN shows cashflow of 15.95p/s with dividend cover of 1.54. Admittedly I have not read more recent announcements. Looks like they have some great patents though not sure they can defend them against the likes of HP. Not a holder here.

[arthur_lame_stocks] 12/9/2018 20:15

Personally I reckon it's not far off a collapse. It's a pretty poor performance whatever.

The company doesn't seem to generate any cash either.

[masurenguy] 12/9/2018 19:49

A 20% fall in H1 revenues is hardly a "collapse".
No position.