Xp Power Share Discussion Threads

[suetballs] 03/4/2020 08:23

Well at least the share price has gone up!
Suet

[18bt] 03/4/2020 07:55

Largely positive announcement - have to say I'm slightly disappointed by the decision to cut the dividend, but presumably the working capital build up and the potential for bad debt or cancelled orders is a risk.

[fozzie] 04/3/2020 23:02

XPP promoted to the ftse250

[suetballs] 03/3/2020 14:22

Nice to see I got it wrong.
Onwards and upwards.
Suet

[johnroger] 03/3/2020 12:47

XPP a money making machine

"Our strong cash generation and confidence in the Group's long-term prospects
have enabled us to increase dividends consistently since listing in 2000. We
are proposing a final dividend of 36p (2018: 33p) which brings the 2019
dividend per share to 91p, a 7% increase over 2018. The compound average growth
rate of our dividend has been 8% over the last five years, demonstrating
the Board's commitment to its progressive dividend policy."

[suetballs] 03/3/2020 07:43

Unfortunately imo" possible supply chain problems " will impact this negatively - at least in the short term.
Otherwise looking good.
Suet

[18bt] 03/3/2020 07:19

Results look to have slightly beaten expectations - especially on cashflow. Considered and reasonably detailed position on COVID19 is slightly less effect than expected. Will buy any dips below £30 as now looking good value for a very good company in a growth market.

[valhamos] 14/2/2020 20:09

Having now had chance to look at it Alistair Blair's piece is very good - I liked the analysis of competitors and XPP's position in its addressable market.

[apad] 14/2/2020 18:31

Thanks for posting Johnroger. No need to justify yourself.
apad

[johnroger] 14/2/2020 18:11

robow
Yes I have been a subscriber for years but they do encourage sharing articles possibly as a means of advertising. Very good value for £300 pa!

What an excellent and comprehensive piece.

[valhamos] 14/2/2020 18:01

This article isn't. It is freely available here:

[robow] 14/2/2020 17:50

not sure you should be posting the whole article Johnroger. Sharescope is a paid subscription

[mfhmfh] 22/1/2020 16:32

this from CNBC today:

'semiconductor stocks also hit an all-time high. The VanEck Vectors Semiconductor ETF (SMH) climbed 1.4% as Intel and Qorvo advanced more than 2% each. '

[mfhmfh] 21/1/2020 11:58

Berenberg today reiterates buy rating and increases target price to 4,170p (from previous 3,330p)

[mfhmfh] 14/1/2020 19:17

I meant the dividend for the 4th quarter which '...is not expected to be less than 36 pence per share...'

[clanger66] 14/1/2020 18:35

You should have received the dividend yesterday.

[mfhmfh] 14/1/2020 16:57

High volume today.

4,000p next stop hopefully once trade deal is signed tomorrow.

Don't forget the dividend to come.

[our haven] 14/1/2020 13:31

Mfhmfh, looks like you are going to be spot on, good call. I am sure that we are all enjoying the onwards and upwards direction.

[mfhmfh] 13/1/2020 15:05

buy rating reiterated in today's IC.

[mfhmfh] 13/1/2020 15:05

1st part of the US-China trade deal scheduled to be signed on the 15th this month.

[losos] 13/1/2020 14:45

Looking good, I'm well into the black on these now :-) and a nice dividend due.

All we need is for the China / US trade negotiations to come good and some de-escalation in various parts of the world. 2020 might not be as bad as I was expecting haha.