Xp Power Share Discussion Threads

[fozzie] 12/4/2012 07:54

A mixed bag. In this market thats not good. The drop from 1300 should to some extent have priced this in but i bet this drops markedly on opening. Divi up to 10p, recent order intake up but a flat year in prospect.

[richied] 11/4/2012 09:42

mmm.. 7% drop day before quarterly statement doesn't bode well.

[kimball808] 15/3/2012 07:00

Ex div and no drop in share price ...nice

[thorpematt] 13/3/2012 22:44

Ex-div tommorrow

[bigbigdave] 12/3/2012 17:29

Looking to put in another leg up here I reckon.

[broadwood] 01/3/2012 10:18

Yep, more insti buying. They liked those results alright.

[philo124] 01/3/2012 09:22

TTB, 2012 eps forecast 95p-105p.

[owenski] 01/3/2012 08:51

Looks like that RNS answers the question as to who was buying over the last few days. It did feel like an insti was buying.

[taurusthebear] 01/3/2012 08:07

Still on single digit PE for 2012, IMO (EPS 128-140p, based on previous years of growth varying from 18-27%). :0)

[cockneyrebel] 29/2/2012 17:53

Ruddy strong as the market was falling - what's got into it?

CR

[bigbigdave] 29/2/2012 16:03

Wassup here?

[grigor] 29/2/2012 13:20

Heading back to 1500p

[cockneyrebel] 29/2/2012 13:14

taking off here today - a bid target perhaps?

Would be a nice fit for many electronic co's imo.

CR

[bigbigdave] 27/2/2012 14:32

Nice and strong on a weak day generally.

[cockneyrebel] 22/2/2012 19:16

Chart is rather good imo - always though tthese got way oversold in the fall when punters sold anything at any price, they more than halved from a year ago.

CR

[bigbigdave] 22/2/2012 19:12

Got the top up I was after just after the open, still reckon 15 quid is coming pdq

[madmix] 22/2/2012 18:00

It's worth reading this comment from the results :

"The worldwide available market for XP Power's products is estimated to be GBP1.5 billion per annum and we expect it to grow by approximately 17% in the next four years. We estimate that XP Power's global market share grew to around 7% in 2011 compared with around 6.5% in 2010. Across North America and Europe, XP Power currently has around 10% and 12% respectively of our available market, while across Asia we doubled our share to 2% in the period. This illustrates the significant commercial opportunities that remain open to XP Power, and the Board is confident that the Group's competitive advantages over many of its peers will allow it to take further share in each of its key markets."

A combination of a growing market, increased market share and improving margins should add up to significantly more than a 17% growth in eps over the next four years IMHO.

The most recent broker note I've seen (Edison) suggests that eps will fall from 106.4p in 2011 to 94.6p in 2012, rising back to 108.1p in 2013. So virtually no growth factored in for the next two years - leaves plenty of room for upgrades in the forecasts.

[broadwood] 22/2/2012 15:11

Seems this is still sinking in.

Under the leadership of our experienced management team, the new products
introduced over the past four years, and manufactured in our new production
facilities, are now entering customer production and should ensure that we
continue to gain market share. This combination should leave us well placed to
further grow earnings and dividends over the next five years."

[leedskier] 22/2/2012 14:20

coming back to life ... I looked at the numbers when they were posted solid ... I may venture back in

[fozzie] 22/2/2012 12:12

Luvvly jubbly.

[shoee62] 22/2/2012 12:07

will have broken the 200ema if it can stay above 1100, switch to uptrend

[cockneyrebel] 21/2/2012 17:32

I grabbed more today - chart looking a bit bowliscious imo.

CR

[bigbigdave] 21/2/2012 17:29

Most annoying, was trying for a top up at the lows of the day but was only offered 200 shs!

[cockneyrebel] 21/2/2012 16:19

Nice intraday reversal - some large trades today.

CR