Xp Power Share Discussion Threads

[dixies] 11/4/2014 11:21

Spot on! Rolling dividend = 56p. Therefore yield of 3.5% at £16.

[scottishfield] 11/4/2014 11:09

whats the yield, about 3.5% ?

[fozzie] 11/4/2014 08:48

Great statement. I'm not adding because i hold so many but a top company. Increased divi again!

[owenski] 11/4/2014 07:43

No frills, they just tell it how it is. Kind of clinical, I like it. Debts pretty much gone now, they'll be in a cash position soon, Been building a position here at these levels, 15 quid area seemed a good entry point.

[cockerhoop] 11/4/2014 07:17

Super update........they're very sparing with the word 'robust'!

[owenski] 09/4/2014 09:12

Update usually on the 12th, so possibly this Fri. or Mon.

[felix99] 07/4/2014 10:56

dunno but I keep buying a few every time it drops :-)

got some at under £15.40 . Will add more if drop under £15

Volumes in mkt generally are very thin and anyone wanted to sell is being fleeced with spreads and mark downs by MMs

[denbos] 07/4/2014 10:34

Any news as to why the drop in SP?

[fozzie] 01/4/2014 17:02

Just end of tax year shenanigins i think, balancing the books etc. A great long term hold.

[felix99] 01/4/2014 16:32

dunno but just had a few - sold a lot of mine higher than here so looking to buy back cheaper as its a decent long term hold this one.

Might drop a bit more yet by the looks

[the juggler] 01/4/2014 16:04

Big drop. Anyone have any idea as to why?

[wjccghcc] 10/3/2014 13:28

Agreed. Added a few at 1675p last week.

[nfs] 09/3/2014 08:08

Director sells will put a cap on these for a while,PE ratio also nearly 20

[thorpematt] 24/2/2014 08:47

Yes I need to study all the numbers later but a couple of bits I really like:-

"The compound average growth rate of earnings per share has been 22% over the
last 5 years and 23% over the last 10 years..."

(This indicates a much higher value if you utilise PEG ratio or Graham formula for valuation)


and:-

" The worldwide available market for XP Power's products was estimated to be
GBP1.7 billion per annum in 2013. We estimate XP Power's global market share to
be around 6% in 2013....

(This indicates great opportunities exists for continued growth)


I also really like the rise in own brand products particularly if you consider that the new factory is now complete. Margins improvement should continue, couple that with growth and you really have a recipe for stronger EPS.

[fozzie] 24/2/2014 08:07

Good results and a positive feeling to the wording. All time high coming up hopefully over the next few weeks, pity wider market a bit choppy.

[the juggler] 24/2/2014 08:04

Results well recieved! Up 2%+

[johnroger] 07/2/2014 15:06

Closing on that 2011 high, not long to results
24 February 2014 Results for the 12 months to 31 December 2013

[fozzie] 22/1/2014 13:05

£19.50 was about the high back in 2011, reaching for that imo. If you take out 2012 its a nice bowl as well ;o)

[cockerhoop] 10/1/2014 08:44

Sharelockholmes has Revenue of 99.3m - 91.76p eps for 2013, 104.9m - 98.6p eps for 2014.

I make that they did just over £101m revenue with the highlighted margin improvement I guess they probably did 95p eps.

[felix99] 10/1/2014 08:00

anyone got any idea what mkt forecasts are around the place for XPP ?

[cockerhoop] 10/1/2014 07:50

I make that over £52m revenue for H2 at improved gross margins. Steady improvement in order book for 2014. Very well managed.

[the juggler] 10/1/2014 07:45

Excellent performance in the last 12 months. Makes an enjoyable read.

[spangle93] 10/1/2014 07:42

Ha ha - I did, in 2001. It took 10 years to break even after the dot com burst, but it's in profit! ;-)

Hard to beat this for a trading statement.