Share Name Share Symbol Market Type Share ISIN Share Description
Xp Power Limited LSE:XPP London Ordinary Share SG9999003735 ORD 1P (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -10.00 -0.35% 2,820.00 2,800.00 2,840.00 2,850.00 2,800.00 2,810.00 6,391 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 195.1 30.4 157.8 17.9 542

Xp Power Share Discussion Threads

Showing 2376 to 2399 of 2475 messages
Chat Pages: 99  98  97  96  95  94  93  92  91  90  89  88  Older
DateSubjectAuthorDiscuss
06/3/2019
10:48
Here is why results from XPP highlight this to be an excellent business. hxxps://www.investorschampion.com/channel/blog/xp-power-a-tariff-busting-manufacturing-powerhouse
investorschampion
06/3/2019
09:15
Thanks Daz. But looking at the last couple of years it's weighted H2 normally.
discodave4
06/3/2019
08:03
The new factory in Vietnam is expected to start production in Q2 and it looks like that at least some of the order book will be fulfilled from there and this would explain at least part of the H2 weighting. Haven't looked at the normal H1/H2 split though but just read the last few interim and finals to get an idea.
daz
05/3/2019
22:12
"we expect further revenue growth in 2019 but this will be weighted to the second half of the year."Can someone tell me what exactly this means, their revenue is always greater in H2 than H1, or does it mean H1 zero growth (compared to last years H1, I.e. £93m) and all growth is in H2 (I.e. in excess of £102m). Apologies for my ignorance as trying to learn, particularly as the phrase "H2 weighting" appears to be taken as a negative and I'm not too certain why!.Thanks
discodave4
05/3/2019
15:45
Broadly agree with you, Jon q123 but I don’t think the debt figure is so risky better than issue stock to cover the purchase given the nil debt position at the time. Hopefully their strong cash generation will limit your worries.
ugandalad
05/3/2019
15:43
To be honest I'd be glad if they were forced by the debt to take a breather from acquisitions. I think they need to demonstrate they are getting good returns on the additional capital deployed on the recent acquisitions. Because of the hopefully temporary weakness in the semiconductor sector, the Glassman acquisition may take longer in that respect. Also they should have enough on their plate getting the second Vietnam plant up and fully operational.
valhamos
05/3/2019
15:32
happy to hold even though i topped up twice at around the 3200 mark if it goes down too 1800 which i think is support i'll be adding more if not just hold n collect the dividends the only thing i don't like is the amount of debt they have taken on and which will limit there ability to do any further bolt on acquisitions so to me thats the only down side
jon123
05/3/2019
12:03
"The compound average growth rate of our dividend has been 15% over the last ten years, demonstrating the Board's commitment to our progressive dividend policy." Outstanding!
johnroger
05/3/2019
09:38
high volume today
mfhmfh
05/3/2019
09:04
I think the Edison note is pretty much spot on and reflects my own view: "Close to trough valuation In the chart below, we track the peaks and troughs in the XP share price and show the forward P/E based on EPS estimates at the time and based on the actual EPS subsequently reported for the forward period. The share price has shown a constant growth path, with cyclical peaks and troughs as the share price has over- or undershot earnings upgrades and downgrades. The most recent peak was in January 2018, at which point the stock was trading at 25.3x FY18e EPS. Based on the reported FY18 EPS of 172.8p, the peak multiple was 21.6x. By the beginning of March 2019, the share price had declined 47% to a trough of 1,980p. At this level, it is trading at 10.8x our revised FY19e EPS. Clearly, there is risk that the semiconductor downturn could be worse than we have factored in, or the general economy could show slower growth than expected. If we were to assume a lower rate of growth in FY19 (say 4% rather than our current 8%), reduce gross margins to reflect lower utilisation (from 46% to 44%) and assume a small cut to opex (only 2% reflecting the fact that the organisation is fairly lean already and would not want to reduce key headcount such as engineering or customer support), we estimate this could result in an EPS downgrade of 17%. This would put the company on a FY19e P/E of 12.9x, still a long way from peak multiple levels and still at a discount to peers. We expect that evidence that the semiconductor cycle has troughed will be the key trigger for share price upside from this point."
dacian
05/3/2019
08:49
Supply issues leading to higher costs and inventory along with weaker demand from the semiconductor equipment sector have not helped H2. Still a quality company so it is a long term hold for me; the outlook is positive. Full benefits of the last acquisition still to come through along with the second plant in Vietnam coming on stream in Q2.
valhamos
05/3/2019
08:49
Yep, different people can take 180degree different positions on the same numbers!! In the global context looks pretty good to me; a reason to continue to accumulate on a TTM P/E of 12 to 13 on underlying EPS growth of around 20% and, increased dividends.
sogoesit
05/3/2019
08:28
We must be looking at different shares. Revenue up 17%, new order intake up 8%, Gross margin up 80 bps, PBT up 17%, and just for good measure the dividend is up 9% for the year.'We are encouraged by our start to 2019 in terms of order intake & our healthy order book' 'We expect further revenue growth in 2019 but this will be weighted to the second half of the year' Given the superb management here over the last 19 years i will give them the benefit of the doubt on that last comment, just a heads up from the bod. I hold and have done since early 2001.
fozzie
05/3/2019
08:15
Not so good results, won't stay positive for long imo. Glad I stayed out.
blondeamon
05/3/2019
08:13
Edison interview with Duncan Penny/ Gavin Griggs: https://www.edisongroup.com/edison-tv/xp-power-fy18-results/
penpont
05/3/2019
07:56
"The new financial year has begun against a background of ongoing macroeconomic uncertainty. While we are not immune from the impact of external events, we are encouraged by our start to 2019 in terms of order intake and our healthy order book. On this basis, and with the benefit of the Glassman acquisition, we expect further revenue growth in 2019 but this will be weighted to the second half of the year." hmmm...
sspurt
01/3/2019
18:45
Out of here. SP's moves are bad forebodings before results.
napoleon 14th
08/2/2019
16:27
Finally got round to buying in today. Had on watch list for ages.
mortimer7
25/1/2019
00:35
Intel down nearly 7% after-hours on Q1 guidance.
essentialinvestor
25/1/2019
00:03
NT has bought some xpp
mfhmfh
15/1/2019
11:54
Today Peel Hunt - Retains - TP 2850. SOX is down about 11% over 6 months but up 2.75% since 17 December (1 month). Some have been hit harder than others; my NVDA taking a whacking; 40% down.
sogoesit
14/1/2019
13:30
My thoughts entirely.
wilmdav
14/1/2019
08:11
In-line trading statement. Orders have slowed but we knew that anyway and it's all in the price. I expect this is just a blip and orders growth to resume.
valhamos
06/1/2019
16:46
Thanks jon - seems a little steep!
killieboy
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