Xp Power Share Discussion Threads

[mfhmfh] 15/4/2019 13:20

Peel Hunt today reiterates buy rating and increases price target to 3,000p from 2,850p.

[daz] 15/4/2019 10:40

H2 will be helped by the start of production at the Vietnam factory, I think that's why they are confident of meeting expectations and also gives them the confidence to raise the dividend

[valhamos] 15/4/2019 09:12

With 5G and IoT I cannot see semiconductor being anything other than a short term blip.

[mfhmfh] 15/4/2019 09:04

'We continue to expect further revenue growth in 2019 which will be weighted to the second half of the year.'

good buying opportunity IMHO.

[thorpematt] 15/4/2019 08:47

Currency doing a favour and acquisitions making the real difference between a 1% up and significant fall in revenues.

Orders look good and by my reckoning the rasied divi is twice covered which is better than seen for some while.

I broke one of my rules here this morning by buying pre 9:00.

I see that strong order book giving rise to a tidy second quarter.

I think it's not often we get good opportunities to buy in here at such reasonable levels.

[discodave4] 07/4/2019 17:43

Next trading update 15th April

[mfhmfh] 05/4/2019 10:36

some big buys today

[mfhmfh] 27/3/2019 13:27

Peel Hunt today reiterates buy rating and 2,850 target price.

[mfhmfh] 25/3/2019 23:05

NT has bought more

[mfhmfh] 21/3/2019 18:17

XD today and hopefully a healthy pullback before the next leg up. Still in an upward channel.

[mfhmfh] 19/3/2019 18:15

and next trading update due on 15th April according to website.

[valhamos] 19/3/2019 16:17

Good to see it continuing to push on following results and healthy start to 2019.

[wanttowin] 18/3/2019 16:27

Bought in today @ 2450p

[hawaly] 15/3/2019 16:37

Excellent Close

GLA 😎

[wilmdav] 07/3/2019 20:16

XPP page has been updated on my website to include results.



Click on sheet tabs at bottom of page to see bar charts.

[oldscallop] 07/3/2019 09:48

Very informative videos. I hadn't seen the CEO/CFO in live action before but was impressed. The additional Vietnam capacity should help to proof them against any China/US trade shenanigans.

Glad I held through the share price downturn and only sorry I didn't have some spare cash to top up this week!

[discodave4] 06/3/2019 23:11

Bloody iphone That's "missed the rise".

[valhamos] 06/3/2019 15:36

XP are very good with videos explaining results and their strategy and business model. Top rate communication.

[hawaly] 06/3/2019 15:05

Waking from a long sleep perhaps...

Their 2018 Results video is really interesting (and well produced) @

GLA

[cockerhoop] 06/3/2019 11:14

DD4,

I'm not sure XPP is particularly H2 weighted when you adjust for organic growth and acquisitions.

eg:
H116 greater sales than H215
H117 greater sales than H216
H118 greater sales than H217

Order intake was soft in Q418 so this is likely to feed through into softer sales in H119.

[discodave4] 06/3/2019 09:15

Thanks Daz. But looking at the last couple of years it's weighted H2 normally.