Ivorjay
03 Jul 2015
JPM What JPM doesn't realize is that Management (so called) is the Problem.All they're interested in is cost cutting and not growing the top line, ensuring their salary, bonus, share options, pension contributions etc are considerably more than they deserve taking results achieved into consideration. Take the 3 main divisions :JC - now in declineMedical - although showing progress this year, it is from a much lower base than should have been expected/achieved, seeing what it has done over the past 7 years.Detection - Getting back under control but lost ground unlikely to be recouped any time soon. Having said all that share price should be at least £12 (current market conditions / divi)
nk1999
02 Jul 2015
JP Morgan From ADVFN:"Share in Smiths Group rose nearly 3% on Thursday after JPMorgan Cazenove reiterated its 'overweight' stance on the stock, pointing to close to 13% upside to its unchanged 1,280p price target."We believe the group is currently on track to deliver on our unchanged full year forecasts for 2015," the broker explained.The US broker expects the new management to undertake a strategic review. The group is likely to remain an industrial conglomerate, albeit with increased focus on businesses/market segments where Smiths can generate faster than global GDP growth and premium returns, said JPM."
Ivorjay
01 May 2015
Poached More like Coddled !
II Editor
27 Apr 2015
NEW ARTICLE: Chart of the week: Only one way for this share to go "John C Burford, Author of Tramline Trading, and editor of MoneyWeek TraderIn these weekly articles, I will highlight a share that I believe has an interesting chart pattern. I am primarily a technical trader and use the methods I have ..."[link]
Ivorjay
08 Apr 2015
Re: : albent what a load of old rubbish......................................the current p/e is less than 14The market cap of Medical alone is £2 Billion, so that only leaves £2.5 Billion for the rest of the business and with JC worth around another £2 Billion........ you make up your own mind !Q.E.D Not only that PB's days are numbered, and a 'high flyer' is waiting in the wings chumping at the bit !
albent
08 Apr 2015
Potentially overvalued but with exceptional future growth prospects. Report on LSE:SMIN [link] I found useful.
II Editor
18 Mar 2015
NEW ARTICLE: Hard going for Smiths Group "The collapse in oil prices set a rather challenging scene for the rest of LSE:SMIN:Smiths Group's year, dampened further by a significant de-rating at the tail end of 2014. Despite its problems, the engineering conglomerate has risen 15% since ..."[link]
Ivorjay
18 Mar 2015
Come here, and there's more PB ' Hi Rob, as you know we've had to let Peter go, results recently just haven't been good enough, so he is the sacrificial lamb. The BOD would like you to assume the position in the meantime, however we realize you aren't up to it, but coming out of the most chaotic division where financial control has obviously been lacking, you won't be missed.
LK Hyman
18 Mar 2015
Re: Feeble Ivorjay,"Fuel for growth, Engineered for growth, call it what you like"Yes, it's pretty lame, ain't it? Reminds me of one of Shell's slogans back in the day "Oiling the wheels of progress" ... Groan!Still, Medz didn't look too bad, and them Abu Dhabi boys are playing the white man by ponying up for what sounds like an eye-popping number of them X Ray vision machines at the airport. Reminds me of that bit in one of the "Airplane" movies where the stews walk through the machine in their uniforms with predictable joy for the screen watchers off to one side.LKH on the flybridge
Ivorjay
18 Mar 2015
Feeble Fuel for growth, Engineered for growth, call it what you like.................................But obviously it's no growth !PatheticCompany has lost it's wayTime for Change, NOW.
Ivorjay
16 Mar 2015
More feeble excuses !?.................... .................................... on the way.Even my poor old mum knew you had to fix the roof when the sun was shinning !This poor demented fool hasn't a clue, and should go Now.100 years in the making, but only 8 years in the ruination.Thank heavens for the strong $
II Editor
13 Mar 2015
NEW ARTICLE: The week ahead: Next, Antofagasta, Lamprell, EnQuest "Monday 16 MarchTrading statementsPureCircle, Frutarom Industries, Petards Group, Smart Metering Systems, Brady, Global Ports Investments, Tribal Group.AGM/EGMCVC Credit Partners European Opportunities.Tuesday 17 MarchLSE:ANTO:Antofagasta will ..."[link]
gamesinvestor
21 Dec 2014
Re: : Games LK -- delete "So hear is a company that has grown it's"In favour of - "SSE has grown revenue"Games
gamesinvestor
21 Dec 2014
Re: : Games LK -- SSE's numbers - over 7 years virtually no growth in EPS if you take into account negative growth for the next 2 years.Pre-Tax Profit 2010 -- 177pPre-Tax Profit 2014 -- 59pOperating Margin 2010 -- 8.33%Operating Margin 2014 -- 2.00%Revenue per share 2010 --- 2337Revenue per share 2014 --- 3167So hear is a company that has grown it's revenue over 5 years by 35%, yet it's profit per share is a third what it was and it's operating margins are less than a quarter.I'd say this is a value destructor and potentially on a fairly gargantuan scale.Games -- I might be misinterpreting it in some way, but it's a munter in my book and selling it before the Scottish elections forced me to look deeper into the numbers and I decided not to buy it back just because it has a high dividend today.
LK Hyman
20 Dec 2014
Re: : Games Games,"I'll bet my back teeth that these will be next :-SSE"I hope you're wrong about that one, m8 .... SSE is one of my larger holdings.LKH on the flybridge happy to have called Drax right ... unlike Wood
