The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Quote from usadude: 'Right now it is a foolish buy. There is no way this Titanic goes to 200' Yep. No way this is going to 200p - no way at all. Great call mate........Don't worry though, still plenty of upside IMO, so you can still get in..... (sorry, couldn't resist)
Nice little RNS today. Expect earnings upgrades and further positive momentum for the stock.
to the day!! be nice to hold some of todays gains through the afternoon!! ( for a change!!)
little update, still looking strong here.
Sold £17k holding at 90% profit - not bad at all! Hoping to repeat the experience over the next few years. Management aiming to double profits over 5 years by organic growth and acquisition. Lots of great press recently regarding the imaging side of the business who made the cameras for the Rosetta mission. All images of the comet from e2v camera sensors! Plenty of value here and dividends!
Looks kike a really good one and will hold on to what i have and buy more on any dips
Following the results I see that Investors Chronicle have issued a "buy" rating. Not surprising with new MD, Steve Blair promising to double turnover and profits by 2020. He appears to be having a very positive effect on investor confidence, helping to explain the essence of e2V as "Bringing technology to life" with its well-diversified portfolio of high technology products. He certainly seems to have been effective in bringing e2V's share price to life since his appointment!
nice breakout it would seem.
director buy yesterady
Based on info from usadude, able to find and confirm the director change happened in E2V-US for the aerospace and defense division, Not E2V group as Chairman and CEO for the group, President for the division. http://www.e2v-us.com/about-us/leadership/ Basically, the new division president Robert Brevelle (http://www.linkedin.com/in/brevelle?trk=pub-pbmap) finished the integration of QP semiconductor since acquired by e2v in 2008. the previous division CFO Ron Miller (http://www.linkedin.com/pub/ron-miller/6/617/39a?trk=pub-pbmap) was hired for the transition. So job done. The uncertainty in the USA defense market is a known factor for the low share price and repeatedly mentioned in the trade statements.
scheduled trade update at the end of Jan 2014, should wait and see.
The new president fired the sales people, CFO, and others have left. He has no previous Presidential experience and it shows. About 70% of e2v semi die is owned by Arrow and they are cutting back their die buys significantly due to sequestration so this will have a major impact on sales in the US. they are losing market share to TI and others at traditional e2v accounts on ADC's as competitors are passing them. They will show continual dips in the semi marketplace but will that be offset by other areas of the company? I don't think so. I'm going to watch this stock fall and then buy when it hits 100 again. Right now it is a foolish buy. There is no way this Titanic goes to 200, lol.
Hot staff. Could +1.
and nobody cares... Down 2.5% one day, up 2.5% the next. I am fairly happy with the company and the board so refuse to worry, but it is unsettling and makes the morning coffee even more esential.
E2V is approaching a fifty-two week high, always a worrying time. I do not think it will slip back too much because there is so much good news about the company. it looks to me like there has been a little profit taking after the recent rises but that is always to be expected. I was fortunate enough to add at a good rice a while back, and am very happy.
Here is Keith Attwood explaining why E2V is such an interesting investment: http://www.lse.co.uk/share-media.asp?shareprice=E2V&share=e2v_tech
Back up to 123p today after yesterday's drop. E2v does give a rough ride sometimes.
Suddenly I am in the black on E2V. Against a fairly bleak market too.
The SP does seem to sway about for no obvious reasons, the Final could have been more confidence boosting. I liked it at 105p but Investec's 210p looks way out.
Well I've done it. Just purchased another batch at 129p, basically doubling my holding. Don't let me down E2V... What swayed me was their order book and the comments of a few people in the financial media in whom I trust. E2V are in my ISA as one of my three local companies. E2V is the worst performer of the three to date returning -3.15% between April 2012 and April 2013 after adding dividends and loss. I am really hoping for progress this year.
I think there is massive potential here for the share price to go up to 160. Currently trading 5P below its five-day moving average at
From The Independent: The electronic components manufacturer E2V published is full-year figures yesterday – and on the face of it, they looked nothing short of spectacular. Adjusted pre-tax profits in the 12 months to end of March stood at £33.6m, against £9.4m last year, while net borrowings, excluding debt issue costs, stood at £28.1m, down from £44.8m last year. The company also had some cheery news for income investors, reinstating its dividend with a 3.6p per share payout, after nothing last year. Beyond that, there was news of strong underlying sales growth and a healthy order book. As the analysts at Seymour Pierce quickly noted, the strong results made E2V look like a growth company. From where we stand, the fact that its share trade on affordable forward earnings multiples of around 12 times also makes it look like one to buy. My own figures for the the year 5th April 2012 to 5th April 2013 were -3% after adding dividends to price change, but I think E2v has real potential.
Market positive here so far !
e2v technologies expects its full year trading performance to be in line with forecasts with a record year-end order book at £195m - 37% up on last time. The group says its order book for delivery over the next 12 months is up 10% at £130m and there has been a significant reduction in net borrowings from £30m to £10m. Chief executive Keith Attwood said: "The full year trading performance is anticipated to be in line with expectations, reflecting the on-going restructuring and increased flexibility in our cost base which we have utilised to mitigate the challenging trading environment experienced during the year. "We have significantly reduced net borrowings and we have built the order book to record levels. "Looking forward, we anticipate modest revenue growth for the coming year, reflecting the strength of our order book. We remain cautious about the broader economic environment, and the potential impact on orders received and delivered in the year.__ Story provided by StockMarketWire.com