Blencowe Resources: Aspiring to become one of the largest graphite producers in the world. Watch the video here.
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I have held these for some time and am nicely in profit.. However the price has historically been very unpredictable. I think it could be £160 again this year, part gut feeling and part reading all the company and market information I can find. I think the gradual, and not always consistent, increase since 2009 shows a more mature market understanding of the company. I'm in for the long term because it is one of my local trio that I like to support. Also don't forget that they have a quite mature dividend programme, now approaching 4%. I intend to keep putting my second tier dividends into E2V for another year yet. Finally all the analysts seem to say Buy or Hold.
Big money if we accidently mix the commercial products with some of our good defence ones.
A UK provider of specialized technology for high performance systems and equipment, e2v Technologies Plc, expects to have 25 to 30 percent annual revenue growth in the Chinese market in 2013. The company earned $20 million in revenue from the Chinese market in 2012, said Paul Brown, e2v's Asian and Pacific president. The Chinese market will contribute about 10 percent of its global sales in 2013, he said. "The growth is much faster than the mature markets, such as the US and Europe," he said. The company has three divisions providing radio frequency power, high performance imaging and hi-reliability semiconductor solutions. Its products are used in such industries as space imaging, fire fighting, rescue and security thermal imaging as well as radiotherapy treatment and cargo screening. The imaging products used in the aerospace industry are the major growth driver in the Chinese market. The company has been providing imaging sensors to the China Academy of Space Technology, which is responsible for the development and manufacture of Chinese spacecraft, including scientific research satellites and application satellites. "China has developed very well in the aerospace area recently," said Brown. In September 2011, China launched Temple One, which is the country's first target aircraft and space laboratory, followed by the launch of Shenzhou-9, one of the manned spacecrafts in its Shenzhou program, in June 2012. China is expected to conclude its first unmanned moon exploration mission in 2017, Ouyang Ziyuan, chief scientist for its lunar probe project, said in September 2012. Brown said, "China's development in the aerospace area supports the good business of our imaging products, since it is one of the core parts for the aerospace industry." China's fast economic and social development gives e2v more business opportunities in other areas as well. Radiotherapy, which is one of its main divisions, has seen a 10 to 15 percent annual rise in China, Brown said. The growth is due to the country's rapidly expanding health and medical industry, he said. The fast growth has enticed e2v to increase its investment in the Chinese market. The company announced the establishment of its first operational facility on the Chinese mainland on Monday. The new facility, located in Zhongguancun Science Park in Beijing, will provide development technology support, production distribution, warehouse services and local products to its customers. The first Chinese-made thermal imaging cameras will be shipped in February, Brown said. More e2v products will be introduced at the facility in the future, he added. The company is more than just a component supplier. CEO Keith Attwood said e2v is also turning into a system and solution provider, and needs to set up facilities close to its customers. "Our customers need us to be (in Beijing)," Attwood said. The new facility will redu
e2v technologies: Investec lowers target price from 190p to 160p and retains a buy recommendation.
from the website: e2v technologies plc announces that it has completed the sale of its surplus land at the Grenoble facility of e2v semiconductors sas. Gross proceeds were £5.8m. Cash commitments associated with the sale of about £1.3m are payable over the next two years, along with associated tax of about £1.7m. That looks like cash in the balance of about£2.8m.
Period ended 30th September 2012 compared to 2011 Revenue: reported down 18% to £94m Revenue: continuing down 17% to £90.7m Adjusted operating profit down 30% to £13.9m Dividend stable at 1.3p Net borrowings down 12% at £28.3m Cash generated from operations down 68% to £5.4m Order book reported down 5% to £138.3m Order book for delivery in the next 12mnths down 5% to £113.5m Order book 12mnths excluding disposed businesses down 2% to £112.5m
Thanks for the link. I try to look regularly at the latest news. One of the delights of this share is watching the constant development of the technology. It is one half the reason I purchased them, the other is that they are local to me and I know people working there. Added interest...
e2v, a leading global provider of high performance imaging solutions, is launching the ELiiXA+ 8k/4k at Vision 2012, in Stuttgart, Germany. Based on e2v multi-line CMOS technology, this new camera is the second addition to e2v’s successful ELiiXA+ industrial line scan camera family and is aimed at a broad range of applications, providing high performance, ease of use and robustness at a competitive price.
Nearly four percent as news of he grant spreads. See previous thread from james3thomas.
e2v, the designer and developer of innovative solutions for high performance systems has today announced that it has been awarded a £3.8m grant from the Regional Growth Fund (RGF) administered by the UK Department for Business Innovation and Skills (BIS). The grant is part of an overall investment of £13.5m and supports e2v’s strategic plan for growth within its space imaging business. The project will build on e2v’s established position as the leading manufacturer of imaging devices for space exploration and earth observation for the world’s largest space agencies, to further advance its imaging technologies and move into the broader management and supply of imaging and control sub-systems and solutions. It is anticipated that the project will create 130 new jobs at e2v and a further 30 jobs with e2v’s partners over the coming 3 years, including at the Open University and Rutherford Appleton Labs.
This is a buying opportunity... famous last words. If you doubt the forward thinking of E2v click on 'here' at the end of this page: http://investors.e2v.com/strategy I can't decide if setting up in the USA is risky or brilliant. It is a large part of their market. Shares have recovered three percent today, so perhaps others agree with us.
Semiconductor maker e2v Technologies has said that full year trading will be only 'marginally below' its previous expectations, as it anticipates a strong second half to follow on from a below par first half. In a trading update for the first half it revealed that expected revenues for the continuing business will be around £90m, reflecting the challenging external environment. However, it believes that by combining the visibility of potential revenue through the order book with continued cost control and further restructuring it will deliver "a strong second half trading performance". Keith Attwood, Chief Executive, said: "The business has responded well to the challenges in our end-user markets and the delays experienced in order bookings. The ongoing cost control, drawing on the flexible cost base we previously put in place and implementing further restructuring, has effectively maintained the profit margin of the business." Net borrowings at September 30th 2012 were £28m, compared with £32m for the same period in 2011. Although since June 30th net borrowings have increased by £10m, reflecting dividend payments, fit out costs of its new US facility and an increase in working capital mainly related to project delays.
Sportech, which supplies pools and tote betting services, is awaiting the outcome of the tribunal that was heard in relation to its VAT claim over its Spot the Ball game. The claim is for a repayment of VAT in excess of £40m (which could exceed £80m with simple interest applied). The company expects to hear the decision in January of next year.
I'm only an armchair trader too, so i wasn't suggesting anyone should have expected this RNS. Just merely stating that a company releasing an RNS saying 'the market is challenging' should hardly constitute a drop in SP by 10% over 2-3 days, madness really. It is good for the Mid term, as you will see in the RNS the company is trimming down expenditure, stripping the workforce to release capital whilst the order bank has both a relatively healthy existing contracts level along with some pretty good 'potential' targets (however i don't like to bank on these coming off, because it's a gamble). I see nothing wrong with the company and am retaining my shares, for sure.
I am really new to the game but a couple of months ago there was a lot of talk about this hitting 180p a share , I have watched it for a few weeks o let the hype die and then bought in at 130 3 weeks ago so was shocked at sudden drop. What you say makes sense and it is all a learning curve for me. This is a company that seems to have lots of assets and healthy profits. As long as the contracts keep coming I hope it will be a good one for Mid term.
Or it could have been the insider knowledge of a less than positive RNS on the horizon of course. Someone obviously knew about this before us. Still, the RNS just highlights a difficult market...hardly news is it. Focuses on positive 2nd half being likely and growth on the horizon when everything picks up again...pretty bog standard update really..
MMs have been 'propping it up' for a good few days with increasing spread to support a few big sell orders (100k and 200k sales), now they're fulfilled they've just released the rubber band and shortened the spread. Devious as always. What's cruel is that yesterday it was at 130p+ and today it opens at 122p but the share boards only register a 1.5% decrease in share price....don't want to deter potential investors now do we. Hoping that some large scale buys come in now to fill the sell gap as the trend was a breakout 5 days or so ago, held above 130 for a good week or so. Fingers crossed.
Anyone know why the sudden drop?
e2v has enhanced it’s authorised Channel Partner programme to ensure customers anywhere in the world have a secure route to buy authentic semiconductor products and protect themselves from the ever-increasing problem of counterfeit material entering the supply chain.
e2v has been chosen to provide imaging sensors to form part of the next generation of focal plane imaging sensors in the SPring-8 Angstrom Compact free electron Laser (SACLA), an X-ray Free-Electron Laser (XFEL) located in Hyogo Prefecture, Japan.
E2V IMAGING SENSORS USED IN NASA'S MARS LANDING E2v Aerospace and Defense Inc. said Monday that NASA's most advanced rover, Curiosity, which contains e2v's imaging sensors equipment, landed on the planet Mars after a 36-week flight. The Milpitas-based company specializes in engineering technologies for global systems companies, including NASA and Freescale Semiconductor. E2v Aerospace and Defense's parent company, e2v Inc., is headquartered in Chelmsford, United Kingdom, while e2v Aerospace and Defense moved to Santa Clara in 2008 after acquiring QP Semiconductor. The branch relocated to D.R. Stephens & Co.'s Milpitas research and development building in late 2011. The company's technology takes photographs and analyses rocks as well as detecting x-rays. Curiosity was sent to Mars in November 2011 on a two-year exploration to determine whether the Red Planet's environment can support life. The rover was sent to Mars on the Atlas V rocket as part of NASA's Mars Science Laboratory Mission. Source: http://www.bizjournals.com/sanjose/news/2012/08/06/e2v-imaging-sensors-on-nasas.html Investec retains its Buy recommendation for E2v with a target price of 190p. P.S. Here's some links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?threadid=256596 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=253089 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=257550
e2v To Supply Large CMOS Imaging Sensors For Imaging Kuiper Belt Objects TAOS II will measure the size distribution of small objects (~1 km diameter) at the edge of our solar system in the Kuiper Belt and beyond. These objects are of scientific interest because they provide important information on the formation and dynamic evolution of the Solar System. TAOS II will operate three medium sized telescopes at the Observatorio Astronomico Nacional (OAN) at San Pedro Martir (SPM) in Baja California, Mexico. Paul Ho, the director of Academia Sinica Institute of Astronomy and Astrophysics (ASIAA) said "TAOS II is a major initiative at the ASIAA to work at the frontier of time-domain astrophysics, and solar system exploration. The new CMOS sensor technology from e2v enables fast and sensitive astronomical observations over a large focal area. This opens up a new research field for fast time variable science in Astronomy. We are looking forward to working with these devices and deploying them on our new telescopes at San Pedro de Martir." Here's the link for the complete article: http://www.spacedaily.com/reports/e2v_To_Supply_Large_CMOS_Imaging_Sensors_For_Imaging_Kuiper_Belt_Objects_999.html
A really good audio interview with their presentation - if you are interesting in e2v you should check this out. http://www.brrmedia.co.uk/event/98170/keith-attwood-chief-executive-officer
Tempus is also crowing over one its tips for the year, tech firm E2V Technologies. It makes semiconductors while also having interests in radio frequency technology for mining applications. Revenues grew 10% last year and the company thinks that can be sustained, pre-tax profits also grew 17% and E2V could be debt free in 18 months. Trading at just 10 times 2012 forecast earnings, E2V is a buy.