Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
It seemed inevitable that they were going to continue to see sales issues from Japan and Russia. Sales to China have also been falling. Time to bunker down ...bumpy ride ahead
Did anyone hear what was said at today's conference call? Seems to have had a positive effect on the share price.
and £9 price target. http://www.lulegacy.com/2015/02/18/analysts-recent-ratings-changes-for-oxford-instruments-plc-oxig/
more like preparing for the March summit on EU Sanctions which may well be favourable given that progress is being made with Ukraine.
Sustained increase here, someone thinks the war is over
Ìf the Minsk cease fire holds, this won.t be long going up again. On the other hand, if not ...
But the share prices was never £12.84? how come....???
Rubbing eyes.... Blue ;0
Never recovered all day ... looking good value
for first lots. GLA
cleared out the big sellers now. Henderson gone below 5% , just notified.
EU sanctions against Russia end in March and are therefore up for review.They are harming trade on both sides and France and Greece want them removed.Even Germany sees they are harming their exports. Any change would be very beneficial to OXIG
If Ukraine gets divided in agreements over the next few montha then Russian sactions could improve and tis will rise. .. US and Japan sales looking slightly better too .... big If over Ukraine though !!
Two so far today, both unchanged targets. Today doesn't add up...
"On Russia 2% earning loss" Where do you get that figure from?? 1.Significant orders, both taken in the year and forecast to be taken in Quarter 4, are for delivery to Russia 2. We now assume that no sales can be made to Russia for the remainder of this year and we are also assuming no sales to Russia next year. 3. Russia contributed about 2 percent to sales in the first half compared with 5-6 percent in previous years. - Ref Finance Manager So from point 3 you can see that it is behind by 4% and will lose the second half 5-6%.And next year the entire 5-6% (more or less) At least that is how I read it
what an opportunity!
Hasn’t it already bounced significantly?
This does not deserve a 30% fall ?On Russia 2% earning loss.Will bounce
"Any cracks will show in the half year results - this is trading at 16x EBIT and could easily derate significantly" and so it came to pass ............
in at £12.84 and sold at £14.61 some 13 months back and made a tidy gain. Looking at today's price drop and future it looks like a good buying in point again.
How right you were. Seems to me that this and JDG can only grow by expensive acquisition. Bought JDG in their last profit warning and sold them today when they announced (you guessed it) another acquisition. There were some hairy moments but still Mr Market's memory is short. Shares in JDG have risen and popped today. Good luck to them. Not going to buy OXIG unless the shares fall significantly further. The BS looks horrendous!
What you say is true. But I like the look of their products and they are sort of' into the future'. Recovered a bit I notice but that could be short lived.However, I'm happy with them at the price I got, and that's the price I got.
This company stopped growing organically about 2 years ago. The margins have peaked and the operating cash flow is back to 2010 levels (as orders fall so do customer advances). Then add on top an expensive acquisition and a high level of debt......... Any cracks will show in the half year results - this is trading at 16x EBIT and could easily derate significantly.
I'm new to the company too. Bit rocky at the moment. But I have trust in them
I'm new to OXIG. Looking back, the Andor purchase seems to have caused disquiet among some. Is the view that there has been a re-set function and now the effect of the acquisition has settled? Or is the court still out on its long term effects (hence the price instability)?