George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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Wat's wrong with the trading update that the SP went 2% down?????
arsenal58, thanks for the link
I use those downloads, but given that every sell has a buy order I don't know how to look if there is a large seller with a large disposal broken into small buyers picking up the pieces.
How would you trace a large disposal on that download?
Bought in Tuesday with the close above 340p on higher volume. Close above 355p could see us testing the highs of February last year, 395p area.
https://www.londonstockexchange.com/stock/QQ./qinetiq-group-plc/trade-recap
tradeTime currency price volume tradeValue type micCode tradeType venueOfPublication
2021-05-21T12:49:53.417 GBX 337.4 16 53.984 AT XLON P ALGO
2021-05-21T12:49:53.417 GBX 337.4 176 593.824 AT XLON P ALGO
2021-05-21T12:49:53.417 GBX 337.4 47 158.578 AT XLON P ALGO
2021-05-21T12:49:53.417 GBX 337.4 329 1110.046 AT XLON P ALGO
2021-05-21T12:49:41.007 GBX 337.8 727 2455.806 Off-Book SINT P ECHO
2021-05-21T12:48:42.407 GBX 337.743 1000 3377.430 Off-Book XLON P XLON
2021-05-21T12:46:05.543 GBX 337.6 400 1350.4 AT XLON P ALGO
2021-05-21T12:45:51.007 GBX 337.6 158 533.408 AT XLON P ALGO
2021-05-21T12:45:43.867 GBX 337.6 48 162.048 AT XLON P ALGO
2021-05-21T12:44:54.437 GBX 337.4 680 2294.32 AT XLON P ALGO
2021-05-21T12:44:54.437 GBX 337.4 431 1454.194 AT XLON P ALGO
2021-05-21T12:44:54.433 GBX 337.2 650 2191.8 AT XLON P ALGO
2021-05-21T12:44:04.307 GBX 337.2 128 431.616 AT XLON P ALGO
2021-05-21T12:43:43.107 GBX 336.6 419 1410.354 AT XLON P ALGO
2021-05-21T12:43:43.107 GBX 336.8 3333 11225.544 AT XLON P ALGO
2021-05-21T12:43:42.037 GBX 337.2 2119 7145.268 Off-Book SINT P ECHO
2021-05-21T12:41:59.220 GBX 336.8 684 2303.712 AT XLON P ALGO
2021-05-21T12:41:59.220 GBX 336.8 58 195.344 AT XLON P ALGO
2021-05-21T12:41:59.220 GBX 336.8 1313 4422.184 AT XLON P ALGO
2021-05-21T12:41:59.220 GBX 336.8 419 1411.192 AT XLON P
2021-05-21T12:41:59.220 GBX 337 258 869.46 AT XLON P ALGO
2021-05-21T12:41:59.220 GBX 337 278 936.86 AT XLON P ALGO
2021-05-21T12:37:57.570 GBX 337.2 629 2120.988 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.4 126 425.124 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.4 36 121.464 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.4 576 1943.424 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.4 478 1612.772 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.4 474 1599.276 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.4 155 522.97 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.2 31 104.532 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.2 1593 5371.596 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.2 394 1328.568 AT XLON P ALGO
2021-05-21T12:37:57.560 GBX 337.2 400 1348.8 AT XLON P ALGO
2021-05-21T12:37:46.797 GBX 336.8 49 165.032 AT XLON P ALGO
2021-05-21T12:37:46.797 GBX 336.8 400 1347.2 AT XLON P ALGO
2021-05-21T12:37:29.183 GBX 336.6 124 417.384 AT XLON P ALGO
2021-05-21T12:37:29.183 GBX 336.6 577 1942.182 AT XLON P ALGO
2021-05-21T12:37:29.183 GBX 336.6 223 750.618 AT XLON P ALGO
2021-05-21T12:37:29.183 GBX 336.6 82 276.012 AT XLON P ALGO
2021-05-21T12:37:29.183 GBX 336.6 400 1346.4 AT XLON P ALGO
2021-05-21T12:37:29.183 GBX 336.8 322 1084.496 AT XLON P ALGO
2021-05-21T12:37:24.923 GBX 337.2 331 1116.132 AT XLON P ALGO
2021-05-21T12:37:24.923 GBX 337 400 1348 AT XLON P ALGO
2021-05-21T12:37:24.770 GBX 337 320 1078.4 AT XLON P ALGO
2021-05-21T12:37:24.770 GBX 337 385 1297.45 AT XLON P ALGO
2021-05-21T12:37:24.763 GBX 337.4 509 1717.366 AT XLON P ALGO
2021-05-2
I was suspecting this yesterday
How do you see it? on the transaction log or somewhere else?
Big seller dumping into rise
Be careful peeps
I'm referring to the forward multiple which looks attractive
when so much else looks fully priced.
Any views?, as wonder if I'm missing something obvious on valuation.
I just bought in today after watching this for while.
Not sure why the price has been falling recently but with this news I see plenty of room for growth here.
No complaints here
Jack
Orders2 up 18%, 11% on an organic basis; largest annual order intake in a decade
-Revenue up 19%, 10% on an organic basis
-Underlying operating profit up 14%, 6% on an organic basis, underlying EPS up 11%
-131% underlying cash conversion pre-capex, 28% ROCE
-Gain on disposals (£28m), offset by German goodwill impairment (£25m)
Great news for a change. Profits and Cash Flow have exceed expectations.
Let’s hope that this is the climb back to £4
Jack
Great update. I don't think the market had caught on to the story here yet as this has been looking under valued for the past couple of months. Sadly I hadn't finished building my position, but still have 3% of my portfolio here.
I underestimated the market reaction. I was hoping for a rise to the mid to high 330's. Now touching 350. Nice.
Strong operational performance - upgrading full year guidance.
Today
Nice to have a little news :-)
BARCLAYS RAISES QINETIQ PRICE TARGET TO 406 (380) PENCE - 'OVERWEIGHT'
Luckymaybe,
Down 10% on a month ago, so your chart prediction was way off.
There is no decent news to lift this higher ATM, as management are ultra cautious.
For a chart buster, take a look at ARGO. Just increased hash capacity and BTC investment in Jan 21. Then Tesla buy $1.5Bn BTC.
My prediction is ARGO will catch QQ market cap this year, no charts, just gut instinct
Jack
Looking at charts o think a move to year high will occur in the next 4 weeks
Cool_as_Steel,
Yes a nice contract win, as we enter Q4.
QQ overall performance and cash generation looks good to me, so its odd that the SP remains at the £3 - £3.25 level.
I think its a safe hold/add at these levels, especially now they have caught up with the Dividends.
Jack
Good news highlighting the value of contracted engineering services. Will add value
UBS RAISES QINETIQ TO 'BUY' ('NEUTRAL') - TARGET 342 (297) PENCE
I reached the same conclusion. I think Chemring could also follow this upward.
Some positive news during the last few months. Decent dividend and headed to 370p by March I reckon. Any thoughts from other holders?
Great set of results
12th Nov