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Price is what you pay; value is what you get. buying quality stocks when they're marked down. Warren Buffet
whole market is down due to US banks messing about. only a handful of companies are blue today on the whole 350
177...ahead of the 4-5% dividend!!??.. Upside to 250 within a year....these types of bargains are a rarity....
more bad news we don't know about?....
Today Canaccord Genuity Speculative Buy - 250.00 Upgrade
Numis reinitiates Spirent Communications with 'buy' - price target 250 pence
"the Group's performance is now likely to have a heavier than usual weighting to the second half of 2023."
They said that in January...so..it is ..at present..even more likely to be so ..
As such ..I expect some holders have sold out but will return at a later date ..as they don't see too much of a change in circumstances until later on
I have a small holding but am considering topping that up...with the patience to wait until the later part of the year
I'm at a loss with such a negative reaction to the SPT update. SPT look to be in a reasonable position yet the SP took a rather impressive drop.
Just does not seem to tie in with the company financial or future order potential.
Anybody have any alternative news, grapevine rumours etc that could explain such an unnecessary drop?
I'm expecting this to bounce back up towards the 200p mark as the market realises it was an over-reaction. Especially as the Ex-Div dates approaches. I think there's a possible 8%-10% bounce possible?
At least I hope it does :-)
I could see this now on someone’s radar , v oversold great balance sheet, plenty of cash all the things pe like.
I’m topping up I’m big in WG and reckon this the next one…
Certainly is ahead of ex dividend next week....as normal my timing has been rubbish!!...
6-8 months I see this back to 230
IC view ,
Spirent’s free cash flow increased 12.9 per cent to $104mn which, on revenue of $607mn, shows it is doing a good job of turning its work into dollars. We still think the structural growth trends of 5G investment will drive the business forward and 2023 will just be a temporary blip in a share price graph that has been moving up and to the right for the most part. Buy.
Yep, crazy yesterday, this company has no bank debt and a big order book, yes delayed but for how long? Volcano I’m going to trade half and going long on the rest.
buying more this morning ,i think the drop is overdone
‘I’
A enjoy Powell on Bloomberg TV, the democrats and republicans playing ping pong politics with him, lol.
Only 1 is a Director and a NED at that....but cant complain...need the Executive Board to make some purchases ...
" we saw some customers exercise caution towards the end of last year in response to broader macroeconomic conditions and this was most notable amongst customers for our 5G lab-based Lifecycle Service Assurance applications. This has continued into the beginning of 2023 and as a result we expect revenue to decline slightly in the full year 2023, and to maintain our gross margin with effective supply chain management. "
common problem at the moment...but should pick up later on......need more signs that inflation is coming down ...comments from Powell today, suggest it is going to be a longer,harder battle
https://www.lse.co.uk/rns/SPT/directorpdmr-shareholding-x3tny3zyku3hkbh.html
Director buys x 2 both 15000 @ 1.83p each ...
I nearly bought this morning awaiting a bounce, but left and kept an eye. Still no bounce, which is a little suprising. I often wonder how MMs set their prices on dips and rises first thing in the morning. Supposedly matching buys and sells, chicken and egg springs to mind
Spirent’s free cash flow increased 12.9 per cent to $104mn which, on revenue of $607mn, shows it is doing a good job of turning its work into dollars. We still think the structural growth trends of 5G investment will drive the business forward and 2023 will just be a temporary blip in a share price graph that has been moving up and to the right for the most part. Buy.
Dividend - 4.12p
Ex- Div Day - 16th March 2023
Record Day - 17th March 2023
UK Pay Day - 10th May 2023
US ADR Pay Day - 17th May 2023
Bought more SPT on 12% day fall for 180p 8.40am
Last trade was 18th January 2021 a buy for 260p , no copy over to barc .
14th March 2021 first post there after ii . ( which was Avation PLC )
Based on cash lvls and overall results. Hence why I thought they might do special divs too. Never know they still might announce to bring some confidence in sp. Gla
same here Morbox back in at 181p this morning, i am not sure for how long , only trade this days
Was never expecting any, why were you?
Spirent expects revenue to fall slightly in 2023.
Slightly - 30p down, from 270 to 180p.
Topping up, nice divi.
GL.
I hold though down now in red. No special divs? Surprised a bit here. Gla
Knew I 'd jinx this with my comments a month ago...worth buying ahead of ex dividend next Thursday!!....I see this (hopefully) rising up to ex div but shocked this morning...thought the results were to be announced tomorrow!??? Has this been heavily marked down so the institutions coin it ?