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Expect this to go through £3 and beyond on stellar results and progressive dividend. IMHO a gem, to trade.
with a 71p average I hope to trade this down to zero average cost in 2023.
adding again at these levels. Next results will be mega - in and around 18th January.
Refreshing update as usual. Expect a nice dividend at y/e.
I have joined you on the basis of a predominance in buying today. This was a good share to buy, at the right time, in the past.
Just bought today - markets feel a lot better than the doom and gloom I had expected the last month
Such potential £5+ in time. One of my favourites.
DYOR
Results tomorrow let's hope this pushes through the £3 and holds.
Nice lift off the lows for those who stuck with it. Still trimming into the rises and buying on the dips.
Before the last results we were 220ish, all doom and gloom posters out in force. Nice move up to where we are today.
Good luck tomorrow.
M.
post on 28-03-22
In time £3, patience as usual but am adding at these breaks from my trimmed positions as per.
What crap is this:
"The Company confirms that following his participation in the Spirent US Employee Stock Purchase Plan ("US ESPP")and the completion of a 12 month savings period, Eric Updyke purchased 3,503 shares at a 15% discount to the market price on 29 April 2022."
Savings scheme or no savings scheme, freebies or discounted share purchases such as these should be banned.
Directors of companies are on good enough (too much) money to purchase their own company shares at full cost.
Would Eric Updyke have purchased these shares without the discount.
There is too much going on in a lot of companies where directors are just helping themselves, at the cost of the genuine shareholder.
Directors trading in their own companies' shares should be forbidden anyway.
" ..... discharging responsibility ....." my backside!
Strange trading pattern today 90% buys, mostly small automated trades and the SP drops like a stone
Very good update but distribution happening and no interest. Weak summer market likely and possible trouble in the autumn. Cash is king and the divi isn't even close to inflation.
Agreed, share price weakness just now is a good opportunity to average down. Growing market, strong order book, great cash generation and regular dividend. This will bounce back when the market begins to normalise. 211 is the 52 week low, i feel we might hit that before the bounce though.
Q1 trading statement due 06/05 . I can’t see anything but continued momentum. Very well run company
The SP seems stuck in the 230s at the moment which seems mad given the solid financials and 5G potential. I can definitely see at least 250s by summer, and back into the 300s within 12 months. Not sure why this share is so unloved by the market right now.
In time £3, patience as usual but am adding at these breaks from my trimmed positions as per.
Rising up into the ex dividend date get end cop Weds 16th...reckon we'll be back at 3 in the next couple of months...
This I like.
“big and enduring tailwind”
Spirent’s “top team keeps leveraging this tailwind in ever more ways to grow NPV materially”
https://www.investorschronicle.co.uk/news/2022/03/10/spirent-takes-off-on-5g-tailwinds/
Spirent takes off on 5G tailwinds
Rising demand for 5G and cloud services continues to deliver sales and profit growth
Order book up 30 per cent at the end of 2021, including increasing number of multi-year contracts
Recent acquisition of wireless testing specialist Octoscope to boost future earnings......
.......coupled with the current low valuation, leads us to recommend a Buy.
up more than 8% ,recovery started, nice
https://www.helpnetsecurity.com/2022/03/10/spirent-communications-test-platforms/
I am delighted to read these results and surely we must re rate significantly higher. Block buster. Orders growth of 18%
Orders growth of 18 per cent, 14 per cent organic8, driven by customers' need to support an increasing number of 5G roll outs.
Book to bill9 across the year was 111; the orderbook2 increased $63 million to $270 million with growth in multi-year contracts, across the portfolio providing greater revenue visibility for outer years.
Revenue up 10 per cent, 7 per cent organic8, with strong demand for both lab, and especially live assurance solutions, as 5G networks continue to roll out globally.
Continued R&D investment across the portfolio totalling $113.3 million, 20 per cent of revenue.
Adjusted operating profit increased by 14.5 per cent to $118.5 million, with adjusted operating margin improving to 20.6 per cent, up from 19.8 per cent in 2020.
Cash closed at $174.8 million after payment of special dividend of $46 million, and acquisition of octoScope.
· Full year dividend up 12 per cent (14 per cent in Pound Sterling). Final dividend of 4.37 cents per share to be paid in May 2022.
https://twitter.com/surprised_trade/status/1501818613333954561
Yeah we could have done with todays market bounce tomorrow. I agree I think we will get positive numbers . Any sign growth is beyond 4.5 % is key . Let’s go spirent time to re rate
Expecting a nice chunky dividend and a rerating here.... long overdue
there was a blip , lol