Member Info for MaryBr190

Mavswf - all paper losses for now... you must have a fair holding and at least the dividend will offset until the SP recovers.

NeverGiveUp

Good to see the price firming as we head towards the HY results due on 22nd August.

Seemingly investors are buoyant in advance that WG. will reconfirm all is on track. If so this will soon surpass Apollo's speculative offer.

Perhaps a sneaky contract win would add to sentiment.

In the TU Ken Gilmartin, CEO, said:

"We are making good progress in delivering on the growth strategy we outlined last November. Trading shows continued good growth and margins in line with our expectations. We have won a number of significant contracts in energy, minerals and life sciences during the period, all testament to the exciting position Wood holds in its key growth markets. As we look ahead, we are confident of our delivery both for the full year and medium term, including a return to generating positive free cash flow".

Yes - Sunak hinted it would be January (never trust a politician esp a Tory) with Ferrari

That is why the date is moving to Jan 2025.

? Is this not all part of the plan to inflate away debt by manipulation of inflation, price and pay rises that ultimately the consumer funds when the govt handouts stop.

Companies win by keeping revenue high, this feeds govt take by higher VAT and tax on higher wages etc - a bonus for the govt to squander on pet projects.

Don't be surprised by an extended bull run in equities after the pull back. The US have 30 year mortgages so they only feel the pinch if new to housing or their deal needs rolled over.

If govt would concentrate on the homeless and destitute in the UK and drug crime - it would be a happierplace.

Added for LT and adding all the way down - someone must be seriously looking to acquire this exceptional business.

Somewhere in the next 12 months this will be higher than this level.

Broker tips: Spirent Communications, Cranswick

Thu 03 August 2023 09:00 | A A A

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(Sharecast News) - Canaccord Genuity analysts trimmed their target price for Spirent Communications, but kept their recommendation at 'speculative buy'.

They described the telecommunications testing company's interims as "soft" but said that orders had seen an "encouraging" pick up.

Furthermore, they 20% year-on-year dop in first half sales had already been telegraphed by the outfit in previous updates.

However, Spirent had managed its cost base "well" and there had been clear signs of improvement regarding demand and the outlook for the second half.

Canaccord trimmed its target from 250.0p to 240.0p but kept its recommendation at 'speculative buy'.

Dividend of 5p due next week so grab it while you can ex div 10th.

Nice lift

CFO leaving spooked but listening to the webcast at the moment it is all very rosy . But of course the mms mess around.

All headwinds absorbed including currency.

Guidance implies a step up.

Growth margin high

Spend lower.

Strong H1 growth with FY revenue guidance raised, 12-Point Plan on track

2023 Outlook and guidance

· The Group has tightened upwards its guidance on all metrics, reflecting strong performance in H1 2023 and robust commercial pipeline:

o Tenancy additions of 1,900 - 2,100 (prior: 1,600 - 2,100), of which 40% are anticipated to be new sites.

o Adjusted EBITDA of US$355m - US$365m (prior: US$350m - US$365m).

o Portfolio free cash flow of US$235m - US$245m (prior: US$230m - US$245m).

o Capital expenditure of US$180m - US$210m (prior: US$170m - US$210m).

§ Of which, US$40m is anticipated to be non-discretionary capital expenditure.

Spirent's dividend yield starts to look appealing

The network testing company looks good value with the cyclical businesses nearing the bottom of this cycle

August 2, 2023

By Arthur Sants

Increased dividend with cash pile

Buying the dips

Https://www.mobileworldlive.com/featured-content/top-three/helios-towers-bounces-off-africa-into-middle-east/

Hey deadly. always open for views.

Buy today or tomorrow dilemma.

Expectations

"Helios guided for 2023 Adjusted EBITDA of $350m - $365m, reflecting year-on-year growth of 24% - 29% "

That refreshes.

The £8 price targets are great fun to see :)/ Let's get to £6 again 1st.

Anal-ysts are like stopped clocks.

Well they did buy 110,000 shares after an office whip round.

This will be higher sooner give it 3 months.

119 to 126 to 121 to 127 to 121 - day traders paradise.

Investing LT and the dividend is due.