UAE Sunshine
29 Feb 2016
Re: Every dog has his day!! Spirent is volatile but there are not many AIM tech shares paying 3%+ divi 1.4 covered and they have an outfit in silicon valley.The world runs on internet & software so I am happy to hold. They are still changing from manual telephone testing company to full software and they are down from 160p a few years back. I chose SPT over Anite who were in the same sector and both tipped by Questor in the Times a couple of year ago. They were both in the 90-100p range and then Anite were bought out at 126p so I have bought and sold and taken dividends since then. They go ex-div on Thursday so will drop a bit but directors are buying a lot so I am prepared to hang on for the long term. Good Luck.
Tom657
27 Feb 2016
Re: Every dog has his day!! Hi UAE, Good to hear your positive news ! I have a meager investment in spirent ( bought at 70p) Im new to self investing, eager to learn. I have read year end report but cannot see what has excited sp. Have you any suggestions as to why? Good luck to us all Tom
UAE Sunshine
25 Feb 2016
Every dog has his day!! That rare occasion when the news is good +8% and well of the bottom.I could have sold 2 years ago at 110p but dithered. Taken a bit of profit along the way, re-invested dividends and bought more at 65p so now about level.Do I sell? No way - I sold ARM at 120p after holding for 5 years and another Tech at £3 before a takeover at £8 so I've got to stick with this one.The internet is not going away and they have a foot in Silicon valley so I'm hoping for a takeover and with divi around 3% it's seems as safe as the FTSE stuff I hold.Lloyds up 10% also - only 20% down now!!
UAE Sunshine
14 Nov 2015
interesting RNS Private Equity outfit taking 5% interest. After trading update fall last week price seems to have stabilised. I missed the 110p peak early last year and have reinvested dividends since for average 95p. Still feel got to be a good investment in longer term as Ethernet rules the world. Legacy stuff being run down and not many tech stocks pay 3% divi so happy to wait. Silicon valley connection makes takeover more likely.Dyor
forwardloop
05 Aug 2015
info [link]
mcescher
28 Jul 2015
Found this good report on SPT Analysts expect lot of growth left in SPT, 103% next year. Not without risk. [link] What is the opinion here?
forwardloop
11 Dec 2014
Rise today = brokers Among the mid-caps, telecoms testing equipment group Spirent climbed 5.05p or nearly 8% to 71.20p after UBS moved from neutral to buy. In a note on the technology hardware sector it said:M&A was a feature in global and European tech in 2014 (Wolfson, CSR...) and we expect 2015 to be similar with possible areas of focus being mapping/telematics, test and measurement and optical networking.We believe Spirent’s valuation is now such that it warrants a buy. The stock screens well for M&A and is trading at trough price/book. We remain convinced in the quality in Spirent’s business model.Liberum was also positive, with Eoin Iambe saying:Spirent is a recovery play. As markets improve in 2015 the shares could perform well given the high operational leverage. The testing space would benefit from consolidation. Despite the recent headwinds we still believe Spirent is addressing a growing market. As revenue rebounds, Spirent share price could perform well given the high operational leverage. We believe Spirent’s customers will start to re-invest in the second half of 2015. We could see the positive side in 2015 as revenue growth returns
