Australian (ASX) Stock Market Forum

XRF - XRF Scientific

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Fool said:
Up 15% today, check out the stock doctor's review.


http://client.lincolnindicators.com.au/sg_current/index.html
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I got this at 11 cents ...got the maiden dividend .. I load up a bit more at 15 cents
then profit dropped off due GFC, profit now accelerate back

EPS will be around 2 cents or better this year and if they stick to their 50% payout
one cent dividend please this year :)

volume and price indicate some sort of good news out soon (hope so), it powered up around 25% in a week
with very decent volume ..way way more than trading average..

I cant view that link it need login and password
 
Another super stars on the rise
watch out folks ...
this one is small but command nice monopoly due to patents
 
ROE said:
Another super stars on the rise
watch out folks ...
this one is small but command nice monopoly due to patents
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Good update recently indeed. Let's hope the price stays up through the US troubles so I can buy into the SPP without hesitation.
 
notabclearning said:
my valueation is around 10c
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Really? Do share your valuation method?

Here's mine for reference.

Normalised profit before tax = $4m. NPAT = $2.8m or 2.25cps. At PE multiple between 10-14 you get 22.5c to 31.5c.
 
Once cent dividend coming in October ...

Revenue strong
Very nice Margin increase
Economy of Scale
Strategic Investment in a Canadian start up

time to slowly move to mid-cap :)

I took up equity raising, bought more during recent panic ...all add up to a nice dividend cheque this year...
 
ROE said:
Once cent dividend coming in October ...

Revenue strong
Very nice Margin increase
Economy of Scale
Strategic Investment in a Canadian start up

time to slowly move to mid-cap :)

I took up equity raising, bought more during recent panic ...all add up to a nice dividend cheque this year...
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ROE, what do you make of note 9. Specifically the increase in past due accounts from $600k to $1.5m. The note says they relate to a "number of independant customers" but don't give much more detail.
 
McLovin said:
ROE, what do you make of note 9. Specifically the increase in past due accounts from $600k to $1.5m. The note says they relate to a "number of independant customers" but don't give much more detail.
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I haven't been paying attention where do you see this?
Probably someone forgot to pay their bills :) see if this figure grow or decline in the next
few reports ... could be a once off thing ...be alert but don't be alarm.
 
ROE said:
I haven't been paying attention where do you see this?
Probably someone forgot to pay their bills :) see if this figure grow or decline in the next
few reports ... could be a once off thing ...be alert but don't be alarm.
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Hi

It's in the annual report, note 9, p48. There's also a further breakdown in note 2(b) p41. I'll wait to see whether that amount has moved from "up to 3 months" to "up to 6 months" in the half yearly report.
 
Still kick myself for not getting in on these guys around 10c.

Just had a quick look at their reports and am i right they aren't paying a dividend any more? Or do they only pay one once a year?
 
prawn_86 said:
Still kick myself for not getting in on these guys around 10c.

Just had a quick look at their reports and am i right they aren't paying a dividend any more? Or do they only pay one once a year?
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They don't pay interim dividends...
 
Looks like XRF is back on track to a path of steady growth..
Assuming the second half is slightly better than the first (as management have hinted at) we could see XRF breaking the 30c mark..
 
Still kick myself for not getting in on these guys around 10c.
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Ditto here.

I've long harboured the theory that CPB will eventually bid for and take over XRF although maybe it's too small at this stage for CPB to notice them! CPB have a history of growth by acquisition although XRF would be more of a supplier to them rather than a competitor.

Any comments on this?
 
oldblue said:
Ditto here.

I've long harboured the theory that CPB will eventually bid for and take over XRF although maybe it's too small at this stage for CPB to notice them! CPB have a history of growth by acquisition although XRF would be more of a supplier to them rather than a competitor.

Any comments on this?
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Campbell is one of XRF bigger customer so it make sense at some stage when they spent enough money buying equipment from XRF, may as well own it :)

What is good for Campbell usually good for XRF ....it has been like this for a while now
Campbell came out with decent profit, XRF followed ....
 
VSntchr said:
Looks like XRF is back on track to a path of steady growth..
Assuming the second half is slightly better than the first (as management have hinted at) we could see XRF breaking the 30c mark..
Click to expand...

Last year Terry Sweet told investors he want XRF to be a 70m cap in the next few years
look like he's on track ..

I say second half EPS at least 1.5 to 2c
 
Hmmm...CEO retires "as the next steps in the implementation of its [the company's] strategic plan" but they have no replacement as of yet.

Strange.
 

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