Lots of moving parts to the Smiths investment story right now, which possibly explains the market’s reaction today... #SMIN $SMIN #UKshares #UKinvestors #FTSE100 #Capitalreturn #strategyoverhaul
sharesify.com/smiths-overh...
#SMIN ❌-5%❌£22.10❌
❌Group organic revenue +4% MISSED ESTIMATES❌
✅Op. profit margin +50bps to 17.2%
✅Dividend +5.4% to 15p
✅A £1bn share buyback is underway & an additional £1.5bn will be returned to shareholders via a structured return (tender offer or special dividend)
👍I continue to hold $SMIN
UK companies in the news:
#CABP #CRN #EML #IGC #IPF #JDW #NSI #OGN #POW #SEIT #SMIN #SML #SOU #TMIP #TMPL #ULVR #WRKS #ZEN
Head to Sharesify.com for news, views and analysis.
UK companies in the news:
#ABDN #AIRE #AURR #BSIF #CREI #CYAN #EKF #FRES #GRG #INCH #INSG #ITRK #IWG #JSG #KIE #KLR #MGAM #NCC #OGN #PCIP #PRE #RCH #RCP #RS1 #SMIN #SNX #STX #WEIR #XPP
Head to Sharesify.com for news, views and analysis.
#SMIN 🆙+2%✅£24.88✅
Vs my $SMIN buy @ £13.70 Vs my SOTP valuation of >£18.
$SMIN.L sell its security screening division, Smiths Detection, to funds advised by CVC Capital Partners for £2 billion. Following the agreed sale of its Interconnect arm in October. The 2 transactions = value of £3.3 billion
#SMIN £24.52 🆙Ytd +42%✅excluding dividends.
MT Smiths Group Plc
✅We're announcing our FY2026 Q1 trading update and the launch of a new £1bn share buyback
✅Started the year with +3.5% organic revenue growth for continuing operations, against an outstanding growth comparator in Q1 FY2025 of +12.9%
#SMIN 🆙+1.6%✅ £24.06✅
Smiths Group to sell Smiths Interconnect to Molex in a $1.75billion / £1.3 billion deal.
Research & patience discussed here
youtu.be/gyuPW0vNLD0?... & is paying off, as I've held $SMIN from £13.70👍
🤔Will $SMIN.L pay a special dividend? If so how much💰will it be?🤞
India's Modi to discuss buying more US oil and defense equipment with Trump: report
seekingalpha.com/news/4405381-indias-modi...
#nifty #sensex #ifn […]
