Spirax Sarco

Spirax Group's tailored engineering, recurring revenues, and global diversification create a resilient business model, now trading at historically attractive valuations. Operational flexibility, low tariff exposure, and a wide moat reduce geopolitical and economic risks compared to peers, supporting long-term stability. Despite recent cyclical weakness, Spirax's diversified segments and defensive customer base position it for margin recovery and renewed growth.» Mehr auf seekingalpha.com

Unfortunately, UK investors have had to suffer weak or negative capital gains in recent years to get those high yields. The good news is that the UK remains an attractive market for dividend investors. Don't forget that companies usually retain some of their earnings to fund expansion and growth, so dividends have (on average) grown ahead of inflation over the medium and long term,.» Mehr auf seekingalpha.com

Spirax-Sarco Engineering plc (OTCPK:SPXSF) Full Year 2023 Results Earnings Conference Call March 7, 2024 4:15 AM ET Company Participants Nimesh Patel – Group Chief Executive Officer Phil Scott – Interim Chief Financial Officer Conference Call Participants Andrew Douglas – Jefferies Jonathan Hurn – Barclays Mark Jones – Stifel Rory Smith – UBS Andrew Simms – Berenberg Aurelio Calderon – Morgan Stanley Lush Mahendrarajah – JPMorgan Stephan Klepp – HSBC Nimesh Patel So good morning and thank you for joining us for today's presentation. I'm Nimesh Patel and I think most of you know me, although I'm now in a different role, but I would like to introduce Phil Scott, who's our Interim CFO, and you'll hear more from Phil in just a moment.» Mehr auf seekingalpha.com