Elementis Share Discussion Threads

[stavros28] 24/2/2015 11:05

Trekker Buy signal still in place .
If you want to look at some past past signals let me know.

[peter27] 20/2/2015 16:33

annual results on tuesday

[trekker60] 20/2/2015 15:58

Stavros29: Ref 'Looking good....'
Would be nice to think so but this share does seem to get vertigo every time it hits the 290p mark and promptly drops back again. Maybe (hopefully) this time will be different!

[stavros28] 20/2/2015 14:26

Looking good ............

[stavros28] 19/2/2015 16:43

Software has this level as a buy consideration.

[trekker60] 16/1/2015 17:22

mellorscarthwaite: Thanks for all the info. Does help to explain the recent good share price rally. Now if only it can push on from here rather than slipping back again as it has done several times in the past! Maybe the prospective improved dividends may help?

[meijiman] 15/1/2015 09:57

The share price movement here makes little sense -I don't think much has changed if you are sat in the company. Looking at the share price its looks like there has dramatic RNs news causing big up and downs. Not a bit. Re oil I was more thinking of the negative given that their muds go into fracking but there will be some gains in other from better gross margins.

[trekker60] 15/1/2015 09:51

Bones: Take your point. But ELM also sells some of its products to the oil industry so any downturn in that sector's activity as a result of lower oil prices might negatively impact those sales.

[bones] 15/1/2015 09:22

I would say that with the dramatic fall in oil prices, ELM is a prime candidate to benefit given the ingredients of its products! It takes a while for the market to add 2+2 and get 4.

[trekker60] 15/1/2015 09:14

A good share price rally over the last few days. Anyone got any views on why? And any thoughts about likelihood this rally might be sustained? We've been to around this price a few times before and it has always dropped back.

[peaeff] 24/12/2014 14:14

Merry Christmas to all and a prosperous Elementis in the new year.

[toffeeman] 28/11/2014 14:25

Bitter volume today

[toffeeman] 28/11/2014 14:25

Bitter volume today

[peaeff] 02/11/2014 09:59

It has just been and gone like 'ships in the night' and I think we are basically becalmed, as usual. Expected to dock on time and with a full cargo. Hopefully a good bonus will be paid to all the crew.

regards

[mellorscarthwaite] 30/10/2014 07:39

Are we due a trading statement?

[meijiman] 07/8/2014 10:54

there are plenty of share price movements which don't make much sense -often happens in August. See this as quality core holding.

[broadwood] 07/8/2014 10:10

Very nice move. Can't see any Broker upgrades atm.

[meijiman] 31/7/2014 10:34

Yes and with the 'profit taking' today its on the slide. I have it as a long term core holding so I'm not overly concerned.They are well positioned so its a matter of sitting and waiting......

[trekker60] 31/7/2014 09:50

Ref Meijiman's 'Should really start with a '3' in my view'.

I agree (ELM is a long-term hold for me) but the share price has made numerous previous attempts to pass the 300p mark and to date has always bottled out and slipped back to roughly where it is now. Frustrating.

[apad] 29/7/2014 14:25

I'm pretty sure that will happen when the Tintins produce some recommendations, m.
apad

[meijiman] 29/7/2014 14:14

this is a well established company which has been around for a long time. They have had some issues in the past, but the business as is, now seems stable and able to generate consistent positive cash -they do not operate in protected markets but have some useful market positions. For one they have the only chromium facility left in the USA. They also own the only commercial hectorite mine which supplies a key ingredient of drilling muds for the oil and gas industry.They have further scope to move into new geographies. They seem to have some reasonable visibility on earnings looking ahead. Should really start with a '3' in my view.

[apad] 29/7/2014 13:53

Interesting.
I topped up first thing, based on the interims, and it has taken so long for the price to build up over the day.
When I bought, most of the trades were automatic.
I guess it's below the radar?
apad

[meijiman] 29/7/2014 10:52

Excellent. Its a core long term holding for me. Ticks alot of boxes. I may do some more research but I guess the chromium ops throws off alot of cash. Their drilling muds using hectorite must be seeing good growth from fracking and drilling. A great under the radar story -may even be a benificiary of a weaker dollar. tick tick tick........

[apad] 29/7/2014 10:39

Also, pension deficit repayments peak this year. Bodes very well for div. increases 2015 onwards.
apad