||EPS - Basic
||Market Cap (m)
Porvair Share Discussion Threads
Showing 1451 to 1474 of 1475 messages
|Away last week and just catching up, nice to see such great results. Despite the illiquidity risk this is now one of my largest holdings and in a similar vein to others i feel theres a lot more in the tank yet.
|Agreed, hard to believe this sits below the radar for most. Brilliantly run company.|
|Superb results today. What a remarkable investment this has proved to be. The company continues to increase revenues across all three divisions and accumulate cash at a fine rate.Following takeaway from Ben Stocks:
“Porvair finished 2016 strongly and the Group has started 2017 with a healthy order position. Investments in capacity and manufacturing capabilities allow room for further growth. The acquisition made in December 2015 continues to perform ahead of expectations."
So, YET MORE to come.|
|Nice one, Woody. Very interesting.|
|added at the end of last week.
free stock charts from uk.advfn.com|
|Indeed. Not only is the company firing on all cylinders it's also holding a £13m cash pile. Most satisfactory.|
|Sunnier uplands beckon, Lurk!|
Hmmmm ... those who 'guessed' this would be an ahead of expectations statement when the shares were already at an all time high a week ago, got their reward today.
Happy holder (though I don't like to see share price movements shortly ahead of material news).|
|Very impressive update. The growth story continues - and at pace.|
|Another solid update from prv, heading to beat market expectations again.|
|Thanks Bamboo. Chart suggests to me we can enjoy the sunlit uplands for a bit longer. And that's without any further announcements from PRV.|
|Okay, we've broken nicely above 400. There's a TU due around the 7th. Notwithstanding the febrile political climate at the moment, this still looks to me something of a growth stock. Top-sliced about a month ago, but still heavily invested with a nice margin of safety. Any other passengers out there?|
|Be great to see this over 400.|
|Agree, Tarante, a quiet board and an excellent stock to hold.
Demand for Porvair's remains strong and it's breaking out to a new high on today's trading update. I love it; another one in my pension pot.
(Btw, also, holding RPC, which is breaking to a new high today, too.)
Happy days :-)))|
|Remains rather under the radar, but a consistently good (out) performer.|
Probably no bid coming, but Porvair has a 16% holder, GGG Spa. I think they own UFI Filters, with operations in 70 countries. So, there could be synergies, access to Porvair's patented products, etc. that could attract GGG Spa.|
|Small company dominated by foreign earnings. Maybe some bid speculation?
|There's been unusually strong demand for Porvair shares the last few days. Broke through the old ceiling of 340p. Now at an all time high of 375p.
I'm a happy holder but wondering why this timing?|
|Nice steady progress on all fronts. Could be buffeted by uncertainty, but still a solid bet.|
|My guess would be we'll move into a consolidation phase around the current price with an upper limit of 340p...ish. If and when it breaks out above that then it's in open water and will we'll be on a new trend. Any fall back to 280p becomes a further buying opportunity.
|....because of the low margins.
Lot of effort going into China on low cost aluminium filters. CEO says deliberately moving slowly as China moves up the quality ladder.
|Metals filtration is only 20% of group operating profit.|
Note that we need to breach 340p to exceed last year's high.
|Could be a case for a top-slice in the near future, Woody.
CEO points out the difficulty of margins in the mass aluminium market.