Alumasc Share Discussion Threads

[sharesoc] 12/3/2024 12:17

We're hosting a SIGnet Follow Up Meeting on 14th Mar 2024 at 7:15pm to analyse Alumasc's (LON:ALU) Half Year Results. Anyone interested can register here:

[valhamos] 27/2/2024 15:02

Hi davidosh

The point about Alumasc having a 10 or 20 year history of going nowhere has been discussed here recently in January. What makes it different this time is its return on invested capital which tended to be in single digits 10 years ago but for the last couple of years is now over 20% (as per Uncle Stock). It's not immune from the cyclical nature of the industry but its improved ROIC metric without an excessive payout ratio means that the share price should be rewarded in the future with the benefit of this increased amount from retained earnings being ploughed back into the business.

[cfro] 27/2/2024 13:52

The non-exec director has obviously firmly made up his mind as to whether this is buy sell or hold Lol..

[arthur_lame_stocks] 27/2/2024 12:36

Probably depends on when you buy and sell!

[davidosh] 27/2/2024 11:07

Alumasc was very heavily debated on the Mello show last night. The panellists are professional investors not traders and came up with very constrasting views of the company which was very useful and enlightening.

One point made was that Alumasc has had a 10 and 20 year history of going nowhere in share performance terms and is a negative return when taking inflation into account. It rarely goes above £2 and once it does then it seems to be followed by a 50% plus decline. Where is the steady growth? Will it be different this time?

[sharesoc] 24/2/2024 14:29

We're hosting a SIGnet Follow Up Meeting on 14th Mar 2024 at 7:15pm to analyse Alumasc's (LON:ALU) Half Year Results. SIGnet members can register here:

[zangdook] 19/2/2024 15:56

If it's just a random tipster bloviating, there's a virtually unlimited supply of that on these boards. Why would I pay for more of it?

[valhamos] 19/2/2024 13:56

Kirkie "Why would you NOT want to hear what someone thinks about a share you might be interested in...? Surely a lot would depend on who this 'someone' is? What is the investment approach? Does it make sense? What's the track record over a reasonable time frame - 10 years and 20 years? I find that if you've done your research properly then these people rarely have anything new to say so it's a waste of time and a distraction and I'm only interested in the small number of companies that are in my investable universe in any case.

[cfro] 19/2/2024 13:32

Nope it's a perfectly sensible attitude to have and i would advise every one who wants to be serious about investing to adopt it..

Other traders (and they are after all traders NOT investors let's face it!) opinions simply do not matter. What matters is what the management are thinking, and more importantly doing and how you interpret that which should come from the angle of long term investing..

[kirkie001] 19/2/2024 12:19

Cfro - what a weird attitude. Why would you NOT want to hear what someone thinks about a share you might be interested in, and whether you agree with them or not? It's the very definition of making up your own mind!

[zangdook] 19/2/2024 11:54

Is this Kevin Taylor (ALU) someone from the company or just a random tipster?

[cfro] 19/2/2024 11:45

Of course it is, no surprise there then Lol especially with the price up and the company being more noticed by other momentum traders..

Investors would do well to learn and trust their own instincts and make their own investing decisions and certainly avoid listening to other talking heads with their own opinions which mean nothing..

[melloteam] 19/2/2024 11:06

Just to let shareholders and prospective investors know that ALU will be one of the companies discussed on the BASH (Buy, Avoid, Sell, Hold) Panel on tonight's MelloMonday webinar, starting at 5pm.


The programme is as follows:

5:00pm James Ashton, CEO at the Quoted Companies Alliance presents What is the QCA?
5:30pm Company presentation by Poolbeg Pharma
6:00pm Company presentation by Time Finance
6:30pm Trading Update from Duke Royalty
6:50pm BASH Panel with Mark Simpson (SDG) Kevin Taylor (ALU) & Graham Neary (SUP) 

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.
Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[spwh100] 12/2/2024 18:14

Hardly, my first posting about Stocko, what's up, cant afford the subs? :)

[cfro] 12/2/2024 17:40

On the contrary it sounds like it is you that are angry and obsessed with Stocko...

Keep paying the subs Lol..

[spwh100] 12/2/2024 16:24

Stocko are not ‘ramping’; ALU or any other company for that matter.

You seem angry and obsessed with Stocko. As others have said, it’s just a research tool and it’s up to the individual how they use the info/interpret the Stocko ratings. There’s guru screens to follow if you wish, or you can copy and edit such. Other tools do similar, so I don’t understand what your childish rant is all about.

[cfro] 12/2/2024 16:02

It is human nature to be biased and the SCVR commentators are just that in spades Lol..

They might not actually tip a stock as such but their traffic light system is just that whether anyone thinks it is or not. Any beginner investor will naturally avoid the red or amber warnings but they are not always right, in fact they are wrong a lot LOl..

Anyway i am glad they are now ramping ALU which i personally bought a lot lower when nobody was mentioning it..

[dunns_river_falls] 12/2/2024 15:11

I am not on commission so not exactly bothered! All I know is my experience, which is that 2 years ago, I was generating 2000 html charts every weekend to view. I was wasting 10 hours. Now I just pop all the shares I am remotely interested in into a portfolio then view the charts set up as I need them. When I find what I am looking for, I then see if there are any key reasons not to buy, debt, recent company comments etc.

Other tools are available I am sure, and for the most part I dont care what the SCVR (just a daily blog of whats going on today basically) says about shares I own. But its always nice when an impartial eye picks up on a share that I have conviction on. Its also nice when they pick up on a point I hadnt considered and allows me to exit without taking a bigger loss.

As for ALU, hopefully we are all aligned on it being decent value right now!
All the best :-)

[valhamos] 12/2/2024 14:59

"Stockopedia is a research tool." There are others. If you want to research stocks across many different countries, as I do, Stocko is expensive.

"The SCVR guys doing the commentary will be very quick to flag...." So it is not just a research tool - which I think was cfro's point.

"In any case, they dont tip." Of course not.

Sorry I did not wish to labour the point but Stocko gets mentioned a lot on these ADVFN boards so it is good occasionally for Stocko supporters to appreciate that not everyone shares their enthusiasm.

[riverman77] 12/2/2024 14:49

Not ramping at all - the analyst basically said it looked interesting based on his initial research. They don't give out buy recommendations either.

[dunns_river_falls] 12/2/2024 14:17

Stockopedia is a research tool. Why wouldnt you want to see all of the companies earnings data and forecast earnings in one place - with the ability to do tech analysis?

And as for the comment about when the company results are not so good? Completely wrong. The SCVR guys doing the commentary will be very quick to flag as an amber or indeed a red as soon as any they are any potential headwinds. In any case, they dont tip. They flag a share as green / amber or red...

"Green (thumbs up) - means in our opinion, a company is well-financed (so low risk of dilution/insolvency), is trading well, and has a reasonably good outlook, with the shares reasonably priced. OR it's such deep value that we see a good chance of a turnaround, and think that the share price might have overshot on the downside."

[valhamos] 12/2/2024 13:47

I agree, cfro, never followed Stockopedia - you can't beat your own research and ignoring the crowd.

[cfro] 12/2/2024 13:38

They make you laugh this Stockopedia nonsense . As soon as any of these small-cap company's have any sort of decent results then these rampers start talking about them. They don't want to know when the results are not so good. They never rate them a "buy" then, of course not Lol..

[dunns_river_falls] 12/2/2024 10:48

Possibly Spawny - ALU was showing as one of the most viewed pages on Stockopedia over the weekend and this morning.

I do notice that the broker eps figures are nudged up today.
24.75p for 2024
26.4p for 2025

Even on a miserly P/E of 10 we should see 250p. With a near 6% div thrown in.

Hopefully this breakout is the real deal and we can finally clear 200p

Also only 15m shares in free float. So it wont take much additional interest to get this moving