Alumasc Share Discussion Threads

[davebowler] 13/5/2025 10:30

All time high.

[insideryou] 04/4/2025 15:00

Holding up well in a bloodbath. Bodes well

[w13ken] 20/2/2025 13:51

Yes, it's often a sign of another climb on the way

[insideryou] 20/2/2025 12:20

Ex divi and no drop in price is always refreshing

[w13ken] 17/2/2025 14:39

Really impressive run. It goes ex-div on Thursday 20th Feb so if folks are sold on the potential here then they might as well buy now.

[insideryou] 17/2/2025 14:18

Impressive run from 270 and still. Undervalued.

[w13ken] 11/2/2025 11:05

Cheers RN, a very positive update...

[red ninja] 08/2/2025 15:08

Streamed live 7/2/25

Small-Cap Investing with Paul Hill & Paul Scott

-23:50 Alumasc

[gopher] 04/2/2025 18:00

Presentation indicated that continue to deliver on expectations with metrics all heading in the right direction and nothing to suggest that this won't continue. The CEO has freed up his time by appointing an MD for the water division so perhaps an acquisition on the horizon for 2026. The interim dividend is only marginally increased and this was picked in questions, it will be properly revised at year end.

[martinmc123] 04/2/2025 11:19

ALU – Alumasc
4*

Alumasc, the sustainable building products, systems and solutions Group, announce its results for the six months ended 31 December 2024. Group revenue was up by 20% to £57.4m (H1 FY24: £47.8m), with organic growth in all three divisions. Underlying profit before tax grew strongly, up 19% to a record £7.5m (H1 FY24: £6.3m), with organic growth in all three divisions. Statutory profit before tax was up to £6.5m (H1 FY24: £5.6m)....from WealthOracle

wealthoracle.co.uk/detailed-result-full/ALU/1195

[davebowler] 04/2/2025 08:45

Cavendish..Interims posted strong growth, helped by strong export sales and the acquisition of ARP, which is performing ahead of expectations. Organic growth of 8% was creditable given the declining market backdrop, with market shares also gained from new product development and high service standards. The Board is confident of achieving full-year expectations and we maintain our existing forecasts. We keep our target price at 410p, with upside scope over the next few years from accretive acquisition opportunities and internal efficiencies helping drive the group towards its 15-20% medium-term margin target. The shares remain significantly undervalued in our view, trading at a >20% discount to its peers on a FY26E P/E of 9.1x and offering a 3.9% dividend yield and 9.4% FCF yield

[red ninja] 04/2/2025 07:36

Record H1 performance with 20% revenue growth

ARP acquisition going great guns

Overseas sales strong, Uk sales positive in difficult market

Margins increase expected in second half

For me great results

Do your own research

[spwh100] 04/2/2025 07:33

Looks like a good set of results, happy to continue to hold. Just hope the market likes them as well

[zangdook] 04/2/2025 07:04

Interim dividend
3.5p
ex- 20/2/25
pay 08/4/25

[red ninja] 30/1/2025 09:37

Well I've taken Mark Watson-Mitchell's advice (see above) and bought a few more today before the interims next week.

Hopefully ALU will be able to serve up some more growth.

Time will tell shortly if this was a wise move.

DYOR

[davebowler] 06/1/2025 10:08

Alumasc Group - Worth Another Look Before Interims
Shares in the Alumasc Group, which have more than doubled in the last year, are now 307p but looking cheap in front of its Interims due shortly.
Mark Watson-Mitchell
Jan 6



In less than a month’s time, on Tuesday 4th February, this building and engineering products group will announce its First-Half Results to end-December 2024.

Despite it operating in a very challenging marketplace, I would expect the accompanying statement to be bullish in tone and further help to identify the fact that the group’s shares are undervalued at the current 307p.

The Business
With its headquarters based in Burton Latimer, near Kettering in Northamptonshire, The Alumasc Group (LON:ALU) is a sustainable building products, systems and solutions company.

The company's segments include Water Management, Building Envelope and Housebuilding Products.

The Water Management segment manufactures sustainable rainwater goods, drainage products and gas and airtight inspection covers.

Under the Alumasc Water Management Solutions banner, customers benefit from rainwater and drainage products that capture, retain and control the flow of rainwater inside and outside buildings from origination source to water course, sewer or ground

[red ninja] 02/12/2024 14:04

Vox Markets - 2/12/24

The Exchange with Laurence Hulse of Onward Opportunities

44:40 Alumasc

[piedro] 26/11/2024 07:55

renewed website ...

[pvb] 30/10/2024 16:33

What the...

It's making me seasick.

[red ninja] 25/10/2024 16:37

Just got a few more today towards close at 259p.

To be honest I did not think they would go so cheap so accumulated a few.

[davebowler] 24/10/2024 10:49

Master Investor...Alumasc Group (LON:ALU) – Today’s AGM Trading Update Was Positive
Take another look at Alumasc, the premium sustainable building products, systems and solutions group.

Some 80% of group sales are driven by building regulations and specifications (developers/housebuilders, architects, and structural engineers) because of the performance characteristics offered.

The group has three business segments, with strong positions and brands in their individual markets: Building Envelope; Water Management; and Housebuilding Products.

[pvb] 24/10/2024 10:43

Alumasc Group PLC (The) AGM Trading Update
24/10/2024 7:00am

[davebowler] 24/10/2024 08:45

Cavendish-The group's AGM confirms trading remains in-line with existing expectations, with an upbeat assessment of continued outperformance against the sector. Despite continued market demand headwinds in commercial construction, it is confident of another year of growth and progress towards its medium-term margin target of 15-20%. Internal initiatives, coupled with ongoing market share gains through strong delivery and good exposure to growth segments like sustainable building products and exports means the group is well positioned. We maintain our forecasts and 330p target price. Standing on a FY26E P/E of 8.7x the shares remain attractive even after a period of strong outperformance. Momentum is expected to continue, especially in view of progress towards its 15-20% margin target and further EPS accretive acquisitions are anticipated.

[greyingsurfer] 24/10/2024 07:08

Positive pre AGM trading update this morning. "The Group is pleased to announce that, following its record performance for the year to June 2024, the positive trading momentum has continued into the first quarter of the financial year ending 30 June 2025."