Alumasc Share Discussion Threads

[mfhmfh] 01/2/2017 09:50

I'm looking at a shorter time span than 3-5 yrs - hopefully with interest rates rising, pension deficits should fall in companies like this.

[runthejoules] 01/2/2017 09:34

Yes Graham Neary said it should work out well for investors in 3-5 years! Guess my failure to sell at the open yesterday for 15% profit makes this a long-term holding then!

[mfhmfh] 01/2/2017 08:54

positive write up by stockopedia yesterday.

[chickcrumbs] 31/1/2017 12:08

Canaccord Genuity new coverage buy... target £3.00

[runthejoules] 31/1/2017 09:04

Yes, and wrecking of Green Deal to be offset by rising energy prices re insulation etc. As mentioned above, pension deficit may well be reduced by low interest rates and / or inflation. Long term, bit worried about Tesla's solar roofs though. (In fact I'd quite like one)

[pauliewonder] 31/1/2017 08:35

Yes a bit disappointing given the last trading statement. Although margins to increase in second half and moving in right direction. Still not comfortable with pension deficit

[runthejoules] 31/1/2017 08:29

Damnit, why didn't I get an RNS reminding of results this morning? Brexit/currency headwinds have made results a little disappointing but looking ok long term. Still, looks like most of the sellers have sold already, so may as well hold. Pretty sure once British manufacturing picks up they'll be able to source more materials from the UK, and will be passing on costs.

[topvest] 27/1/2017 18:19

I'm out today for a small profit. I've only held for 6m - made 10% before dividends which is OK for a low conviction mistake. Cutting my portfolio back.

[rcturner2] 18/1/2017 07:27

Alumasc, the premium building products, systems and solutions group, will announce results for the 6 months ended 31 December 2016 on Tuesday, 31 January 2017.

A presentation to analysts will be held at 9.30 am on that day at the offices of Peel Hunt (Moor House, 120 London Wall, London EC2Y 5ET).

[bdroop] 18/1/2017 07:00

I would imagine it's the prospect of rising inflation eating away at the pension deficit as we head towards a financial update in early Feb?

[runthejoules] 17/1/2017 20:55

Any idea what today's pop was about? The rise in £ vs usd?

[deanowls] 17/1/2017 15:51

At around 1.80 this time last year and the company a much better proposition now on many metrics.

[runthejoules] 10/1/2017 14:18

Hmm - 2.4% drop today - any reason why? Tree shake before a trading update?

[mfhmfh] 05/1/2017 12:38

pension deficit should reduce with interest rate rise.

[rcturner2] 05/1/2017 11:41

Interims in Feb presumably.

[mikem9] 05/1/2017 11:28

Seems to be on the rise

[hybrasil] 02/12/2016 10:25

Couldn't understand yesterday's sharp rise. I was reading robbbie burns (naked trader) this am and see he tipped it. I agree it's cheap

[rcturner2] 29/11/2016 13:53

I have taken a stake here today.

[martinthebrave] 17/11/2016 12:53

Back in here today. The only problem for me in the past has been the large Pension deficit but recent rises in Bond Yields should reduce it by around 25% and I don't think this is factored in to the current share price The AGM statement looked good, particularly the strong USA order book.

[chickcrumbs] 21/10/2016 09:58

Just Picked up a small amount for my Sipp as it seems good value at these levels.

[topvest] 01/9/2016 20:41

Yes, all looks good except for the defined benefit pension scheme, but that's in the price.

[kenwrong] 01/9/2016 14:51

Post from a branduk website today I found of interest. The Vectorvest website put out a sort of broker note on ALU, where the system showed a 200p value on the chart a month ago before the results today. Came up on the Unisearch programme there. Anyone used Vectorvest, I would like to know how many other stocks it has flagged up before the move!! hxxp://www.branduk.net/alumasc-alu-solid-fy-results-in-line-with-vectorvest-uk-buy-recommendation/

[mfhmfh] 01/9/2016 10:02

I agree with above 2 posts. Nice yield underpinning the low PE. IMHO

[ironstorm] 01/9/2016 09:33

Very good results - nice divi of 5.2% yield too.

Looks like a quality play in the sector.

Low PE too.