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Share Name Share Symbol Market Type Share ISIN Share Description
Elementis Plc LSE:ELM London Ordinary Share GB0002418548 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.10 1.09% 101.80 101.00 101.30 103.30 99.40 99.40 942,214 16:35:08
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 650.8 4.3 0.3 312.3 592

Elementis Share Discussion Threads

Showing 3451 to 3472 of 3475 messages
Chat Pages: 139  138  137  136  135  134  133  132  131  130  129  128  Older
DateSubjectAuthorDiscuss
16/6/2022
10:14
Has been for a few years now
toffeeman
15/6/2022
18:33
Take over target????.
gardenarc
28/4/2022
13:39
Tipped by Jefferies today
my retirement fund
26/4/2022
08:15
That's a solid trading update, in spite of the headwinds. The possible sale of the Chromium business introduces some risk as to how much it might be worth to bidders. In 2021 Chromium represented 19% of sales yet only 11% of operating profit, so no wonder the BoD wishes to focus on Coatings and Personal Care, and to a lesser extent, Talc, which had a tough quarter also.
strollingmolby
18/3/2022
08:05
Should IMO be heading back to previous levels, otherwise IMO it will be seen as a target by some..DYOR
qs99
16/3/2022
10:14
Nice to see continued rise and glad I topped up...DYOR
qs99
14/3/2022
09:37
THanks and interesting view after 17% revenue increase last year and "strong new business" statement, reduction in net debt to 401m and ND/EBITDA down to 2.6X CEO statement below and don't forget it was subject to an opportunistic bid recently.... DYOR, but not sure why this should be a sell given the debt improvements being made and statement below? "In 2021 our financial performance was much improved, benefitting from the combination of focused strategy execution and improved industrial demand. In an environment of continued supply chain challenges and accelerating inflation, the Group has demonstrated its resilience and the importance of our continued efficiency focus and targeted pricing actions. We have made an encouraging start to 2022 and expect to deliver an improved financial performance. Continued implementation of our strategy will enable the delivery of $50m of new business opportunities, the launch of 20 new products and progress towards an additional $10m of cost savings by 2023. The fundamentals of our business remain strong. We have a talented team and high quality assets with enduring competitive advantages. I am confident that the implementation of our Innovation, Growth and Efficiency strategy, in combination with our self-help actions, positions us well to deliver our medium term financial objectives and generate significant shareholder value"
qs99
12/3/2022
09:22
Our advisory broker sold at 126 last month and I see down as a Sell in IC today FWIW, sees little upside in earnings and a big debt to service.
wad collector
04/3/2022
12:37
Looks a mad price drop, did I miss a profit warning somewhere? DYOR
qs99
11/2/2022
18:17
Added a small yesterday.
essentialinvestor
27/1/2022
09:08
Can't see why else we are up in a very down market
toffeeman
27/1/2022
08:57
Would love that to be the case toffeeman!
qs99
26/1/2022
19:31
Another bid coming?
toffeeman
26/1/2022
14:49
graph beginning to look v. tasty IMO....DYOR
qs99
18/1/2022
13:53
position taken here for me
my retirement fund
18/1/2022
12:34
toffeeman, be careful you will upset luckyman ?
commander77
18/1/2022
11:51
I'd be happy with £3
toffeeman
18/1/2022
11:14
v quiet board! wonder if this will see M&A being revisited, last conditional offer was c.£1.60, rejected out of hand before, but with decent trading and debt reduction in place, ahead of economic recoveries, could we see a £2 bid? DYOR
qs99
18/11/2021
08:46
Strong seminar from the company yesterday on innovation. A replay is available on their website I believe ….worth taking a look at……supports the comments from R&M
wardy007
14/11/2021
09:47
R&M Recovery Fund - 31/10/21: We continue to build a position in Elementis, a specialty chemicals producer focused on the coatings, personal care and talc markets. Its potential to deliver improved profit margins is supported by leading positions in niche markets which have recovery potential following covid-19 disruption. Hard to replicate asset bases (chromium, hectorite and talc mines) and, above all, IP (intellectual property) in formulations underpin the quality of its business franchises. Elementis products are typically only a small part of customers’ overall cost (3-5%) but play a critical role and are therefore follow value-based (rather than commodity) pricing structures, another way of saying it has strong pricing power. There are sustainability tailwinds for its products, such as hectorite clay replacing synthetics, which we believe are genuinely incremental and overall, the faster growth in value-add products is shifting margin potential upwards. Share price weakness, which we associated with general investor concerns around the macro outlook rather than anything stock specific, has given us the opportunity to buy at ~12x normalised free cash flow. We see this as an attractive discount to fair value whether you look at the group as a whole or broken up into the sum of its parts.
simon gordon
28/10/2021
12:40
Maintaining guidance in a tough environment - seems positive to me.
epistrophy
11/10/2021
14:10
Input cost possibly impacting margins would guess is what the market may be focussing on. High operational gearing as well as a result of net debt. See what they have to say shortly on the update.
essentialinvestor
Chat Pages: 139  138  137  136  135  134  133  132  131  130  129  128  Older
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