Porvair Share Discussion Threads

[gerd212] 11/5/2010 17:33

Substantial shareholders
As at 25 January 2010 the Company has been
notified of the following substantial shareholdings
comprising 3% or more of the issued share capital
of the Company.
Ordinary
shares Percentage
number %
GGG Spa 8,823,898 20.97
M&G Group Limited 6,080,987 14.45
Impax Environmental plc 4,432,550 10.54
Aviva Investors 3,465,557 8.24
Gartmore Investment Management 1,963,000 4.67
Cavendish Asset Management 1,620,000 3.85
Standard Life 1,360,000 3.23

[smig4] 11/5/2010 17:29

The article does say it's a new investment & the RNS doesn't state previous holdings ?

[nondom] 11/5/2010 07:41

Isnt that Gartmore just topping up its investment by 160,000 shares, rather than a new investment as suggested by the article?

[shauney2] 06/5/2010 17:25

Just read that in the standard Smig



If they dip before the results i will be in for more.

[smig4] 05/5/2010 17:06

Gartmore have increased holdings to above 5%, got to be good news :)

[sleveen] 02/5/2010 20:00

Seal Analytical cost £7m?

[drewdrops] 01/5/2010 17:12

Looking at these,

Wondered if anyone knew what the 16 mill bank loan was used for? it doubled from 9m to 18m in 2008

[mr gann] 29/4/2010 16:12

On its way up be quick.

[owenski] 27/4/2010 09:22

Took a few more, hate the spread tho.

Lorra potential here, very low rating. imo

[sleveen] 27/4/2010 07:55

yep lots of PI buying yesterday...long may it continue. This company is going places.

[nellie1973] 26/4/2010 19:22

Yep me too, a bargain if this company is recovering as well as it appears!
Have been watching these for over a year.

[cestnous] 26/4/2010 13:59

been watching this for a wuile. This announcement was the clincher. In this am.

[mr gann] 26/4/2010 12:38

TIDMPRV

RNS Number : 7421K
Porvair PLC
26 April 2010

?
FOR IMMEDIATE RELEASE

April 2010

Porvair wins new three year aluminium contract

Porvair plc today announces that it has signed a three year global supply
agreement with Alcoa Inc, the world's leading producer of primary aluminium.
Under the terms of the Agreement, Porvair's subsidiary, Selee Corporation, will
supply its patented Selee-CSX(TM) aluminium filter to Alcoa plants worldwide.
The Selee-CSX(TM) filter, introduced in 2008, is the first significant product
innovation in this market for many years. It provides better levels of
filtration, higher metal throughput and ergonomic benefits to operators. It has
already captured over 90% of the North American market and has been adopted or
is under trial across the world. It won the American Ceramic Society's
Corporate Environmental Achievement award in 2009 for removing phosphates and
ceramic fibres from the aluminium filtration process.
Commenting on the agreement, Ben Stocks, Chief Executive of Porvair plc, said:
"We are delighted to have again been chosen as a key supplier to Alcoa Inc, a
position we have now held for over 10 years. Selee Corp is the market leader in
aluminium filtration with a strong record of quality, innovation and customer
service. The development team at Selee have done a great job in rolling out the
product, and have found several minor product improvements in 2010 that will
further enhance the product's worldwide potential. Selee coped well in
extremely difficult trading conditions of 2009, but demand in 2010 has been on a
steadily improving trend."

For further information, please contact:

+-------------------------------+----------------------------+
| Porvair plc | |
+-------------------------------+----------------------------+
| Ben Stocks, Chief Executive | 01553 765 500 |
+-------------------------------+----------------------------+
| Chris Tyler, Group Finance | 01553 765 500 |
| Director | |
+-------------------------------+----------------------------+
| | |
+-------------------------------+----------------------------+
| Buchanan Communications | 0207 466 5000 |
+-------------------------------+----------------------------+
| Charles Ryland / Catherine | |
| Breen | |
+-------------------------------+----------------------------+


Notes to Editors

Porvair is a group of specialist filtration and environmental technology
businesses. Its businesses design and manufacture a range of bespoke consumable
filtration products that are used in a range of niche filtration markets. Its
principal markets are aviation, energy and industrial process, environmental
laboratories and non-ferrous metals.


This information is provided by RNS
The company news service from the London Stock Exchange
END

CNTMMGZDNFRGGZM

[shauney2] 23/4/2010 13:51

Good to see this waking from its slumbers.
Also ex divi next week.

[troc1958] 23/4/2010 13:35

Share price on the move. Its possible that Italian entrepreneur, Giorgio Girondi, may make a bid for the company through his firm GGG S.p.A. as a means of expanding his "filter" operation. There was much speculation about this last year when he upped his shareholding in Porvair to over 20%. With Porvair's results improving and a market cap of approx £30m, it maybe an excellent strategic investment. Although I assume it would cost him a lot more than 65p per share. Worth watching

[chrisdgb] 14/4/2010 09:46

Comment in the FT:

Filtration specialist Porvair firmed 5 per cent to 62½p after a positive trading update, which flagged progress in all of its businesses including aviation.

[chrisdgb] 13/4/2010 07:16

Nice positive statement, good to see debt lower, hopefully get some broker comment later..

[chrisdgb] 12/4/2010 11:48

looking forward to some good news tomorrow..

[chrisdgb] 09/4/2010 11:56

and a happy weekend to you..

[nondom] 09/4/2010 11:49

Garth
you are right; no room for uplist and I predict that it will continue to underperform. It needs to be bought, delisted and the bits sold off. Pity the poor people who paid £4.2 for it in 2001; It will never see a £1 again.

[chrisdgb] 07/4/2010 08:07

This stock always has been quite highly rated but I believe there is scope for decent earnings upgrades...opertaionally geared and the US should be flying and the supportive currencies..

[garth] 06/4/2010 16:14

20x 2010 forecasts, 15x 2011 forecasts for eps.... Is there room for uplift?

[chrisdgb] 06/4/2010 08:08

only a week to go, should get some decent uplift here....

[chrisdgb] 31/3/2010 15:44

Well after such a punchy statement I have bought some today ahead of the AGM/IMS on 13th April...

[smig4] 23/3/2010 17:21

Sounds like the year has started well for Porvair, they even sound bullish about the results in April. Hopefully this will get things moving.