Porvair Share Discussion Threads

[shauney2] 11/4/2011 16:30

Perfect litttle pull back today.Seems to be not much stock around.

[raggedglory] 06/4/2011 19:45

Yep, it's all good. This from the FT:


Small caps: Porvair advances after good start to year

By Neil Hume

Published: April 5 2011 20:15 | Last updated: April 5 2011 20:16

Shares in Porvair rallied on Tuesday after the specialist filtration and environmental technology group said it had made a good start to the year and sales and profits were ahead of management expectations.

Porvair said sales in the metals filtration business were 14 per cent higher than a year ago, while the mircofiltration division had benefited from a recovery in the aerospace industry. In response, house broker Altium Securities reiterated its "buy" recommendation.

"With a 25 per cent drop through in the Metal Filtration division and 40 per cent drop through in microfiltration, if the trend of trading seen in the first four months continues for the rest of the year, there is scope for material upgrades."

[liambilson] 06/4/2011 14:48

Cheers ! I knew as soon as I started selling at 105 the downward spiral would reverse !

This share ticks all the boxes for me and I was surprised at the drop after the great results in Jan.

Hopefully, more people will discover PRV andwe will see a sustained forward movemnt from here on.

[shauney2] 06/4/2011 14:01

Ok liam just for you.
Another nice tick up i see.Can`t believe i sold 5k of these last year at 65p From the ISA too.Felt i had to many at the time.Also sold some at 123p recently but not in the ISA.
Hard to buy above 3k at the moment.

[liambilson] 06/4/2011 11:43

Come on shauney - keep talking !! It only moves up when you say something !

[shauney2] 06/4/2011 08:39

Very positive buy tip from the Independent.

[raggedglory] 05/4/2011 20:08

I think you can call that a big thumbs up from Mr Market.

[kimball808] 05/4/2011 10:26

Well done to yesterday's holders, next few days may see downward trend broken...

[liambilson] 05/4/2011 08:19

Cheers ! Well. let's hope the upward momentum continues. I am still covinced this share is leaps and bounds ahead of many others which have risen faster recently. Kee[ weaving your magic though !

[shauney2] 05/4/2011 07:27

Great minds

Your depression should be gone now liam.

[shauney2] 05/4/2011 07:25

A nice positive IMS

"Porvair has made a good start to the 2011 financial year. In the four months to 31 March 2011, revenues are around 8% higher and profit before tax is ahead of management's expectations and well ahead of the same period in the prior year. Net borrowings have reduced by GBP4.6m (31%) compared with the equivalent time last year. Order books have strengthened throughout the year to date"

[raggedglory] 05/4/2011 07:24

Enjoy:

'Porvair has made a good start to the 2011 financial year. In the four months to 31 March 2011, revenues are around 8% higher and profit before tax is ahead of management's expectations and well ahead of the same period in the prior year. Net borrowings have reduced by GBP4.6m (31%) compared with the equivalent time last year. Order books have strengthened throughout the year to date.'

[liambilson] 04/4/2011 20:30

Hey Shauney, keep posting ! Your words inspired this to move forward at last !

[raggedglory] 04/4/2011 20:07

Several substantial buys came in today, eve of IMS. Let's hope they augur a reinstatement of the uptrend.

[shauney2] 03/4/2011 23:49

Maybe the IMS this Tuesday will lift your depression liam.

[zipstuck] 30/3/2011 07:31

Nuclear power is not something u can just switchoff and Porvair's market in terms of any new plants which take a long tiem to constrauct has not really been impacted. One would assume that while this market will not increase over the next 5 yaers it is only likley to decrease by 10% at max and PRV can probably benwefit from the remainder. Growth story still intact IMO and I rate a buy.

[liambilson] 29/3/2011 16:12

This share is depressing me bigtime.

[lerocher] 23/3/2011 07:34

World events....
Nuclear power not exactly flavour of the month at the moment....
General market downtrend....
PRV has had a good run of late....
Uncertainties about the possibility of double dip etc

Just a few possibilities.Hopefully just a blip though.

[liambilson] 23/3/2011 01:59

Porvair Secures $1M Nuclear Filter Deal
March 22, 2011


Porvair Filtration Group has secured a $1,000,000 deal to supply equipment and filters for mixed oxide fuel production to a nuclear industry client, the identity of which has not been made public

Despite this, the price appears to be slipping. Any thoughts ?

[raggedglory] 20/3/2011 11:46

Well that was insightful.Did you actually mean to post here? This is the PORVAIR thread. Regards and thanks to you, too.

[acefromspace] 18/3/2011 21:08

raggedglory - Cheers, I got in here recently on the drop after results looked liked a good entry point. Tempted to add some more.

All the best.

[raggedglory] 18/3/2011 19:44

There'll be a period of collective hand-wringing until the reactors are brought under control. Expect that to manifest itself as short term noise around the share price The sentiment is and will be unjustified, of course, since Porvair's nuclear-related contracts comprise as yet a relatively minor strand within the company's overall business. Useful buying opportunity , though.

[acefromspace] 18/3/2011 12:25

Any potential impact here from the Japan nuclear fall out?