Porvair Share Discussion Threads

[gleach23] 11/2/2013 11:23

and now only 5250 available at 182.99 (vs 22.5k available to sell at 179.75) so seems like there is demand about

[gleach23] 11/2/2013 10:00

dummy trade on selftrade apad

[apad] 11/2/2013 09:58

"oh...and only 1000 shares currently available to buy online at 180"

How does one find this info gleach?

apad

[gleach23] 11/2/2013 09:46

bought back in here today after missing the dip (was looking for 160 which didn't quite happen)...good recovery after that dip, steady buying today and chart looking poised again imo

oh...and only 1000 shares currently available to buy online at 180

[petersinthemarket] 04/2/2013 14:51

I note WHI are in error, having pvr down as AIM which it is not (its Fledgling), but otherwise they seem pretty confident in pvr's ''strong trading momentum''.
Me too, but I wish it showed in the share price

[petersinthemarket] 01/2/2013 19:37

A brilliant 10p move in the last couple of days.
Did anyone manage to successfully trade it?

[battlebus2] 01/2/2013 17:34

Yes back touching highs :))

[shauney2] 01/2/2013 12:00

Good to see the trend reversing.
We need a few sellers to get the liquidity.Not many about.

[lurki0] 30/1/2013 19:20

The blocklisting happens on Friday. Once it's done and dusted the buyers will swing in and the share price will resume its trajectory.

[battlebus2] 30/1/2013 08:07

A few buys this morning.

[zipstuck] 30/1/2013 07:35

Still a growing business trdaing on about 15 times 2013 forecast aernings.

Porvaur management always give cautios forecats so they can beat them.

[safarinorman] 29/1/2013 18:18

Hi mozart999uk

could it be both, and slowing down business this year,
i think its a great company.

[mozart999uk] 29/1/2013 18:07

Is it actually the blocklisting causing the price to drop or just public reaction?

[safarinorman] 29/1/2013 16:03

Anyone pointing to anything negative is mostly not welcome on any discussion board sites, information negative or positive makes us make decisions to buy and sell, and if a share is sold there maybe a time later to buy back in.

There are reasons i think for a slower pace this year, but i think this is one company that has a solid future, i do not go by graphs alone in buying and selling, but i think there is a limit on any fall in the graph.

This is a good solid company to invest some of my money.

[shauney2] 29/1/2013 13:55

Good point re the blocklisting.Lets hope thats their lot.

The view from IC


And the Times via Sharecast.

[apad] 28/1/2013 18:07

Agreed.
1.07% dilution.
Worth keeping an eye on.
Most PIs seem to ignore this and some companies are hooked.
apad

[safarinorman] 28/1/2013 17:35

i dont see anything about the 800,000 shares
from discussion boards,
it will have an effect on the share price
--------------------------------------------------
Porvair plc



Blocklisting Application



Porvair plc, the specialist filtration and environmental technology group, announces that application has today been made to the UK Listing Authority and the London Stock Exchange for the blocklisting of 800,000 ordinary shares of 2p each.



The block admission relates to ordinary shares which will be allotted from time to time in accordance with the exercise of options under the Porvair 2005 Unapproved Share Option Scheme and the Porvair Long Term Share Plan 2005. The shares are expected to be blocklisted on 1 February 2013.





For further information please contact:






Chris Tyler, Group Finance Director


01553 765 500

[cockerhoop] 28/1/2013 13:05

Checked the webcast - very interesting regarding the reason for put a moderating pace of growth statement in the outlook statement. It's pretty much as a result of still being less than 2 months in and December/January not being good guides to business during the rest of the year.

I can easily see upgrades happening as the year unfolds.

[shauney2] 28/1/2013 12:03

Peel hunt keep buy and upgrade target price from 161p to 195p.

Webcast.Easy to sign up for.


"Plenty more in the tank" Ben Stocks.

[shauney2] 28/1/2013 09:37

Nothing not to like.
If the had left out the growth to be "more moderate" quote out i think we would be up 10%


Metals Filtration

2012 2011 Growth
GBPm GBPm %
Revenue 28.0 25.9 8%
----- ----- -------
Operating profit 2.4 1.5 63%
----- ----- -------
The margin in the metals division is really impressive.With more to come going by this chapter.

"After a highly cash generative year, with operating profit conversion to cash of 200%, we expect to make several investments in the division in 2013. As noted at the half year, we have started a new cycle of investment in facilities, plant and people in China, part of a settled strategy for the division that will pursue opportunities in certain niche markets in Asia. We will also be investing in the next generation of new products to be made in the USA"

With the possibility of more contract from nuclear and aerospace in the microfiltration division it all looks very positive for the next year.
Nice increase in the dividend too.

[apad] 28/1/2013 08:25

Can anyone find anything to criticise in the results?
Price to cash flow and price to free cash flow(excluding acquisition)ratios are comfortable. PER at 18 is a touch high. I guess everything is in the price and given the statement about future growth not being as stellar, we might see some softening in the months ahead - with any luck.
2.6% of my portfolio.
apad

[battlebus2] 28/1/2013 08:16

After results profit takers :))