Porvair Share Discussion Threads

[lurki0] 04/12/2015 09:11

Trading Update beginning to look overdue. An announcement in the offing?

[lurki0] 12/8/2015 14:14

There's some serious buying here this week. Now pushing at the 52 week high. Yet more positive news in the pipeline?

[lurki0] 29/6/2015 17:38

The results were solid - the company is still growing nicely. Almost ploughed back in my dividends today - but I think under the present conditions the share price will drop a little more, so I'll wait for 305-310. As for the Greek farce: this too shall pass.

[dippydodaa] 29/6/2015 15:03

Decent results slightly over shadowed by the Grexit mess

[gleach23] 03/6/2015 19:39

Although I'm not currently invested here this has been one of my best performing stocks over the years.

It'll be interesting to see if it has the legs to climb through this double top.

[pvee] 03/6/2015 19:01

Can't agree more

[ed 123] 02/6/2015 19:26

Lurki0

It's not a good stock for those who like to work at their investments. ;-)

2p per share should land in our accounts on Friday.

Hardly any need for a bulletin board here, eh?

[lurki0] 02/6/2015 18:25

Another very confident TU. Growth curve still intact. What an amazing stock.

[lurki0] 16/4/2015 10:02

Breakout following Tuesday's positive trading update?

[ed 123] 09/4/2015 22:52

It's the AGM on Tuesday next week.

Anyone going?

Anyone been to a previous one? What are they like? Presentation? Opportunity to question the directors?

Ta.

[lurki0] 11/3/2015 20:12

Impax lifted its stake above 5% today. Encouraging.

[silverfern] 26/1/2015 13:50

bought in today, about three years after I should have done! Wondered in the past whether Diploma might have seen this as an acquisition.

[broadwood] 26/1/2015 10:19

Echo all those comments.

No Broker recs yet.

[lurki0] 26/1/2015 09:06

Stellar results. Clearly the company is still enjoying a strong growth phase in its re-development of itself since 2010. Its talent for signing new business and then locking in clients to highly profitable after-sales / replacement materials deals rather makes the 'fully valued' mantra periodically vented by learned scribblers as premature as it is myopic. Nevertheless, DYOR etc, etc

Congratulations to Ben Stocks and the company - and a massive thanks from this investor for creating true shareholder value.

[wjccghcc] 26/1/2015 08:41

Agreed. The advantage of the larger contracts is that while the margins on the actual manufacture of the gasfication filters seems quite small, I bet the aftermarket spares will be where they make their money.

[hawaly] 26/1/2015 07:13

Excellent results.

[lurki0] 04/12/2014 14:12

Outstanding news. The following should result in some serious upgrades:

"The project uses similar technology to that supplied to POSCO, Reliance and SG Solutions and is similar in scale to the POSCO installation. After-market opportunities exist for all four projects, and a set of spares for POSCO will be shipped in 2015."

Congratulations to the board and everyone in the company.

[tratante] 04/12/2014 08:38

Great contract win.

[broadwood] 01/12/2014 10:57

Very healthy statement agreed. Maybe we'll start to make some gains rather than following the wider market down.

[lurki0] 01/12/2014 08:11

A very bullish update. The strong revenue streams continue.Looking good.

[shauney2] 24/11/2014 17:30

Just boredom i think and it is highly rated.Good to see it bounce off the 250p support.
Should have a trading update this week or next.

[twogie77] 20/11/2014 14:54

Any ideas as to reason for share price fall?

[tratante] 16/9/2014 12:36

Not shaken out werty, but regret not grabbing a few more!

[lurki0] 16/9/2014 09:28

An excellent update - and one that shows how the recent drop in the share price was wholly unwarranted.

For me the key messages were:

"In the nine months to 31 August 2014, at constant exchange rates, revenue was 32% higher than in the first nine months of 2013. Profit before tax, in line with management's expectation, was well ahead of the prior period."

And:

"Underlying growth, excluding the one off impact of the large projects listed above, was 9%. Aerospace revenue continued to grow steadily and Seal Analytical traded well throughout the period. Order books for the final quarter are healthy."

So the highly positive trend is still intact. But imagine how the share price could really fly were the company to declare another substantial contract win between now and the year-end. Which is always a possibility given the current vigour of the markets in which they have established so profitable a position. Well, must get on and plough back those dividends....