Porvair Share Discussion Threads

[lurki0] 28/11/2016 12:19

Thanks Bamboo. Chart suggests to me we can enjoy the sunlit uplands for a bit longer. And that's without any further announcements from PRV.

[lurki0] 27/11/2016 19:05

Okay, we've broken nicely above 400. There's a TU due around the 7th. Notwithstanding the febrile political climate at the moment, this still looks to me something of a growth stock. Top-sliced about a month ago, but still heavily invested with a nice margin of safety. Any other passengers out there?

[tratante] 03/10/2016 13:35

Be great to see this over 400.

[ed 123] 21/9/2016 15:12

Agree, Tarante, a quiet board and an excellent stock to hold.

Demand for Porvair's remains strong and it's breaking out to a new high on today's trading update. I love it; another one in my pension pot.

(Btw, also, holding RPC, which is breaking to a new high today, too.)

Happy days :-)))

[tratante] 21/9/2016 13:04

Remains rather under the radar, but a consistently good (out) performer.

[ed 123] 19/7/2016 13:11

Hi APAD.

Yes, agree.

Probably no bid coming, but Porvair has a 16% holder, GGG Spa. I think they own UFI Filters, with operations in 70 countries. So, there could be synergies, access to Porvair's patented products, etc. that could attract GGG Spa.

[apad] 19/7/2016 12:32

Small company dominated by foreign earnings. Maybe some bid speculation?

apad

[ed 123] 19/7/2016 12:15

There's been unusually strong demand for Porvair shares the last few days. Broke through the old ceiling of 340p. Now at an all time high of 375p.

I'm a happy holder but wondering why this timing?

[tratante] 01/7/2016 19:39

Nice steady progress on all fronts. Could be buffeted by uncertainty, but still a solid bet.

[woodcutter] 03/6/2016 10:34

My guess would be we'll move into a consolidation phase around the current price with an upper limit of 340p...ish. If and when it breaks out above that then it's in open water and will we'll be on a new trend. Any fall back to 280p becomes a further buying opportunity.

woody

[apad] 03/6/2016 08:41

....because of the low margins.

Lot of effort going into China on low cost aluminium filters. CEO says deliberately moving slowly as China moves up the quality ladder.

apad

[wjccghcc] 03/6/2016 08:29

Metals filtration is only 20% of group operating profit.

[apad] 03/6/2016 08:21

ps
Note that we need to breach 340p to exceed last year's high.
apad

[apad] 03/6/2016 08:14

Could be a case for a top-slice in the near future, Woody.
CEO points out the difficulty of margins in the mass aluminium market.
apad

[woodcutter] 02/6/2016 19:46

i see paul scott has it overvalued. nevertheless i continue to hold.

I find it amusing he promotes cheap poor quality businesses like NXR and then criticises quality stocks like PRV as they're seemingly too expensive.

NXR is cheap for a reason, it's a poor quality company with no market edge
PRV is expensive for a reason, it's a quality business with great prospects.

Value is not about PER, Paul needs to get his head around this. It's about a whole range of things, namely market exposure, competition, competetive edge, products, management, long term prospects etc etc.

Oh and dare i suggest but also the TA of charts. And PRV chart looks pretty decent to me unlike NXR

woody

[tratante] 02/6/2016 08:12

Trading up date. What more could you ask for?

[tratante] 22/5/2016 12:47

Thanks for posting the video Tomps. Informative presentation from Ben Stocks. Love their conservative approach, quite likely to surprise to the upside.

[tomps2] 10/2/2016 11:56

VIDEO: Porvair (PRV) CEO Ben Stocks, CEO provides a whistle stop tour of full year results at the Equity Development’s Investor Forum 25.1.16

www.piworld.co.uk/videos/2016/2/10/porvair-prv-equity-developments-investor-forum-27th-jan-2015

[wjccghcc] 04/12/2015 09:33

Last year it was on 1/12. 3 days is hardly overdue.

[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.