Porvair Share Discussion Threads

[lurki0] 06/12/2016 09:27

Indeed. Not only is the company firing on all cylinders it's also holding a £13m cash pile. Most satisfactory.

[tratante] 06/12/2016 08:35

Sunnier uplands beckon, Lurk!

[ed 123] 06/12/2016 08:35

Yes, nice!

Hmmmm ... those who 'guessed' this would be an ahead of expectations statement when the shares were already at an all time high a week ago, got their reward today.

Happy holder (though I don't like to see share price movements shortly ahead of material news).

[lurki0] 06/12/2016 08:28

Very impressive update. The growth story continues - and at pace.

[tratante] 06/12/2016 08:12

Another solid update from prv, heading to beat market expectations again.

[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.