Porvair Share Discussion Threads

[cellars] 02/1/2019 09:45

Tratante @ 1257/60 & Losses @ 1259.

I only occasionally look in here and have only just seen (recent) posts.

A little more detail: adjusted EPS 23p FY-18, 24p FY-19 thereafter 5 year growth 8% pa (a couple of big contracts will land); comparison with wider market; 20% discount for size (small) and lumpy (big) contracts.

[tratante] 12/12/2018 08:17

Is a PE of 20 so high for a company that's showing progressive growth in revenue and profits and growing both organically and by acquisition?

[losses] 07/12/2018 16:59

Purely on the grounds of PE.. it's higher than it should be.

[partridge1948] 07/12/2018 14:41

Encouraging year end update today. Revenues up around 10% and profits ahead of expectations. Net cash. Order books healthy. PRV quietly goes about its business. Yield could be better but it has overall been excellent performer in ISA last 10 years. Always dyor

[tratante] 05/12/2018 11:06

Cellars and Losses, can you say on what basis you think this? Thanks.

[cellars] 30/11/2018 13:07

FWIW I agree.

[losses] 28/11/2018 14:54

Over priced.. needs to be around 250-300

[waveneygnome] 28/11/2018 13:35

Really quiet bb board. Seems like a well run co. If most earnings are from overseas, I'd thought this would be higher/or is this just unloved?

[robow] 25/5/2018 11:08

next stop 600p

[ed 123] 22/5/2018 16:37

Buyers were keen today but not much being offered for sale, so price is squeezing up.

Closed up 20p at 535p but only 21k shares changed hands.

Having a run at 550p?

[partridge1948] 20/4/2018 17:16

Interesting AGM and solid trading update. Revenues up 9% on last time and order books "Healthy". Small losses still being made in China, but rest of the business looks on a roll. Finneran acquisition last year churning out monthly revenues of $1M+ and growth in super alloys and high margin 3D ceramic manufacturing. Decent nuclear filter order from the USA will ship in 2018.The Uk large nuclear contract finished in 2017 and profit is in those numbers. Still £8M held in deferred income and with large contracts in the Far East reaching commissioning stage a substantial part of that should hopefully find its way onto the P&L account over next few years - could mean some upgrades. After commissioning there will also be a need for replacement spares on the gasification plants - each one will need up to $1M every 2 years and there are 16 of them...

[tratante] 16/4/2018 14:29

AGM tomorrow, last year we got a trading update to go with the statement.

[ed 123] 08/1/2018 09:51

Thanks, Gleach23.

That'll be it.

Quoted mid price up 5% today. However, the buy side of the order book is thin. That may change but, if not, it's possible the shares will give back that 5% when the small buyers are done.

[gleach23] 08/1/2018 09:15

Have just come across this on another board - explains today's buying

[ed 123] 08/1/2018 08:35

'Recent' as in this morning? A lot of small O trades this morning.

Tipped somewhere over the weekend?

[gleach23] 08/1/2018 08:13

Recent buying having some effect on share price this morning. Prelims 29th Jan.

[lurki0] 08/12/2017 16:50

ED 123 - I suspect it will be taken out within that time-frame, and for more than 600p. The IP and contract book are astonishing; classic fodder for a major player/predator.

[ed 123] 08/12/2017 09:32

Yes, looking good once again. At 600p the rating was so high that a bit of less good news was able to take it down. Would not be surprised to see Porvair back above 600p in 2(?) years.

[dozey3] 08/12/2017 07:26

Today’s update looks good.
Performance exceeding management expectations, and a small acquisition concerning robotic handling of lab samples.

[rogerrail] 15/11/2017 09:08

Pharma should be a good growth market for PRV microfiltration provided it gives it the right focus

[rogerrail] 19/9/2017 10:40

looks like company its back on an even keel, no reason to me why share price should not continue its upward trend to previous highs.

[petersinthemarket] 11/9/2017 13:17

happyholder123 - member since last thursday 7sep
Scamming HNR on here and at least another 9 threads
- filtered

[panic investor] 11/9/2017 12:34

Major support 400 by the looks of it - some fall !

[losses] 11/9/2017 12:18

A bit of support around 400 otherwise could be heading for 300.. rough look from charts