Share Name Share Symbol Market Type Share ISIN Share Description
Van Elle LSE:VANL London Ordinary Share GB00BYX4TP46 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.50p +1.54% 99.00p 98.00p 100.00p 99.00p 97.50p 97.50p 160,523 15:37:51
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering - - - - 79.20

Van Elle Share Discussion Threads

Showing 201 to 225 of 225 messages
Chat Pages: 9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
19/10/2017
22:31
Bogdan here. Van Elle looks like outfit of quality to Bogdan. Projected of the growth, low PE good cash position. the balance sheet of equity should be growing also by end of year. As for the market of the Van Elle. ground of work, infrastructure projects, could not be the better, Van Elle at the high of end - all good to Bogdan.
bogdan branislov
13/9/2017
09:50
Fair points all. But my view is given its a small AIM company and therefore more risky and less liquid, for me to have continued to hold, the statement needed to be a lot more bullish overall. My gut tells me their will be some disappointment to come which is why I cut my losses. But as with all investments, they could surprise to the upside with new contract wins etc. For holders, I do hope I'm wrong.
palmermpz
13/9/2017
09:07
I agree with THE GROUP theory: 'trading in the first quarter of the financial year has been encouraging, with good levels of activity across the Group...' They could definitely word their statements in a far better way though.
mfhmfh
13/9/2017
07:27
To get things in perspective, Van Elle has around 9 divisions if you include regional operating centres. In the construction industry it is unlikely that ALL divisions operate at their peak all the time. The great strength of Van Elle is its diversity of techniques and client spread. This means that if a division is underperforming it is "supported" by the other divisions outperforming their targets. So remember you invest in The Group not a division, look at THE GROUP performance as the true indicator of its performance. The last thing I would say is that they do not help themselves the way they report. They start with a positive and end with a negative! Classic mistake!
charlieg11
12/9/2017
21:12
You may be right Palmermpz, but I read the statement more optimistically. In the July announcement "Outlook" they said: "The fundamental market drivers for our business look positive in the short and medium terms. The order book remains in line with our expectations and we are well placed in each of our markets. "This is an exciting time to be part of Van Elle as we seek to build on the performance outlined in these accounts. As a profitable and fast-growing geotechnical engineering company, I am confident that the Company has an exciting year ahead." Now we get: "The Board wishes to confirm that trading in the first quarter of the financial year has been encouraging, with good levels of activity across the Group, particularly within the General Piling division and the recently established Scottish operation. .... The Board will continue to monitor conditions in its markets closely and, whilst acknowledging the normal seasonality of the business, remains confident in its expectations for the current financial year as well as the long-term potential of the Group." so they're consistently referring to their expectations - not changing from mkt to mgmt.'s view. And overall, seem optimistic and on track. On rail, they're now saying: "Market and operating conditions in the Group's rail business remain more challenging but the Board continues to see this as an area of opportunity for Van Elle over the medium term." in July they said: "As we reported in March 2017, the Group experienced a challenging period in its rail business during the fourth quarter with the start dates for several contracts delayed and expected call-off and work distribution schedules revised. Whilst we have seen some encouraging signs of stabilisation in the market, and remain confident in the long term structural growth opportunity in rail, we are remaining cautious as to the near term outlook for the sector." So rail sounds like it's a little behind what they expected, but expectations were already muted, and the strength in other aspects of the business continues. They're firing on most but not all cylinders.
jg88721
12/9/2017
20:21
I sold out completely here for a smallish loss for a few reasons. 1. Reading between the lines, it sounds like they might be preparing the market for a possible profit warning by mentioning the rail business is challenging. 2. They talk of meeting company expectations and not market expectations which is often a worry. 3. This industry is prone to a loss of a contact/cost over runs etc and any mention of that would see the share price plummet. 4. Its dropped under the 100 p level which is often a psychologically important level. 5. The overall tone wasn't exactly inspiring so not sure why anyone would want to buy shares in the company now hence no share price driver. If you continue to hold, best of luck.
palmermpz
12/9/2017
15:54
Looks like someone bought 400,000 shares at 98.5p.
mfhmfh
12/9/2017
12:32
Peel Hunt reiterates 140p target price today FinnCap reiterates 120p target price today
mfhmfh
07/9/2017
16:27
Latest NT blog says he's bought in here
mfhmfh
06/9/2017
11:37
£400,000 but today 100p...
mfhmfh
09/8/2017
14:34
listed as a 'high-quality small cap play' in IC today.
mfhmfh
02/8/2017
16:28
£0.97m buy at 100p as well
mfhmfh
02/8/2017
15:10
huge £1m buy today at 100p (or what looks like a buy)
mfhmfh
31/7/2017
08:47
Kiss of death :-)
redartbmud
31/7/2017
08:39
tipped as a buy in last week's IC.
mfhmfh
26/7/2017
10:39
Pug I think the caution is because there is great potential in HS2 contract awards but nothing can be said specifically
zipstuck
26/7/2017
09:13
Peel Hunt retain buy rating with target price of 140p.
mfhmfh
26/7/2017
09:01
The report reads ok financially given the political climate. I know they have won some significant contracts of late, most notably a circa £2.7m piling job on the M1 managed motorway scheme. They also have a number of opportunities where HS2 is concerned as a sub contractor and own 60 acres of land just south of M1 junction 28 which HS2 runs straight through the middle of! Their diversity of markets and techniques offered somewhat insulates them from sector drops in work which reflects their strength. If they are guilty of one thing it is not reporting good news often enough through the media/website.
charlieg11
26/7/2017
07:31
Accounts out - https://www.investegate.co.uk/van-elle-holdingsplc--vanl-/rns/final-results/201707260700030767M/ Have not yet been able to disect BUT key metric for me is statutory eps down by 19% BUT significant increase in cash conversion. Curates egg (imo) The phrase "line with our expectations " is to me a caution as gives no real clarity going ahead - will have to await brokers update notes after analysts meeting with the company
pugugly
25/7/2017
19:23
Results tomorrow...
mfhmfh
22/7/2017
12:58
Chart us poor, how much cash have they got in the kitty to survive?
ny boy
22/7/2017
12:56
Keller, although a UK company, are much the same size as Van Elle in terms of UK turnover, but obviously perhaps 20+ times as big worldwide and with wider technology. Don't know about all the subsidiaries that Skanska (Cementation), Balfours, etc, etc, run in terms of size, but they are all competitors no doubt. Van Elle are probably as well motivated, skillful and competitive as any shareholder could hope for, with their only serious disadvantage being that if things do get as tight as I believe they might, the financial strength of a big group counts in tender consideration.
muckshifter
22/7/2017
12:11
Keller are probably bigger
kop202
21/7/2017
15:18
Van Elle is by far the largest specialist geotechnical contractor in the UK and with a history of working on railway contracts. It should be the first port of call for a main contractor.
keepitsimple
20/7/2017
10:54
Van Elle are not partners to the likes of BB, Carillion, Costain etc., they are generally sub contractors to them, subject to plenty of price competition. But that doesn't mean that they won't get plenty of work in a few years from HS2, provided they are competitive. In the meantime they have to potentially put up with the consequences of brexit, which I suspect will reduce the availability of work for them and increase competition among main contractors, who then screw down subcontract prices.
muckshifter
Chat Pages: 9  8  7  6  5  4  3  2  1
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:32 V: D:20171020 23:33:01