Van Elle Share Discussion Threads

[flyer61] 09/1/2025 10:07

If you want 200K shares they are available inside the spread.

Agreed, Harwood will want something to happen here.

[cfro] 09/1/2025 09:40

RNWH should buy these. It would make a brilliant little bolt-on for them..

[baner] 09/1/2025 08:20

I guess short term results not fantastic however cash flow strong and no doubt rock wood - one of the smartest investors in town - will push them towards a trade sale. 50-60p no doubt achievable if so.

[dplewis1] 08/1/2025 08:53

Rockwood still buying. Couple of weeks until results and a business update

[dplewis1] 01/1/2025 09:45

hTTps://ukinvestormagazine.co.uk/share-tip-van-elle-holdings-well-worth-getting-dug-in-and-piling-into-these-shares-at-37p-broker-value-at-68-5p/

[flyer61] 23/12/2024 16:17

Wonder if VANL is going to feature on any of the new year stock picks.......

[diku] 21/12/2024 08:46

Post 1255...was that due to contract execution across divisions which can be mis leading...so where does the below stand from recent results?...



Notwithstanding these challenging market conditions, the Group delivered a robust performance, in line with expectations, with underlying profit before tax of £5.1m (FY2023: £5.3m). Underlying operating margin also remained stable at 3.9% (FY2023: 3.9%)

[dplewis1] 13/12/2024 19:16

These guys seem to think VANL is good value hTTps://www.rockwoodstrategic.co.uk

[herbert0] 12/12/2024 13:54

From last year's Final:-
Gross profit

Gross margin improved by 3.1% in FY2024 to 30.1% (FY2023: 27.0%). The increased gross margin is primarily due to better contract execution across divisions, as well as a positive mix impact. Improved mix is due to the subdued residential sector resulting in lower Housing revenues where margins are typically at the lower end of the Group's margin range. In addition, in the prior year, two significant infrastructure projects delivered by the General Piling division were delivered at the lower end of the Group's margin range.



Some inflationary pressures have continued to affect the cost base, particularly through wage inflation. Cost saving measures and efficiency projects are being implemented where possible.

[diku] 12/12/2024 13:32

Are you sure sure?...

[dplewis1] 12/12/2024 13:26

It's from the annual report ..

[dplewis1] 12/12/2024 11:16

Gross margin 30%. PE drops under 8 next year with nice steady eps growth forecast over next 3 years

[diku] 12/12/2024 09:24

Plank is good...what sort of margins they working against?...

[diku] 12/12/2024 08:15

Such business have to deal with too much red tape regulation and weather elements is another hindrance aka delays etc etc...

[dplewis1] 12/12/2024 07:34

Wouldn't expect them to in a trading update tbh. It's in line with market expectations but seems we'll be waiting a year for some real traction here

[flyer61] 12/12/2024 07:28

Yes, underwhelming. No mention of cash position.

[dplewis1] 12/12/2024 07:03

Slightly disappointing TU from them -hTTps://www.londonstockexchange.com/news-article/VANL/trading-update-notice-of-results-investor-pres/16807647

[dplewis1] 28/11/2024 09:48

Been quite a few 25k sells recently .. wonder if that's Miton

[dplewis1] 22/11/2024 17:01

Absolutely .. still remember buying some shares that Woodford was a forced seller of, easy money.

[dozey4] 22/11/2024 16:24

An overhang in a company of this size and potential might be a good time to top up. Just saying.

[kinwah] 19/11/2024 10:15

Undervalued but...Miton have decided to put MINI into liquidation. They will try and keep some of the assets in open-ended funds. In the latest fact sheet VANL accounted for 1.6% of the assets. This equates to about 1.6 million shares potentially to be sold. I would suggest the Company's brokers ring up Miton and try and clear this overhang as soon as possible. They have two opportunities to warm up investors. There is likely to be a trading update next week ahead of the interims in the middle of December. The results should be OK with a promising outlook. Regardless of the results, MINI holders would be pleased to see some progress in realising assets.

[dplewis1] 15/11/2024 13:41

Had another 10k shares here. Just looks to be a very undervalued company imo

[dozey4] 29/10/2024 09:36

Looks good. £0.5m is cash, so cost effectively £3.0m max. In the year to January 202424 Albion delivered profit before tax of £0.8m, tho no mention of prospects. Stronger together I would say.

[tole] 29/10/2024 07:34

ProgressiveScottish bolt-on energises power opportunitiesVan Elle, the UK's largest ground engineering contractor, has acquired specialist Stirling-based piling business Albion Drilling Holdings for up to £3.5m, expanding the group's presence in Scotland, particularly in its burgeoning energy transmission sector. The acquisition is expected to be earnings enhancing in FY26E, and we upgrade our EPS estimates for next year and FY27E by 8.8% and 10.0%, respectively.