Van Elle Share Chat (VANL)

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
	+0.00p	+0.00%	84.50p	83.00p	86.00p	85.10p	84.50p	84.50p	28,821	14:00:14

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Industrial Engineering	-	-	-	-	67.60

Van Elle Share Discussion Threads

Showing 301 to 324 of 325 messages

Chat Pages: 13 12 11 10 9 8 7 6 5 4 3 2 Older

Date	Subject	Author	Discuss
05/4/2018 09:58	I, for one, would welcome a trading update to see what effect the Beast from the East had! Hopefully not too much will be delayed and put down for next year!	dahhad	Read Full Thread Reply
06/3/2018 12:23	Just how long does it take to appoint a new CEO!!	hooverdam99	Read Full Thread Reply
06/3/2018 11:20	PUG - maybe some are delayed so catch-up is feasible. And the damage caused by the weather could lead to more work further on. I don't hold, but it's on my list of interesting stuff to watch. I'm not buying anything at the moment!	jonwig	Read Full Thread Reply
06/3/2018 11:07	The half year accounts said that Nov Dec and Jan looked ok but that certain contracts due to start in Qtr 4 might slip and there was uncertainty about 2.5m rail work. I fear Qtr 4 is going to be very poor and that is what might be forcing share price down. From memory contracts slipped last year as well.	dahhad	Read Full Thread Reply
06/3/2018 10:53	PUGUGLY 3 days at worst? Can't see it having a massive effect.	jwball	Read Full Thread Reply
06/3/2018 10:35	"Beast from the East" How many working days lost due to weather ? Impact on profitability ? Could it be this driving down the SP?	pugugly	Read Full Thread Reply
06/3/2018 10:23	Thanks jonwig, we could do with some positive news to reverse the share price movement!	dahhad	Read Full Thread Reply
06/3/2018 09:44	@ dahhad - they seem to - there was one on 22 March last year, so maybe fairly soon.	jonwig	Read Full Thread Reply
06/3/2018 09:25	Do the company normally provide quarterly trading updates? I asked the company but go no response.	dahhad	Read Full Thread Reply
27/1/2018 10:01	Jonwig, that’s fair enough, your comments accepted.	gutterhead	Read Full Thread Reply
26/1/2018 17:08	I actually thought the RNS was a very honest appraisal of the situation for H2 post Carillion. I like that honesty and so it looks like, did the City judging by the rise in the share price subsequently. Just need a well rated CEO to be appointed and get some new big contracts in and we will push on past 100p, Rich	lammylover	Read Full Thread Reply
26/1/2018 15:01	Nice rise following clarification of exposure to Carillon. Shame I sold out. It's on my watch list.	hopeful holder	Read Full Thread Reply
26/1/2018 08:22	Generally positive write up yesterday from Paul Scott	mfhmfh	Read Full Thread Reply
26/1/2018 08:21	@ gutterhead - describing others' comments as stupid ignores the fact that the market (as seen in the share price) hasn't made up its mind on the way things will develop here in the coming months. The fact that you're positive doesn't make other views stupid!	jonwig	Read Full Thread Reply
26/1/2018 08:14	there really are some stupid comments from some posters on here, best ignored. I think they have handled the situation as best they could, underlying results and growth good. I'm positive	gutterhead	Read Full Thread Reply
25/1/2018 08:46	There are few companies where I hold a more positive long term view than here at Vanl. I’ll hang on to my small holding for now but am more interested in buying more in six months or a year. They are good results with a good balance sheet. It’s not my field but they seem well run & sufficiently prudent for my tastes. I’m not too concerned about the bad debt, it’s the ongoing work which bothers me. Carrying big fixed costs with the rigs investment, they won’t be happy with the inevitable slow down in contracts & enquiries which is surely the outcome of Carillion projects. Even with best intentions & endevours from end customers such as Network Rail, they must anticipate delays. Nevertheless they look well capable of weathering this. They have a sound business and I hope to have a bigger holding going forward.	jhan66	Read Full Thread Reply
25/1/2018 08:39	This company is incapable of delivering good news. Not a bad first half but anyone with a brain would have at least got money up front or not done any work at all for Carillion given the warnings. The impact of Carillion will harm them going forward as almost all of their major competitors have their own ground engineering and piling arms so will keep the work in house. Their are also a mass of CV’s from their employees flying about which smacks of an unhappy ship.	hooverdam99	Read Full Thread Reply
25/1/2018 08:18	H1 results good, H2 to be hit by Carillion failure, but this had already been announced. BOD just managing expectation for H2. Long term hold here, I reckon for growth and dividend. A few contract wins and price will go past 100p again. Just my view Rich	lammylover	Read Full Thread Reply
25/1/2018 07:46	Such a negative statement re the 2nd half of the year IMHO means that the share price will be hammered!	dahhad	Read Full Thread Reply
25/1/2018 07:31	H1 results are out. Looks like a struggle between long-term attractions and short-term disappointment (for the current full year).	jonwig	Read Full Thread Reply
19/1/2018 16:32	Otus Capital Management above 5%.	mfhmfh	Read Full Thread Reply
17/1/2018 13:46	jonwig: Re Carillion. Forensic accountants were not needed, the liabilities on Carillion's balance sheet were as clear as night and day. To still pay the dividend was an indication that mgt did not grasp it at all. This was a GCSE level business question, not complex at all. Brokers and fund mgrs are a clueless lot for the most part they just follow the herd - Government still awarding, must be ok, just can't understand, given the value of carillion as a govt contractor, that they were not given some govt advice re debts, deficits and divis - if the divi had been halved 5 years ago we would not be here now. Van Elle - yes they will nearly always be subbed in, nothing wrong with that, our infrastructure is creaking, under invested for years. Also, Van Elle are good at the difficult end of ground works - I watched them on the A1 upgrade a few months ago - inserting pilings into a vertical rock wall alongside the new road in order to secure a heavy duty restraining mesh - a difficult op, they have a strong niche. Bogdan	bogdan branislov	Read Full Thread Reply
17/1/2018 11:54	@bogdan - I agree with much of that. But up to maybe six months ago, fund managers were still invested in CLLN, brokers were still giving buy/hold recommendations and in fact some funds still held positions with zero value on Monday. The government clearly didn't employ forensic accountants either! All praise to the hedge funds who saw from the accounts and talking to subcontractors just what was going on. Scuttlebutting was a big factor in taking short positions. Contrary to popular belief, shorters don't make companies bankrupt, potentially bankrupt companies attract shorters - who lose money themselves often enough. My own view was that CLLN didn't fit my risk profile so I never even thought of investing. VANL is, I agree probably a very sound company. Trouble is, muckshifting is such an interconnected sector that often events are out of one's control.	jonwig	Read Full Thread Reply
17/1/2018 11:16	Van Elle has had a lot of turbulence during its short quoted history. The HS2 work delay, the attempted boardroom coup and now Carillion. The HS2 delay reassured me, that is the promptness with which van Elle informed us. The decisiveness with which the boardroom coup was seen off was also good, shareholders were forced to take a very close look and liked what they saw. As for Carillion. I have always rejected the many buy recommendations over the years due to Carillion's balance sheet looking like a slice of Swiss cheese for as long as I can remember. Were Van Elle reckless to work for Carillion? Not in my view, although Carillion's weak balance sheet has always made it vulnerable to events, this has been the case for a decade and could have remained the case for another decade. Van Elle's exposure is not excessive, working for Carillion was the right thing to do. Carillion is a strange contradiction. Poor financial management - which has been plain to see for a decade or more to anyone who can read a balance sheet - and paying such a big divi with their debt and pension deficit was reckless. But operationally Carillion were not incompetent at all. Pity that their major customer, Government, did not have a word some years ago saying that the balance sheet must improve, cut the divi or we will regard you as high risk for further contracts - that may have been all it would have taken. Oh, and Van Elle is clearly a strong buy at this price, one of the strongest 5 stock opportunities out there in my view. Best, Bogdan.	bogdan branislov	Read Full Thread Reply

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