Van Elle Share Discussion Threads

[linhur] 30/4/2018 09:39

Getting concerned about lack of news on current workload and new orders.

Looks like sell now or wait for the share price to drop to 50p and buy at that point.

I would think Mr Ellis will return when the bad news is made public.

Looks like Company do not like a public face.

Linhur

[muckshifter] 28/4/2018 09:20

Van Elle have a modular system for ground beams I believe - not relevant to housing.

[mfhmfh] 27/4/2018 20:20

Regarding poor house building figures today. This from the BBC:

' a lack of bricklayers was one of the biggest problems and that new methods of building houses - such as modular units put together in factories before being moved to construction sites - would have to be promoted more rapidly'.

Van Elle have a modular unit system

[hooverdam99] 26/4/2018 18:26

No announcement of a CEO, seems to me that no one is interested in taking the job with the spectre of Mr Ellis hanging over them. The present CEO must be due to leave soon so that will leave them rudderless. Having said that, from what I’ve heard, he won’t be missed.

[hooverdam99] 26/4/2018 18:25

No announcement of a CEO, seems to me that no one is interested in taking the job with the spectre of Mr Ellis hanging over them. The present CEO must be due to leave soon so that will leave them rudderless. Having said that, from what I’ve heard, he won’t be missed.

[dahhad] 26/4/2018 13:26

the lack of news is worrying, to me at any rate!

[dahhad] 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!

[hooverdam99] 06/3/2018 12:23

Just how long does it take to appoint a new CEO!!

[jonwig] 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!

[dahhad] 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.

[jwball] 06/3/2018 10:53

PUGUGLY 3 days at worst? Can't see it having a massive effect.

[pugugly] 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?

[dahhad] 06/3/2018 10:23

Thanks jonwig, we could do with some positive news to reverse the share price movement!

[jonwig] 06/3/2018 09:44

@ dahhad - they seem to - there was one on 22 March last year, so maybe fairly soon.

[dahhad] 06/3/2018 09:25

Do the company normally provide quarterly trading updates? I asked the company but go no response.

[gutterhead] 27/1/2018 10:01

Jonwig, that’s fair enough, your comments accepted.

[lammylover] 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

[hopeful holder] 26/1/2018 15:01

Nice rise following clarification of exposure to Carillon. Shame I sold out. It's on my watch list.

[mfhmfh] 26/1/2018 08:22

Generally positive write up yesterday from Paul Scott

[jonwig] 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!

[gutterhead] 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

[jhan66] 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.

[hooverdam99] 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.