Van Elle Share Discussion Threads

[master rsi] 21/4/2020 11:16

I and only I know my business, but I will give you a taste of it on my selection this month,
some of them already cash in, others have t+20 still to run.
Pitty for you, I have money and invest, You have BIG mouth and no money, and most likely no job either.
From my monthly thread, apart from TERN all other shares were selected by me at middle price during April.............

Best performing shares ( UPS ) during April


Share
Mid
Highest
% Change
Rank


TLW
14,135
29.40
107.99
1


ENQ
8.535
13.94
63.33
2


CRST
176.50
255.40
44.46
3


TERN
5.45
7.75
42.20
4


TUI
358.50
424.80
18.49
5


INL
47.50
55.50
16.84
6


note: the" highest" is the price the shares had moved after being selected

[citizen_kane] 21/4/2020 10:51

Someone’s lost a lot of money and feeling the pressure!

[master rsi] 21/4/2020 10:30

The same nasty or another nasty?
just making another - nickname - to rumble the thread.

No, no and no

pretty clear disgruntled boot boy
Shave again and this time, do it at your tongue also, there is plenty of long hairs still there.
you don't fool me B@stard.

note: the last one join in December and now the 1st of 2 posts ( too fishy )

[shavenmoose] 21/4/2020 09:33

muckshifter While I understand where you are coming from and admit that it may look that way. I am simply adding my opinion from working within the construction industry for companies who worked as main contractor employing VE or as a company who worked alongside VE. I have no gripe whatsoever with VE and do not wish to see them fail as I have friends who have worked there and friends who still work there.

They are following the same path as many others who are either struggling or have already gone bust. Their main competitor went bust last year doing exactly the same as VE now. They replaced knowledgeable, experienced senior management with more expensive, talk a good game, suit and tie net workers. The front line staff who have do the work and there years of experience and skills whose value costs that little bit more replaced by cheaper labour who have the certificates and theoretical classroom knowledge but not the experience as they are new to the industry.

Again I do not want anyone to fail but Im witnessing the warning signs and thought I would offer my opinion.

[muckshifter] 21/4/2020 08:43

Now there's another strange coincidence. We get another new poster, who joined just before the time in December when one or two of us were pointing out the number of "single issue" negative posters joining this thread. Just as well he waited a few months, Baldrick would be proud of him!

[shavenmoose] 21/4/2020 05:48

Citizen_Kane

Finally someone who sees this for what it is. Van Elle will fold. HS2 is not the magic money tree as the main works are heavy civils with a lot muckshift. Then it’s a pway job neither of which are VE specialities. VE have indeed been buying work and then delivering badly. All the staff required are disgruntled and what VE need more than anything is experienced staff. The appointments made are highly paid and inexperienced especially in terms of rail.

[master rsi] 20/4/2020 21:17

It looks like that Mark Cutlers was the one who gives the B@stard the boot
and the pain around the @rse is obvious as is showing on the posting
another is not saying why, but we know by now.

note:
" Patent wars by posters are a waste of time and a pain in the ass. "

[citizen_kane] 20/4/2020 20:55

And I haven’t been wrong so far have I?

I didn’t realise Mark Cutlers press secretary was here.

Keep up the good work.

[master rsi] 20/4/2020 20:34

Citizen_Kane

Could you tell us what is your problem?
Since signing in on ADVFN about 1 year ago, you have been posting negative things about the company,and being the only company you have been posting about.

You must have a BIG problem I am reaching the conclusion, a disgruntled employee ( sack ) or a previous shareholder buying above 80p and then selling for a loss?

Shares are for making profits, buy low sell high, one thing is for sure, you got F#ck on the first deal of your life most likely and now sour grapes.

Below is your first post and the rest are much the same as the one today

Citizen_Kane - 26 Mar 2019 - 17:28:53 - Van Elle - Piling and Ground
Shares have now waned under 49p.
Things are not looking good and from what I hear the company is now in total disarray.
The next few weeks will be interesting.
Profit warnings? End of year accounts?
How much longer can this go on for?
Mr Ellis must be kicking himself! I am sure Cutler is not on his Christmas Card list.

Citizen_Kane post from day one exposed ...

[citizen_kane] 20/4/2020 20:07

I doubt anyone would be surprised if Van Elle folded by the end of the year.
They were buying work before the Covid Lockdown, they have a man at the helm who is clearly clueless, disgruntled senior management, and a forever changing workforce.
Things will only get worse before they get better and Van Elle are simply too fragile. They are (or certainly were before it was all put on hold) haemorrhaging money due to monies owed on plant.
People mention HS2 being a lifeline. Have they secured any contracts yet? No.
Plastering over the cracks at the moment.

[master rsi] 20/4/2020 15:19

28 trades till 3pm and then gone to sleep, well an 11% rise is good enough on a day of the market going nowhere.

[lammylover] 20/4/2020 11:21

I suspect the increase in volume and hence share price is due to a mention by Simon Thompson in Investors Chronicle on line, last week;

Details As follows

"Gresham House’s value proposition

Aim-traded investment company Gresham House Strategic (GHS:950p) has been a top performer in recent years, but the portfolio has not been immune to the market rout, shedding 22 per cent of its value during March.

This highlights the important point that in significant ‘risk-off̵7; periods the valuations of less liquid small quoted companies are impacted far more than large-caps. That said, a negative shareholder return of 5 per cent for the 12 months to 31 March 2020 still outperformed all bar one of the open-ended UK smaller companies’ funds covered by Trustnet, and was almost 13 percentage points higher than the IMA average return for this universe.

The pull-back in net asset value (NAV) per share from a high of 1,420p on 31 January 2020 to 1,112p now means that GHS’s shares, at 950p, are priced 15.5 per cent below NAV compared with a 3 per cent discount in December. Importantly, almost a fifth of the portfolio is in cash, so GHS has firepower to exploit any attractive buying opportunities.

Latest portfolio additions include ULS Technology(ULS), a digital conveyancing platform for housing transactions which has launched a new product, DigitalMove, to improve the efficiency and speed of the process for consumers and advisers. GHS has taken an initial position in Van Elle(VANL), a piling and ground engineering specialist for the construction industry and a market leader in the rail sector ahead of a likely “tsunami of infrastructure spending in the years ahead”.

Good luck all holders! Rich

[master rsi] 20/4/2020 10:57

February 2020 Company news....

Van Elle undertakes rail ground investigation (GI) at Paris depot with hundreds of unexploded world war bombs potentially buried deep in the ground.

Working closely with STRATA Geotechnics, Van Elle’s ground investigation subsidiary, the Rail Division mobilised an experienced team to work on the very precarious ground investigation project to the North West of Paris. The project was to provide samples and data regarding the ground conditions in preparation for the new development of a rail maintenance and testing building for the SNCF.

The project started with mobilising our unique and specifically engineered road rail GI drilling unit the VE-MOG. Having won various accolades within the ground engineering fraternity, the VE-MOG has the capability to undertake rotary percussive drilling on and off track, with its easy access capability it can manoeuvre between road and rail track within minutes......

[master rsi] 20/4/2020 09:45

The New CEO have strengthen the team since taking over, the latest Placing puts the company in a good shape for the rail line on the go-ahead for HS2 by the Government.

Van Elle Strengthens Leadership Team and Streamlines Divisional Structure.
Van Elle, the UK’s largest independent ground engineering contractor has announced several changes to its leadership team.

These are the first key changes in personnel announced under new Chief Executive Mark Cutler who joined in August.

John Foster joins as Commercial Director from Saint Gobain’s glass and facade installations business. John will be responsible for all commercial activity in the Group as well as business development, estimating and procurement.

Peter Handley returns to Van Elle in the newly created role of Strategy and Business Improvement Director from Cementation. Peter has significant sector experience as a former divisional director in Van Elle prior to joining Cementation where he held various cross-company responsibilities. Peter will lead Van Elle’s strategic development, business improvement and innovation programmes.

John and Peter both commence in early January.

In Van Elle’s largest business unit, the General Piling division, director Steve Johnson leaves the Group at the end of November. He is replaced by Group Construction Director David Warner on an interim basis. This follows the appointment of former Eastern Director Steve Bursnell as Contracts Director last month.

Since joining, Cutler has streamlined the operational structure of the £100m turnover AIM listed Group to five divisions, with the new structure now comprising:

General Piling – open site driven, CFA and rotary piling
Specialist Piling – restricted access, low headroom and ground & slope stabilisation
Housing – residential piling and modular foundation solutions
Rail – foundation and trackbed solutions in the rail environment

Geotechnical Services (trading as STRATA) – geotechnical investigations and testing
Commenting on the changes, Chief Executive Mark Cutler says “I am very pleased to welcome John Foster and Peter Handley to Van Elle at this important stage of our growth and wish to thank Steve Johnson for his contribution.

The company has been through a lot of change over the last couple of years but the new strengthened leadership team and streamlined divisional structure allows us to accelerate our improvement, more clearly focus on our customer’s needs and better integrate our specialist capabilities across all the sectors we operate in”.

[master rsi] 20/4/2020 09:24

That's the way, share price improving as there is good trading going on, meaning plenty of buying

[dplewis1] 20/4/2020 08:47

Yep - maybe people making the link between COST and VANL

[master rsi] 20/4/2020 07:43

Strong interest this morning and moving UP accordingly

[dplewis1] 15/4/2020 16:48

As just spotted by babbler on twitter - Gresham just taken a decent lump of VANL.

[brummy_git] 09/4/2020 13:29

Short commentary here on VANL

[diku] 09/4/2020 10:44

Wait for the price to come down to 25p or lower?...as not under written...save on costs...






-- The Placing Shares represent approximately 33 per cent. of the Company's existing issued share capital

-- The Placing Shares have been placed at a price of 25 pence per share (the "Placing Price") which represents a discount of 21 per cent. to the closing price of 31.5 pence per share on 8 April 2020

-- Certain Directors and senior management, including Mark Cutler, Group CEO and Graeme Campbell, CFO intend to participate in the Placing totalling in aggregate GBP92,500

-- The timing of the close of the Bookbuild and allocation of the new ordinary shares shall be at the absolute discretion of Peel Hunt LLP, in consultation with the Company. The Placing is not being underwritten.

[master rsi] 10/3/2020 23:35

Ahead of tomorrow's Budget, BBC today has made a report ...

Budget 2020: Chancellor will promise 'record' infrastructure spend

The government will promise to raise infrastructure spending to its highest in decades in Wednesday's Budget.

It will pledge to triple the average net investment made over the last 40 years into rail and road, affordable housing, broadband and research.

The Treasury told the BBC it would lead to the "highest levels [of investment] in real terms since 1955" - more than £600bn over the five-year Parliament.......

BBC -

[brummy_git] 18/2/2020 17:00

Latest infrastructure services valuation multiples & KPIs can be found here

[onjohn] 17/2/2020 12:32

UPGS looks a beetter one


I see that Paul Scott at stockopedia will be having a chat with the UPGS CEO on thursday . Should be interesting to find out more from the interview.
UPGS could absolutely fly ona PE of 6 from memory