Velocity Composites Share Discussion Threads

[my retirement fund] 28/1/2020 11:47

Making a loss and flat lining last year doesn't exactly inspire confidence

[carlo sartori] 28/1/2020 10:23

Hi Sidam, how do you come up with £2.4m??

[sidam] 28/1/2020 09:54

It is a pity that the new note did not include their projections of the potential upside in their numbers for this and next year giving an extra £2.4m of EBITDA in 2021. If those were realised the upside would be very large indeed. The US market is almost 10 times that of the UK. So the potential is enormous.

[carlo sartori] 28/1/2020 08:05

Final results for YE 31.10.19 look strong. Buy recommendation issued by Cenkos this morning. Hope its a strong blue day!!

[dave-w] 27/1/2020 19:10

Did you ever find out Vauch? Looks like another Matra to me.

[carlo sartori] 26/1/2020 21:17

Wrong site Steptoes!!

[carlo sartori] 22/1/2020 23:23

I think that the announcement yesterday re the contract with Boeing is VERY significant for Velocity and I am really looking forward to the Preliminary results for the year ended 31.10.19 which are due next Tuesday (28th January).

Good luck to ALL holders.

Carlo.

[yump] 09/1/2020 17:11

Would be nice to have a successful growing small UK co. that actually makes physical stuff, in my portfolio.

Although that sentiment has cost me in the past.

[arab3] 09/1/2020 15:40

Start of news hopefully

[sidam] 03/12/2019 10:38

Timbo
Many thanks. It is an interesting read especially the difference between base case and the additional upside not included in the base numbers. The key is speed of breakthrough in the US. If it works this could be very large indeed.

[timbo003] 03/12/2019 09:02

New (43 page) broker's initiation note out from Cenkos this week I see, now available from Research tree (with a subscription) or from the Cenkos Web site (free but requires registration):

[arab3] 28/11/2019 22:55

.no more news till January then?

[timbo003] 24/11/2019 07:38

It looks like the company may be going on a PI charm offensive (for the first time) in the new year (I've booked my place):

[yump] 23/11/2019 16:53

Appears to be the non-exec chairman building a stake that might have run available shares low. That must be a vote for the future though, although its probably a future further away than many investors like nowadays.

[husbod] 23/11/2019 06:47

Should have mortgaged the house - post 108.

[techno20] 22/11/2019 16:25

Whoosh! Nice way to finish the week!

[timbo003] 22/11/2019 14:04

November Investor presentation for those who haven't seen it:

[yump] 22/11/2019 13:13

Well the revenue is twice the market cap which is quite weird, if you just go by market cap. Usually the other way around unless something is about to go bump.

[timbo003] 22/11/2019 12:52

I meant to add....I see no reason why these will not return to the IPO price (85p/share) in the short term, there was no significant selling on the way down and the fall was mainly caused by two problems that now seem to have been resolved

[timbo003] 22/11/2019 12:45

>>>jonwig, see finncap note (24th June 2019) which should be available from the finncap web site (requires registration) or from Research Tree (requires subscription for full note, summary available for free)

[yump] 22/11/2019 12:24

Still moving on not much £.

[yump] 22/11/2019 09:39

Slightly mystified by the rise but nice to see.