Vesuvius Share Discussion Threads

[philanderer] 05/8/2019 16:19

RBC reiterates 'top pick' LOL

[rochdae] 02/8/2019 22:30

Going back to 400 seems to me...

[philanderer] 29/7/2019 12:33

If it can't go up on a day like this... ;-)

[philanderer] 29/7/2019 09:54

And heading for that sub 500p again.

[philanderer] 26/7/2019 08:51

But a false dawn . Still in the doldrums :-S

Transcript of Conference Call:

[philanderer] 25/7/2019 08:02

No big shocks.

[philanderer] 24/7/2019 23:11

Interims at 7am.

[philanderer] 22/7/2019 08:51

22nd july Berenberg hold tp 565p cut from 660p

[philanderer] 10/7/2019 07:58

10th july Goldmans neutral tp 600p cut from 620p

[rochdae] 29/5/2019 10:53

Yes sub 500 now pretty much. Still looks like further to fall....

[philanderer] 24/5/2019 08:46

Nice dividend into the account this morning.

[philanderer] 20/5/2019 16:50

Sub 500p is certainly looking odds-on. Very disappointing.

[rochdae] 17/5/2019 14:16

Yes, I think target prices will come down here. Essentially, the company is x-growth year on year. Debt has risen. The positives are the operational efficiencies. But the market prefers growth imo. The chart looks bad. Suggesting sub 500. Maybe a return to the lows of Jan...

[philanderer] 16/5/2019 15:41

16th may JP Morgan 'overweight' tp 683p cut from 765p

[rochdae] 15/5/2019 11:35

Yes, the problem is that the next update might read 'trading conditions have continued to weaken and given currency headwinds profit will be below expectations'...

Large director sell not long ago...

Anyway, as always the market will decide.. But the chart looks pretty bad.

[philanderer] 15/5/2019 11:17

Indeed .. not one of my larger holdings but still disappointing :-(


".... Vesuvius does expect trading profit, or earnings before interest, tax, and amortisation, to be in line with expectations for 2019. The figure was GBP197.2 million in 2018, up 19% year-on-year. Vesuvius has taken a GBP200,000 hit due to foreign exchange, and if current rates persist in 2019, the company sees trading profit being reduced by 2.1%"

Alliance News

[rochdae] 15/5/2019 11:04

Looks a bit ugly here ... Although profit expectations predicted inline, reads like a veiled profit warning with debt up and weak markets .. Chart says much lower. imo.

[upsondowns] 15/5/2019 08:54

Hats off to the directors making a killing while shutting plants down making people redundant.

[philanderer] 15/5/2019 08:21

15th may JP Morgan overweight -
15th may Peel Hunt buy -


reiterations

[philanderer] 15/5/2019 08:01

Hats off to those selling over the last week. They guessed right ;-)

[philanderer] 07/5/2019 12:20

Doesn't look good at all. Chart support just about gone.

[philanderer] 17/4/2019 16:21

xd tomorrow morning for the 13.8p dividend

[croquetman] 10/4/2019 14:54

Yep - don't know what.