Vesuvius Share Discussion Threads

[philanderer] 15/10/2019 09:37

Have we still got an ongoing business here ? Fortunately my smallest holding (now) ;-)

[philanderer] 15/10/2019 09:00

Oh dear, that's not good.

[philanderer] 10/10/2019 17:39

10th oct BOA Merrill buy tp 600p cut from 650p

[rochdae] 08/10/2019 11:50

Yes, so 400 as predicted...

[essentialinvestor] 08/10/2019 11:42

Appreciated Phil, thanks.

[philanderer] 08/10/2019 10:21

RBC has reviewed the whole sector..


RBC CUTS IMI PRICE TARGET TO 1040 (1075) PENCE - 'SECTOR PERFORM'

RBC CUTS BODYCOTE PRICE TARGET TO 930 (1000) PENCE - 'OUTPERFORM'

RBC RAISES WEIR GROUP TO 'TOP PICK' ('OUTPERFORM') - TARGET 1900 PENCE

RBC CUTS VESUVIUS TO 'OUTPERFORM' ('TOP PICK') - TARGET 640 (700) PENCE

RBC CUTS MORGAN ADVANCED MATERIALS TO 'UNDERPERFORM' ('SECTOR PERFORM') - TARGET 240 (270) PENCE

Alliance News

[essentialinvestor] 08/10/2019 09:36

Phil, notice some of the industrials are now looking ill.
Hold a small amount of Bodycote and it's a similar chart.
Global slowdown fears weighing, perhaps cycle earnings have peaked.

[philanderer] 08/10/2019 09:33

So where's the broker downgrade on this dog ?

[philanderer] 23/9/2019 10:27

Jefferies. BUY. tp 690p cut from 720p

[philanderer] 22/8/2019 17:51

21st aug Berenberg hold tp 520p cut from 565p

[philanderer] 12/8/2019 18:01

As of tonight VSVS now the lowest value holding in the portfolio.

[philanderer] 05/8/2019 17:19

RBC reiterates 'top pick' LOL

[rochdae] 02/8/2019 23:30

Going back to 400 seems to me...

[philanderer] 29/7/2019 13:33

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

[philanderer] 29/7/2019 10:54

And heading for that sub 500p again.

[philanderer] 26/7/2019 09:51

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

Transcript of Conference Call:

[philanderer] 25/7/2019 09:02

No big shocks.

[philanderer] 25/7/2019 00:11

Interims at 7am.

[philanderer] 22/7/2019 09:51

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

[philanderer] 10/7/2019 08:58

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

[rochdae] 29/5/2019 11:53

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

[philanderer] 24/5/2019 09:46

Nice dividend into the account this morning.

[philanderer] 20/5/2019 17:50

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

[rochdae] 17/5/2019 15:16

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...