Vesuvius Share Discussion Threads

[philanderer] 29/2/2024 10:27

Happy to hold . Good dividend.

[petewy] 29/2/2024 09:19

mixed set of results..

[philanderer] 19/2/2024 17:47

VSVS tonight is now the largest holding by value in my portfolio. WTB and ABF numbers two and three.

[hopeful holder] 19/2/2024 08:33

Full year report soon, which may trigger a nice spike or even pop it over a fiver.. good luck everyone

[hopeful holder] 16/2/2024 12:23

He is usually quite good at this. I was going to hold mine but sold out today at 489. That's just over 20% profit in less than a year so I am happy.I will be watching and I'm not against going back in even at a high price but I'm out for the moment.Fwiw, I'm not sure I've done the right thing but a profit is a profit..

[wipo1] 15/2/2024 17:02

Naked trader has now sold

[hopeful holder] 26/1/2024 18:13

I can see Thursday end of Feb as being the full year report is tabled. This should be a steady report with no big surprises but on a growth trajectory with stable and predictable earnings. I remain holding and positive.

[philanderer] 15/1/2024 11:09

RBC raises Vesuvius price target to 590 (565) pence - 'outperform'

[hopeful holder] 05/1/2024 09:04

Never wrong to take a profit.I did consider it having ridden this wave from high 3 pounds but I feel it is worth holding to see a mOre definitive direction.Currently the company are buying so a little upward pressure on the share price is persistent. Once we get over this mid 480s the usual 500 will be the next one to beat.

[dudishes] 02/1/2024 15:15

Dippy time?

Out @ 480.

Good luck.

[philanderer] 21/12/2023 00:28

Maybe not before the holidays. Big pullback stateside tonight.

[hopeful holder] 20/12/2023 17:34

Much tighter spread for much of today. I did ponder selling and crystallising a gain but I feel more is to come here.

[philanderer] 19/12/2023 10:00

Nice spread

460p - 475p

2000 shares traded, everyone's packed in for the holidays :-)

[dudishes] 18/12/2023 23:39

And I did! Small bet but suits us Sir!

[dudishes] 15/12/2023 02:28

Maybe to follow?

[dudishes] 15/12/2023 01:44

But I'm out.

cheers

[dudishes] 15/12/2023 01:40

WD Waldron, through the roof since!

cheers

[philanderer] 15/12/2023 00:14

HH, yes a good day. .. 500p is the number to break I reckon.

[hopeful holder] 14/12/2023 18:41

Thats a very nice rise today and I'm in blue territory. Any thoughts on where the next resistance line might be. Thanks all

[waldron] 09/12/2023 18:41

Summary

The company has strong fundamentals. More than 70% of companies have a lower mix of growth, profitability, debt and visibility.

Overall, and from a short-term perspective, the company presents an interesting fundamental situation.

Strengths

With a P/E ratio at 10.42 for the current year and 9.46 for next year, earnings multiples are highly attractive compared with competitors.

With regards to fundamentals, the enterprise value to sales ratio is at 0.75 for the current period. Therefore, the company is undervalued.

The company appears to be poorly valued given its net asset value.

The company is one of the best yield companies with high dividend expectations.

Analysts covering this company mostly recommend stock overweighting or purchase.

Predictions on business development from analysts polled by Standard & Poor's are tight.

This results from either a good visibility into core activities or accurate earnings releases.


Historically, the company has been releasing figures that are above expectations.

Weaknesses

According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.

The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.

[waldron] 09/12/2023 18:37

Business Summary

Vesuvius plc is engaged in molten metal flow engineering and technology, principally serving the steel and foundry industries.

The Company's segments include Steel and Foundry. The Steel Division operates as three business lines, Steel Flow Control, Advanced Refractories and Steel Sensors & Probes.


The Steel Flow Control unit supplies the global steel industry with consumable ceramic products, systems, robotics, digital services and technical services.


Steel Advanced Refractories unit provides solutions to its customers, including specialist refractory materials, advanced installation technologies (including robots) and lasers.

Steel Sensors & Probes offers temperature sensors, oxygen, hydrogen and sublance probes, iron oxide and metal sampling for the steel, aluminum and foundry industrie

s. Foundry Division is developing new filtration, feeding, mold coating and molten metal treatment products to support the manufacture of lighter-weight, higher-performance metals and components.

Number of employees : 11,100

[dudishes] 09/12/2023 16:04

Further to go IMO.

412 and added.

[philanderer] 08/12/2023 10:12

JPMorgan cuts Vesuvius price target to 460 (470) pence - 'neutral'

[hopeful holder] 07/12/2023 14:03

The buybacks are certainly stopping the slide backwards at each rise. Once we clear 460 or so I will be much happier that we are looking at breakout.