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Share Name Share Symbol Market Type Share ISIN Share Description
Volex Plc LSE:VLX London Ordinary Share GB0009390070 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  11.50 2.58% 457.50 458.00 459.50 462.00 447.00 449.00 200,560 12:02:50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 320.5 21.2 18.4 24.5 697

Volex Share Discussion Threads

Showing 7601 to 7625 of 7975 messages
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DateSubjectAuthorDiscuss
05/7/2021
17:27
Currently petrol or diesel. the technicalities are not my scene but maybe the stuff of science-fiction who knows a 100% battery-powered car without the need for external charging would be possible if regenerative braking became more efficient and/or the roof and sides of the car including solar panels. Another possibility os satellite control rather like a gigantic scalextic where all the cars on the road are controlled from space. Or driving becomes a thing of the past and another means of person al transform.
trcml
05/7/2021
15:47
what does the engine run on.
cboney
05/7/2021
14:52
Or do as Toyota and have the battery charged by the engine whilst driving the car.
trcml
04/7/2021
21:11
Its going to take off anyway, when each individual country starts banning the making of petrol cars.
igoe104
04/7/2021
19:23
if they could make a battery that could be easily taken indoors and charged overnight,then maybe the sale of ev's could take off.
cboney
04/7/2021
18:20
I agree that many EV projections are sloppily adrift of the likeliest reality. Years ago, I recall my local tv shop displaying one flat tv set among a shopful of conventional bulky cathode ray sets. The speed with which that mix reversed was remarkable. Within a year or so, the same shop offered just one CRT model amid a shopful of flat screen tvs by numerous makers. Interest in the buying of cathode ray sets (which had dominated for 70 years) didn't dwindle - it evaporated fast. By 2015 - less than a decade after the switchover kicked in, nobody was manufacturing CRT sets. I believe there will come a tipping point when every volume maker of ICE vehicles will distance themselves from them as fast as they can. And sellers won't want to be caught holding any. It isn't just local petrol stations that have been closing lately - it is particularly those local petrol stations that form part of a car servicing garage. Last week my nearest garage/petrol station applied for planning permission to demolish and build ten dwellings. The owners, whose excellent workforce had decades of experience in fixing and servicing ICE vehicles - faced with fully retraining and recertifying the workforce and fully re-equipping to cater for an obvious shift towards EVs - concluded that it would take too long to recoup the costs of doing so, and threw in the towel instead. Many other long-established garages face the same decision. EVs are still pricey in comparison with ICE ones. Battery prices need to halve. But meanwhile the environmental penalties applied to ICE vehicles by governments will continue rising, so the gap will close. Battery makers will, I believe, achieve a significant breakthrough in the cost of battery production within 3 years (they are certainly working very hard worldwide to be the first to get there), at which point the changeover will likely be dramatic. Companies like Volex, who are already in position to feed the EV market with a proven range of components, will have the edge over those belatedly rushing to join in.
grabster
04/7/2021
14:20
I've mentioned Thematic Investors that capitalise of megatrends-see link below. I expect such professional Investors to add exposure to the biggest technological revolution to ever impact upon the multi billion auto industry. At around 20 times earnings and 1.8 times sales, IMHO Volex, given its huge EV growth prospects, is a relatively cheap to gain such exposure to this boom. hxxps://www.blackrock.com/uk/intermediaries/themes/thematic-investing/explained AIMHO, DYOR regards
rainmaker
04/7/2021
14:19
I've mentioned Thematic Investors that capitalise of megatrends-see link below. I expect such professional Investors to add exposure to the biggest technological revolution to ever impact upon the multi billion auto industry. At around 20 times earnings and 1.8 times sales, IMHO Volex, given its huge EV growth prospects, is a relatively cheap to gain such exposure to this boom. hxxps://www.blackrock.com/uk/intermediaries/themes/thematic-investing/explained AIMHO, DYOR regards
rainmaker
04/7/2021
13:42
Within that 193% year on year growth rate to EV manufacturers, there was a Covid virus related slowdown in sales in the first quarter 2021. regards
rainmaker
04/7/2021
13:42
Within that 193% year on year growth rate to EV manufacturers, there was a Covid virus related slowdown in sales in the first quarter 2021. regards
rainmaker
04/7/2021
13:38
If you study Volex's EV underlying operating performance with sales to EV manufacturers up 193% year on year, 2021 v 2020, from US $18.1mln to US $53.1mln(granted currently a relatively small part of business -but at 193% compound growth rate in sales that will be US $3.913bln(sic) in the year to 4 April 2025)and you then look at Volex's strong and rising net profit margins, currently 9.7%, its current price to sales rating of just 1.81 v a sector rating of 9.35 makes absolutely no sense whatsoever. Pinch me, I'm dreaming.I'm sure the Market is way,way,way behind the curve on this Company. Something surely has to give in the near future and we should confidently expect an imminently sharply higher share price. AIMHO, DYOR as I have done mine regards
rainmaker
04/7/2021
13:37
If you study Volex's EV underlying operating performance with sales to EV manufacturers up 193% year on year, 2021 v 2020, from US $18.1mln to US $53.1mln(granted currently a relatively small part of business -but at 193% compound growth rate in sales that will be US $3.913bln(sic) in the year to 4 April 2025)and you then look at Volex's strong and rising net profit margins, currently 9.7%, its current price to sales rating of just 1.81 v a sector rating of 9.35 makes absolutely no sense whatsoever. Pinch me, I'm dreaming.I'm sure the Market is way,way,way behind the curve on this Company. Something surely has to give in the near future and we should confidently expect an imminently sharply higher share price. AIMHO, DYOR as I have done mine regards
rainmaker
04/7/2021
13:00
Just seen this UBS report re predicted penetration of EVs and IMHO a lot more realistic than Canalys. They have EV sales at 20% v 10% in 2025, 50% v 28% in 2030 and virtually 100% in 2040 v 58%. IMHO we're already in the first sharp upward trajectory of the S growth pattern. Am I not the only one to notice rapidly disappearing Petrol Stations? Thinking of a local area in the Home Counties and in recent years two of the 3 Petrol Stations have closed,demolished and redeveloped and a quick google search shows there are some 14 EV recharging points over roughly the same area. OFGEM recently announced £300mln funding to triple number of ultra rapid EV charging points,over the next two years adding 1,550 at Motor Service Stations and a further 1,750 in town and cities. hxxps://www.ubs.com/global/en/investment-bank/in-focus/2021/electric-vehicle-revolution.html I think the EV revolution in much further advanced than People realise. regards
rainmaker
04/7/2021
12:58
Just seen this UBS report re predicted penetration of EVs and IMHO a lot more realistic than Canalys. They have EV sales at 20% v 10% in 2025, 50% v 28% in 2030 and virtually 100% in 2040 v 58%. IMHO we're already in the first sharp upward trajectory of the S growth pattern. Am I not the only one to notice rapidly disappearing Petrol Stations? Thinking of a local area in the Home Counties and in recent years two of the 3 Petrol Stations have closed,demolished and redeveloped and a quick google search shows there are some 14 EV recharging points over roughly the same area. OFGEM recently announced £300mln funding to triple number of ultra rapid EV charging points,over the next two years adding 1,550 at Motor Service Stations and a further 1,750 in town and cities. hxxps://www.ubs.com/global/en/investment-bank/in-focus/2021/electric-vehicle-revolution.html I think the EV revolution in much further advanced than People realise. regards
rainmaker
03/7/2021
12:50
Not easy to make these specialist leads, this issue was covered in the recent webcast, so I'd say they have a reasonable moat not unassailable but a good head start. Also, the size of this market should naturally attract other suppliers in time.
owenski
03/7/2021
12:13
The big question is how exclusive are Volex as suppliers to Ford and VW . If volex have tied up most of the models, then its massive as in time,Ford and VW will sell way more cars than Tesla. Volex have 1st mover advantage and are best in class so as Rainmaker says the potential revenue over the next few years could be be huge and that certainly is not in any broker forecasts.
miti 1000
02/7/2021
19:22
Its like any new technology, its very expensive at first then the price comes down as volume increased. A pocket calculator when first introduced, in 1972, almost 50 years ago was £30, the equivalent of £406.05 today Your friends can still drive Petrol Cars but they won't be able to buy new ones in the UK from 2030. Sounds like the author of the report was studying for a degree in politics and not economics. regards
rainmaker
02/7/2021
19:21
That's a costing based bias and not a fuel type comparative, EV dont match the Petrol in refill times or distance.
owenski
02/7/2021
19:17
They are attractive alternatives if govt increase fuel duty and VED by a factor of 10. We will be incentivised to switch.
kaffee
02/7/2021
19:14
It takes me 5 to 10 mins to fuel up my car and I'm ok for 500 miles till the next refill. Until EV's can come realistically closer to that then they're not attractive alternatives. Anyone's ever been to The US or a US city like LA, you're not dealing with the size of a smaller European city. Or with the sheer size of a country like The US, I cant see a viable alternative to petrol, EV's are ok if the infrastructure exists to recharge and the usage is confined to short hops within a city, but driving outside for any distance takes some serious planning. That said the take up from a low base is in triple digits and VLX will do well. I just don't share this vision no carbon fuels by 2030 - 9 years time, it just aint gonna happen.
owenski
02/7/2021
17:46
Ultimately the shape of vehicle ownership will change. Once autonomous vehicles are widely available an app could summon one for your journey, it will be like having a driverless Uber.
v11slr
02/7/2021
17:12
I have c concerns about the cost of EV's. I know lots of professional people who say they simply won't be able to afford a car! I know costs will inevitably come down but it really depends on how much Read an article recently about EV's setting up a generation of have's and have nots
gswredland
02/7/2021
15:27
Thanks Miti, just thinking about how slow to react and seemingly unwilling US manufacturers have been to stop Petrol and Diesel Car production. GM have pledged to end such from 2035 and I cannot find any commitment from Ford other than a ban in Europe from 2030 but the Market is a great leveller and I believe that market forces will make them rethink their strategy as manufacturers will have to increasingly heavily discount ICEs models and slow moving inventory to convince buyers worried about a huge drop in resale values so fewer buyers at much lower margins. IMHO simple economics will greatly hasten their switch to EVs. regards
rainmaker
02/7/2021
15:24
Thanks Sooty, just thinking about how slow to react and seemingly unwilling US manufacturers have been to stop Petrol and Diesel Car production. GM have pledged to end such from 2035 and I cannot find any commitment from Ford other than a ban in Europe from 2030 but the Market is a great leveller and I believe that market forces will make them rethink their strategy as manufacturers will have to increasingly heavily discount ICEs models and slow moving inventory to convince buyers worried about a huge drop in resale values so fewer buyers at much lower margins. IMHO simple economics will greatly hasten their switch to EVs. regards
rainmaker
02/7/2021
15:06
I couldn't agree more Rainmaker. This has been one of my better purchases hence why I have held and accumulated for so long. They have made all the right moves over the last five years. Don't forget the huge backlog of medical servicing that is now filtering through. Another big earner. Unless the story changes I'm happy to hold. Good luck Sooty
sooty snipes
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