Volex Share Discussion Threads

[boadicea] 24/8/2023 19:14

Ijamlon - Sounds like you want jam on both sides of your bread!
I think VLX probably fills the bill quite well for EV.

On the data centres there are a number of options but one that is probably not too expensive atm is RCN because it has recently acquired a company that had not hedged its electricity requirements, so given that cost and the inevitable amortisations that follow a takeover, it is showing a statutory loss. However, the prospects for the current year (FY2024) are better and for 2025 look positively good.
For good measure you could add in CNIC, a play on internet traffic - domain management and monetisation of intelligence data acquired from traffic analysis (I think - it's all a bit technical for my brain!). On its cash flow figures it looks uncommonly good value but statutory profit is impacted again by the non-cash write down of acquired intangibles.

Apologies to others for veering o/t.

[ijamlon] 24/8/2023 11:11

If only there was a UK stock to buy that benefits from the massive growth in both data centres and EV

[ijamlon] 16/8/2023 06:21

Bloomberg - HSBC raised its Volex price target to 510p from 400pThe broker says recent confirmation that the firm is a licensed charging system partner of Tesla "adds to the theme of high momentum in EV."The choice of Volex as a global manufacturer of NACS couplers comes as the US charging infrastructure moves closer to adopting Tesla's EV charging standard, analyst Stephan Klepp (buy) writes in noteNotes Volex has also won clearance to acquire Murat Ticaret, a maker of wire harnesses, in a second bit of good news"In our view, Volex has continued to execute above expectations, and its loss of premium growth valuation is unjustified"

[acefromspace] 14/8/2023 15:56

I'd prefer no buy out to get max value out of time. This is my biggest holding

[owenski] 14/8/2023 15:49

Couple of pieces of important news recently and market clearly liking this, showing a bit of strength in weaker markets too. Tidy looking chart with a bit of volume behind it, reckon this is starting to accumulate again. Decent business and well executed.


free stock charts from uk.advfn.com

[dr biotech] 14/8/2023 15:33

I guess it would be up to Nat to decide when he wants to do something else. Decent rise today though, its now one of my better performers this year, and also in my top 3 holdings.

[zho] 14/8/2023 11:48

>>Volex recent Revenue £170 million>>

$723 million in year ending 2/4/23??

[togglebrush] 14/8/2023 11:18

About Amphenol

Sales in approximately 70 countries across six continents
Revenue US$12.1 billion

Approximately 50 companies acquired in the last 10 years
• Acquirer of choice
• Focused on high-quality management teams with complementary technology
• Successful acquisition program in a fragmented but consolidating market

'
Volex recent forecast Revenue 2024 US$ 817 million 2025 US$ 926 million ... apologies earlier wrong currency and values

[aishah] 13/8/2023 22:19

How does VLX fit into Amphenol?

[gargoyle2] 13/8/2023 21:38

Just a google search away - hxxps://investors.amphenol.com/home/default.aspx

[aishah] 13/8/2023 21:34

Anyone got a link to Amphenol website and investor relations?

[contact2fsnetcouk] 13/8/2023 21:05

Amphenol had better be quick if it is serious, the longer it delays the more expensive will be the price

[ijamlon] 13/8/2023 13:04

Only a matter of time until Amphenol buys Volex

[pcok] 11/8/2023 10:47

Just topped up. Hoping for a steady return to former glory. Looks like ducks are lining up.

[brucie5] 11/8/2023 10:16

Thanks. Momentum may be returning to some sectors, so would be interested to hear what else you like.

[johndoe23] 11/8/2023 10:07

It's my own modified screen on stockopedia. Some shares on there have done well past few months

[brucie5] 11/8/2023 09:40

John, are those your own algos, or do you use a subscription platform?

[johndoe23] 11/8/2023 07:54

Also showing on my quality and momentum screen

[brucie5] 11/8/2023 07:47

Certainly looks like a large gap opened up toward £4/5 level. Plus two complementary screens on Stocko, including O' Shaugnessy Cornerstone growth and Charles Kirkpatrick Bargain screen.
I'm back in.

[ali47fish] 10/8/2023 09:01

many thanks doug well explained!

[donald pond] 10/8/2023 08:36

Chartwise it looks like a breakout, a backtested that included the fill of yesterdays gap up and then an extremely positive reaction. I honestly think this looks like the start of a big, sustainable uptrend

[dougmachin] 10/8/2023 08:32

ali - VLX share price went up on no news... and when there was some good news, it did nothing (went down a bit).

Sooooooo, it seems some people knew the good news beforehand and bought. Then, when the good news was actually released (yesterday), the folk who knew already, sold and made some quick money.

That's the reasoning...

For me, I'm just pleased my biggest holding is totally on the right track.

[ali47fish] 10/8/2023 07:35

how do you know ther is alek and what kind igo