Volex Share Discussion Threads

[ijamlon] 25/3/2024 12:07

Almost every year, the share price sags through the quiet period and then gets a rocket from solid numbers at the April results. We've twice experienced a trough to peak gain of approx 40% around the April numbers. This year looks like it could be the same set-up. EV is experiencing some global weakness for sure, but data centres and historic acquisitions have the potential to deliver good news. We shall see.

[igoe104] 25/3/2024 11:20

CFO interview.

[dope007] 22/3/2024 15:20

The US coming out with aggressive EV targets should be good long term for these guys. Short term weakness could be a decent buying opportunity

[johndoe23] 21/3/2024 13:15

Glad to see recovering from the lows of previous weeks

[aishah] 12/3/2024 15:07

EXCLUSIVE 'We don't want your electric cars': Why half of used motor dealers are reluctant to buy second-hand EVs

[simmsc] 12/3/2024 11:07

Year End accounting rules are pretty tight these days (not a lot of flexibility of what can be recognised and what not). We just had our audit a few weeks ago. This is completely not a concern.

[pcok] 12/3/2024 10:49

The great thing about VLX that Nat has spent years building is the diversification. This should help buffer any temporary shortfall in performance of a particular division. It is a solid business model and together with the local supply chains minimising international issues the company is now far more resilient. It also has the new acquisition to contribute into these results.I remain a buyer.

[rimau1] 12/3/2024 08:20

Correct but too simplistic. VLX year end is 31 March so a few weeks to go. You can manage your shape at year end by recognising costs (or not) and booking revenues (or not) so management sit down and decide how they want the yearend shape to look versus 2024 initial outlook. IR will get involved, LTIPs will be looked at etc. its certainly priced for a warning or a cautious outlook statement. A few on here have flagged peers results and also volex talked about destocking so the stock price makes sense until we get clarity IMO. I will certainly double down on any short term headwinds that cause a price correction.

[johndoe23] 12/3/2024 08:06

If there was a profit warning Volex would have to announce to the market as soon as they knew, no?

[foreverbull] 12/3/2024 07:59

Interesting comment by Vox moderator that the market is factoring a profit warning but Volex has been tight lipped about it......Thoughts?

[redartbmud] 12/3/2024 07:46

Ta.

red

[foreverbull] 12/3/2024 07:40

26:05 Volex

[redartbmud] 11/3/2024 19:55

1 hr 08min 33sec long.
Not sure I will live that long to hear it.

Thanks.

red

[igoe104] 11/3/2024 15:44

VLX mentioned in this Fund manager interview.

[mfhmfh] 08/3/2024 15:12

good U.S. jobs growth figures this afternoon. IMHO.

[disc0dave46] 08/3/2024 13:56

280 seems to be fairly strong support.

[igoe104] 07/3/2024 15:53

Fingers crossed John.

Some Big sells in the last hour have been cleared..
Over 300k worth over three trades

[johndoe23] 07/3/2024 13:56

Overhang gone?

[pcok] 06/3/2024 14:42

insideryou

[disc0dave46] 06/3/2024 13:53

Are you for real?, jeez.

[ijamlon] 06/3/2024 13:08

This is going to be a twenty percenter come the April numbers.

[pcok] 06/3/2024 12:08

Drivel. Filtered.

[disc0dave46] 06/3/2024 11:26

Igoe
Pmsl