Volex Share Discussion Threads

[valhamos] 15/11/2024 08:11

Lower underlying eps often happens after an acquisition partly funded by a share placing. It's just a reflection of the deal dynamics which take time to come through.

[johndoe23] 15/11/2024 08:01

Yup, thought so

[ymaheru] 15/11/2024 07:46

I agree with most comments here.
Decent results; nothing special and Trombone is right that underlying eps isn’t very good. Hopefully, it’s what the market was expecting.

[johndoe23] 15/11/2024 07:43

Interested how the market will digest

[valhamos] 15/11/2024 07:34

Good results with 20% increase in profit before tax with the Off-Highway segment developing nicely with the Murat Ticaret acquisition. The outlook is positive and TT Electronics looks like a good proposition.

[thebears1] 15/11/2024 07:19

Do you hold these

[trombone_89] 15/11/2024 07:15

is 2% underlying eps growth really fantastic?

[igoe104] 15/11/2024 07:11

Takeover offer for TT electronics..

[igoe104] 15/11/2024 07:09

Fantastic set of results. 👏 👏 👏

[pcok] 14/11/2024 12:43

Investorsmeet webinar tomorrow 3.30 pm.

[insideryou] 12/11/2024 13:47

I hope you peasants took advantage of nat endorsing Trump months ago before the whitewash in America happened...I've told you many times. Rothschild controls the world and what nat wants he gets.Such naivety and ignorance here. If you only knew what I know about our dark lord.

[longshanks71] 11/11/2024 14:20

Volex are a supplier of components to Hypervolt who make electric car chargers for home installation. Octopus energy are in partnership with Hypervolt so there is common ground and I would assume octopus energy have some first hand experience of Volex as a supplier.

[zho] 11/11/2024 10:11

Ah! So they have arms everywhere.

(Sorry)

[ijamlon] 11/11/2024 10:08

Different but closely related and intertwined. Same founders, and cross- shareholdings. Both are subsidiaries of Octopus Group.

[zho] 11/11/2024 09:56

Octopus Energy different from Octopus Investments, no?

[ijamlon] 11/11/2024 09:42

Interesting to see Octopus accumulating a significant shareholding. Their group is expecting to play a major role in the UK grid buildout.

[igoe104] 08/11/2024 16:26

Blackstone says data centre boom to hit $2 trillion in five years.

[ijamlon] 07/11/2024 21:32

Bit of a boob there by the Times, nevertheless 40c would be a huge beat on current consensus expectations of 34c.

[blusteradjuster] 07/11/2024 15:27

Probably, so the P/E ratio would be ... 10.5.

[zho] 07/11/2024 15:19

>> ... and could translate into earnings per share of 40p ...>>

40 cents more likely, I would have thought.

[ijamlon] 07/11/2024 11:20

"If the momentum permits a repeat of last year's 45-55 split between the first and second halves, that suggests $1.13 billion annual revenue and $113 million operating profit, up from $89.7 million for the year to last March. This is without contributions from acquisitions and could translate into earnings per share of 40p and a prospective 8.1 price-to-earnings ratio."

[igoe104] 07/11/2024 07:31

Tipped in the times...

[dr biotech] 06/11/2024 17:20

Unless of course there are US based cable makers, though of course it would be likely they would lose their own business outside the US. That would of course mean that instead of the most efficient manufacturer winning it would be the most efficient local manufacturer. So the buying company will lose out as will the final users. Higher prices, lower efficiency, everyone poorer. In a nutshell why Tariffs hardly ever work.

[igoe104] 06/11/2024 16:26

Costs get passed on. Just like when trump was in before..