Great results with good market reaction |
Results tomorrow, hoping for good news on these |
got to over 20 times '25 numbers. 450 looks like a decent entry if seen. |
What do s going on with this stock, now over 25% down from high when superb results and outlook were advised. I feel this will spike again once latest update is provided |
AGM tomorrow. Last year they gave a trading update, so hopefully see a positive one tomorrow. I hold.
B |
Nothing we don''t already know, but nice to see people noticing:
"Ventilation group buoyed by new housing regulations" (FT, 25 Oct)
"BlackRock, Inc. has increased its stake in Volution Group plc, crossing a significant threshold with a 5.71% total voting rights. This move reflects an increase from a previous 5% holding.." (Tipranks, 31 Oct)
"It's clear from the latest estimates that Volution Group's rate of growth is expected to accelerate meaningfully.." (SimplyWallstreet, 26 Oct) |
It was the volume that surprised me as it was the biggest for over 3 years. Was worried that it was some big issue but then saw the end next day which soothed my worries |
OK, so they sold a load of shares! I cash in sometimes too, doesn't mean I have lost faith. |
Happy to buy in at this giveaway price. |
V happy.
This is my top performer - a 4-bagger on the profits alone, after selling my original stake back in 2021 when the share price had doubled.
Every time I consider selling some more to take profits, I see a Manrose or Ventaxia extraction fan somewhere and think… those aren't going away, nobody wants to reduce ventilation these days, and they all need replacing from time to time… |
Wow some massive sells after hours, what is going on? |
I think it’s in line with results.
Price shot up late yesterday and now back to where it was around midday yesterday as results are basically only in line with expectations and guidance seemed very reserved. |
Price action is mad, what does the market want? Great results, good look forward statement and increased dividend and price drops over 8%!!! |
Id like to know what you need to be happy. This was a very strong measured statement given the growth trajectory - no hype. Rev, op profit up and when is it not a challenging market. This is set for growth and I'll be adding on any price weakness. . |
I’m satisfied, but the announcement wasn't amazing.
EPS was 3% ahead of guidance and divs increased more than I’d thought.
However, Fantech acquisition won’t complete till end of calendar year and their assessment of this year so far is only that revs and op profit are ahead and that it’s a challenging market. So, good but seemingly not great.
As interest rates go down and if Labour increase government spending then Volution could still manage a great year, tho. |
Excellent result and forward orders bode well for the future. Will be re rated on the basis of these results |
Hoping so. Share price has jumped around 3:15pm like a few insiders already know what’s gonna happen. |
Expecting strong results on Thursday, building up to a re-evaluation of the share price based on performance and purchase of Australasia outfit |
Must be near or ATH? Hopefully a transformational move by the company. Nice to see a very quiet board too so likely off many people's radar. Long may that continue |
Great boost to earning and exposure to Aistralasia, price movement clearly means the market like it. Immediate 25% revenue increase should be reflected in the price so at least 650-670p on the cards |
A huge acquisition today and will increase the company's revenue by 25-30% |
trading update RNS today |
https://masterinvestor.co.uk/equities/marlowe-team-internet-and-volution/Volution Group (LON:FAN) Nordic Buyers Up StakeI was interested to note that, following last week's encouraging half-timers from this energy efficient indoor air quality solutions group, that one of Norway's leading fund management group, ODIN, has stepped up its holding in Volution.Adding another 10% to its holding on Monday of this week increased its share stake to 8.77m shares, some 4.44% of the FAN equity.Last Friday analyst Edward Prest at Liberum Capital, was pleased with the interims and upped his Price Objective for the group's shares from 470p to 510p, looking for the current year to end July to show a 7.3% increase in sales to £352m, with a similar rise in pre-tax profits to £69.9m, lifting earnings to 27.0p (25.8p) per share.The shares closed last night at 429.20p, off 4.60p on the day.I see them going a lot higher, possibly before the July Trading Update. |
 https://masterinvestor.co.uk/equities/small-cap-catch-up-fan-cto-and-stvg/Volution Group (LON:FAN) Confidence Going ForwardThis energy efficient indoor air quality solutions group last Friday declared its Interim Results to end January this year.They were quite impressive showing better than expected figures and accompanying corporate statement.Sales for the six months were 6.3% ahead at £172.5m (£162.3m) while its adjusted pre-tax profits were 9.9% better at £35.0m (£31.8m), generating a 10.5% advance in earnings to 13.7p (12.4p) and very easily covering an interim dividend of 2.8p (2.5p) per share.Interestingly the group reported a strong performance from its UK residential market, up some 19.4%, while it was evident that tight pricing and operational controls helped to boost margins to 22.4% (21.1%), which is the highest such level since 2015.CEO Ronnie George stated that:"We made strong progress in the first half of the year, against a backdrop of higher interest rates and weaker new build demand.UK residential was once again the standout performer, with tighter regulation and strong social housing demand continuing to drive activity levels.Our greater exposure to refurbishment supported organic revenue growth in the period, and inorganic growth was strong due to a good performance from our recent acquisitions.Continued strong execution of our operational excellence model enabled us to expand Group adjusted operating margins and grow earnings in all three geographic regions.The excellent operating cash generation further strengthened our balance sheet and positions us favourably to continue to invest in future growth, both organic and through acquisitions.Our strong performance in the first half, together with the tailwind from our three recent acquisitions, gives the Board confidence in delivering adjusted earnings per share for the current financial year slightly ahead of consensus."Analyst Edward Prest at Liberum Capital upgraded his Buy note on the group's shares, lifting his Price Objective from 470p to 510p.His estimates for the full year to end July are for sales of £352m (£328m), lifting profits to £69.9m (£65.1m), with earnings of 27.0p (25.8p) and a dividend of 8.3p (8.0p) per share.For the coming year he has £367m takings, £73.5m profits, 28.3p earnings and 8.5p of dividend per share.The group is obviously very expansive with its M&A programme, having completed three acquisitions within the last year, which will boost its overall growth, while its operating margins are improving so well.The £873m capitalised group's shares, which closed 3% better on Friday night at 436p, up 11p on the day, have strong attractions. |
Yes i have been watching the progress of this company for a couple of years. It will soon fly. |