The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Just a few sales and down 9% - are we waiting for late reported mega-sales?
The results are good enough to support a higher m/cap if they resume dividends, but there was no mention of them today.
Certainly need some positive news to push this above 50. Hopefully any new comments about Screwfast integration may add some volume (in a positive way).
Back to the price it was this time last year; a trading update for the year ended 30 April can be expected in the next month. Will the results be positive enough?
I added yesterday - A bargain at this knock down price.
I'm always amazed that people fly off to the shops when the January sales are on, but when it comes to shares they wait till the herd move in and buy at higher prices....
April 21 to early Jan22 pretty much contained within the 40-50 range. Moving averages are all pointing downward
A large spike low and a return to 37 at the moment
Government spending will be focussed on defence (military & energy). Fancy stuff like HS2 will probably be delayed.
BOD need to make an update statement of contracts to give investors confidence.
Risky weak buy which I did today
Well I've no idea why the share price has dropped 9% today - other than AIM stocks are out of fashion and many PIs seem to be panic selling everything that they own due to Ukraine etc.
I've picked up some really cheap shares in the last 2 weeks (FNX, RNWH) which have subsequently moved back up quickly to more reasonable levels. I've no idea why VANL which as we all know is UK focused and has a pretty full order book plus improving results should be hammered like this. Yes interest rates will rise slightly this week and inflation is rising, but will it affect road building, railway maintenance and projects, house building???
What we do know is that Cutler CEO , his Wife and the Chairman's Wife have all bought significant shares at 42p, 46p and 47.5p in the last 6 months.
I have no idea, all I know is our ceo bought £75k at 42p !!!!!
10% drop on no news; what am I missing?
RNS - CEO Mark Cutler BUYS 150,000 shares at 42p. Good news!
A solid set of results - the briefings today will be informative.
CONned by the CONservatives - the Great Train Robbery is being announced in Parliament by 'Get Rich Quick' Shapps. No wonder the share price is down over 10% this week. I can only assume that any CONservative members of the Chumocracy have no investments effected.
#Doris_Must_Go
Thursdays presentation is on YouTube:
https://www.youtube.com/watch?v=ZeowGvs8B2o
Trading update due 27 September
I agree also disappointed as I expected more of an upturn beginning of 2021. Not being able to turn a profit with furlough assistance then I do wonder if senior management are taking big bonuses for doing nought.
Markets love positive forward projections but now I wonder if this is just waffle for investors sake, fingers crossed.
2nd half turnover improved to £46.1m, but it was still not profitable. I had expected a modest profit. The forward-looking statement of "Positive start to FY2022 with strong first quarter trading." provides some comfort.
Not sure how the market will take the accounts, but the statement that they expect to reinstate an appropriate dividend during the course of the FY2022 financial year will help. Looks like UK PLC is recovering slower than the papers and politicians paint.
I wouldn't know. I am dead... Lol
Results are due next Tuesday - the RNS about them is not showing here.
https://ir.q4europe.com/Tools/newsArticleHTML.aspx?solutionID=3344&customerKey=vanellelimited&storyID=15089337&language=en
Any forward-looking statements will be interesting. The News section on the website indicates things are going fine:
https://www.van-elle.co.uk/category/news/
Oh no, only bought in this week :-)
There is a rumour that this company has died and all the shareholders with it..
Turnover increased in the 2nd half to £46.7m and should continue to increase as Covid restrictions fade despite the supply chain pressures. I am expecting £100m turnover in this financial year with the potential to pay a dividend unless there are growth opportunities to more profitably deploy free cash flow.
I see a share price of over 60p next year if progress continues. Certainly seems an industry to be in during the recovery so the downside seems limited.
I suspect the BoD already know in essence the results for the year ... the Screwfast Acquistion allows them to combine this additional revenue stream and so boost the Revenue and PbT figures, but also means they can hide an assortment of pieces of bad news. The real news we will need later this month, early next when FY is announced, is the prospects for 2022. If they can show that a return towards 100m revenue and 7-8m profit is on the cards then this could easily re-rate and rise 50%. I'm happy to wait a month or two to see if that happens.
Bought some shares today looks good loving forward to hs2 as well
Reminder email just came through:
"VAN ELLE HOLDINGS PLC will be holding the meeting Acquisition of ScrewFast Foundations Ltd today at 3:00pm."
I find Investor Meet presentations worth watching
https://presentations.investormeetcompany.com/investor-meet-company/VAN-ELLE-HOLDINGS-PLC-Acquisition-of-ScrewFast-Foundations-Ltd
[You do need to be registered with Investor Meet for the link to work]
At least it looks a bit more perky. as a result. This is a bottom drawer share for me, let hope for new Rail contracts etc if the Government try to stimulate the post Covid economy with infrastructure projects.
This is a recovery stock with plenty of headroom.. Worth holding