Member Info for Spades1973

And still a high volume of shorts to buy back ..

Only going one way ..

No nasty surprise's

AND

“ Updated capital allocation policy: dividend maintained”

Committing to net zero when everyone else has lost interest..

Time to go ?

Plenty of buying post dec 2nd with the Uncertainty out of the way and shorts closing .. maybe even before that if there’s a leak …

Probably earlier day sell trades declared when filled .

All these short sellers will have divi’s to pay to the owners when the share goes XD . And there’s nothing to suggest it won’t. We just don’t know how much it will be, it could halve and still yield 5%! not a disaster at this price. They’ll want to give the shares back by then .. big buys are incoming to match these sells and this share moves a lot on low volume .. sit tight

Transition to new CEO , no RNS negative news OR director sells .. bigger volume of late, but all the research I’ve carried out is positive. We’ll see in December if insiders have been illegally spilling the beans to institutions. I personally feel it’s just an out of favour sector awaiting the budget. With worldwide exposure a high barrier to entry sector and manufacturing plants in all continents, including china and USA . Hold

.. the £4 million 600000 shares traded at £6.50 yesterday?

Poor strategical move . Shunning the money man (who probably has contacts saachi) then showing their over hyped hand .

Yes this will light the Brave bison fuse, expect dirty tricks, company pr to be exposed , price drop and Ashcroft getting at the lot discount. He’s. No fool

Current Hold, but I’m thinking of reducing right now ..

Victrex plc boldly upheld its £40.1M dividend in Feb 2025, tapping £18M from its credit facility to support shareholders, reflecting strong confidence in future growth. With solid H1 2025 cash flow (£34.6M, 128% conversion) and lower capex, net debt rose to a manageable £40.7M (0.9x EBITDA). The Board is upbeat about a robust H2 recovery, driven by mega-programmes like Petrobras and improving markets, paving the way for debt reduction and growth

This will flip like RR. Remember , No announcements from company . If the divi is cut do be it, keep the divi cover at 1 and Pe at 10-12 , this is at least 2quid under at present . Just shorter staking advantage of a thinly traded share.

Take the opportunity. Load up

Company | Ticker | Description | Forward P/E (FY2025 or equiv.) | Notes

---------------------------------|-----------|-----------------------------------------------|--------------------------------|-------------------------------------------------------

Victrex plc | VCT:LSE | High-performance PEEK polymers for industrial/medical | 7.8x (range: 7.8-14.5x) | Discounted due to near-term headwinds; strong growth potential in e-mobility/mega-programs.

Solvay (Syensqo) | SOLB:BR | Specialty chemicals, advanced polymers | 12.5x | Peers Victrex in composites; benefits from broader portfolio stability.

Evonik Industries | EVK:DE | Specialty chemicals, performance materials | 11.2x | Focus on high-tech polymers; similar exposure to automotive/energy megatrends.

Elementis plc | ELM:LSE | Specialty chemicals (coatings/additives) | 13.8x | UK-based peer; higher multiple from recovery in industrial demand.

Synthomer plc | SYNT:LSE | Specialty polymers/adhesives | 10.5x | Volatile but undervalued

I’ve selected weak buy because of the unknowns over divi being maintained and the change of leadership.

Victrex is currently cheap at this price against its peers and is due a re rate .

Schroeders seem to think so too, and have taken an interest

Remind me never to listen to Walleye when it comes to short selling investments

(Subject to continuing short squeeze ) 🙏

🤪

Thankfully some good news in these crazy times.. I think holders could be in for a nice surprise at the bell

Possibly a purchase by a director of an investment company ? I seem to remember a Similar event about a year ago?

“Robin is the founding partner of Progressive Strategic Solutions LLP (one of the first Chartered firms of Financial Planners in the UK) and co-founder of Armstrong Energy a successful company managing energy infrastructure assets in the UK and India. Armstrong manage assets for major institutions and private clients. Robin also sits on the board of Downing Four VCT PLC and a number of EIS backed companies.“

Great work PP.. share far and wide!

66.6 to Buy .

Good or bad .. Lol

Great progress from a strong & sensible management team.

Gelion has the the IP and structure for a long term multibagger. If you haven't gone balls deep already , why?

Fingers crossed .. we all love a winner!

It was market price when the deal was done ... yeah we all love a premium when we are in, but it you were offered a buy in above market would you take it?

We are PI's mate not goldman sachs .