KPC PEEL HUNT buy 4% stake (17.35 million shares)in ELEMENTIS the chemical maker on behalf of mystery client has sparked a buying spree. This purchase followed at 12 million purchase a few minutes earlier and it has been all buy of this share since. Is this a share that is about to bounce.

This company has been staggering over many a year. Promises, promises but NEVER fulfilled. Time, perhaps, to take it out of its misery.

33 million more purchased (another 8%if it is to the same mystery punter that is a 12% portion of this company), after the bell perhaps this one has something in the offing (takeover possibility maybe. The train is leaving the station. All aboard. DYOR

The fat lady is warming up. I'll be sad to see the back of this generous giver. It's perfect for Melrose. Can they wait until February?

This share is shining %16 up in two days. The mystery purchaser of 11% f the shares has now been identified and is an investment company that don't invest in companys without gaining seats on boards.

sit back and enjoy the ride.Isuspect there is more to come.christmas is alittle early this year.

j5960 do you have any info on this one

A nice little 22% rise since the mystery buyer kicked in and some 350,000 protected transaction shares sold after the bell today with a .5p rise today.
Is this share about to breakout. Some solid purchasing of this share since the 9/1/05. :-))) DYOR

yes

Worth having a look at Elementis ELM which has come out with a very bullish trading statement very recently.

http://www.investegate.co.uk/Article.aspx?id=201005240700093878M

In addition brokers are calling this one a buy.



Elementis PLC

FORECASTS 2010 2011
Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax
() EPS (p) DPS (p)

Brewin Dolphin Investment Banking [A]
21-05-10 BUY 38.23 5.75 2.98 41.53 6.28 3.11

The Royal Bank of Scotland NV [A]
04-05-10 BUY 37.35 5.90 2.90 42.39 6.69 3.00

Collins Stewart [A]
23-02-10 BUY 5.30 5.70

Notes to forecasts
(24 May 10) A flag refers to outlook


GROWTH
2009 (A) (E) (E)

Norm. EPS -91.34% % %
DPS 0.00% % %

INVESTMENT RATIOS
2009 (A) (E) (E)

EBITDA 27.70m m m

EBIT 14.20m m m

Dividend Yield 4.30% % %

Dividend Cover 0.27x x x

PER 85.34x x x

PEG -0.93f f f

Net Asset Value PS -7.19p p p

From Zak Mir Pro TAer........

Zak Mir



Reged: 28/06/07
Posts: 1303
Re: CHART ATTACK - Longs and Shorts
#465548 - 28/05/10 07:54 AM Edit Reply Quote



ELM looks great. Above the 50 dma at 61p could hit 2009 resistance line target of 90p in 3 months.

Post Extras:

Trading on a P/E of just 8.9 ..... far too cheap imo....... should be at least twice that P/E..................

Elementis ForecastsYear Ending Revenue (m) Pre-tax (m) EPS P/E PEG EPS Grth. Div Yield

31-Dec-10 453.77 44.28 6.56p 10.2 0.1 +134% 2.98p 5.0%
31-Dec-11 482.94 48.56 7.53p 8.9 0.6 +15% 3.15p 5.3%

Monday's tip on UK-Analyst is from the growth company experts at Small Cap Shares‏.

From: Small Cap Shares (smallcapshares@news.t1ps.com)

Sent: 05 July 2010 16:58:13

BUY ELEMENTIS (ELM) at 61.5p

VALUATION

A key catalyst for the shares is the release of interim results in August, where we expect Elementis to report a significant turnaround in trading in line with its recent comments.

Broker Brewin Dolphin increased forecasts by 10% on the trading update and currently anticipates earnings of 5.81p for the 2010 financial year, rising to 6.34p next year.

These estimates put the shares on a current multiple of 10.6 which falls to 9.7 in 2011. The shares also offer a healthy 4.87% yield if as forecast the 3p dividend is maintained. BUY.

Greetings Goldfinger - just a note to let you know that you are not alone in ELM. I bought in July 09 on a tip in Shares Mag, when they were just 29p each. Yield was a tasty 9.5% - so two times a winner with these. These will go a lot higher as the recovery gathers pace. I will look to trade higher up, but only to improve my running yield - I am mainly an income investor these days.

Hope you and I both do well then Lord Gnome.

Just updating the Broker table.....

Far too cheap, a P/E of just over 8 going into 2011, far too stingy and a great chance of upgrades along the way.

From Hemscott premium....

Elementis PLC

FORECASTS 2010 2011
Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

The Royal Bank of Scotland NV
08-07-10 BUY 47.72 7.21 2.90 52.76 7.97 3.00

Brewin Dolphin
02-07-10 BUY 49.66 7.46 3.14 51.82 7.81 3.28

Collins Stewart [A]
23-02-10 BUY 5.30 5.70

2010 2011
Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Consensus 48.62 7.33 3.01 52.33 7.90 3.13

1 Month Change -1.04 -0.13 -0.13 0.50 0.09 -0.15
3 Month Change 15.40 2.11 0.11 14.89 2.25 0.18

Notes to forecasts
(24 May 10) A flag refers to outlook


GROWTH
2009 (A) 2010 (E) 2011 (E)

Norm. EPS -91.34% 826.28% 7.78%
DPS 0.00% 3.83% 3.95%

INVESTMENT RATIOS
2009 (A) 2010 (E) 2011 (E)

EBITDA 27.70m 69.68m 74.17m

EBIT 14.20m m m

Dividend Yield 4.36% 4.53% 4.71%

Dividend Cover 0.27x 2.43x 2.52x

PER 84.08x 9.08x 8.42x

PEG -0.92f 0.01f 1.08f

Net Asset Value PS -7.19p 44.60p 49.71p

Monday 1st November trading update

Short term looks ugly for ELM....

see chart below

http://charting.webs.com/elm%201.JPG

Elementis +47pc

The speciality chemicals group Elementis is enjoying a sharp increase in demand for its products in Asia and South America, which is offsetting economic uncertainty in Europe .

The company, founded in Liverpool in 1844, makes coatings and chromium, and is benefiting from a boom in the oil and gas drilling sectors. For example, Elementis sells coatings additives for shale drilling and unconventional, high temperature, high pressure drilling.

The group is also cash-rich. Last year the dividend was increased by 42pc and investors are ready for more returns after Elementis said in April that it is “in the process of reviewing the appropriate balance between cash reinvestment and shareholder returns”.

Elementis to acquire Watercryl Quimica
StockMarketWire.com
Elementis has agreed to purchase Watercryl Quimica Ltda, a Brazilian coatings additives company, for $24m in cash. Watercryl was established in 1993 and is a leading supplier of additives to the Brazilian coatings industry, with manufacturing and technical facilities based in Palmital, São Paulo.

Elementis says the acquisition will significantly increase the company's presence in Latin America and provide a platform for its specialty products business to accelerate growth in the region.

The transaction is expected to close during the second half.

At 9:11am: (LON:ELM) Elementis share price was +5.3p at 193.2p

http://www.moneyam.com/action/news/showArticle?id=4417892HIGHLIGHTS



· Total revenue increased, with good organic growth in both of our core businesses:

o Specialty Products up 4 per cent despite the downturn in Europe.

o Chromium up 9 per cent.

· Group operating profit increased by 12 per cent.

· Group operating margins improved from 18.2 per cent to 20.1 per cent.

· Earnings per share increased by 15 per cent.

· Continuing investment in Specialty Products growth, including recently announced acquisition in Brazil.

· Further strong cash generation, with net cash of $29.9 million at the period end.

· Special dividend programme announced to further enhance shareholder returns, returning up to 50 per cent of year end net cash on the balance sheet.

;-))

Well played DC (what price did you get?), but I think there is more to come. The last report on 31/7 had a lot of positives that the market likes (promise of special divis, cash in the balance sheet etc) and the stock has just been admitted into the Stoxx600 index so there should be demand from European funds kicking in. The market cap has also just broken £1BN which may also attract bigger funds.

With a short term bull market after QE3, I see more gains to come here.

Thanks Bones , I got 239.5 p . Bought them in Jan this year. I am very wary of hanging on to long. Sitting on quite a few now with good profit, so nice to bank some.
No other reason to sell, the company looks good as you say. Thanks again.

That's impressive work since January for sure and I agree a profit is not one until banked :)

I have only gone in after 31 July between 205p and 217p so still working my trades.....

Good for you. I just want a good war chest if we get a down turn (lets hope not).
Good luck.

Cheers DC!

Gone long here, results due 1st nov. Always seems to have a good run up and good day on the results day..........

Broker Update....

21 Oct 2013 Elementis PLC ELM Berenberg Buy 247.30 247.30 290.00 285.00 Reiterates

SP TARGET 285p.

21 Oct 2013 Elementis PLC ELM Canaccord Genuity Buy 250.35 247.30 275.00 275.00 Reiterates

SP TARGET 275p

Elementis - Interim Management Statement



Elementis plc (ELM.L, "Elementis" or "the Group"), the Global Specialty Chemicals Company, today issues its Interim Management Statement for the three months ended 30 September 2013.



Commenting on the Group's performance Group Chief Executive, David Dutro, said:

"Elementis is pleased to report another resilient performance in spite of an economic background where growth is turning out to be slower than generally anticipated. The Group's strategy of creating its own growth opportunities, combined with its strong, diverse market positions and a return to more normal trading patterns in oilfield drilling are the key drivers of the Group's 12 per cent sales growth in the current quarter, compared to the same period last year. The integration of the Group's two recent acquisitions, Watercryl in Brazil and Hi-Mar in the US, is progressing well and the second and final phase of our new coatings additives plant in North America is well underway. These investments strengthen the broad geographic presence and enhance the Group's exciting market positions and will support further growth over the medium term."





Specialty Products sales improved by 15 per cent, or 8 per cent excluding acquisitions and currency.



· In coatings, sales in North America were higher by 12 per cent, mainly due to the acquisition of Hi-Mar earlier in the year. In Asia Pacific, sales increased by 11 per cent as the business continued to benefit from its market position in China, experiencing strong demand from local high-end industrial markets. Latin American sales increased by 68 per cent, driven by the acquisition of Watercryl in September 2012, and good progress is being made in expanding Watercryl sales outside of Brazil. In Europe, underlying economic conditions continue to be subdued as headline sales improved by 3 per cent, with currency contributing 4 per cent.



· In personal care, the business continued to benefit from the initiatives of a refocused management structure, with additional resources in new geographies and new product launches. As a result, sales improved by 16 per cent or 13 per cent excluding currency.



· Sales to the oil and gas drilling sector continued to demonstrate a sustained recovery following the impact of industry destocking in the latter part of 2012, maintaining the robust pace reported for the first six months of the year. Consequently, sales to this sector were at a similar level to the average quarterly sales in the first half of this year and 35 per cent ahead of the same period last year.



· Operating margin in the third quarter was similar to that reported for the first six months of the year as overall pricing and contribution margins remained stable.



As expected, following the planned maintenance shutdown in the early part of the year, Chromium trading patterns in the current quarter returned to more normal levels. Chromium sales in the quarter were 5 per cent ahead of the same period last year and at a similar level to the second quarter of the current year. As production volumes and plant utilisation returned to more normal levels, margins improved compared to the first half of the year and operating margin for the full year is expected to be in the range of 24-26 per cent. Consistent with our strategy of stable earnings and cash flow, we expect the performance of Chromium in the second half of 2013 will be similar to the second half of last year.



Cash flow continues to be a positive aspect of the Group's performance and it is anticipated that the end of year balance sheet will show a net cash balance of at least $30 million.



Overall we remain confident in the Group's ability to deliver growth that is in excess of the underlying economies in which it operates and expect our full year earnings per share to be in line with market expectations.











Enquiries:

Elementis + 44 (0) 207 408 9300
Brian Taylorson, Finance Director

Elementis Trading Update
PRN
28 October 2016
Elementis Trading Update
Elementis plc (ELM.L, Elementis or the Group), the Global Specialty Chemicals Company, today issues a trading update for the three months ended 30 September 2016.
Commenting on the Groups performance Chief Executive Officer, Paul Waterman, said:
We continue to focus on prioritising our strategic agenda, which we will present in more detail at the Groups Capital Markets Day presentation on 14 November 2016. I am pleased to report continued progress in Specialty Products and while trading conditions for Chromium continued to be challenging, overall Group earnings per share for 2016 are expected to be in line with market expectations.
Specialty Products performance in the period was positive, with strong growth in Personal Care and improved performance in Latin America coatings.
In Chromium, although the environment internationally remains challenging, contribution margins in North America and the rest of the world were stable. We continue to look at options to increase efficiency to help offset the competitive effects of a stronger dollar.
Cash generation continues to be an important component of the Groups performance and, as previously stated, the net cash balance at the end of the year is likely to be higher than at the same time last year which, under our progressive dividend policy, will have a positive effect on the special dividend.
Specialty Products sales were 6 per cent higher than in the same period last year on a constant currency basis, and 4 per cent on a reported basis. The remainder of this business commentary refers to constant currency sales.
In Coatings, Asia Pacific sales were 5 per cent ahead of the prior year as demand in China continued to reflect solid underlying growth. Sales in Latin America showed significant growth in the period, despite ongoing economic challenges in Brazil. The business benefited from new business wins at key accounts in Brazil, Mexico and Chile, which resulted in sales being 38 per cent higher than in the same period last year. Sales in North America were at a similar level to the comparator period, as overall demand continued to be negatively influenced by the impact of the strong dollar on North American exporters. In Europe, following a relatively strong second quarter (+4 per cent), sales in the period were 5 per cent lower than in the same period last year. We saw reduced consumption across Europe through our distributor channel whilst sales to Eastern Europe were also lower.
In Personal Care, where the Group has recently added more resources, sales were 38 per cent higher than in the same period last year. Excellent progress was made in growing sales of hectorite products in colour cosmetics and antiperspirants, while expanding sales geographically also showed good progress, particularly in Italy, China, India and Brazil.
In Oilfield Drilling, sales were 4 per cent lower than in the same period last year as demand patterns continued to remain relatively stable.
In Chromium, sales were 4 per cent lower than in the same period last year, on 3 per cent higher volumes, which was due to a continuation of the more challenging environment outside of North America, as reported in previous announcements. Compared to the second quarter, contribution margins in the period were relatively stable in North America and improved for sales outside of the region, as a result of a better product mix.
Consistent with the strategy to reduce activity in Surfactants over time, sales in the period were 14 per cent lower than in the same period last year and operating profit was consistent with the previously reported near break-even run rate in the first six months of the year.
The Groups tax rate for the full year is expected to be lower than it was for the first six months of the year, due to changes in the geographic mix of profits, but overall Group earnings per share for 2016 are expected to be in line with market expectations. The Groups balance sheet remains strong, with robust operating cash generation continuing to be a positive feature of the Groups performance. Consequently, the Groups year end net cash balance is expected to be higher than the $74 million reported at the end of 2015.
END

Market Buzz
Broker tips: Elementis
Wed, 09 November 2016

(ShareCast News) - Elementis shares were given a boost on Wednesday after Berenberg raised its rating on the stock to 'buy' from 'hold' and raised the target price to 270p from 200p.
The upgrade comes after the specialty chemicals company said in a trading update that it expects full year earnings to be in line with expectations after a third quarter 38% jump in personal care sales offset a 4% decline sales at both its chromium and oilfield drilling businesses.

"Since our downgrade to 'hold' in April, consensus 2016 and 2017 earnings estimates for Elementis have fallen by 20%, primarily on 700 basis point earnings before interest and tax margin compression in the chromium division," Berenberg said.

"Q3 results, with 38% growth in personal care and abovemarket growth in coatings additives, mark the turning point in this cycle of downgrades. Elementis will, in our view, generate the best organic growth of UK chemicals in 2017 (circa 5% versus circa1%)."

Berenberg also expects the chromium business to recover given that emerging market producers may run out of spare capacity in 2017 and an increase in oil prices is seeing a corresponding rise in the Russian Ruble and Kazakhstani Tenge against the dollar.

The broker also predicts reduced competition and a rise in chromite prices to boost EBIT margins by 180 basis points to 19.5% in 2017.

Berenberg estimates the personal care business will outperform the market with growth rates moving from 10% to "mid-to-high teens".

Reflecting assumed improved sales growth in personal care, Berenberg raised its earnings per share estimates for fiscal years 2016 to 2018 by an average of 5%.

SP back at 2013 level, has been in a range since August between 265 - 290p. Trading Statement on Friday. Long on the spreads initial target 290p tight stop.

Elementis on course to grow operating profit

StockMarketWire.com

Elementis performed in line with expectations in three months to the end of September and saw a continuation of the trends experienced across the first half of the year.

The group said specialty products performed well and in line with expectations:

- Coatings saw a good sales performance across all regions versus last year, however higher raw material costs impacted profit growth.

- Personal Care continued to benefit from increased penetration of the group''s hectorite based products across categories and geographies. The integration of SummitReheis remained on track with synergies well underpinned, and the group continued to implement pricing responses to recover raw material cost inflation. Elementis said it was creating a personal care business of scale.

- Energy has remained strong, reflecting higher activity levels and market share gains. Momentum in the business remained extremely positive.

The group said chromium was on track to deliver full year improvement

It said: 'Chromium has continued to perform well and in line with the trends experienced across the first half of the year.

'Despite unplanned production outages at our Castle Hayne and Corpus Christi facilities during the third quarter we continue to expect an improved full year outcome versus 2016.'

The group said that as previously indicated, the favourable first half conditions in Surfactants had not continued.

It said the sale process for the business was progressing well and it continued to expect resolution in early 2018.

Chief executive Paul Waterman said: 'Elementis has delivered another good revenue performance in the third quarter and overall trading is on track.

'Trends remain similar to those reported in the first half of the year and we remain on course to grow operating profit across all three segments in 2017.

'Going forward, we continue to see significant potential for Elementis as we implement our Reignite Growth strategy.'

Initial target hit.

Stop to 290p

FINANCIAL SUMMARY



















2017



2016





%Change

Revenue



$782.7m



$616.6m





+27%

Profit for the year



$117.6m



$68.1m





+73%

Basic earnings per share◊



25.4c



14.7c





+73%



Total revenue◊∆





$830.3m





$659.5m







+26%

Adjusted operating profit◊∆



$128.1m



$97.0m†





+32%

Adjusted profit before tax◊∆



$115.2m



$92.5m†





+25%

Adjusted diluted earnings per share◊∆



19.5c



17.4c†





+12%

Adjusted operating cash flow∆



$107.1m



$96.0m





+12%

Net (debt)/cash



$(291.1)m



$77.5m





n/s

Dividend per share



8.80c



8.45c





+4%

Apologies for layout above, no idea why this happens just copied and pasted the important paragraphs from this mornings RNS :0(

Elementis plc

AGM Trading Statement

Solid start to the year, confident of further progress in 2018

Elementis has made a good start to the year and is confident of making further financial and strategic progress in 2018.

Solid business performance

· In Personal Care our hectorite based products for the cosmetics market continue to experience growth across new product categories and geographies. Performance in anti-perspirant active ingredients has improved following pricing actions taken in 2017.



· In Coatings performance benefited from growth in EMEA and the Americas, and a steady performance in Asia.



· Energy has remained solid. As expected, growth has moderated against strong comparatives, with good performance in the US and rest of the world, and lower industry activity levels in Canada.



· Chromium continues to deliver resilient performance but exceptional weather conditions at our Castle Hayne plant constrained output in the first quarter. Production has since recovered and we continue to expect full year performance to be in line with 2017.

Sustained cash generation and robust financial platform

Elementis' strong free cash generation continued in Q1 and net debt reduced from the year end, assisted by the completion of the disposal of our Surfactants business in March. Our financial platform is robust and supportive of future growth and continued shareholder value creation.



Commenting on the performance, CEO, Paul Waterman said,

"Elementis has had a solid start to the year and we are confident of delivering continued progress in 2018, in line with our previous expectations."



Enquiries

Elementis plc

James Curran, Investor Relations Tel: 020 7067 2994



Tulchan

Martin Robinson Tel: 020 7353 4200