Bit of activity (and positive price movement) last few days, ahead of IMS due shortly. Augurs well for it, but always dyor.

Excellent IMS this morning - "management expects trading performance to be ahead of market expectations".

what a little gem our 140p target already exceeded.

Tempting to bank a sizeable profit, but with mention in the IMS of the large POSCO contract in the higher margin filtration business starting to generate revenues in the final quarter of this year (previously stated as min $10m by end 2013) this still looks decent value to me. Always DYOR.

Holding up very well in poor market and volumes a bit higher than usual for this time of year - tends to be quiet until year end trading update early in December. Gives a warm feeling, but always dyor.

Early trading update maintains belief in the saying that "good numbers take less time to add up than bad".

SP onwards and upwards, surpassed our target price easily.

Does that mean you sold, Halifax? I have banked a little profit just in case, but PRV remains one of my largest holdings.

More good news today - filters for nuclear remediation contract with UK government. Results to Nov 2012 due shortly and unlikely to disappoint but always dyor.

Excellent results today for year ending 30th Nov. Still quite a small business and whilst "we expect reveune to grow at a more moderate rate in 2013" their work on improving margins in last few years suggests to me that profits may surprise on the upside. Not the bargain it was, but after banking some profit earlier, still locked away in my ISA. Always dyor.

Another possibly very lucrative contract announced today, with Reliance Industries in India. This is not yet a large business and such deals might grow the bottom line quite rapidly. Warm feeling remains, but always dyor.

very much regret selling these with a very satisfactory profit some months ago.

Hitting new highs. Not sure how long it will last, but enjoying the ride.

AGM Statement, IMS and Contract extension

Porvair plc ("Porvair"), the specialist filtration and environmental technology group will today, 16 April 2013, make the following Interim Management Statement at its Annual General Meeting:

Porvair has made a good start to the 2013 financial year. In the four months to 31 March 2013, revenues are around 6% ahead of the same period in the prior year at constant currency and profit before tax is ahead of the prior year.

The outlook for the coming months is encouraging. Order books have strengthened significantly over the period with the addition of an £11m order from the UK government and the contract for gasification filtration announced on 13 February 2013 with Reliance Industries in India. Work is already underway on both projects. In the last few days further modules have been ordered by Reliance Industries, increasing the scope for that project by a quarter. As previously announced the financial impact of this work is expected to be spread over several years.

The Company will be announcing its interim results for the six months ending 31 May 2013 on Monday 24 June 2013.

Continuing its good run, with the benefit of the AGM statement. Revenues for year to Nov 2012 were £76M. The recent new large contracts £11M from UK gov, $10M from POSCO and estimated $37.5M from Reliance Industries will make a big difference, even if they are spread over 3 or 4 years - and with Reliance already increased from estimated $30M (no specific figs given, but said to be three times POSCO) there may more to come. It remains to be seen whether they can handle these big one-offs, and also what margins they produce, but with some similar engineering processes on them I am hoping for good things. Always dyor.

Another solid trading update today, accompanied by promising looking small acquisition. PRV has habit of over delivering in recent years and half year results due later this month should not disappoint. Don't expect too much from the large one-off engineering contracts yet (provisions for warranties likely to defer much of the profit there, but should come through eventually and the cash flow should be good) but core business also looks to be going well. Always dyor.

Decent half year results (eps up 23% on 7% increase in constant currency sales) and growth story remains intact. Large one-off contracts had only marginal effect and these will benefit more in next few years. Looking quite expensive on fundamentals, but "management's expectations for the year have increased". They have a habit of over delivering, so leaving mine in the ISA. Always dyor.

RNS positive trading statement sp up 5% @244p

SP 268P well up ahead of results due end of November, looking good for 300p.

Recent sp uplift perhaps helped by end of Sept announcement of licensing agreement with Thermo Fisher Scientific and another small add on acquisition. Thermo is $35Bn market cap business and a quick look suggests it could buy PRV from loose change if it wished. Results later this month again unlikely to disappoint, but always dyor.