Socrates
- 30 Aug 2003 18:45
partridge
- 13 Apr 2016 09:37
- 83 of 100
Encouraging AGM statment yesterday from this quality outfit. Done very well over the past 5 years and no reason imv why it should not do equally well over the next 5, but always dyor.
partridge
- 15 Jun 2016 19:48
- 84 of 100
Recent half year trading update suggested that profits from large contracts may have more than offset any weakness in metals fitration activities and order books for the second half "healthy". Large buy of 923,000 shares today augurs well ahead of results due 27th June, but always dyor.
partridge
- 17 Jun 2016 11:16
- 85 of 100
RNS suggests M&G has sold 923,000 shares, bought by a Latvian based investment company Vind AV., who paid a modest premium and now hold 3%.
partridge
- 30 Jun 2016 09:13
- 86 of 100
Bit lonely on here, but this has been fine investement for me over the years. Solid results again as expected. Looks like large one off contracts now starting to deliver more profit. Second half "Has started well and order books are healthy". Not obviously cheap, but well run and imo excellent quality. Always dyor
partridge
- 21 Sep 2016 19:47
- 87 of 100
Another excellent trading update. Small enough to be under the radar of most. Quaity does not come cheap, but mine locked away. Always dyor.
partridge
- 03 Oct 2016 10:50
- 88 of 100
Vind AV bought just under 2 million shares at 400p last Friday. Now hold over 6%.
partridge
- 06 Dec 2016 10:13
- 89 of 100
Still lonely on here - hope some of you in this quality share. Another splendid year end trading update and share price has caught up of late. Always dyor.
partridge
- 30 Jan 2017 14:32
- 90 of 100
Another splendid set of results. Not cheap on fundamentals, but outlook remains positive and should be some currency benefits this year if sterling stays weak against US$. Large one-off contracts now nearing completion and should boost profit next couple of years if warranty claims low. Always dyor.
skinny
- 30 Jan 2017 14:54
- 91 of 100
Excellent chart Partridge!
30 Jan Peel Hunt Buy 445.00 450.00
480.00 Reiterates
partridge
- 30 Jan 2017 16:21
- 92 of 100
If you say so, skinny. I cannot get my old head round charts - if the unexpected happens, then surely any trend can be sharply broken either way, so I stick very much to fundamentals. In the case of PRV these have been consistently strong for the last 5 years and large amount of "deferred income" in latest figures suggests to me that is one trend which will hopefully continue!
partridge
- 05 Jun 2017 14:15
- 93 of 100
Another solid trading update today. Share price may be up with events, but prospects still look very good to me and PRV remains largest holding in my ISA. Always dyor.
partridge
- 27 Jun 2017 11:40
- 94 of 100
Interim results today decent, although profits held back by continuing start up losses of metal fitration plant in China. Overall, the story imo remains intact, but always dyor.
partridge
- 09 Aug 2017 13:20
- 95 of 100
Share price weak since the interims, despite most areas of the business trading strongly. Article in today's Times about China having an environmental crackdown on low quality aluminium smelting - will hopefully help PRV to sell its more upmarket (and better quality) filtration in that market. Trading update likely next month may tell us more..
partridge
- 20 Sep 2017 14:28
- 96 of 100
Solid trading update yesterday - 9 month profits "ahead of management expectations". Some recovery in share price as a result, but still a long way below the 600p of a few months ago.
partridge
- 29 Jan 2018 14:55
- 97 of 100
Decent results for year to Nov 2017, despite slowdown in contribution from metals filtration division. If they can get China moving into profit next year, then prospects very good imo, but always dyor.
partridge
- 17 Apr 2018 16:21
- 98 of 100
Encouraging AGM update. Not going to set the world alight, but a solid, well run business with sound prospects. Recent acquisition Finneran looking a good bolt on and profits should continue to be boosted over next 2/3 years by returns on the large contracts (exclusive of spare parts revenues which may be substantial once all equipment is commissioned). Locked away in my ISA, but always dyor.
partridge
- 26 Jun 2018 14:18
- 99 of 100
Another decent set of interim results yesterday, with pre tax profits up 8% on comparative period. Still making small losses in China, but situation said to be improving and overall performance imo remains encouraging. Always dyor.
partridge
- 28 Jan 2019 15:03
- 100 of 100
PRV continues to deliver very solid performance. China sales increased 30% from low base, but still losing money there - more than made up for elsewhere. Strong cash generation and no net debt. It has been a decent one in the bottom drawer last ten years and happy to leave it there. Always dyor