Kool Keith
08 Jun 2018
Re: Motley tips Victrex Nothing to add frog, just happy sitting here and keep seeing the blue ticks with today's rise now just over 100% up on original purchase. Always nice to see, shame about some of my other picks.Still I might add more, I'm not use to averaging up
frog in a tree
08 Jun 2018
Re: Motley tips Victrex So far Motley has been bang on the money with this one.The fundamentals look a bit stretched with a p/e around 25 and a yield of 1.8% but the figures are showing that sales and profits are growing at a good pace which, to an extent, gives comfort that there will be no major correction.Given there are very few comments on this board, I guess that this one is passing below the radar of our fellow iii investors.F
II Editor
02 Feb 2018
NEW ARTICLE: Victrex: One to own through thick and thin "Â Â Â Â Â Take a look at this...Hmmm... Looks like a good business, high return on capital, stable profit margin. Profitability has fallen, though. Tell me a bit more about the company.It's LSE:VCT:Victrex. One of my favourite companies and something ..."[link]
frog in a tree
03 Jan 2018
Motley tips Victrex [link] article gives the key numbers and is optimistic about further progress over 2018/19.I have been in VCT almost 2.5 years. It took a dive a year or so ago but has delivered an average of 13% p.a. (Exc dividends) during that time.The company is a market leader in its product range.Cheers,F
frog in a tree
03 Jan 2018
Motley tips Victrex [link] article gives the key numbers and is optimistic about frther progress over 2018/19.I have been in VCT almost 2.5 years. It took aa dive in this time but has delivered an average of 13% p.a. (Exc dividends) during that time despite a bit of a drop about a year ago.The company is a market leader in its product rangeCheers,F
frog in a tree
05 Dec 2017
A nice stocking filler A bit under the radar as most people have never heard of this company. They have a good business and market leading products. A keeper!F
gamesinvestor
05 Dec 2017
Peaky Blinder [link] • Strong core business* growth, fully offsetting lower Consumer Electronics- Core business volumes up >15% reflecting broad based growth & new applications- Total sales volumes up 1%- Group revenue up 15%, constant currency revenue* up 3%- Strong performances in Automotive, Electronics (ex-Consumer), Value Added Resellers, Energy • Further progress in new product pipeline- PEEK Gears supply agreement to major European car manufacturer starting in 2018- Meaningful revenue of £1m+ for PEEK-OPTIMATM HA-Enhanced Spine product- Medium term aspiration for 10-20% of sales from new products* (2017: 4%) • Investment to underpin Polymer & Parts strategy- £10m acquisition of Zyex PEEK fibres business to expand semi-finished products offering- TxV Aero Composites joint-venture to develop differentiated Aerospace products- £10m Polymer Innovation Centre now operational; support prototyping & new polymer grades • Record cash generation supports strong shareholder returns- Cash up 88% to £120.1m and operating cash conversion* of 124%- Regular dividend up 15% to 53.80p (dividend cover 2.2x*), special dividend of 68.00p/shareGames
Mr Jinks
09 Nov 2017
games was right I didn't have the patience to wait for the rise and sold out a year ago.Your advice was good games, i should've hung in there.Missed out on the profit, but at least didn't make a loss overall.
gamesinvestor
15 Sep 2017
Trimmed 20% of the holding at 50% gain and popped the proceeds into Reckit Benckinser.Games
II Editor
08 Sep 2017
NEW ARTICLE: Share of the Week: Breakout to record high "It's a company that's already been a winner for some. Companies analyst Richard Beddard had seen LSE:VCT:Victrex return a tidy 34% for his Share Sleuth portfolio in just eight months up to 10 August. In his next update, that figure will be much ..."[link]
Kool Keith
04 Sep 2017
Re: Nice Tax Boost Excellent News.N+1 Singer said: "We have already forecast a special dividend for year to September 2017 and this tax change, we believe, increases the likelihood of another in 2018."
gamesinvestor
04 Sep 2017
Nice Tax Boost [link] has responded well up 6.65% at the momentGames
gamesinvestor
28 Mar 2017
Graphene interesting article :-[link]
II Editor
17 Feb 2017
NEW ARTICLE: This mid-cap dominates an oligopoly "LSE:VCT:Victrex's chief executive chooses his words carefully, like a politician. At last year's AGM, David Hummel told me he doesn't like to talk of commoditisation. That doesn't mean rival manufacturers aren't making inroads into the market for ..."[link]
II Editor
20 Jan 2017
NEW ARTICLE: A company tipped to prosper "It may take nerves of high-tech composite material, but LSE:VCT:Victrex should deliver its ambitious goals.Victrex's long-standing chief executive once told me he doesn't like to talk of commoditisation, the process by which valuable, ..."[link]
