1st Mar '13


Real Name: Orson Vitulus

Occupation: Analyst, Other

Interests: Emerging Markets, European Markets, Stocks, US Market

Location: United Kingdom

Fantasy Fund: V. I. A. G. R. A

About Me:

I am a stockbroker who is currently working in the regions.


Vitulus's Latest Blogs

Hightex Group (LON:HTIG) specialises in the design, manufacturing and installation of polymer membrane structures such as this image, or the Wimbledon retractable roof (very bottom of article).These polymer membranes are also really quite clever. For instance they have photovoltaic cell technology (PV Flexibles), which can be applied to their membrane structures. Furthermore their membranes can have a ‘Low-E’ coating. This will prevent heat and greenhouse…

Vitulus's Latest Comments

The top line looks good. But what about the cln? Looks concerning?

I missed the AVN article - cheers. For me the real key is Hylas 2 - and the fact it covers Africa. Yes I'd be happier if the order book did not have the options - but I believe in the product offering and I find it hard to reconcile a dcf value of sub £5 when my conservative numbers show it to be at…

I think the cash generative nature of the business should warrant them a slightly higher rating. But furthermore I do see growth in this company. Whilst it is not a stella growth stock there are many opportunities for them: 1. There are still new contracts in the UK to be won - just yesterday they announced a deal with DWP. 2. They need to complete…

The family still hold circa 9%. But I doubt they would refuse a serious approach. Based on a higher ROE and higher Payout Ratio I've reckoned there is a 25.7% uplift to my target price for MRW I had a TP of 2.1 (p/b) - I now reckon that could go up to 2.64 - though I've not unlevered betas there - which would obviouslty… So it looks more likely now that MRW will be returning money to shareholders.

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