Capital Goods U.K. Community
Our community narratives are driven by numbers and valuation.
Capital Goods U.K. Investing Ideas
Balfour Beatty to profit from govt's drive for growth
Update as of 13 May: Amidst the tariff chaos and thus increased uncertainty about underlying growth trends, and after Balfour's recent quarterly report, I lowered exp. revenue growth to 12 per cent p.a., increased profit margins just a notch to 3.5 per cent and reduced the discount rate slightly to 9 per cent, still resulting in a fair value close to 600p.Read more
Rising Financing And Geopolitical Risks Will Hamper Hydrogen Infrastructure
Key Takeaways Elevated financing barriers, policy uncertainty, and rising competition threaten ITM Power's project pipeline, future demand, and contract profitability. Ongoing cost control challenges and margin pressures from supply chains and under-absorbed costs may delay sustained profitability despite revenue growth.Read more
Energy Transition And Housing Undersupply Will Drive Stronger Long-Term Prospects For This Contractor
Catalysts About Van Elle Holdings Van Elle Holdings is a specialist ground engineering and piling contractor providing end to end investigation, design and construction solutions across U.K. infrastructure, residential and construction markets. What are the underlying business or industry changes driving this perspective?Read more
EV Partnerships, Including Tesla, Will Drive Future Opportunities
Key Takeaways Strategic expansions and partnerships in emerging and high-growth sectors like EVs position Volex for robust future revenue growth. Vertical integration and cost optimization are key to maintaining strong margins, supporting consistent earnings growth amid inflationary pressures.Read more
Buybacks Dividends And Acquisitions Will Shape Returns Over The Next Three Years
Key Takeaways Industry trends toward automation, energy efficiency, and smart products are driving IMI's margin expansion and recurring revenue growth. Disciplined capital allocation, targeted acquisitions, and operational efficiencies are supporting sustained earnings growth and future capital returns.Read more
Digital Bypass And Rising Costs Will Squeeze Legacy Margins
Key Takeaways Digital disruption and supply chain shifts threaten RS Group's traditional distribution model, squeezing margins and challenging growth prospects. High tech investment needs and tougher regulations increase costs, while intensified competition erodes pricing power and limits profitability.Read more
European Aerospace Demand And Share Buybacks Will Support Capital Return Yield
Key Takeaways Continued investment in advanced manufacturing and materials strengthens Melrose's position in sustainable aerospace, driving revenue and future margin improvements. Streamlined operations, rising aftermarket activity, and global supply chain initiatives support resilient earnings growth and long-term margin stability.Read more
Semiconductor Capacity Expansion And Decarbonization Will Unlock New Opportunities
Key Takeaways Expanded capacity and ongoing cost reductions position the company for margin growth and improved operating leverage as demand recovers and global electrification accelerates. Focus on advanced materials, innovation, and agile manufacturing boosts product differentiation, pricing power, and recurring revenues across high-growth, sustainability-driven end markets.Read more
Renewables And Digital Construction Shift Will Drive Long Term Merchanting Upside
Catalysts About Lords Group Trading Lords Group Trading is a U.K. focused distributor of building materials, plumbing and heating products, and digital construction supplies serving trade and retail customers. What are the underlying business or industry changes driving this perspective?Read more
