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 Aircraft Production And Defense Programs Will Transform This Aerospace Supplier Over Time
Catalysts About Velocity Composites Velocity Composites provides advanced engineered kits and supply chain management services for aerospace composite structures, helping major OEMs and Tier 1s improve efficiency and reduce waste. What are the underlying business or industry changes driving this perspective?Read more
Sustainable Expansion Driven By Decarbonization And Digital Connectivity Will Shape Future Markets
Key Takeaways Expanding decarbonization, energy optimization, and digital solutions are fueling sustained revenue growth, market share gains, and strengthening recurring earnings through higher-margin services. Strategic restructuring, a pivot to more stable MRO sales in Asia, and sector recovery enable margin expansion, innovation, and increased financial flexibility.Read more
Market Confidence Will Strengthen Merger Activity And Dividend Outlook This Year
Key Takeaways The acquisition of Fantech strengthens Volution's market position in Australia and New Zealand, offering opportunities for revenue and margin enhancements. Emphasis on sustainability and management development aims to boost operational efficiency and capture customer demand, supporting potential earnings growth.Read more
Diversified Defense Demand And Global Tensions Will Drive New Order Expansion
Key Takeaways Surge in global defense spending and modernization drives strong, visible growth for BAE, with expanded opportunities in advanced, high-value defense technologies and systems. Broad international presence and increased investment in R&D, production, and local partnerships diversify revenue streams and reduce reliance on limited government customers.Read more
The Cameo Launch And Eco-Friendly Focus Will Drive Future Market Success
Key Takeaways Norcros's sustainable product development and strong market position aim to capture growing demand, potentially boosting revenue amidst shifting market preferences. Streamlined logistics and a robust balance sheet enhance operational efficiency and strategic flexibility, positioning the company for earnings growth and market expansion.Read more
Solid State EV And Medtech Adoption Will Drive Long Term Revenue Streams
Catalysts About Ilika Ilika develops solid state battery technologies for miniature medtech devices and large format applications in electric vehicles and consumer equipment, using an asset light, licensing led model. What are the underlying business or industry changes driving this perspective?Read more
Expert Witness Demand And Infrastructure Complexity Will Drive Long-Term Opportunity
Catalysts About Diales Group Diales Group provides specialist expert witness and advisory services to global construction and infrastructure projects, focusing on quantum, delay, technical and project management disputes. What are the underlying business or industry changes driving this perspective?Read more
Medium-Term Outlook Will Strengthen Future Position In Defense And Protection
Key Takeaways Strong demand and increased order book enhance revenue visibility, supporting growth and stability in various market segments. Transformative investments aim to improve productivity and margins, signaling potential for improved returns and competitive advantage.Read more
