ELEMENTIS PLC (ELM)

ELEMENTIS PLC (ELM)

Seminars

ShareSoc Webinar with Elementis (ELM), 27 May 2020

Click here to download a Stockopedia Report for Elementis (ELM). The recording of the webinar is below

Blog posts

Vacation and Thorntons Takeover Bid

Back from a week's holiday during which one of my holdings (Elementis) issued a profit warning while another was the subject of a possible bid (Netcall). Neither prompted me to take action as I was on holiday even though I spotted the news. The Greek crisis is not yet over and one gets the impression the deadlines keep moving out and most knowledgeable commentators expect some last minute fudge to allow Greece to stay in the Eurozone. At least my total ...

Tesco Results and Elementis AGM

Tesco (TSCO) and Elementis (ELM) - two very different companies. The first announced their preliminary results this morning, and the second held their AGM today which I attended. The opening line of the Tesco announcement says  it all: "It's has been a very difficult year for Tesco". Although it said like-for-like sales volumes were up for the first time in four years, the rest of the commentary was pretty negative and of course there will be no final dividend. Debts are rising, pension ...

AGM Reports

Elementis (ELM) AGM Report 2015

I attended the Annual General Meeting of Elementis today (22/4/2015) held at their usual venue (The Royal Institution) in London at 11.00. There were about 30 shareholders present. Elementis is a FTSE-250 speciality chemical company – selling surfactants, rheology products to control viscosity/thickness and chrome chemicals. Revenue last year was $790m, up only 2%, but earnings per share increased by 8%. Cash flow was good and the company declared another special dividend which was of course approved by a vote of ...

Elementis (ELM) AGM Report 2014

Today I attended the AGM of Elementis Plc at the Royal Institution in the West End of London. A good venue and at the convenient time of 11.00 am. It was a less exciting meeting than last year. At that event the Chairman gave an appallingly bad performance of handling the meeting and dealing with shareholders questions. I spoke to one of the directors after the meeting and suggested they get a new Chairman. That they have done, so Ian Brindle ...

Elementis (ELM) AGM Report 2013 – a surprisingly bad performance from the Chairman

Elementis is a FTSE-250 speciality chemical company – selling surfactants, rheology products to control viscosity/thickness and chrome chemicals. Revenue was $757m last year, and profits were $107m. ShareSoc raised the issue of the change to the Articles of Association of this company in our last newsletter, and here is what was said then on one aspect of them: “They are mandating that in future all resolutions shall be determined by a poll. In other words the traditional “show of hands” vote will no ...