Added to YB: 2024-12-13
Pitch date: 2024-12-12
VLN.TO [bullish]
Velan Inc.
+53.21%
current return
Author Info
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Company Info
Velan Inc. designs, manufactures, and markets industrial valves worldwide. The company offers quarter-turn valves; gate, globe, and check valves; API 600 cast steel gate, globe, and check valves; corrosion-resistant steel gate, globe, and check valves; API 602 small forged gate, globe, and check valves; API 6D/API 6A through conduit and double expanding gate valves; large forged pressure seal and bolted bonnet gate, globe, and check valves; y-pattern valves; Proquip dual-plate check valves; API 6D/API 6A non slam and swing check valves; quarter-turn valves; resilient-seated ball valves; Securaseal metal-seated ball valves; Coker ball valves; API 6D/API 6A pipeline ball valves; modular double block and bleed ball valves; Torqseal triple-offset butterfly valves; and other products.
Market Cap
CAD 230.9M
Pitch Price
CAD 10.25
Price Target
N/A
Dividend
2.70%
EV/EBITDA
6.89
P/E
-4.89
EV/Sales
0.63
Sector
Machinery
Category
growth
$VLN.TO: updated thoughts
VLN.TO: Best nuclear play at 4x EBITDA vs peers 20x. Trump win boosts nuclear, LNG, O&G outlook. US aims 60x nuclear growth in 25yrs. Meta plans 1-4GW nuclear. GE sees 57 SMRs by 2035. Global nuclear push. Non-nuclear markets (power, defense, LNG, water) strong. Added 30% to #2 position.
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