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Added to YB: 2025-01-28

Pitch date: 2025-01-28

VLN.TO [neutral]

Velan Inc.

+8.27%

current return

Author Info

everyonehatespoetry is an equities analyst sharing his best special situations / GARP ideas, mostly small and micro caps. Sign up for the newsletter.

Company Info

Velan Inc. designs, manufactures, and markets industrial valves worldwide. The company offers quarter-turn valves, such as ball, high performance three-piece ball, general purpose ball, metal-seated ball, triple-offset, high performance cryogenic butterfly, coker ball, and cap-tight batch digester capping valves; and gate, globe, and check valves, including pressure seal, bolted bonnet high pressure, cast steel, cast stainless steel corrosion resistant, small forged, bonnetless, and dual-plate check valves, as well as maintenance valves for nuclear service.

Market Cap

CAD 213.7M

Pitch Price

CAD 14.96

Price Target

N/A

Dividend

0.81%

EV/EBITDA

4.02

P/E

-4.45

EV/Sales

0.53

Sector

Machinery

Category

N/A

Show full summary:
Decision to Exit Viewed as Premature but Strategically Cautious - Velan Inc.

VLN.TO sold position: Exited Velan due to DeepSeek AI potentially reducing power needs, impacting nuclear/nat gas outlook. Deal with FLS may delay. Sector de-rating (MIR, GEV -20%). Booked gains from $6 entry to $16 exit. May re-enter if situation changes.

Read full article (1 min)