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Essentra – interims, an expected second half further progress Buy

Industrial components manufacturer and distributor Essentra (ESNT) has announced results for the first half of the 2023 calendar year “in line with expectations” and that it expects to make further progress in the second half of the year. Meanwhile, we look for progress from a current around 150p share price.

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Why I want to buy more shares in the hassle-free supplies company Essentra

I have shared with you before that I am a big fan of Essentra (ESNT), and its vision “to be the world’s leading responsible hassle-free supplier of essential industrial components”. I know that sounds a bit boring, but it is kind of striking and useful especially as the company is hoping to double its revenue and triple its operating profit over the rest of the decade (or so).

NEWSFLOW

Essentra (#ESNT) – H1 adj. EPS up to 5.9p, DPS of 1.2p, “expectations for 2023 remain unchanged”

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Essentra – AGM trading update, an improving trends Buy

Industrial components company Essentra (ESNT) has issued an AGM trading update including noting distributor destocking but that it “is seeing improved trends since the start of the second quarter”.

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Essentra – 2022 results, a trading resilience and growth Buy

Industrial components manufacturer and distributor Essentra (ESNT) has announced its results for the 2022 calendar year and that it considers it has now laid the foundations to capture exciting growth opportunities.

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Essentra remains a Buy for me (and remember it went ex-div last week!)

Did you see the comments from the UK’s best retailer NEXT plc (NXT) earlier today? No, it was not that it had bought floral fashion brand Cath Kidston from administrators in a deal worth £8.5 million but that, despite everything out there, it is maintaining its year ahead hopes. Admittedly, this still implies a slight fall in sales and only a slight rise in profitability but you can probably name a hundred clothing and related retailers who would love this profile.

NEWSFLOW

Essentra (#ESNT) – 2022 adj. EPS down to 1.9p, DPS to 3.3p, current new order intake c.8% ahead

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Essentra – proposed special dividend and share buyback, Buy

Essentra (ESNT) has now announced how it intends to structure a previously noted £150 million return to shareholders following the disposals of its Filters and Packaging divisions to focus on being a leading global manufacturer and distributor of components.

NEWSFLOW

Essentra (#ESNT) – proposed 29.8p per share (£90m) special dividend and £60m share buyback programme

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Essentra – 2022 pre-close trading update, still a relatively lower-risk Buy?

Essentra (ESNT) has issued a full year 2022 pre-close trading update including that its “resilience is supported by its breadth of customers, market categories, geographies and acquisition momentum” and confirming an intention to return approximately £150 million to shareholders this quarter. So what of a current 218p share price?