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Added to YB: 2024-12-13

Pitch date: 2024-12-12

VLN.TO [bullish]

Velan Inc.

-2.27%

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 159.7M

Pitch Price

CAD 10.59

Price Target

N/A

Dividend

N/A

Sector

Machinery

Category

growth

Show full summary:
$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.

Read full article (5 min)