Q: hello 5i:
Recently, I asked the following question and you answered:
Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L
[Undo Upvote Icon] Undo Upvote 2
[Add to favourite Icon]
Asked by Paul on October 30, 2025
5i Research Answer:
According to Bloomberg, adjusted EPS goes from 12c estimated this year to 31c estimated in 2026. With $94M in cash and cash flow growing, we remain comfortable with the stock.
Perhaps I should have been a bit more specific. I could see their projected earnings via Fastgraphs, but...................VHI has, shall we say, a not stellar (dismal?) record of meeting or beating earnings. So what are projections really worth?As earnings have been revised downward so much in the last 6 months, what suggests they won't be revised downward at the same rate? If you have confidence that earnings will not be revised downward, you must know something. Could you share that something?
thanks
Paul L
Recently, I asked the following question and you answered:
Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L
[Undo Upvote Icon] Undo Upvote 2
[Add to favourite Icon]
Asked by Paul on October 30, 2025
5i Research Answer:
According to Bloomberg, adjusted EPS goes from 12c estimated this year to 31c estimated in 2026. With $94M in cash and cash flow growing, we remain comfortable with the stock.
Perhaps I should have been a bit more specific. I could see their projected earnings via Fastgraphs, but...................VHI has, shall we say, a not stellar (dismal?) record of meeting or beating earnings. So what are projections really worth?As earnings have been revised downward so much in the last 6 months, what suggests they won't be revised downward at the same rate? If you have confidence that earnings will not be revised downward, you must know something. Could you share that something?
thanks
Paul L
5i Research Answer:
We do not have any non-public information. We have limited resources, but VHI has ELEVEN...