Hill & Smith Share Discussion Threads

[philanderer] 27/3/2024 00:45

25th march Jefferies ' buy ' tp 2320p


Hill & Smith Holdings Plc. (HILS:LN) PT Raised to GBP21.40 at HSBC

[glenowen] 25/3/2024 14:28

Share price at a three year high, what a solid, dependable company H and S is. Very happy to be a long-term shareholder.

[cardinal3] 15/3/2024 19:57

Impressive presentation and insight. Looking good for future growth.

[tomps2] 14/3/2024 11:33

Hill & Smith (HILS) Full Year 2023 results presentation - March 24

Hill & Smith Executive Chair, Alan Giddins and Chief Financial Officer, Hannah Nichols present results for the year ended 31 December 2023.

Watch the video here:

Or listen to the podcast here:

[philanderer] 13/3/2024 00:17

Hill & Smith drives US revenues and profits


BUY


article....

[kalai1] 12/3/2024 14:37

Hill and Smith plc posted healthy FY results for the year ended 31st December this morning. Revenues were up 13% to £829.8m, underlying PBT was up 27% to £111.9m and statutory EPS was up 29% to 86p. A final dividend of 28p was proposed, up 27% on the year, making a total dividend of 43p. The balance sheet remains solid with covenant leverage at 0.4x EBITDA allowing plenty more scope for organic and acquisitive expansion. Indeed, there has been more positive momentum on M&A in 2024 year to date with a further £11.6m investment across two acquisitions completed and the M&A pipeline is healthy. Valuation is no longer cheap with forward PE ratio at 17.1x, but the share price remains in an 18-month uptrend. BUY...

...from WealthOracle

[philanderer] 12/3/2024 14:12

Executive Chhairman buying this morning

3,900 at £18.9381641

[tightfist] 12/3/2024 11:03

An interesting and encouraging Results webinar this morning, very US orientated and outlook - which is not surprising, really. Poorly old Blighty...

[philanderer] 12/3/2024 10:31

Splendid :-)

And todays acquisition....

[suetballs] 12/3/2024 07:47

Yes great results and prospects.
Only wish I had more.
Suet

[1c3479z] 12/3/2024 07:27

good results, secular drivers, gearing up for more m and a by the looks of it.

[philanderer] 12/3/2024 00:48

Results in the morning

[philanderer] 02/2/2024 13:57

JP Morgan over 5%

[philanderer] 01/2/2024 00:24

Safety barrier maker Hill & Smith received a vote of confidence from analysts at Jefferies who urged clients to buy, as they believe it can rise even higher.

The investment bank said the group is doing its best to capitalise on the ‘generational infrastructure investments’ in the US, such as the Inflation Reduction Act, which should drive growth over the next few years. Shares rose 1.3 per cent, or 24p, to 1874 p.


Mail market report

[philanderer] 05/1/2024 15:22

And dividend paid into the account today :-)

[philanderer] 04/1/2024 14:00

Nope , heading south again. Little volume though.

[philanderer] 03/1/2024 23:57

Bit of a shocker today . Let's see if it bounces back in the morning.

[don carter] 24/12/2023 11:51

No worries here, GLA.

[suetballs] 30/11/2023 17:06

Yep we've had a very good run.
So no complaints from me.
Suet

[eigthwonder] 30/11/2023 16:50

or just the old "travel and arrive" syndrome

[philanderer] 30/11/2023 16:28

Not gone down too well by the look of it ;-)

[philanderer] 30/11/2023 00:25

Investor Seminar thursday

[philanderer] 29/11/2023 13:43

xd tomorrow morning for the 15p dividend

[redartbmud] 17/11/2023 14:08

Continuing the policy.

When quizzed at the AGM before last, they said that acquisitions would be concentrated in the US and indicated the sort of amounts that they would be prepared to pay.

They are trying to build a business sector, the Creative Composites Group.
The purchase will... "further accelerate our strategy in this exciting and growing market, expanding our customer base and product range, while also providing additional manufacturing capability and purchasing synergies."

It makes a lot of sense, especially as it is "expected to be earnings enhancing to the Group in 2024." That should mitigate any risk. Gaving Hiks behind them should certainly accelerate things.

All positive.

red

[philanderer] 17/11/2023 13:57

Hill & Smith expects the purchase to be earnings-enhancing next year.

‘Hill & Smith’s recent acquisitions have performed well (three of the four ahead of expectations) and we expect the market will welcome this well-timed/priced transaction,’ analysts at Jefferies commented.