Henry Boot Share Discussion Threads

[shauney2] 24/8/2016 18:25

Oversold on Brexit.Will be interested in tomorrows interims in light of todays cautious outlook statement.

[loobrush] 24/8/2016 18:07

Henry Boot the builder looking very good this morning-they were panned on Brexit and now coming back on news. Results tomorrow should be excellent as already flagged up.
Tipped by IC they have over 2000 building plots for sale and have been left behind as all other builders race away.
Bought last week and am looking for a very healthy rise on news and for share to get back to previous levels 230-240p,but could go higher.

[loobrush] 24/8/2016 10:52

Henry Boot the builder looking very good this morning-they were panned on Brexit and now coming back on news. Results tomorrow should be excellent as already flagged up.
Tipped by IC they have over 2000 building plots for sale and have been left behind as all other builders race away.
Bought last week and am looking for a very healthy rise on news and for share to get back to previous levels 230-240p,but could go higher.

[cwa1] 13/7/2016 08:54

FWIW, decided to take a handful of these at 170'ish. Fingers crossed and all that jazz for some medium term outperformance.

[paleje] 01/7/2016 08:50

I acknowledge that risk Pug, I don't know if we're heading for a major and long lasting slowdown or not, our 'leaders' are running round like headless chickens at the moment, Carney didn't instill much confidence yesterday, it's all very fluid. I hold these and slightly underwater, waiting for a sign:)

[pugugly] 28/6/2016 10:38

palege:- Agreed for this year but if major slowdown in building then would not the carrying value of the land bank be hit ? Also Bscuit has a very valid point (imo) re Aberdeen.

[paleje] 24/6/2016 16:13

IC tip of the week last night. Bad timing, not as bad as many of the pure housebuilders though and management have made it clear in or out profits will be ahead.

[ganthorpe] 23/6/2016 11:35

Shares have drifted back to 207P .
Looks a good price - bought some today.
Results on 25 August

[shauney2] 08/6/2016 07:54

It seems 2 weeks on and that EU uncertainty is gone.

This sale completed yesterday evening (7 June 2016), earlier than management expected, with the site sold in two (rather than three) parts in each of 2016 and 2017. Furthermore, the sale results in a materially higher total profit on disposal than had been previously anticipated.

Taking into account the level of land sales now completed by the Group since the start of the year, together with the commercial development work in progress through the second half of the year, and irrespective of the EU Referendum result, the Board now anticipates that profit before tax for the year ending 31 December 2016 will be comfortably ahead of current market expectations.

[bscuit] 26/5/2016 09:49

Aberdeen is an increasing worry imo.

[cwa1] 26/5/2016 08:32

Morning Shauney, on the whole fairly positive BUT I didn't like this remark:-

However, we may see some transactional uncertainty around the EU referendum. We do not anticipate this will last for long or have a detrimental effect on the year as a whole, and therefore we remain confident that trading will meet the Board's expectations for the full year.

Think that might be setting them up for(or they already are experiencing) a little temporary weakness ahead of the next set of results, which they expect to catch up as the year progresses.

[shauney2] 26/5/2016 08:10

A good decision CWA1

All sectors going well.Positive going forward.

"Our Construction business continues to undertake projects across a wide range of sectors including industrial, residential housing, custodial, health, commercial, education, leisure, renewable energy and civil engineering. We have made a strong start to the year and expect to achieve targeted activity in 2016 and are already building the 2017 order book. Encouragingly, and contrary to certain press comment regarding parts of the UK construction market, we are seeing improvements in both construction activity and the size of opportunities coming to the market. As a consequence, we anticipate a small improvement in pricing levels associated with the growing workload in all our operating sectors.

[cwa1] 25/5/2016 15:35

Taken a few as a punt FWIW.

[shauney2] 25/5/2016 14:10

AGM statement tomorrow.
Lets see if it deserves to be as unloved as it is.

[bscuit] 15/1/2016 19:00

Given the slowdown in North Sea oil and job losses in the Aberdeen area the major investment just starting in Aberdeen is a worry.

[qs99] 15/1/2016 07:04

Nice ahead, albeit "slightly" RNS...

[bscuit] 31/7/2015 13:46

Good broker service--bought 4000 today @238 and ADVFN marked it as a ? rather trhan a buy or sell.

[badtime] 31/7/2015 12:12

Took a few ahead of interims

[daneswooddynamo] 20/7/2015 18:29

Yep certainly breaking higher

[interceptor2] 20/7/2015 16:24

I added to my BHY holding today on a technical breakout, noticed on the 13th July two 150k transactions went through at 232p which seems to have been the cause of the the breakout.

This morning there were two 180k transactions at 339.5p, could be some accumulation starting?

Interim results due end of August.

[interceptor2] 08/5/2015 09:34

Watching the 237p resistance level for a breakout, seems to be responding well to the Election results this morning:o)

[retsius] 07/4/2015 15:14

Absolutely a non event since the excellent finals. Market up over 100 points and BHY goes down?...!
Anybody got any views?
R.

[interceptor2] 26/3/2015 12:19

Todays results were very strong imo, which is no surprise when their sector is so buoyant, and also good to beat consensus estimates.

Considering the weak market today, I think the BHY share price hasn't performed too poorly.

[retsius] 26/3/2015 11:23

Yes a little bit miffed at the market reaction to what seems perfectly acceptable figures.
Let's see what ST's comments are like in the IC.
R.

[shauney2] 26/3/2015 09:55

All divisions doing well.
Judging by the current drop in price its a good thing they didn't miss on forecasts.
Numis were forcasting EPS of 15.3 and they did 16.2p.