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Hayward Tyl Share Discussion Threads
Showing 1126 to 1150 of 1150 messages
|I see the new 4.7% shareholder Mr Sneller is the lead Emerging Market Equity person for Baillie Gifford and even if he had started with just under 3% would seem to have spent at the very least £600k recently on purchasing HAYT stock.|
|Agreed rhomboid. To make expectations for the year means they'd have to make c.£10m in H2. This may seem improbable, but they've been fairly emphatic that they will. So anything anywhere near that performance for future full years would make the current £46m valuation VERY cheap indeed - even accepting for the fact that there are various special circumstances for the current year.
Finncap have ptp forecast at £6.4m for next year equating to a P/E of 10.5.What interests me is what's do-able thereafter given the investment in the Centre of Excellence - IF they come close to a decent profit, now, for this year?
Bear in mind, too, that almost exactly half the mkt cap is covered by NTAV.|
Not odd at all if you accept that mgt will deliver on 2H, if so then the run rate thereafter could be rather impressive. They've totally put themselves on the line and having met them I think they're straightforward and worth backing.|
|Really odd share movements here given the recent update.|
|i suspect they have been bought up .. share price going up is always a good sign after such big trades.|
|Another strange thing is the close spread just 0.5p at the moment.|
|Given the volumes I would expect one of the funds offloading a few shares. Strange the share price didn't drop.|
|Some massive trades just gone through. Anyone know what they are all about?|
|Given the bullishness of the CEO, I'd be hoping to see some director buys at this level. If there are none, it's going to be pretty difficult to share his confidence|
|I'm out for now. Lost confidence in this one to be honest as the recent update showed a really terrible H1 which wasn't consistent with the Outlook in the final results. I consider myself very lucky to have made a 1% profit in 6 months. Making a profit on your mistakes is great. Personally, I really can't see that they are going to do £60m in H2 but will keep on my watch list to buy if part of this activity moves into next year and they have another warning. Likelihood of another warning this year has to be high in my view. They do seem to be building their order book nicely and the H1 disaster has no doubt been caused by the hole in Peter Brotherhoods order book. Ultimately they need to be able to convert their order book into sales more quickly. This is referred to as a positive in H2 but is really an ongoing operational issue if you ask me.|
|Great day for the believers...
I sold at 84.3 and 82.2 on the way down honestly never thought it would be higher than that for at least a few weeks!
Anyway, hope it keeps going up for the holders.|
|Thanks for the brr link.
I note he ducked the question of the EU referendum; 60% of last year's sales to ROW ex UK/USA and would be good if we had breakdown of %age of EU sales; my hunch is that not a big deal.
Continue having difficulty making the numbers work but he has put his reputation on the line. Surprised at today's rise and if continues may sell some.|
|Trading update podcast from Brr, out yesterday
|Thanks for the link. Well, he's sticking to his guns so good on him. Let's see if he puts his money where his mouth is and buys some shares!!
I'm still dubious unfortunately so sitting on the side for now. One things for sure though, if they hit their numbers it's a cracking buy anywhere below 80p. Just a braver man than me to do it!
|Like I said earlier, they have to achieve approx 11 million pbt in H2 to meet market expectations. If they do that their run rate in to next year will be off the scale and the share price should quadruple to catch up. As much as I like the company and wish it would happen, can somebody please explain how this can happen?
Until the next update and I can see what's going on I wouldn't buy even if the share price was 10p.... even to break even for the year they have to make more money in H2 than they did in the whole of last year.....
Good luck everyone who is still invested.|
|When operating profit is down £7m at the half year is it really credible to say that they are going to achieve a £4-5m annual profit? Looks like he's going to lose all credibility if his confidence doesn't work out. Sounds very much like he's set himself up for a big problem. I'm going to hold on and hope they achieve at least break even before bouncing back next year when they will have more momentum in the business. I bought at the wrong time though.|
|Sorry that this has happened but i did fear this would happen which is why i sold out at the last update. Still watching from the sidelines and may buy again if the price is right.|
|Well I bought in today at 78.5p. It has a bit of everything for me - growth, low rating, reasonable balance sheet and even a dividend. I honestly can' think of a better bargain out there for the patient investor. I hope I'm proved right over time anyway.|
|HAYT are correct to say they did identify issues in H1 but there is quite a difference between what they said today and on July 4th transcribed here. quoteThe development of the Group's order book is likely to see the financial performance having a stronger bias towards the second half of FY2017 unquote
Like the rest of you having difficulty seeing how they can make up lost ground in H2; I note revenue in H2 15/16 was £40m and PBT £1.4m, recognizing that the PB acquisition was completed on Nov 2; that said I have a high respect for management and Lloyd- Baker with his 8%+ shareholding; thus I did not sell today and do not currently anticipate selling.
It will have to fall further before I summon up the will to buy.|
|Yes, very disappointing. H2 revenue at £57.5m or over double H1 looks highly doubtful. They say they are confident, but its not all in the order book. Very odd. Think the problem is Peter Botherhood - sounds like it was acquired with no work and so has made a massive H1 loss. Might as well hold on now, but this sort of volatility should have been flagged before in my opinion and its a lot to make up in H2.|
|Yes, that's another way to look at it and I hope you're right. All I'd say is that to swing from a 5.5 million loss to a ~ 5.5 million profit is going to mean they make 11 million in H2. If that happens then their run rate in to next year will be through the ceiling which I can't quite see.
|I'm holding on as the order bank was always heavily skewed to H2 and they have good visibility of forward position, if they were going to warn on FY they'd have done so on the back of slow H1 imho|
|Really disappointed in the update this morning and sold out having held for at least 2 years.
Still believe in this company but that really is some task in H2 to meet guidance....I hope they do it but for now I'll watch from the sidelines.
Good luck all.|
Interims next month.I know they hedge but they must be gaining from the weakness in sterling.Also potential to gain new work on the back of that.|