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Hayward Tyl Share Discussion Threads
Showing 1201 to 1224 of 1225 messages
|Yes and the £ will help. If anything HAYT could be a net beneficiary.
However, the chart looks ominous and all information to buyers/sellers is in the market (including any £ and EU benefit) so it is a concern. Falling knife etc.
It might turn round on a six pence or not.|
|At least HAYT will not get too impacted by leaving the customs union if we do as in the last full FY just 10% of revenue was from Europe-ex UK.|
|It's tempting but the price action doesn't instil confidence and with end of tax year approaching there could be more tidying-up to come.
Breaching the 70p level doesn't look healthy.|
good points but I'm waiting to rebuy until either they hit their "book & fill" target ( 5% chance imho) or they recapitalise, risk is too elevated for me atmo|
|It is true rhomboid that their balance sheet at the interim stage was not a thing of beauty( just look at the negative current ratio) and as a holder I hope that their bravado in increasing their dividend is justified-bearing in mind that they must have a tight cash position as they need to repay £3m of the RCF by month end and given their increased order book have demands on their working capital. I hope and assume that they will be able to get away the final tranche of the 7% notes.
My current reading is that they will be able to get along without an equity raise but I appreciate that their financial flexibility is reduced.
Your question about why people would give them mission critical orders is fair enough. The fact that they have been around since the year dot helps; remember their financial position is much better than 4 years ago; also I have shares in two companies with week balance sheets who are getting orders for mission critical equipment-TPG and ITM- so perhaps in the real world this is less of an issue.|
|Excellent point unequal adjacent sided parallelogram.
|Q for me is at what point does the poor Balance Sheet stop customers ordering such long lead time lumpy mission critical kit? Fund raising needs to be ASAP imho|
|Yes, interesting. Still on my watch list. Better to await the poor results and likely fundraising before reassessing in my view. 2017/18 could be much better I guess.|
|Impressive. Thanks RogerRail.|
|Interesting time lapse of recent steam turbine build:
those that poo pood the rns on the order delivery should note that it was a significant milestone to ship this , not sure of the value of the contract perhaps someone can enlighten use, but my estimate is around the $10? million ballpark give or take. If I am not wide of the mark final stage payments on which all profit is generated could be quite significant.|
|A very pleasant change today from the long term trend with HAYT going Ex Dividend for 0.58 pence and the share price responding by advancing 3 pence. Perhaps news on the Swansea tidal barrier has switched people onto the fact that this is an area of HAYt's expertise. I certainly hope so as being a very, very long term investor who was substantially in profit now find that my rather large HAYT shareholding is well underwater. My small 5K top up yesterday seems to have been timed rather better than some of my other purchases. Good luck to all holders in hope rather than expectation that management will achieve their restated financial targets which have looked to be rather optimistic!|
|Pretty impressive when everything is reaching all time highs! The market has twigged that they are running out of cash.|
|Now at new lows !!|
|When will the inevitable statement happen.. price still falling so the market is clearly expecting it ?!|
|Your second sentence Topvest sums up very well how I feel|
|Arthur Lane - and me, but still watching out of interest. Today's RNS shows the objective here - to keep the share price up. All credit to management, for trying their best, but having an RNS for delivering an unquantified delivery feels a tad desperate to me!|
|looks like this is heading to new year lows. there is not much confidence that forecasts are going to be hit !!|
|I agree topvest. That's why i sold out some time ago for a small profit.|
|If anyone seriously believes this will hit its consensus forecast for this year, then they are deluding themselves in my view. Must be at least 80:20 that they will miss. Just far too much to do in H2.|
|The jury is still out for me also. If they dont deliver on their promises then this could plummett in price|
|Yes, the risk reward profile here is pretty poor until the inevitable bad news comes in Q1. Can't see there is much chance of them hitting a £4.4m full year PBT given the H1 loss.|
|Slightly confused as to why they only raised £2.1m from the loan note program rather than the £3m they were looking for. Suspect there wasn't the appetite they're suggesting and will try again in January to raise the extra.|
|Working capital crunch here. Massive H1 cash outflow due to losses and capex, followed by a big outflow in H2 from a massive working capital build-up. Next stop further funding in January. Next stop profit warning in March. All in my view.|
|Nevertheless that's £15.4m of OE orders announced in less than two months since year end pointing to an order intake of between £45m and £50m in the H2 compared to £25.4m in H1. That also excludes short term aftermarket, servicing and spares.|