Hayward Tyl Share Discussion Threads

[rivaldo] 10/11/2015 07:27

Interims are out. I'm pretty pleased with them, as 20% growth to 3.91p EPS leaves HAYT in a good position to achieve 8.5p EPS forecasts.

And this was achieved despite (a) normal H2 weighting, (b) adverse foreign currency movements and (c) increased investment at Luton expensed.

HAYT have also today announced an "agreement signed with Ebara Corporation, a leading Japanese manufacturer of pumps for the energy, oil and gas, and general industry sectors to specifically supply Hayward Tyler's boiler circulating pumps in Japan and globally through Ebara with a number of major Engineering, Procurement and Construction groups."

And the PB acquisition is expected to be "significantly earnings-enhancing".

[saucepan] 09/11/2015 08:42

Hi folks

HAYT appeared in one of my ShareScope chart momentum/value/growth filters.

I have taken a position today, following some further research and in anticipation of the market liking results tomorrow!

[rivaldo] 05/11/2015 13:51

Cheers investoree, that's good to hear. More good coverage from yesterday here, with very positive comments from the CEO:

[naos] 04/11/2015 14:03

...hope so too, and hope it stays above £1.

[jeanesy2] 04/11/2015 08:44

Creeping up again , are we going to see that £1 barrier broken .. I hope so please!

[rogerrail] 02/11/2015 10:14

and which is no surprise given that Siemens would have wanted to waste as little as time as possible on a transaction which to a company of their size is relitively immaterial. All pointers suggest HAYT got a very good deal.

[rivaldo] 02/11/2015 07:37

Today's RNS suggests the PB acquisition process has gone smoothly. Which is nice.

[jeanesy2] 30/10/2015 14:33

Been away on holiday. Nice to come back and see a rising shareprice. It looks as if £1 is a tough nut to crack atmo. Hopefully it will not be long. Looking forward to some excellent results in a couple of weeks.

Current buys are at full ask so hopefully that is a good sign despite the small drop today

[rivaldo] 30/10/2015 12:21

The nuclear action has helped, but imo the rise is only just starting.

I feel the re-rating is based mostly on the single-digit forward P/E, combined with the general expansion prospects - in particular the FMC partnership re their sub-sea pump systems. Remember, just one of these units sells for £1m+, and GE have already bought one.

Assuming these turn into regular orders they could be a gamechanger for HAYT:

"“Each of these units is worth one-million-plus, which is around three to four times the normal cost of our units, so you can do the maths,” Ewan Lloyd-Baker said in an interview with Proactive Investors."

[naos] 30/10/2015 00:25

Too soon to say breakout?? Looks like one to me.

Once the market digests that some Chinese dosh will be going into to Hayward's coffers, this company should get rerated upwards. But if not, then the share price will slide back to its 83p ish level the company seems to be comfortable with.

[rivaldo] 29/10/2015 23:08

More new highs, and in particular almost 25,000 shares bought at 100p.

Given the "strong order intake in the first two months of FY2016 of £9.8 million", the interims on 10th November will hopefully be very strong.

[rivaldo] 28/10/2015 11:54

FWIW Zak Mir sees a rising channel up to 120p:

Http ://www.shareprophets.com/views/16096/zak-mir-s-bull-call-of-the-day-no1-hayward-tyler-group-november-price-channel-points-to-120p

[shauney2] 28/10/2015 08:49

Still looking strong.A pound on the offer now.

[rivaldo] 27/10/2015 13:31

New highs here. All buys today, and at increasing prices up to a now 96p.

[rivaldo] 22/10/2015 06:57

Nice mention in today's Telegraph for HAYT as one of the beneficiaries of the Chinese investment into the UK's nuclear industry:



"Companies involved in the nuclear sector supply chain such as Amec Foster Wheeler, Hayward Tyler and Centronic have all been keeping a close eye on the progress of the negotiations"

[investoree] 21/10/2015 13:00

Consistant buying in HAYT this morning including 2 delayed buys being reported for 75K & 25K share purchases with total buys being shown so far today as 198K with minimal selling of less than 15K. Hopefully bodes well for the future!

[rivaldo] 21/10/2015 09:43

No probs. Nice 50k buy at 94.25p just reported....

[tudes100] 21/10/2015 02:41

good listen, thanks for posting Riv

[rivaldo] 20/10/2015 15:18

FYI two interviews with Finncap's analyst and HAYT's CEO post-results and the acquisition. Interesting that the CEO is prepared to definitively state that the share price is undervalued at present:

[gswredland] 20/10/2015 13:43

At last movement! Been in a long time to see this.

[glyn10] 20/10/2015 11:37

heading in the right direction, with positive interim results shuld see this well over 100p

[naos] 20/10/2015 11:33

...yep. Back into this and if it does blow, will buy more.

[gucci] 20/10/2015 11:28

Taking off

[rivaldo] 20/10/2015 10:12

Finncap have increased their forecasts to 8.5p EPS this year and 10p EPS next year, with 1.4p and 1.6p dividends respectively.