Headlam Share Discussion Threads

[jeffian] 29/7/2003 16:20

Well, something's driving them along quite nicely. Not much volume so I assume it's good news in the offing. Interim results traditionally around mid-August and if these show that profitability is still recovering strongly from the Eclipse debacle, it could be argued that the share represents 'value' - PER just under 13 on last year's earnings and a net divi yield around 4% even after latest rises - or there could be more to it than that!

Regards, Ian

[boadicea] 25/7/2003 16:28

A sudden rise at 3.20pm on a Friday afternoon is a little unusual unless some news is about to break (i.e. it's leaking already).
Trades look quite normal up to now, but maybe we shall see a large T or X after the close. Time will tell!

[jeffian] 25/7/2003 16:16

I'm not sure if this comment fits the bill of being 'inquisitive or informed', boadicea, but worth bringing the thread back for us few HEAD-bangers. Since sorting out the disastrous Eclipse blinds acquisition, HEAD has been climbing pretty steadily since March, but things seem to be hotting up a bit now!

Regards, Ian

[boadicea] 23/5/2003 10:29

Networker,
I'd rather have the board quiet than littered with rubbish like some others.
If you see an item of interest, post a quote or link for others to see.
Also, asking a question or for an opinion nearly always produces a reply and sometimes helpful information, therefore proving that a board is read.
Some boards in bigger stocks than HEAD are very quiet - eg JMAT, BAB, DLAR.
I have held HEAD for some time and never expected fireworks. Comment is not helpful unless inquisitive or informed.

[jeffian] 22/5/2003 23:47

Networker,

"Are the subscribers to this board only interested in trading stocks or stocks of dubious value?"

The answer is almost certainly "yes", but that doesn't mean that long-term investors can't obtain valuable info from it nor that others don't read and benefit from posts without necessarily responding.

Regards, Ian

[valhamos] 22/5/2003 23:23

Networker- I see your point; nobody else has posted since 28 March. I was in at 218p in early April. The AGM statement (sales up 5%) equates to extra 10% at operating profit level (?) Still attractive 5% div yield, but how much further can they rise when P/E is higher than 10 ?

[networker] 22/5/2003 20:19

For a Company with a mkt cap of £220m there is an alarming vacuum of comment!
What are investors, and potential investors, looking for?
A positive AGM statement ( not guaranteed ) produces zero comment....
Analysis of transactions indicates the statement is well received and there appears to be ( renewed ) buying interest.
What does a company have to do to elicit comment from a bulletin board, good or bad ?
Are the subscribers to this board only interested in trading stocks or stocks of dubious value?

[networker] 07/5/2003 14:00

The rise continues with shares being traded as high as 265p as one buyer has been prepared to pay a premium for 15K. Anyone got a feel for what is really happening? Some time ago there noises about a possible management buy-out although I've not heard them repeated recently.

[networker] 07/5/2003 10:17

Today's rise puts the shares up to the top of the recent trading range. Going past 250p may prove difficult in the absence of any trading or other news.

[networker] 30/4/2003 00:16

The title of this remains something of a ( historical ) misnomer. Slow and steady might be a better description. Recent cross-trades imply that buyers are now absorbing institutional stock sales. The recent steady price rise to 232p suggests there could be more to come, particularly if the selling were to dry up. Next significant news is likely to be the trading update from the AGM on Wed 21 May.

[networker] 15/4/2003 19:46

Volume today has again been low, but price has moved ahead to 227p level and now well away from the low point. Too early to say if this marks a change of trend as the selling institutions may yet re-appear. It will be interesting to see what happens over the next few days. On the buying side Legals have recently increased to 4 per cent and could possibly be further buyers.

[liondor] 28/3/2003 10:51

The price always seems to rise pre results so this could be the time to buy in, but are the recent institutional sales over. The business appears to be sound and the sale of the windowcoverings business should have eliminated most of the debt.

The only downside that I can see is that eps growth may have stalled and this is why Fidelity sold down their holding.

[networker] 28/3/2003 08:53

I was out most of yesterday and was surprised to see the price action on low volume. Suspicion remains that there is a large sale still to be reported - or the MM have been having a bit of fun.

[codoctor] 27/3/2003 18:33

Good results from this company are always followed by selling and my experience of it is that the share price will remain weak for a couple of months and then start to pick up again.

They are now exclusively a carpet distributor having recently got rid of their last remaining fabric companies. All the write offs are out of the way and the rather grandiose expansion plans of the Ian Kirkham era which used to scare the pants off the fund managers are long gone.

Tony Brewer the CEO knows the business inside out and has his feet firmly on the ground. I got in at around £1.50 in early 2001 and have stayed there. I think they will be bought out when there is a general improvement in the economy and wouldn't be surprised to see a price north of £3.50.

codoctor

[networker] 27/3/2003 11:36

Does anyone have a 'feel' for this share currently?
Recent results were good and pretty much in line but the shares have fallen back to an historic support level in the 220-230p range. Past few weeks may have seen institutional selling from small company funds who can no longer hold, but can anyone confirm this? If and when this selling source dries up could become interesting again.

[indalo] 20/12/2002 16:18

Yeah yeah...heard you the first time!

Jonny Walker...Why do you also use the name PatrickJohnson?

Isn't one ramping suedonim enough for you?

[jonny walker] 20/12/2002 16:14

Headlam - Sinks on heavy discounted Institutional sale

[codoctor] 20/12/2002 15:28

Jonny Walker,

If these are sales (my screen shows them as "don't knows") they could be an institution cashing in profits when nobody is looking.

My info is that Headlam have had a good Xmas on the back of a continuing improvement of the business following the disposal of their remaining non-core operations.

codoctor

[jonny walker] 20/12/2002 13:13

Headlam - Fell sharply as almost 2.9mn sold at heavy discount to market price. Does the Sellers think that consumer spending going to be less over this Christmas period?

[arpy_eye_indexed] 26/8/2002 01:05

Stuart Pidd Hunt.

I didn't think they'd let bum bandits like you in the party.

[bocadillo.] 25/8/2002 23:26

Radiohead please release a new album soon. Save us from this Coldplay blandness.

[cheesehead] 30/4/2002 22:26

A concave shaped head is better

[sugarbeast] 30/4/2002 22:21

yes he can.
but your average flat'ed doesn't usually play football.

[netcurtains] 30/4/2002 20:48

Can someone who has quite a flat head balance a football on his head?
If he can, is he allowed to simply "carry" the ball on his head, then tilt his head forward when he gets to the goal - thus scoring?

[zzaxx99] 30/4/2002 18:28

-- fish,

Very belated reply - you're right, I switch streaming off first.