||EPS - Basic
||Market Cap (m)
|Construction & Materials
Tyman Share Discussion Threads
Showing 76 to 99 of 100 messages
|Doesn't yet seem to be feeling the exchange rate benefits experienced by other companies with big $ exposure.|
|Well done took my profit too early, encouraging figures.
|It was ever thus. I return to being happy about my recent 230p investment just before the referendum :)|
|Have you seen the last two trades @ 265p after the close, 64155 and 15000!
|I sold a few in December at almost £3 , and bought a few back the other morning at 230 , although if I'd just held on to the shedload I used to have rather than selling to buy other more speculative investments I would now be 300% better off, so that small move the other day is only really a minor victory - but a nice feeling nevertheless. My heritage, as I may have mentioned before, goes back to Oceonics in 1995. The dividends have more than covered the original investments.|
|Jeffian Good to hear from you.
Me too but sold out over the last 12 months as felt they were struggling for growth although they continue to be a consolidator and you have a hell of a yield on your cost price.It is a cyclical business to a fair degree, at this level they seem to be reasonably priced with a decent dividend, the gearing is on the high side for my liking but happy to trade them although liquidity is limited.
|Yep, I'm still here. One of my bigger holdings, actually, due to picking up shedloads at pennies in the (pre-Greg) Lupus Capital days, so it rather happened by default.|
|Are there any old Tymaners (stet)still holders or interested in this company, I seem to be talking to myself! I sold out in March and ventured back in this week at 234.
Jeffian and Strangeman are you still interested.
|Bought a few this morning,reckon share price over reaction to a 5% share placement looking for 245-250p.
|Big fall on small volume, Standard Life seller lurking in the background.
If they keep going down at this rate there should be a buying opportunity with over 70% business in USA weak sterling makes them more attractive.
|Poor results, EPS up but how much is from forex, most of itUK and Europe revenues well down, US up but significant forex benefit helping numbers from my take of it Big positive acquisition however debt is getting large .... less room for slip ups|
|Interesting that the share price has been recovering quite well in the run-up to results on 8 March, despite a profit warning last November. Maybe things aren't as bad as they thought or it could just be the benign impact of weakening £ vs $.|
|Bad news coming? This really seems to be a very volatile share, but this morning looks like total sells.|
|---- and wish I was here from the days of Lupus !!
Would say trade is not great and that going into next year is going to be tougher than expected, perhaps monitor on a 3 months view, I will !|
|What is the problem with this share? Even on a recovery day like today, although it started out well, it still ended down on the day. The present price is more than 20% down on it's level three month's ago.
The recent update was not that bad; perhaps not as good as the market would have liked, but still not bad enough to warrant this kind of fall. This is particularly so considering most brokers forecasts and recommendations.
Is it a sector thing, or is there something more sinister? Can any of the experts on here help with an explanation please?|
|I began with Oceonics|
|Yes, I'm in from the days of the management that preceded the management that preceded Greg!|
|Jeffian - I have had these a long time and suspect you have too. Schlegel acquisition, Greg's swansong, has been a constant drag on the business and trading would have been much worse if it was not for the acquisitions made by the new team in USA as well as the squeeze on overheads and improvement in margins.
Over 70% of turnover is in the USA and this is where I expected stronger growth
than has been reported today taking into account remodeling as well as new builds, they seem to have hit a brick wall, no pun intended.Sold half my holding today, technicals do not look too good but may add again later on good news for stronger sustained growth in the future.
|Hmmmm. That's a profit warning then. I don't know about the States, where much of TYMN's business is, but I have difficulty understanding the flat sales being experienced across the whole building supplies sector when the evidence of my own eyes suggests that (at least here in SE England) there is a massive building boom going on.|
|All the building products sector has been hammered. Profit warnings from TPK and SIG today (the latter down 23%!) have resulted in falls across the sector.|
|Why the drop? Housing market back in growth so should be positive for Tyman|
|Worth listening to the Webcast - Company actively seeking complementary acquisitions in Europe and USA.
Edit : 2 million + volume so far today.
|Pretty solid results, and confident dividend increase. Looking at the rest of the market today, this share held up well. Good growth to come, I hope.|