Airea Share Discussion Threads

[texas_caddy] 13/7/2018 17:19

Ah yes - I did, my bad sorry - didn't spot the change in accounting reference date RNS which confused me at first when trawling back through. Seen it now so makes sense. Thanks!

[trident5] 13/7/2018 16:09

Interims were out on 27 September last year (you could have looked that up)

[texas_caddy] 13/7/2018 15:51

Anyone any idea when they next plan to report trading update/interim to the market? Last one was 21st March, almost 4 months now.

[fillipe] 23/5/2018 09:58

I'm a little surprised there wasn't a marriage but quite happy to continue holding AIEA in anticipation of further commercial progress there.... eps, divi and nav, etc.

Equally so, I would have been pleased to accept north of 75p, if negotiations had been concluded differently.

JHD's loss, I think.

f

[mmc71] 23/5/2018 08:43

Spread 50/60, but you can buy/sell at 53.5/59.7. Hardly down at all and appears the MM's are not competing to sell to buyers.

[mmc71] 23/5/2018 06:00

Better "no bid" than the board selling us on the cheap. Happy to hold and may top up depending on the drop this morning.

[gripfit] 22/5/2018 22:03

Tomoro will be down day for aeria

[gripfit] 22/5/2018 22:01

Rhomboid ,, you can bet your bottom dollar , it was comman knowledge in the city hours ago

[rhomboid] 22/5/2018 20:05

Gripfit

The RNS was after the market closed.

[gripfit] 22/5/2018 19:31

the mkt seems relieved that JHD are not buying ,,, jhd rebounding now..

[trident5] 22/5/2018 19:24

I think patient shareholders will do better with Airea as an independent company.

[rhomboid] 22/5/2018 18:27

Precisely David

I’m looking forward to this becoming a long term income & growth holding for years to come, they have an addressable market that should permit many years f growth

[davidosh] 22/5/2018 18:20

IreneKent.....you must be kidding as Halstead are 50 times bigger by market cap before any bid suggestion and will be tomorrow again. They could swallow us up without raising cash and the issue must have been valuation on both sides IMO.

I am happy for us to stay independent

[irenekent] 22/5/2018 18:03

Halstead's share price has been in free-fall until recently. I don't think they could afford Airea. We can now look forward to building a company big enough to take them over - should we want to.

[trident5] 22/5/2018 17:22

There is no bid MMC71 - see the after hours RNSs.

[rhomboid] 22/5/2018 17:22

No bid I’m relieved to see, Aeria board were never going to sell cheaply & James Halstead never going to go hostile so I’m spending my AIEA dividend on ....AIEA shares tomorrow 🙂

[mmc71] 22/5/2018 16:30

Bid deadline end of tomorrow...

[petebarnes1] 16/5/2018 16:59

well some nice buys someone has confidence

[petebarnes1] 16/5/2018 11:36

Trigger many thanks i did not remember so it was only once , thanks i stand corrected. Its just my gut feeling here and a guesstimate. yes settling on 80p myself Arther

[garbetklb] 15/5/2018 22:05

We also hold in decent size - and have a much smaller holding in JHD.

Trigger, Rhomboid & Mesquida have all made good points. I think JHD/AIEA would be a good fit, with JHD bringing much better distribution reach to AIEA's products - and allowing them to pitch for more of a project's flooring.

I'm pretty relaxed whether the bid goes ahead, or not - I'd certainly consider buying more if the price dropped significantly

[arthur_lame_stocks] 15/5/2018 20:20

I reckon 80p a share would actually be a very good deal for JHD having had another look at it and they could afford to pay a fair bit more and the deal would still boost their eps. Their shares are far more highly rated than AIEA and they have more than enough cash so could pay easily one way or another.

This also looks like a very opportune moment for them to bid with AIEA having gone through some years of restructuring and capital investment and finally appearing to be coming out the other side in a healthy state.

I'm not tempted back in though, doubled my money on these a while back but could have made much more than that if i'd held on.

[trigger blade] 15/5/2018 17:53

pete,

Yes, you did post on the JHD board:-

petebarnes1
3 May '18 - 13:04 - 1262 of 1264
0   0  0

Airea bid should be a £1

I asked you how you arrived at that figure, you didn't reply, which I assumed because you didn't know. Anyway, you could still answer.

Personally, I don't want JHD to overpay, which doesn't mean I wouldn't want them to bid and I don't think they will overpay. One of the conerstones of their success has been the concentration on the core business. In the early eighties, they had Belstaff, Conway and even a couple of camping holiday companies, all a distraction. The real success came after they got rid of those businesses.

Contract carpets are a different story, but my post was making the point there isn't a great deal of obvious synergy.

[petebarnes1] 15/5/2018 16:51

i feel many JHD posters on on this board hoping for a no deal, well lets see !!

[petebarnes1] 15/5/2018 16:46

well who knows

[irenekent] 15/5/2018 16:34

If at all.