[ADVERT]
Share Name Share Symbol Market Type Share ISIN Share Description
Airea Plc LSE:AIEA London Ordinary Share GB0008123027 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 29.50 29.00 30.00 29.50 29.50 29.50 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 14.6 0.5 0.0 - 13

Airea Share Discussion Threads

Showing 626 to 650 of 800 messages
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
DateSubjectAuthorDiscuss
21/11/2019
09:56
I am long here
arregius
20/11/2019
15:49
...maybe not?
someuwin
28/10/2019
21:02
Fill yer boots at this price
bda3490
11/10/2019
14:38
Been buying a few. Good value now imo.
someuwin
01/10/2019
13:43
JHD results out
bda3490
23/8/2019
17:24
That’s my understanding The write goes through the p&l And indeed should have done on those interims. It does not depend on the issue to new employees. Should make an interesting full year set of accounts if the price doesn’t recover.
bda3490
06/8/2019
09:01
Hi, I see the company has made a £2m loan to the EBT (as discussed above) and this is broadly a pass through of an increase in their borrowing under, presumably, their normal banking facility of £1.7m (£150K repaid). What I'm not clear on is how does the EBT repay the loan to the company? I've spoken to my technical accounting friend and it seems to me that this will get written off as the shares are distributed to employees and will also get written down if the value of shares in the trust don't cover the loan. Does anyone agree/disagree here? Thanks BL
brileyloucan
03/8/2019
13:38
On further reflection, As a shareholder in Airea, I definitely feel that the interim dividend would not have had to be cut, or cut by as much as 54%, had the Company’s cash not been substantially utilised by the CEOs share “buy back”. The old dividend 1.75p would just about have been covered by profit
bda3490
03/8/2019
13:37
On further reflection, As a shareholder in Airea, I definitely feel that the interim dividend would not have had to be cut, or cut by as much as 54%, had the Company’s cash not been substantially utilised by the CEOs share “buy back”. The old dividend 1.75p would just about have been covered by profit
bda3490
03/8/2019
10:50
Why speak to the management when all they do is tell you what you want to hear? I think its pretty obvious now that the director selling at 72p or so a few weeks ago knew what he was doing. Clearly the management cant be trusted. Just blame it all on the old scapegoat Brexit.
cfro
02/8/2019
20:37
Rhomboid, very useful and very well put. Thank you
illiswilgig
02/8/2019
17:42
That's quality input rhomboid but I bailed out as soon as I could get an online quote to do so this morning. Overall 56% gain, including dividends, in just under 2 years so can't really grumble although not as good as I thought when I took 50% of my initial stake out in March when the price had doubled for me.
impvesta
02/8/2019
16:39
Thanks rhomboid. More useful than lots of speculation and name calling.
alter ego
02/8/2019
15:58
No that is not the case EBT is a separate entity controlled by trustees & managed by RBC ..it is funded by a loan which is guaranteed from the company...the interest expense of which is more than covered by dividends not paid on EBT shares until they vest The pension scheme is not concerned as it has payments already agreed from the triennial review..pension trustees were fully consulted on the EBT creation & recognised its necessity Re Halstead & Headlam ...I hoped there�d be a positive read across but they are in different niches..though related. I listened to the conference call for Interface in the US they are the largest carpet tile competitor & they mentioned a recent Brexit related slowdown in the U.K. & soft conditions in Europe I understand the angst here but am happy to take at face value that this is purely Brexit related...there are so many discretionary refurbishment projects being put on hold until the dust settles Speak to the company if you want further reassurance I did & I�m totally happy with what I heard
rhomboid
02/8/2019
15:03
I agree the EBT is not a pension issue. But The £2 million loan was to buy the £2 million of shares. Now they are worth £800K less that loan write off surely has to go via the P & L ! The pension issue to me is that the company used most of its cash to buy the CEO shares and is paying a dividend - the trustees could well get questioned. At £3.5 mill deficit its 71% ahead of last year at this stage As for Brexit - Halstead didn't mention it and they are up 7% in the UK. Headlam said on commercial flooring they see 5.7% up July - August must represent 20-25% of annual turnover - wish the HT announcement gave some clue on July That said if they get to 30-32 a buy is on for me. Though my shareholding at the moment aint worth seliing after the spread and fees
bda3490
02/8/2019
14:59
Thank you Rhomboid
shanklin
02/8/2019
13:47
The EBT loan receivable is in that total...normal receivables..are pro rata to normal They certainly could have explained that better & I checked with the company to make sure
rhomboid
02/8/2019
13:32
Hi rhomboid Did you get an explanation for why the "Trade and other receivables" are up so much please? 2.87m a year ago; 2.33m at year end and then £4.62m at end-Jun-19. I could only presume July trading was at least as weak as Q2? Did management have anything to say about this please? Thank you, Martin
shanklin
02/8/2019
12:14
Gross margins are not declining..net margins are as they invest for the future..eg extra sales people The EBT transaction needs to be backed out of the numbers...& is nothing to do with pensioners! I’ve updated myself by talking to the company...& I’m absolutely clear that the softness in the last period was utterly a Brexit phenomenon...as widely confirmed by the rest of the construction industry I’m a buyer at these levels..as funds arrive.
rhomboid
02/8/2019
12:07
Westcountryboy: I see only a 6.4% increase in inventories, wouldn't all increases be reflected here or is it only completed stock? I will relook at cashflow again, still learning. Ta.
fugwit
02/8/2019
11:53
Hi WCB - I agree, the cashflow statement is clear. In conjunction with the balance sheet it agrees with the management statement. Shareprice probably overdue a tumble as it loses its recent hot-stock label. Taken the opportunity to add some more this morning to my long term holding. I'd been waiting for below 50p - just as well I was. cheers
illiswilgig
02/8/2019
11:44
I have calculated the trading operating margin for the last three half years—by splitting last years figures between the 1st and 2nd half. The trading margin seems to be reducing— Half year to June 18 =14.7%, Half year to December 18 =12.6% and Half year to June 19 =10.6%. This could be in part due to lower turnover ,and steady or increasing overheads. rhomboid noted on 27 Jun 19 that he had spoken to the company and one point he realted was "margins are not declining". Odd
bda3490
02/8/2019
10:54
fugwit - they're there. See also the 800k reduction in cash flow owing to working capital.
westcountryboy
02/8/2019
10:38
https://www.proactiveinvestors.co.uk/companies/market_reports/224913/airea-floored-by-downbeat-outlook-statement-as-brexit-uncertainty-bites-224913.html
newtothisgame3
02/8/2019
10:21
"This affected the timing of customer call offs within the order book and the Group's decision to increase inventory to prepare for potential Brexit challenges, had the UK left the EU on 31 March 2019, had a significant financial impact on operating profit and cash flow." Am I missing something here, where are the increases in inventory on the BS?
fugwit
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
ADVFN Advertorial
Your Recent History
LSE
AIEA
Airea
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210923 07:16:06