Boot (henry) Share Discussion Threads

[hazl] 23/7/2024 11:42

I think speculation of the event is a draw carpingtris.

Well done.

[carpingtris] 22/7/2024 20:28

Added some more here today :)

Personally think real movement won't come until interest rate cuts but in the meantime I'll keep tucking a few away.

[hazl] 22/7/2024 15:26

Climate seems better for BOOT.
Prospect of lower rates.
Labour and prospective housing plan.

[hazl] 19/7/2024 11:18

Actually have you seen the mid price?
Below what they would pay you for your shares!


Oh what tangled web we weave.


8-)

[hazl] 19/7/2024 08:46

Nothing goes up in a straight line but the general trajectory, here, is up,
is my belief.

[hazl] 17/7/2024 12:33

The State Opening of Parliament has helped our case here I think.
About 35 bills read out, some of them to do with housing and renting.

Anybody else watch?


Very useful indicator of where to make money in my opinion.

[this_is_me] 16/7/2024 07:27

Oh dear someone got fired.

[hazl] 16/7/2024 07:16

'CEO of Henry Boot, Tim Roberts comments: "I'm pleased to welcome Lee to the Henry Boot Construction business, who joins us with a proven track record and extensive industry experience. Lee's passion for delivering high-quality spaces and places aligns with what Henry Boot is all about - creating impact. Lee's primary focus will be to restore and grow the business and I very much look forward to us working closely together.'
From above investegate.

[hazl] 15/7/2024 09:33

Pull up the long term chart and you might judge we have a long way to go!

IMO

[hazl] 10/7/2024 08:17

And don't forget, confidence from a large shareholder.

[hazl] 10/7/2024 08:07

Extremely pleased with the reaction here to the housing news.
This is a good solid ancient company that has steered well the normal volatilty in it's long history, it seems to me.

[hazl] 09/7/2024 18:30

Pleased with that.


300p Here we come?

[hazl] 09/7/2024 13:10

HBD has performed ahead of expectations,
with continued growth of its completed
schemes to a GDV of £126m (HBD share
£111m, 2022: HBD share £83m), of
which 100% was pre-let or pre-sold. In
the year, HBD completed on the following
developments:
• Three industrial schemes in Nottingham,
Luton and Preston totalling 661,000 sq
ft with a combined GDV of £104m (HBD
share: £89m).
• A 40 bed state of the art care facility
for The Disabilities Trust in York (HBD
share: £22m GDV) which has achieved a
BREEAM Excellent rating

[hazl] 09/7/2024 12:51

Objectives .

Reduce Scope 1 and 2 GHG
emissions by over 20% to
support reaching NZC by 2030.
Our Scope 1 and 2 GHG emissions in 2023 were
2,833 tonnes (a 14% reduction against our 2019
baseline).
Replace 50% of van fleet with
electric vehicles (EVs) or other
sustainable alternatives (100%
by 2030).
Banner Plant has commissioned the installation of
new electric vehicle (EV) charging points and now
have two electric vans undertaking pilots to identify
challenges ahead of further electrification.
The scale of ambition to transition our fleet has been
challenging and we continue to introduce additional
measures whilst the pilots are undertaken including
further driver training and engagement and a review
of alternative lower carbon fuel types.
Ensure that all our HGVs are
EURO 6 compliant (30% to
be replaced with EVs or other
sustainable alternatives by 2030).
Banner Plant’s HGV and crane truck fleet are fully
EURO6 compliant.
Supply 50% of electricity
demand for construction sites
from renewable generators.
Henry Boot Construction made significant
reductions in the volume of fuel consumed on their
sites as reliance on traditional generator demand
was increasingly replaced by mains electricity and
they continue to trial sustainable generator solutions.
Complete energy, resource
and sustainability audits in
all of our directly controlled
offices, sites and depots – and
implement all medium-term
recommendations.
Energy Impact Limited has completed audits of all
our directly controlled offices and depots. Short term
recommendations are currently being implemented.
Reduce non-sustainable
business mileage by 20%.
Business mileage in 2023 was 20% less than the
2019 baseline.
Use biodiesel as we electrify
our fleet.
We have continued to monitor the market for
biofuels and the credibility of this fuel type and
are engaging with a range of providers to assess
potential options for investment.
Consuming resources
responsibly
Cut avoidable waste by 99%
for all our construction sites
(100% by 2030).
In 2023, 99% of avoidable waste was achieved on
Henry Boot Construction’s sites

[hazl] 09/7/2024 12:45

Investment case.

[hazl] 09/7/2024 11:25

Ah jurgen snap.

[hazl] 09/7/2024 11:24

Undervalued.

IMO

[hazl] 09/7/2024 11:24

Exactly a good time with change of Government perhaps.

[jurgenklopp] 09/7/2024 09:54

Chart indeed looking very promising.
Labour's intention of increased housebuilding now providing additional positivity.
David Gladman also topping up his holding at reasonably regular intervals.
There ought to be only one way this is heading !!

[hazl] 09/7/2024 09:51

Come on mms.

Why is the bid higher than the mid?

Oh 'what a tangled web we weave'!

[carpingtris] 08/7/2024 20:30

Chart looking like a coiled spring.. hopefully benefits from a drive to increase house building and might be able to flip more parcels of land? Time will tell!

[essentialinvestor] 03/7/2024 10:19

David Gladman over 11%.

[hazl] 02/7/2024 15:26

Clear 'W' on the chart to me.
More apparent if you look at the 7 year chart.
Bodes well in my book.
We will see.