Boot (henry) Share Discussion Threads

[retsius] 19/9/2018 17:06

Xd today at the close,nice to see a rising price when this happens.
R.

[qs99] 10/9/2018 15:10

glad I have stuck with NMD!

[qs99] 24/8/2018 14:14

Am in here some more and NMD which looks the better value but lower margin and needs to up its building housing presence more IMO...DYOR

[ugandalad] 24/8/2018 14:03

Earlier Scotts column shortly after the results was neutral on the share guess he has had a re look considering Stockopedia rate the share at 82. IC re iterated their buy recommendation focusing on one sectors result Construction. Think they need a more indepth analysis but I like the management style which I consider conservative in forecasting the reducing debt and the fact it is diversified within the sector. Having added to my holdings in April and July I'll probably continue to build my holding.

[shaker44] 24/8/2018 13:57

as builders like tw run down their land banks to enhance results, boot will come in to its own later as an attractive take over prospect.

[qs99] 24/8/2018 13:16

Thanks......seems a bit stingy as a price, but hey ho....Paul Scott just ended with "a nice property company that is worth a look, if you take an interest in this sector."! DYOR

[jaws6] 24/8/2018 09:50

peel said 325 with BUY so far

[qs99] 24/8/2018 09:39

Anyone seen any broker comments? Full Year EBITDA expectations? thanks

[qs99] 24/8/2018 08:28

"As noted above, possible property receipts in the second half of 2018 could further reduce borrowings and gearing by the year end." like this. How long before it could be "ungeared"? then IMO it could be a TO target....let's see. Have bought in today as with c.£30m EBITDA in H1 and growing, this looks good value, well run, growing yield....DYOR...GLA and good BH weekend

[qs99] 24/8/2018 08:07

net debt looks like a good reduction no? Leaves scope for increases in divi? DYOR

[merrimac] 24/8/2018 07:39

It may just lift up again just into the GBP3 range - based on dividend? As you point out, the whole area is a tad depressed...as long as we can get the dividends along the way as we wait for a revaluation.

[shaker44] 24/8/2018 07:37

so do i! everything almost 20% up including earnings per share, debt down 10% per cent and forecast to fall further, b-t=r is looking good. outlook positive in all sides of the business.
clearly this is undervalued but in a market with a downer on the sector who knows how we will open?!

[cwa1] 24/8/2018 07:33

On first glance very solid stuff:-

Commenting on the results, Chief Executive John Sutcliffe said:

"We are very pleased to report another impressive performance in the first half of 2018, achieving improved profit, earnings per share, net asset value and dividends, while significantly reducing debt, compared to a year ago.

"So long as market conditions remain stable as we transit through the political and economic uncertainties, we look to the future with confidence. We have a strong pipeline of land, housing and commercial development opportunities to provide our customers with the property assets they require.

"Trading in the second half of 2018 has started well, and given the level of forward contracted business, the Board is confident in meeting its expectations for the full year and those for 2019 which, at this early stage, remain unchanged."

[retsius] 20/8/2018 14:17

Anyone getting excited about Friday?

[cwa1] 06/8/2018 10:56

Henry Boot PLC, one of the UK's leading and long-standing land, property and construction companies, will be announcing its Interim Results for the half year ended 30 June 2018 on Friday 24 August 2018.

[retsius] 20/7/2018 14:36

UGL
I am sure the long picture is good, just breached my stop loss,
R.

[ugandalad] 20/7/2018 13:32

Retsina Your observation on the shape of the business is the reason I topped up today.

[retsius] 20/7/2018 12:24

Chart looks dire.
Bailed today with loss, been a disappointment as an investment although the business looks in good shape.
R.

[dansaunders25] 12/7/2018 10:57

hxxps://www.insidermedia.com/insider/northeast/new-group-property-director-at-hargreaves-services

The Developments Managing Director has been poached by Hargreaves Services. Could explain the drop?

[shaker44] 25/5/2018 02:02

The updates are never flash but tend to be steady as she goes. Very well managed business,interesting low risk btr element.
When Simon t. Writes this up he will cover increased nav, and discount I expect.
I rather like some low risk shares like this that are a bit like cash in the bank, to offset some of the more risky stuff I own!
One day the share price will better reflect the value creation and I am happy to be patient for now

[villarich] 25/5/2018 00:23

I know what you mean! It's been a funny market this year.I sold out today following the update. Reason being there seems little that will move this share and I could use the cash better elsewhere. Good luck all

[cwa1] 24/5/2018 09:06

Fair enough. I'm only really interested in the upward moves but, to be honest, I have periods when even a non downwards movement comes as a bonus!

[retsius] 24/5/2018 09:05

Yes I agree.. steady as it goes Statement.At least no ugly surprises.
Very disappointing share to be in.... fairly large spread wth very little turnover of shares. Simon T might give it a slight nudge... divvy next week.
R.

[villarich] 24/5/2018 08:17

I kind of meant move it either way. This share price goes nowhere