Coats Share Discussion Threads

[our haven] 22/4/2021 08:25

Large 1m trade. See if that impacts the share price, positive or negative?Positive initially.

[essentialinvestor] 12/4/2021 12:55

Covid-19 starting to break out big-time again in India, I'm guessestimating
that may potentially impact manufacturing.

[cravencottage] 10/4/2021 07:03

Re-Financing

Any views whether this will add some extra Dinero to the bottom line?

[scooper72] 06/4/2021 12:27

Have topped up a little today. My current holding is pretty small and this is one I would be happy to average up or down over the long term to build a reasonable position. They seem to have a decent market position for what they do as a UK plc

[essentialinvestor] 06/4/2021 11:59

It's been rather cast aside, does tend to move in fits and starts.

Rate the CEO fwiw, no guarantees etc.

[undervaluedassets] 06/4/2021 11:38

Start of something today? It's a "re-opening trade" isn't it? ("re-opening" being the post-pandemic theme of the moment).

Re-opening benefits here will come from manufacturing firing up again and needing more basic materials.

Notable that Coats even managed to be profitable during the pandemic and are now set to get some proper jam as society opens up again and the factories start producing for the consumer boom that will inevitably come once we are all uncaged

Have nibbled.

[essentialinvestor] 01/4/2021 15:54

Nick, yes possibly, although longer term sustainability and ethical considerations should play to Coats advantage, they go on about it enough ).

[nicholasblake] 01/4/2021 15:47

Could Uighur cotton imbroglio be having an impact?

[essentialinvestor] 01/4/2021 15:34

Back in today, small amount.

Third wave of the pandemic in Europe and elsewhere weighing, plus logistic inflation perhaps.

Manufacturing margin could potentially be impacted if Asia is hit by another
large covid wave.

Lots of reasons for caution that may possibly open up a longer term opportunity,
or short term trap door!.

[skyship] 31/3/2021 12:38

The support seemed to be breaking down, so sold first thing this morning. Chart looks pretty bleak, with support at 55p or at 51p...


free stock charts from uk.advfn.com

[skyship] 22/3/2021 13:36

The 60p support has held well; so perhaps we might break through the downtrend and once again challenge into the 70s...


free stock charts from uk.advfn.com

[manurere] 08/3/2021 07:30

I am writing before UK market opens on 8 March. I was pretty pleased with result and dividend and surprised at sell off by those who clearly were expecting more. I am very impressed with the continued flow of new industrial yarns, especially given Covid disruption. Coats is poised to completely dominate that market.
My partner and I each own quite large retail holdings and won't buy more in order to stay better diversified. But if I were younger and more of a cherry picker, I'd be climbing in boots and all at Friday's price. Seriously oversold.
We certainly won't be selling anytime soon. Indeed, I suspect that my kids will eventually inherit these shares because, in my view, Coats has nothing but upside.
Will be very interested in market moves this week.

[our haven] 04/3/2021 15:59

IMO overdone but we will see.

[skyship] 04/3/2021 15:57

Hmm - is now!

[clinton baptiste] 04/3/2021 10:58

I found them underwhelming and I'm surprised the share price isn't off by more

[our haven] 04/3/2021 08:21

Results look well received by the market.

[essentialinvestor] 04/3/2021 08:00

It looks like the recovery in revenues has been relatively swift
and continued market share gains highlighted:


"...Improving sales momentum with Group organic sales exit rate
down 5% for November and December (versus down 26% H1 2020
and down 15% four months to October 2020), following the impact
of Covid earlier in the year.
-- Continued share gains in Apparel & Footwear and customer wins
in Performance Materials as customers' priorities pivot to
reliability, speed and flexibility during Covid..."

[essentialinvestor] 04/3/2021 07:31

"...we are encouraged by our improved trading performance towards the end of last year as well as in the first two months of this year, and the Board expects to see continued recovery through 2021."

[skyship] 04/3/2021 07:09

$111m operating profit v. Nov'20 f/c as below:

"As a result of the improving trading performance seen in the period, we anticipate Group adjusted operating profit for 2020 to be ahead of market expectations and in the range of $100 - 110 million."

[essentialinvestor] 03/3/2021 14:36

FY tomorrow,

had a few on yesterday's dip.

[skyship] 03/3/2021 09:43

Sp firming ahead of tomorrow's Finals:


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[essentialinvestor] 16/2/2021 14:44

Hopefully higher

on the March FY results.

[essentialinvestor] 09/2/2021 12:10

)). Lovely.

[our haven] 09/2/2021 12:06

Promising rise this morning. If it maintains this level, could be very interesting for further northerly movement in the coming days.