Epwin Share Discussion Threads

[asagi] 24/4/2017 12:17

not been waiting as long as that myself mfhmfh but yeah it has been horrible. I though t the trading statement would do it - it didn't. Then I thought results would do it, they didn't. Now they just rise out of the blue.

A couple of sellers cleared?

Asagi (long EPWN)

[shauney2] 24/4/2017 11:55

Weekend FT Small Cap Focus was on Construction this week with a mention of
NXR EPWN & FORT.

[mfhmfh] 24/4/2017 11:50

been waiting around 18 months for this rise

[elmfield] 24/4/2017 11:06

So good to see after the last few months, excellent for us.

[this_is_me] 24/4/2017 10:00

Back into the 120 - 140 trading range.

[arf dysg] 21/4/2017 17:09

It did seem to go up a bit quickly in the last couple of hours. Maybe something's in the wind.

[lord gnome] 21/4/2017 16:52

120 is the big support / resistance level. If it can get past here next week then we could be going all the way back up to 140. Which, would be nice.

[mfhmfh] 21/4/2017 16:50

been holding here for ages. maybe a breakout at last.

[hjs] 21/4/2017 16:08

Shares magazine has a +ve article this week...

[elmfield] 21/4/2017 15:54

Glad I stayed put, relief today, who knows what this time
next week!

[spoole5] 11/4/2017 12:05

Penny starting to drop here.

[speedsgh] 10/4/2017 13:01

Epwin is a cash-generating machine -

Epwin Group should provide a very nice return for patient investors say Zeus -
Epwin Group Plc (LON:EPWN) are the topic of conversation when Andy Hanson Director of Equity Research at Zeus Capital caught up with DirectorsTalk. Andy shares his thoughts on 2016 year end results, provides and outlook for the company, sums up the performance of the business and explains the effect has on the valuation.

[mrthomas] 10/4/2017 11:51

hi was in safestyle is that in the same business as this company agree that good run co bad sheets good and nice yield thinking of buying if around 1.02 saw in n IC

[spoole5] 10/4/2017 11:41

Took some for the isa first thing at 1.045. May add if it drops below £1. Really can't see why these are so cheap, low debt, fantastic divi covered twice, great free cashflow and no pension nonsense. Others in the sector on twice the rating. Am i missing something? Getting harder and harder to find genuine value in this market.

[meijiman] 10/4/2017 09:58

I think Panmure is broker to Epwin-hardly going to be a sell is it!

[asagi] 10/4/2017 09:47

Thanks shauney2. 12 'buy' recs, just one 'sell'!!!

[asagi] 06/4/2017 14:18

looks like 185p would be P/E 12.7 and yield 3.7%.

Though I'm a long, that is the price I would ascribe to 'highest conceivable market price' or 'takeover price'.

Simon Thompson has written that he thinks more like 140p is right. I'm inclined to agree though of course today's numbers are encouraging further.

Asagi (long EPWN)

[meijiman] 06/4/2017 14:08

That would be nice if it happened.

[mfhmfh] 06/4/2017 13:44

panmure gordon today re-iterating 185p target price

[steviebaby] 06/4/2017 10:05

I can see why folks aren't rushing out to buy this morning.
Nice top line numbers but very much flattered by the contribution of the acquisitions. (like-for-like revenue increase in Extrusion and Moulding up 2%)

Also says price increases have been implemented "where market conditions would permit". How many Customers have accepted an increase ?

And with recent updates from the likes of Travis Perkins and Topps saying that the RMI market is going backwards so far this year, it is understandable that some caution is needed.

That said - a solid Group with a steady revenue, generating cash, and paying a 6% dividend makes it a good hold for me.

[meijiman] 06/4/2017 09:34

I'm a bit surprised at the weak reaction here. Only real negative relates to some increased input costs -but these seem to be mostly passed through. Very much off the radar.

[mfhmfh] 06/4/2017 09:02

Fabrication and Distribution part of the business starting to improve.

[this_is_me] 06/4/2017 07:43

A good set of results; a growing company lowly rated.