Epwin Share Discussion Threads

[arf dysg] 13/6/2017 17:02

Fundamentally, this country has a housing shortage and that's not going to go away in ten or even twenty years. That means basic materials (for either new houses or modifications to old ones) will be in demand for a long time.

[thorpematt] 07/6/2017 21:38

perhaps an opportunity. Housing related stocks always suffer sentiment issues prior to elections. House prices always suffer too. Ask any estate agent.

The chart gives a purely technical view showing high volatility but a very nice potential point at which to buy in.

Of course a Labour win might blow that out the water but that's not gonna happen right?

[mfhmfh] 07/6/2017 20:38

disappointing share price pullback

[speedsgh] 26/5/2017 20:39

Yet another research note published by Edison today...

FY17 starts in line with expectations -

Trading in the first four months of FY17 has been in line with management expectations and our estimates are unchanged. Market commentary is cautious, but as outlined in our recent note Epwin has a number of internal initiatives underway to further improve the business and mitigate near-term input cost pressures. In our view, longer-term prospects are somewhat better than the current rating is implying...

Valuation: Overly cautious
Epwin’s share price has eased back from FY17 highs of 128.5p but has still outperformed the FTSE All-Share Index by c 16% ytd. Notwithstanding this, it is currently slightly below year ago levels. Valuation multiples are little changed from our last note, being a P/E of 8.7x and EV/EBITDA of 5.6x for this year with a prospective 5.5% dividend yield. While market caution has been expressed, we feel that this has been overly discounted at current share price levels.

[asagi] 19/5/2017 14:41

noticed that too mfhmfh. Here it is:



Asagi (long EPWN)

[mfhmfh] 19/5/2017 08:15

solid update from ECEL imho.

[malcolmmm] 18/5/2017 20:11

DOW has rebounded today. I did sell at 123.98p after XD but kept a few. Awaiting to see what happens tomorrow before buying back in.

[mfhmfh] 18/5/2017 18:18

AGM on 23.05.17 I think - hopefully a positive statement to accompany it.

[arf dysg] 18/5/2017 17:11

The whole Footsie pooped its pants this morning, and has been recovering this afternoon.

[lord gnome] 18/5/2017 13:14

Ahhh, thanks speedgh. I wasn't aware of that. It will certainly have contributed.

[speedsgh] 18/5/2017 11:26

The profit warning in Safestyle's AGM statement this morning may have spooked some? Both operate within the RMI market...

AGM Statement -

[lord gnome] 18/5/2017 10:37

A thinly traded stock with a few sellers on a bad day in the market. Nothing more. Nothing fundamental has changed. Weak holders do tend to dump if the markets turn sour.

[hjs] 18/5/2017 10:24

Unusual drop by 9p and now recovering slightly! Wonder what caused the drop! I feel it is the panic selling after US drop and MM widening the spread.

[qs99] 17/5/2017 09:09

in again ahead of next update....

[arf dysg] 16/5/2017 10:28

OK, no worries.

Nice to have a dividend increase.

[lord gnome] 12/5/2017 14:34

Just a typo, Arf. The previous divi was 2.2p not $2.20. I wish!

[arf dysg] 12/5/2017 13:48

MALCOLMMM (447) "Monday, June 5th. [...] GBX 4.40 ($0.06) dividend."

but I don't understand this: "This is a boost from Epwin Group PLC’s previous dividend of $2.20."

What does "$2.20" mean when referring to the previous dividend?

[malcolmmm] 11/5/2017 20:01

They do intend to make acquisitions to boost earnings and feel that the rating discount to peers is excessive and is likely to narrow.

[speedsgh] 11/5/2017 12:57

New Edison research note out...

Good progress, cautious outlook -

[malcolmmm] 05/5/2017 20:23

Panmure Gordon restated their buy rating on shares of Epwin Group PLC (LON:EPWN) in a research note issued to investors on Thursday, April 6th. The firm currently has a GBX 185 ($2.39) price target on the stock.

Shares of Epwin Group PLC (LON:EPWN) opened at 125.90 on Thursday. Epwin Group PLC has a 12-month low of GBX 91.25 and a 12-month high of GBX 139.00. The firm’s market capitalization is GBX 179.35 million. The firm’s 50-day moving average is GBX 111.94 and its 200-day moving average is GBX 106.32.



The firm also recently disclosed a dividend, which will be paid on Monday, June 5th. Stockholders of record on Thursday, May 11th will be given a GBX 4.40 ($0.06) dividend. This represents a dividend yield of 4.22%. This is a boost from Epwin Group PLC’s previous dividend of $2.20. The ex-dividend date of this dividend is Thursday, May 11th

[malcolmmm] 03/5/2017 09:18

Ex-div on 11th May, 4.40p a share. Payment on 5th June.

[mfhmfh] 02/5/2017 12:47

panumure gordon target price 185p

[speedsgh] 02/5/2017 12:35

Another update from IC's Simon Thompson today. He maintains his BUY recommendation & 140p target.

[mfhmfh] 01/5/2017 14:23

possible inverse 'head and shoulders' pattern in April on the chart. 200 day moving average has turned positive for the first time in a year and rising/positive MACD. IMHO.

[texaspete2] 29/4/2017 10:38

Epwin mentioned in Moneyweek's share tips summary yesterday following coverage by Shares mag. Pointing out the excellent dividend yield of 6%