Epwin Share Discussion Threads

[steviebaby] 16/8/2017 06:35

I wouldn't be too concerned about the "marginal" statement if it wasn't that we are below expectation aside from the potential loss of 10% of revenue with the 2 Customer issues.
How much more below expectation would we be then ?

[lord gnome] 16/8/2017 06:34

The share price is indeed pricing in Armageddon, but I wouldn't bank on any favourable treatment by the market.

[value hound] 16/8/2017 06:30

No doubt the shares will be down a little this morning - but they were already pricing in a far more serious profit warning as opposed to "marginally below market expectations" IMO.

[arf dysg] 15/8/2017 19:03

glaswain, yes, the dividend is a big attraction.

[elmfield] 15/8/2017 12:29

I am showing a loss here but include dividend and
it looks a bit better, but still a loss.

[glawsiain] 15/8/2017 12:23

don't forget the hefty dividend, Arf

[arf dysg] 15/8/2017 10:48

P/E less than 7 ?? Might be worth buying at this price.

[mfhmfh] 11/8/2017 07:22

no trading update today. was on friday 12th august last year.

[mfhmfh] 02/8/2017 06:57

Solid update from ECEL today with no profit warning. IMHO.

[pedro2] 01/8/2017 21:08

At last, a blue day

[speedsgh] 20/7/2017 10:38

No real insight into current conditions in RMI sector in Howden Joinery's interims today...

"We believe that current market conditions are stable although we remain watchful given economic uncertainties."

[arf dysg] 20/7/2017 09:48

monkeymonkey (481) apfindley is spamming multiple unrelated boards with the same thing. As you say, it could be a scam.



THORPEMATT (476) "The last TS was a bit minimal and added commentary eluding to a need to cost-reduce"

ALLUDE - make a reference to, refer to

ELUDE - run away from, evade, avoid capture

[speedsgh] 19/7/2017 09:01

Howden Joinery (HWDN) release interim results tomorrow which might give further insight into the general state of the RMI sector.

[monkeymonkey] 19/7/2017 05:53

apfindley id check it out it could be a scam, Visa says no tie up

[martinwj] 18/7/2017 20:27

I don't have any of these shares right now but I have bought and sold them several times. Although there may be some sector worries, this is a sound well run company paying a solid dividend. The shares swing from mid nineties to one twenty on a regular basis. It's almost been free money up to now. I'm not sure anything substantial has changed. If I wasn't up to my eyes in Taptica I'd be looking to buy.

[57andrewjh] 18/7/2017 20:06

If the company is not telling us something someone seems to know something. How do today's volumes compare with a typical trading day?

[speedsgh] 18/7/2017 19:49

There was a Trading Update on 12/8 last year alongside Notice of Interim Results.

[thorpematt] 18/7/2017 18:46

Yes I made some comment prior to the election on how uncertainty is affecting the market for stocks such as this one.

The SFE TS has reminded investors of this principle and of the rather delicate balance we presently have for the UK economy and housing market.

Lets face it the election has not made people feel more certain about future directions, and big ticket items such as windows (rarely non-discretionary) are aways likely to suffer.

EPWN is more diverse than window makers / sellers but also in some regards, operating with less discretionary (and more maintenance related) products than SFE.

I think the (stock) market is pricing in an earnings miss here. In fact, looking at the ratios there's no other conclusion.

The last TS was a bit minimal and added commentary eluding to a need to cost-reduce to mitigate sterling weakness. The market is fickle and this stock is trading at a very large discount to what I'd consider fair value. It may well miss forecasts, but such blips are the very opportunities which mid-term could provide a fine return.

Either that or the company is not telling us something. An IMS may be useful at some stage.

[arf dysg] 18/7/2017 16:48

OK thanks steviebaby.

[steviebaby] 18/7/2017 12:34

I don't think that's the point Arf.

The statement reads that FENSA has identified a fall in demand in excess of 10% for the first 5 months of this year.

So not Safestyle specific, but industry wide.

Eurocell shares have been hit hard today also.

[smallcapinvestor1] 18/7/2017 12:33

Epson sell windows and doors like sfe but also much much more. I understand the read across but epwn should benefit from the chronic housing shortage in the uk and the buoyant new build markets so I think reaction overdone and shares look way too cheap now to me.

[arf dysg] 18/7/2017 12:30

Does Epwin sell a lot to Safestyle?

[ed 123] 18/7/2017 11:13

There was a profit warning today from Safestyle.

[farmsted] 18/7/2017 11:09

No news why the share price has dropped, could be a sell by the recent buyout directors off loading