Epwin Share Discussion Threads

[davebowler] 14/1/2020 08:28

Mentioned here -

[haywards26] 30/12/2019 13:39

Great looking chart and increased holdings announcements. Great momentum :)

[saltaire111] 27/11/2019 08:54

I’m topping up here. Very strong momentum.

Salty

[haywards26] 26/11/2019 13:41

Strong share price increases here over the last few days on top of two increased holdings notifications.

Looking much more positive and am now back to a break-even investment position, with the high divi income as a nice addition.

[thorpematt] 11/9/2019 08:45

I thought that the presentation on the IRFS numbers was very well put together - hats of the the FD and team. So many other companies have been less than transparent IMV.

Quielty getting on with operational improvements and significant savings against a pretty weak marketplace. This should make EPWN harder to compete against price-wise moving forward.

On track with forecasts.

The gearing did indeed hit 1x EBITDA so good terms on the loans and with £29m coming down with those cashflow improvements.

Looks pretty strong to me. Got a very tidy yield at ths price.

[mattboxy] 02/5/2019 20:47

Spam spam blah blah blah

[mattboxy] 10/4/2019 20:51

Surprisingly quiet for results day here?

[thorpematt] 31/1/2019 20:28

How is the gearing 1 x EBITDA ?

This insinuates a lower figure than I can muster.

[this_is_me] 31/1/2019 07:45

That is basically a profit warning for this year.

[deadly] 12/9/2018 14:14

Didn't think they were decent enough for a 7% rise, as almost all comparisons are negative; the initial fall was more like it.

[saltaire111] 12/9/2018 09:26

Decent results.

Salty

[thorpematt] 22/8/2018 07:46

Yep one way of looking at it.

I have been buying these as a deep value play of late - I usually do very well on these in the mid term but I tend to buy a bit early which is something I have tried to mitigate buy buying in drips (usually at a lower cost average).

I can't help wondering about the depression in the company's marketplace and just how long it's likely too last. I surmised that the longer it goes on the more likley that the competition will be diminished. (silver lining and all that).

I suspect the(stock) market might like the TS but we shall see....

[tdog1975] 22/8/2018 07:33

Decent update - ship has been steadied

[rcturner2] 20/8/2018 08:42

I have sold out today.

[57andrewjh] 14/8/2018 03:04

Thank you. Hard to see a catalyst for the pound to reverse.

[rcturner2] 13/8/2018 07:33

Weak pound probably the main factor.

[thorpematt] 12/8/2018 11:06

Notice of results and a TS is likely to be given either next week or the following.

looking at the chart I'd say the market is not expecting anything particulary encouraging.

[57andrewjh] 12/8/2018 06:36

Does anybody know when the next trading update is due? The website is not particularly investor friendly - it does say August but beyond that there seems to have been little or no news since the annuals.

[this_is_me] 22/5/2018 07:54

Yes and for some reason advfn seem to have lost the RNS feed

[rcturner2] 22/5/2018 07:18

Epwin Group Plc

AGM Trading Update

Epwin Group Plc, a leading manufacturer of low maintenance building products, supplying the Repair, Maintenance and Improvement ("RMI"), new build and social housing sectors will make the following statement in respect of current trading at today's Annual General Meeting.

"The Board anticipates meeting market expectations for 2018, despite the impact of adverse weather on trading in the early part of the year and some continuing materials cost inflation. Consequently a greater weighting of profit towards the seasonally busier second half year is expected when compared with more recent years. Delivery of the site consolidation programme is continuing in line with plan and the Group continues to make good progress in pursuit of its broader strategic objectives. Whilst in the short term the RMI market demand is expected to remain lacklustre, the Board retains its positive view of the medium-term prospects for this key market."

[saltaire111] 10/5/2018 09:12

Ex-d reason for this morning’s drop.