Halfords Share Discussion Threads

[cockneyrebel] 19/9/2014 08:31

.wrong tread sorry

CR

[cockneyrebel] 19/9/2014 08:29

Starting to motor now.

CR

[cockneyrebel] 18/9/2014 13:52

Looking to be firming up here imo - best these have looked in weeks imo.

CR

[cockneyrebel] 18/9/2014 09:58

Trading update early October.




Retail sales rise.

CR

[cockneyrebel] 16/9/2014 10:22

Dip bought up in a flash again.

CR

[cockneyrebel] 15/9/2014 10:05

A surprise, out of the blue 'materially ahead' from GRG today sending the shares up over 12% today.

There's a number of stocks on the high street doing better than the mkt thinks imo.

CR

[cockneyrebel] 13/9/2014 20:33

Kendo - I'm sure you can be far more bullish after the results - it's easy to be a bear when you're looking to buy imo.

A little reminder of the last trading update which sent the stock flying:

"ONDON--Halfords Group PLC (HFD.LN), the U.K. retailer of automotive and leisure products, Thursday posted a 7.9% rise in total group revenue during the 13-weeks to June 27, adding that the Group's financial position remains sound and all guidance for the full year remains unchanged.
Matt Davies, Chief Executive, said: "Halfords continued to drive top-line growth in the quarter, with the Cycling category delivering another exceptional performance.
"Our actions resulted in growth across all elements of Cycling reflecting our continued focus in the category, enhanced by favorable weather and increased interest in the Tour de France. Against a challenging comparative, Car Maintenance sales were satisfactory whilst significant levels of clearance in Car Enhancement in the prior year comparative were negated by our continued success in Car Cleaning," Mr. Davies said. "


The momentum is with HFD and the stronger £ will have helped even more imo. Pets at Home super CEO Matt Davies is running this - if there's a FTSE250 stock that has the possibility of smashing forecasts I'd say it's HFD myself.

If you had to name one sport that was growing exponentially in the UK what would it be? And if you had to name one sport for the masses that had so many add on extras from pennies to thousands of pounds what would it be? I'd say cycling for both of them - Tour de France, Tour of Britain, Spain, Italy, Olympics, Commonwealth Games, Mountain biking, Triathlon etc - the coverage cycling gets compared to 5 or 6 years ago is huge imo.

All imo/dyor etc.

CR

[blueboy6] 13/9/2014 17:04

Back on watch list. Looking for a bounce of 200DMA. Been in a trading range since June. Interim due 6th November.

[quilarvium] 10/9/2014 20:22

Rath looks like the note from brokers may have some weight behind their analysis. It's a growing business and it's grown over the last two years on track and not ahead if track.Indeed if this summers's results are only up a tad or two rather than the Wiggo factor we had the previous year then I can only concur that 4.50 is a fair call until we here any news otherwise.Just my view on it.

[cockneyrebel] 09/9/2014 14:32

Nice intraday reversal today - on the up now - rather bullish that it keeps bouncing off the same level imo.

CR

[kendonagasaki] 09/9/2014 09:55

Yes 4.50p seems to be the agreed level by the city?Looks like they are expecting average results...so I can see why they would be neutral at that price.

[cockneyrebel] 08/9/2014 21:05

I can see it flying to 550p if trading is as good as the last trading update imo.

CR

[nick9013] 08/9/2014 20:29

I can see this dipping to -4.50 :(

[cockneyrebel] 05/9/2014 15:39

volume picking up the past few days as the price firms a bit. IMS statement in a month. A nice month ahead perhaps.

From the last trading update:

Key Points For The Quarter
-- Cycling: strong growth in all areas with Premium Bike sales increasing by 35.1%
-- Car Maintenance: a good Workshop performance offset by a tough comparative in parts sales
-- Car Enhancement: Car Cleaning sales up 16.2% mitigating declines in both Sat Nav and Audio
-- Travel Solutions: compelling offers in roof boxes and roof bars resonated well with customers
-- Online Retail: sales up 13.1% driven by a strong performance in Cycling
-- Autocentres: positive momentum continued with new management focusing on the customer experience
Financial Position and Outlook
The Group's financial position remains sound. All guidance for the full year remains unchanged.
Matt Davies, Chief Executive, commented:
"Halfords continued to drive top-line growth in the quarter, with the Cycling category delivering another exceptional performance. Our actions resulted in growth across all elements of Cycling reflecting our continued focus in the category, enhanced by favourable weather and increased interest in the Tour de France. Against a challenging comparative, Car Maintenance sales were satisfactory whilst significant levels of clearance in Car Enhancement in the prior year comparative were negated by our continued success in Car Cleaning. Our customer-centric approach delivered further growth in Travel Solutions.
The acquisition of Boardman Bikes and the launch of Car Parts Direct had a negligible effect on the sales performance but are illustrations of our intent to grow our authority in Cycling and Auto. Getting Into Gear continues to progress within Retail, whilst Autocentres will deliver an improved experience for motorists."
Enquiries

[kendonagasaki] 03/9/2014 11:05

Let's see if we hit £4.50 before results.If they have had a great summer it may be worth a flutter but as from the last set of results we seem to have lost some of the earlier dynamic growth.The market seems comfortable in sensing HFD is fairly priced at the above level.

[kendonagasaki] 27/8/2014 21:14

Barclays have put out a note a few days ago.They reckon that they have not managed to maintain previous momentum and that the TDF was not as ecstatic towards the current Uk Market as was last year.They say HFD us fairly priced at £4.50.Let's hope we have had a good summer.

[cockneyrebel] 19/8/2014 08:56

testing a fiver again :-)

CR

[tweeeek] 15/8/2014 14:08

Sounds lovely, back in profit again on this one, a tiny one at that.

[cockneyrebel] 15/8/2014 10:38

500p gone - looking rather good imo.

CR

[kendonagasaki] 15/8/2014 10:34

Broken out!£6 by Xmas.

[tweeeek] 14/8/2014 14:44

Thank goodness for that, sat on a big fat loss on this one.

[cockneyrebel] 14/8/2014 13:18

Breaking out:



CR

[shauney2] 07/8/2014 08:40

From the Daily Mail market report,
According to Oriel retail analyst Jonathan Pritchard, cycle-mania still grips the UK. That's why he is has upgraded his earnings forecast for Halfords (2.6p better at 474.5p) three months before interims.

He believes trading has been unusually strong on the back of the Tour de France and perfect UK weather conditions and expects a 25 per cent rise in like-for-like cycle sales in the second-quarter.