Halfords Share Discussion Threads

[wanttowin] 07/4/2021 09:06

We are having this built, completion by year end. There must be many more similar ongoing schemes all over the country.. Can only be good for HFD.

[thewheeliedealer] 31/3/2021 20:38

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and HFD was one of Stocks we dicussed. In addition, we have a Special Guest Star in the form of Tim Rogers, who was the former CEO at ABDP. He gives loads of insights into the likely future for the Car Market and also gives some background etc. around ABDP.

As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management. Sadly we didn’t get time to chat about Tim’s classic motorcycle collection !!

Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 45) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the local boozer (we can dream !!).

Cheers, WD
@wheeliedealer

[hotfinance14] 29/3/2021 12:55

These £50 governemnt fix your bike vouchers will certainly keep Halfords busy.

[hotfinance14] 26/3/2021 09:02

I was in a Halfords store yesterday. They have loads of bikes to build that have been sold plus loads of repairs to old bikes they informed me.

[yump] 26/3/2021 08:58

Its fairly stunning to think that Halfords might end up being a 10 bagger sometime this year, if you were brave enough to jump in when it was at its low last March !

I mean, Halfords ??? Whatever next.

[greco600] 25/3/2021 10:09

I sold half my holdings in Nov 20 for my house purchase. Still luckily I kept a fair few. I think halfords is still a very good investment

[pixtel] 25/3/2021 09:49

Since I sold in December 20 HFD has risen almost 50%.
I made about 35% investing elsewhere so I lost out overall but didn't predict they would repay government money and also the profits would be so good this year.
You can't win them all !

[burtonideas] 19/3/2021 12:20

That's what I think @hotfinance14
Clever strategy to build a 550 outlet maintenance & repair business with the backing of massive parts purchasing power through their retail and online operations.
- So are able to offer a compelling price proposition to consumers while protecting margins.

[hotfinance14] 19/3/2021 08:47

It looks like Halfords could grow quite rapidly over the next few years.

[wynmck] 19/3/2021 08:15

acquisition rns

[burtonideas] 18/3/2021 14:16

Halfords forecast full year profit 90-100m
Issued shares = 199,116,632
So forecast earnings per share at worst = 90,000,000/199,116,632 = 0.4512
Share price = 340 (even lower today)
P/E = 340p/45.12p = 7.54 = Bargain (or am I wrong?)
+ UK staycations will have camping sales/roof racks/boxes/cycle sales/tyres etc continuing to rise
Halfords are growing their non retail income streams and streamlining their less profitable retail outlets
I don’t see a downside right now.

[my retirement fund] 16/3/2021 21:54

Give it another year and this will be an obvious short

[hotfinance14] 08/3/2021 07:05

The Telegraph has tipped Halfords at the weekend:

Questor: how an electric transport and online boom can catalyse Halfords’ shares
Questor share tip: heavy investment in greener cars may deliver a competitive edge as driving habits shift

[yump] 02/3/2021 10:35

Unless I've missed something, this is a massive bargain at this price - but funds don't rush in.

[pojscott] 02/3/2021 09:37

The big share price jump was short lived!

[yump] 01/3/2021 12:32

Interesting that Norges Bank who are increasing their holding here, bought into PETS quite early as it started to recover and are now reducing their stake there.

They were followed into PETS by other institutions.

Possible rinse and repeat here.

[clive10] 01/3/2021 09:23

Should be room for a 50% uplift in the share price in the next 12 months. There may be some short term headwinds in the budget perhaps an increase in corporation tax. The repayment of £10.7m in furlough scheme cash is being reported across news networks and seems to be going down very well with the public judging by comments on social media. I suspect the goodwill created will push even more customers through their doors.

[amt] 01/3/2021 09:16

Again they were far too pesimistic.
Still exceptionally cheap in my view.

[yump] 01/3/2021 09:01

So this appears to be on a p/e of well below 10.

[edmondj] 01/3/2021 08:27

yump,

Thank you for providing such service, it is hard to find nowadays as seemingly a combination of high shop rents and online bike sales have appeared to wipe out a lot of smaller bike outlets.