Halfords Share Discussion Threads

[darrin1471] 23/8/2022 20:21

"absolutely no private motorists, are buying their tyres online"
Been buying all tyres online for more than 5 years.
Start at blackcircle.com and then try and better the price.
Sometimes local garage will price match.

[darrin1471] 23/8/2022 20:16

"tyres -- also inflation will be hitting too"
Boom Boom

[my retirement fund] 23/8/2022 19:32

Bet there's a lot of National tyre centres that need to be closed ahead in the portfolio that have eye watering leases, not to mention redundancy payments and pension liabilities, lots of Skellingtons hidden in the cupboard here imo

[yump] 23/8/2022 16:40

Its possible Panmure have looked at the level of property leased and regard that as a risk, if the lease rates haven’t been fixed on the businesses that hfd took over.

However it doesn’t seem likely that non-discretionary motor spend will fall much with so many used cars around.

Also its a bit daft to lump HFD in with the “online will trash them” view, as physical store sales of products are not anywhere near as crucial as they used to be. You can order online easily enough. They also shut poor stores pre-covid.

My main concern would be supply chain issues of car parts and tyres, not bikes. Everyone already got their bikes in the last two years.

[wallywoo] 23/8/2022 16:39

Not rude,Stdy, just learnt from past experience that wherever you show up there's a large seller looming about. And the share price never recovers for long!And of course you do not react / post as a normal share trader would.

[gswredland] 23/8/2022 16:25

Definitely waiting till Sept 7th before buying....if then!

[stdyeddy] 23/8/2022 16:20

As usual, how very rude. Suspicion haunts the guilty mind.

Am in at 126p. However, YOUR presence here makes ME wary since you are consistently wrong. Best news here would be if you sold now!

[wallywoo] 23/8/2022 16:12

Hmm stdy, itsonlymoney, Hamham??


All your logins, was thinking of only playing this for a dead cat bounce after a large fall in a holiday thin market. Now I have spotted all your handles will be more wary.


Let's see if I can get 135/140 over the next few days and move on!!

[stdyeddy] 23/8/2022 15:17

oh wolly. How dreadful. We are on the same side here. Massively oversold.

[wallywoo] 23/8/2022 14:45

So last year they had 35p eps. Debt seems manageable. Probably 25 - 30p eps this year. Pe just over 4.Hmm, all looks over sold to me. Taken a position at 125.3p. Lets see if there's a bounce!!

[gswredland] 23/8/2022 14:20

Haven't they just increased their dividend?

[debsdowner] 23/8/2022 14:06

Now down 16%.

[my retirement fund] 23/8/2022 13:54

For Companies like Halfords with fixed costs baked into the business, falling turnover is the largest nail in the coffin.

In this environment you want businesses that can sustain their margin and either sustain or improve their turnover, or cut their costs.

and this isn't one of them! its not rocket science.

[casino444] 23/8/2022 13:25

Bike business Guy on BBC this morning said there’s going to be problems getting bikes into the country , another nail in the coffin

[porsche1945] 23/8/2022 11:54

Just keeps on tanking, too many leases, U.K. facing Armageddon, UK inflation slated to be 3 x higher than France by next Spring, crazy, brexit, covid, mental taxes, parabolic inflation and sterling getting destroyed…..U.K. looks like its going through “ the hoop “ this time, back to the 70’s, even got the industrial action to to go with it. Tories have been a fxcking disaster.

[debsdowner] 23/8/2022 11:40

Tanks the word down circa 12% at the moment cost of living crisis hamering a lot of retail stocks.

[glavey] 23/8/2022 09:44

(Sharecast News) - Halfords shares tanked on Tuesday after Panmure Gordon downgraded the stock to 'hold' from 'buy' and slashed the price target to 150p from 300p.

[castleford tiger] 23/8/2022 09:27

What is the latest forecasts eps please?

[buoycat] 23/8/2022 09:21

The last set of results were perfectly respectable in the current climate. The valuation here is absurdly low. But retail is out of favour. Investors seem to expect every company to grow like a US tech company.

[fenners66] 23/8/2022 09:08

Now down below the low of June.
They tried to hide the second half performance in the full year figures , (a lot worse) they tried to ignore comparisons now before a trading update someone has re-run the numbers and downgraded them ....

[oakville] 23/8/2022 08:57

How many retailers will ride out (no pun intended) the next 18 months?