Halfords Share Discussion Threads

[kendonagasaki] 15/11/2022 18:43

Blackbear.We know that the future growth of the company will be in its Service Sectors.They indeed shall grow revenue, market share and profitability.The other 24 percent of the business ie solid stores ....that equals rents, rates, energy expenditures, wage increases and deprecating EBOTDA too boot in the near term future.I would sanction 3 pounds a share just before Xmas 2023 and then dependant on the recessionary environment, we may be slightly lower.This quote is given on the current trend of retail sector bear market.My thoughts are they are still far too slow to close down future loss making retail stores as they expand their mobile and services platforms.If they close down the losers and keep the winners we may well be in tje 4 pound a share remit in 12 months time.

[blackbear] 11/11/2022 09:21

540p in 12 months

[kendonagasaki] 09/11/2022 08:48

Well we appear to have hit 2 pounds quicker then expected.If revenue and profits come in line from service sector we may reach 3 pounds by end financial year.

[bridggar] 03/11/2022 17:31

Did well then.

[kiwi2007] 03/11/2022 07:33

Tipped in the FT today..

[kendonagasaki] 01/11/2022 15:00

Very positive sign.Norges are long on HFD again.Over 2 pounds by the end of the year.

[wynmck] 01/11/2022 14:41

Norges Bank Increase holding

[blackbear] 01/11/2022 14:34

This is worth 540p dyor

[yump] 28/10/2022 14:51

What a great contribution to society. Almost as good as working for one of those claims management businesses.

At least with those, there are groups you can join who deliberately waste their time, which is fun.

[kendonagasaki] 28/10/2022 13:53

Way it goes Yump!Anyway you'll make a good 70 percent from here minimum.

[hamhamham1] 26/10/2022 07:17

Am holding for 400p in a couple of years here, the divis along the way.

[yf23_1] 26/10/2022 00:06

I think its cuz the stores are only 23% of revenue now, he still hates the stores and the management thereof.
:)

[kendonagasaki] 25/10/2022 20:12

Rather a large amount.Best to keep it quiet?

[bridggar] 25/10/2022 17:47

Someone did today!

[yf23_1] 24/10/2022 13:31

Do we take it you've bought some shares now ?

[kendonagasaki] 24/10/2022 12:25

They will have rerating soon.They will be making a pretty packet will all the new business they have acquired.The stores only account for about 23 percent revenue and falling sales have been discounted in.Let's wait for q3 results for more clarity.We should be 2 pounds by Xmas and 3 into 2023.

[allstar4eva] 13/10/2022 12:50

Nice move here. Re-rating?

[hamhamham1] 06/10/2022 05:56

Nice 12% rise in a day.
Especially in yesterday's market.
400 again one day.

[kendonagasaki] 05/10/2022 19:34

They now only have about 24 percent of their revenues and declining margins coming from the original retail stores.High rents and rates and a recession means they will have to close more unpredictable stores.It makes sense to trim the retail portfolio.At last I sense a great turnaround here!?

[ginty the brave] 05/10/2022 08:17

Another strong acquisition. The share price should recover within a foreseeable timeframe and I am comfortable holding.

[ginty the brave] 29/9/2022 12:22

Whilst the share price fall gas been rough it is purely based on the wider markets and instability. The volumes in HFD have been low and the last news was positive. I see no reason to change my strategy of looking for 300p+ within a 5 year period. This is a high beta stock so lots of strong days ahead.