Hamworthy Share Discussion Threads

[shavian] 08/2/2010 12:40

Hammering on the £3 door again - 3rd time since Jan '09. Will we get in this time around, or is it a treble top?

[philo124] 18/1/2010 19:44

Thanks, strange after Director sell.

[noshy] 18/1/2010 17:41

perhaps because of this issued post close

BT pension scheme now has 3.354%

[philo124] 15/1/2010 19:25

Good Rise!

[puffintickler] 11/1/2010 18:39

Slapdash

why do you mention the 7000 and not the 20000 which equates to £55,000 and is hardly peanuts?

I expect a small rise tomrrow.

[philo124] 11/1/2010 18:02

Agreed, but why bother?

[slapdash] 11/1/2010 17:36

doesn't count as a major amount in my view... just minor topping up... 7,000 shares is about £17,000 not massive..

[alter ego] 11/1/2010 17:35

The CEO, Joe Oatley also bought 7000 shares. That makes it just a bit more interesting, doesn't it?

[philo124] 11/1/2010 17:30

Interesting, if share price was going anywhere.

[puffintickler] 11/1/2010 17:07

Hefty director buy notified after the close:



7. Name of registered shareholders(s) and, if more than one, the number of shares held by each of them JAMES WILDING
8. State the nature of the transaction ACQUISITION OF SHARES
9. Number of shares, debentures or financial instruments relating to shares acquired 20,000
13. Price per share or value of transaction 277 PENCE PER SHARE
14. Date and place of transaction 11 JANUARY 2010

[nils214] 05/1/2010 12:04

Galvan have issued a tips for 2010 report and HMY are tipped to go to 350p...not much of a target, c. 20% increase for the year...think it could go higher as O&G sector heats up aimho

[piedro] 30/12/2009 15:13

Rafal Kroczka, managing director of Hamworthy Baltic Design Centre (HBDC), said: "A study conducted this year at the HBDC established that steam turbine-driven cargo pumps create almost three times the CO2 emissions and demand double the fuel consumption when compared to electrically-driven systems during offloading operations."

... useful work at HBDC.

[philo124] 30/12/2009 10:07

Holding up quite well.

[noshy] 24/11/2009 08:31

not good, but expected and the market suggest the same on opening

[kkringe] 02/11/2009 13:50

A new form ............ of punctuation........ What does it ............. mean?????????? Search me.

[its the oxman] 27/10/2009 16:43

a temporary setback..... long term play this one

[slapdash] 27/10/2009 14:31

you were saying OXMAN..... Slap

[its the oxman] 23/10/2009 15:24

bought in 260p a few days ago - picking up now, c.275p - good long term play I hope and good cash pile/div

[slapdash] 16/10/2009 13:57

I would imagine just oil price strength... stock is down now though...slap

[donny13] 16/10/2009 10:13

Anyone know why all the small buys this morning?

[slapdash] 13/10/2009 18:31

with the cash HMY has I'm not sure it is a matter of confidence... they are probably not going to go into loss... but earnings could take a big hit for a few years and then after then who knows???? Slap

[bothdavis] 10/10/2009 09:30

I also think that it is very telling that the Board have the confidence to make acquisitions at this point in the economic cycle. They have the confidence to buy bolt-ons knowing that a downturn is apparent for the next year and maybe the year after.

Maybe we should see our glass half-full and appreciate the cash generation of the business and the confidence of the Board?

[muangsing] 10/10/2009 08:13

slapdash

when you say "earnings moved down again next year to 18.5p"
do you mean y/e march 2010 or march 2011.?

I'm not sure how much sales will fall in y/e march 2010,because turnover in y/e 30/3/09 was 252.8m and the y/e order book was 260.4m.

Turnover could fall more in y/e march 2011 however.

Having said that they are incredibly cash generative. They floated with net debt and if you exclude the 55m net cash they are incredibly cheap on an EV/EBIT basis which I think is the only sensible valuation method.

I've no idea what will happen to the share price in the near to medium term . But i do believe very strongly the share will increase appreciably at some time in the future.