Harworth Share Discussion Threads

[sam 4224] 26/9/2021 14:08

Recommended in the Sunday Times apparently. Would greatly appreciate if someone could post the article.

[finkie] 24/9/2021 07:20

Big site consent as some have already pointed out, 1000+ resi plots taking land bank to over 10,000 plots, must be an attractive addition for a house builder who wants a land bank but the industrial wouldn’t be of interest so probably needs a JV acquisition approach perhaps…or a blackstone as per st modwen

[finkie] 21/9/2021 14:34

Hwg finally getting to its correct level helped by beds and sheds which thankfully is all it owns. IC tout 200p as takeover price I think acquirer will have to pay a little more personally 230/240p is my stab in the dark but well placed and rising on some down days too which is always nice

[tiltonboy] 17/9/2021 15:13

Great rise on good volume

[sam 4224] 17/9/2021 09:17

Very strong buy recommendation in Investors Chronicle. £2 plus. I think that is VERY conservative

[sam 4224] 17/9/2021 09:03

I personally think we are onto a winner here. Also purchased more

[george stobart] 17/9/2021 08:24

more shares bought yesterday by management @163p

[george stobart] 15/9/2021 16:30

Chair & CFO purchased shares today @161-162 at the market

[shauney2] 15/9/2021 16:17

Peel Hunt: Harworth in 'rude health'New target 190phttPs://citywire.co.uk/funds-insider/news/expert-view-jd-sports-ocado-ashtead-cmc-markets-and-harworth/a1554130#i=6

[george stobart] 15/9/2021 12:46

Harworth lists 5 competitors in their remuneration report: St Modwen, Henry Boot, Urban & Civic, U + I, Inland Homes

2 of them have been acquired during the last 12 months:

St Modwen has been acquired by Blackstone
Urban & Civic has been acquired by Wellcome Trust

It's time for HWG mgmt to announce a strategic review of the company including a possible sale.

Or even merging with Henry Boot given that Roditi has been building positions in both

[sam 4224] 15/9/2021 12:37

Staggered that this did not go up after such good results

[williamcooper104] 15/9/2021 12:02

Other way round - can we trust U.K. shareholders to fund the realisation of the intrinsic value of the assets That's why St Modwen went

[3cassyn] 15/9/2021 11:00

Does that mean that we don't trust the management to realise the intrinsic value of the assets?

[solarno lopez] 14/9/2021 07:43

Time someone made an offer for the company

[george stobart] 13/9/2021 08:34

Decent results by Henry Boot this morning. positive ahead of HWG results tomorrow

[george stobart] 10/9/2021 14:27

Results on Tue 14 Sep, what's in store? They flagged already strength within the logistics markets. BOOT reports on Mon 13 Sep so we will have a clue on logistics land development outlook from Monday

[williamcooper104] 09/8/2021 21:36

Yep; one to watch on the open tomorrow General down day for REITs but this plunge still stands out

[george stobbart] 09/8/2021 20:01

Penny flipping at the auctions

[shauney2] 09/8/2021 19:49

A late UT I would guess.Will look to add on any further fall.

[williamcooper104] 09/8/2021 19:03

Anyone any idea for today's drop?

[solarno lopez] 04/8/2021 07:34

Land regeneration company Harworth Group and greentech, a renewable energy company specialising in solar photovoltaic (PV), have submitted plans to Telford & Wrekin Council for the development of a solar farm at the site of the former Huntington Lane open cast coal mine.

The proposed solar farm will generate 28,500 MWh per year in renewable electricity, enough to power 8,650 homes. It will save 15,000kg of CO2 per year, making a significant contribution to the Climate Emergency and Telford & Wrekin Council’s target for the borough to be carbon neutral by 2030.

The project would be delivered by a joint partnership between Harworth and greentech.

[eigthwonder] 28/7/2021 17:35

BOOT family shareholding spreads far and wide through the register and looking to history they have never shown a strong desire to dilute their position

[williamcooper104] 28/7/2021 14:56

Intriguing - i couldn't get a breakdown of BOOTs NAV A logistics development pipeline is probably the most valuable CRE asset at the moment and it's a large part of why BBOX/SGRO trade above NAV There's certainly a logic to combing BOOT with HWG and separating out the house building/land promotion and contracting businesses