Harworth Share Discussion Threads

[george stobart] 05/9/2022 16:03

Takeover bid for Countryside clearly having an effect

[lageraemia] 05/9/2022 15:37

Stange price action - they've indicated that the results on 13th Sept with beat estimates......

[ingham87] 12/8/2022 07:32

Such a cheap buying opportunities for one of the best businesses in South Yorkshire.

[riverman77] 20/7/2022 12:07

Still on an almost 30% discount to forecast NAV even after today's rise. Very cheap given the quality of their land and property portfolio and proven expertise in planning. Still seeing very strong demand in their chosen sectors (residential and industrial).

[solarno lopez] 20/7/2022 07:43

nice start

[purplepelmets] 20/7/2022 07:07

After the abominations of skirt at the helm like Avivas Mandy White, IMBs forgot her name, Theranos's Holmes, Emma bloody Walmsley we have this little gem. Lynda Shillaw, best female boss ever. Great work.

[tiltonboy] 06/7/2022 11:43

Looks like £39m of land sales is not worthy of an RNS:

hxxps://harworthgroup.com/media-centre/

[solarno lopez] 09/5/2022 07:09

Around 800 local jobs are set to be created at a new 400-home residential development in the Nottinghamshire town of Market Warsop following the completion of a multimillion pound land deal.

Barratt and David Wilson Homes secured planning permission to build on the 40-acre site off Stonebridge Lane after Fisher German sold the land on behalf of a longstanding client.

Barratt and David Wilson Homes North Midlands MD Mark Cotes said the scheme will underpin approximately 800 jobs for local people.

Harworth Group – who secured outline planning permission for the scheme in 2018 – has been appointed as promoter.

Matthew Handford, senior development surveyor at Fisher German, said: “We are pleased to have completed a deal with Barratt and David Wilson Homes which will accommodate the great need for both market and affordable housing in the Nottinghamshire area.

[rabiddog] 31/3/2022 09:42

As am I…looks a good defensive play given the macro environment

[solarno lopez] 23/3/2022 15:15

Director buying

[george stobbart] 23/3/2022 15:04

CEO and CIO buying stock

[lageraemia] 22/3/2022 08:49

Nice going.

Hug and hold and add on dips for the foreseeable I think.

[solarno lopez] 22/3/2022 08:03

Very good results once again

[lageraemia] 18/3/2022 09:58

Are we not overdue some annual results?

It was 16th march last year.

[sphere25] 16/3/2022 10:16

Nipped in for a few here.

You would have thought HWG would hold up better in an inflationary environment, but clearly there is more at play of late, and when selling comes in force, the market does have a tendency to just lob anything and everything. The culmination of which is a price sat significantly off highs, attempting to break the downtrend and about to test the 200 day moving average.

Noticing a few bigger buy orders popping up on the book here. There was 30k+ sat at 165p which got partially filled by a 19,134 AT at 09:41:48 and now the book is showing another 31,384 buy order on the book at 166p.

Clearly it is hard to tell if sellers are exhausted here and we're all at the mercy of the wider market so a stop under 162p but HWG have been outperforming and could react positively to the results due next week on the 22nd March.

The wider market is again trying to rally on possible positive developments on peace talks. Hard to say how much weight to attach to possible positive game changing developments. There is some tentative buying out there but very muted and quiet.

IF something game changing hits, the DAX in particular will go screaming north and the buying will pick up heavily in the smaller caps too that are sat doing next to nothing volume at the moment, but again hard to know whether something game changing does happen.

It is very stop and start so having to tread carefully.

All imo
DYOR

[lageraemia] 07/3/2022 14:53

Looking even better from a buy in point of view ahead of results in a week.

[km18] 18/2/2022 17:52

...from last year...

Company overview:
Harworth Group Pls is a leading land and property regeneration company, managing and owning around 16,000 acres on 100 sites in the Midlands and the North of England. HWG adds value through transformation of former industrial and large-scale sites for development. A fully integrated process consisting of research for land, master planning, obtaining planning approval and building , is at the heart of their business. The group has been recognised as a developer of the year in numerous regions in UK. In 2020 the company has generated 3% return for its shareholders.
Their strong pipeline of more than 30,000 homes and 27m sq. ft are a base for the future growth of the business which is confirmed by the trading update for H1 2021. The group is expecting ERPA NDV to be materially ahead of current consensus. The strong performance in the first half is further supported by 97% of rents due for the period collected and a health portion of their pipeline of projects consented....

...from WealthOracleAM

[lageraemia] 17/2/2022 09:52

174 to buy - looks like a good re-entry/top up point.

[tiltonboy] 07/2/2022 09:15

hxxps://harworthgroup.com/2022/02/03/harworth-accelerates-waverley-development-with-land-parcel-sales-for-172-homes-and-a-new-hotel/

[tiltonboy] 25/1/2022 16:06

Schroders have been buying recently. Holding crept just above 5%

[tiltonboy] 20/1/2022 15:40

hxxps://www.examinerlive.co.uk/news/local-news/barnsley-warehouse-scheme-hundreds-new-22804895

[tiltonboy] 08/1/2022 12:15

hxxps://harworthgroup.com/2022/01/07/harworth-submits-plans-for-a-total-of-2-8-million-sq-ft-of-industrial-logistics-space-in-yorkshire/

[martindjzz] 06/1/2022 15:35

I have been watching HWG for a while and finally bought in just now having sold some riskier positions.

[solarno lopez] 29/12/2021 21:17

Thanks Tiltonboy

[tiltonboy] 29/12/2021 16:24

Lazy = 183.2p

There have been subsequent deals which means it's likely to be well north of that figure, but no results now until March 2022