Haynes Publishing Share Discussion Threads

[wad collector] 26/1/2018 09:03

I bought in 1996 for about 335p. Looking on the positive side , there has been a reasonable income stream , but the bank would have been a better option. (But not bank shares!) An issue that hangs over Haynes share price remains the large number of family owned preferential shares , referred to in some earlier postings.

[investoree] 25/1/2018 10:03

Hi wad collector, out of interest when did you make your purchases(s) of HYNS shares? I bought my first tranche of HYNS in September 1999 @ £1.99 a share and further purchases at different prices paying a maximum of £2.619 (current holding 15K). Sadly I never got round to selling any when the price topped out at circa £4 due to a combination of inertia and letting CGT implications cloud my judgement on selling!

A special thank you to Norbert Colon for his regular postings and updates.

Following the encouraging results from HYNS today may I take this opportunity to wish both long term shareholders and those who have invested more recently in HYNS financial prosperity in the years ahead - best wishes IE.

[wad collector] 25/1/2018 08:27

The market likes the interims this morning. All I need is another doubling in the share price and I will have my money back...

[rhomboid] 04/12/2017 09:52

Agree NC, it sparked an interesting discussion on Twitter about pension deficit accounting, my simplistic approach is to ignore the deficit as the agreed deficit related supplementary pension contributions are captured in the P&L , £1.7m pension cost is humongous in the context of HYNS, and as corporate bond rates revert to more normal levels the deficit will reduce dramatically (iirc 0.25% equates to 5m)

There is also the little matter of the Sparkford site sale proceeds, I see it’s been taken off sale as they repackage it with commercial and residential schemes separate , not sure what value but significant 🤔

[norbert colon] 04/12/2017 09:37

Always good to hear investors bull and bear cases. I am long term positive on the stock but happy to post all opinions. Interesting Richard was selling as I was buying (around 110p) - that's what makes a market and keep things interesting!

[wad collector] 04/12/2017 09:05

Thanks , not exactly a glowing buy note!

[freddie ferret] 23/11/2017 18:00

What's up (or down) here then?

[sharesoc] 10/11/2017 18:54

There is a detailed report on Haynes recent AGM which can be found in our members area here:

To access the report, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here:

Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the report (and reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here:

[rp19] 09/11/2017 21:10

Thanks for the additional information, sounds positive and heading in the right direction along the transitional path. I await results in the new year with interest.

[norbert colon] 09/11/2017 19:43

Another investor asked the same valid question but to be honest after the AGM last year the mgt set time aside to showcase HaynesPro to me and another investor during which we got a much better understanding of their professional offering and routes to market etc. On this basis and given time constraints whilst a further specific update on HaynesPro would have been welcome, it was not too of my agenda as it's already evident that HaynesPro continues to perform very well and will over the next few years no doubt become the primary source of growth and revenue for the Group alongside their consumer digital offerings.

[rp19] 09/11/2017 19:35

Excellent write up, thanks for sharing. Was there any indication that HaynesPro is progressing as intended?

[norbert colon] 09/11/2017 15:28

2017 AGM write up:https://www.stockopedia.com/content/haynes-publishing-group-hyns-2017-agm-238868/

[norbert colon] 02/10/2017 14:45

It's a great acquisition. They paid around 2 x sales for E3 which is about right. Panmure value the professional part of Haynes at 2.5 x sales by comparison. Also opens up the UK market for them as whilst they are strong in Europe (RMI platform provider) they are not so strong in the UK where Autodata has the edge over them. Panmure have raised EPS by 10% for FY18 and TP moves up to 235p which by coincidence (or not...) was my original valuation for Haynes that I set earlier this year.

[wad collector] 02/10/2017 09:59

Yes another 3 yr high , though hope they didn't pay too much for it....

[battlebus2] 02/10/2017 09:06

Deal completed and a nice move up 👍

[norbert colon] 21/9/2017 07:48

https://www.gov.uk/government/news/vehicle-data-merger-to-go-ahead-after-firms-address-competition-concerns

[rp19] 16/9/2017 10:51

Happy with the results, 51% year on year growth in digital revenues is pleasing.

[battlebus2] 14/9/2017 09:27

I see no reason why not :))

Digital now accounts for 40% revenues..


First Quarter Trading

Through the first quarter of 2017/18, Group trading on a like-for-like basis (excluding exchange rate movements and OATS) is tracking 7% ahead of last year. At an entity level, apart from Australia, where revenue is below last year but following the structural changes made in 2015/16 is ahead of target, all parts of the Group in their local currencies are trading ahead of last year.

[wad collector] 14/9/2017 09:26

Patience starting to be rewarded here , another 100% rise in the share price and I might get my money back...

[junior21] 14/9/2017 07:59

Impressive results, wish I held more

[battlebus2] 14/9/2017 07:56

cant remember if I told you before NC but that's an excellent write up 👍

[norbert colon] 14/9/2017 07:38

Great results - a recap of the investment case:http://www.stockopedia.com/content/haynes-publishing-group-hyns-turnaround-on-track-184958/?comment=12#12Onward and upward....

[battlebus2] 13/9/2017 14:09

Results out tomorrow guys and gals 👍

[rhomboid] 09/7/2017 21:34

Interesting news last week
I'm intrigued as to what this might result in