Headlam Share Discussion Threads

[pireric] 24/11/2020 07:29

Cyber incident - no access to ERP or customer or supplier systems, or payroll - some access to back office systems which has now been resolved and access restored - impact to servicing customers and minimal operational impact. Small amount of data extracted - forensic cybersecurity consultants to run a review, relevant authorities notified. Sounds like a well known bad actor organisation More and more of these types of attacks on big companies this year. Doesnt sound serious in this instance/derail the recovery story and have not noticed any meaningful or sustained share price imapacr in other companies that have seen smaller hacks this year. Eric

[value hound] 19/11/2020 08:38

Yes, great news. Worth more like c.£365m / 430pps IMO - which would still be well south of the c.540p it was pre-pandemic and I always sell too soon anyway!

[pugugly] 19/11/2020 07:21

Update fanastic - Well ahead of expecations - https://www.investegate.co.uk/headlam-group-plc--head-/rns/trading-update/202011190700067975F/

[essentialinvestor] 10/11/2020 10:09

No cash/debt update might leave some a little cautious. Hopefully that is mentioned later this month. Had a few.

[1blueletter] 10/11/2020 08:37

This stock is going to be a good recovery play, long at 250 : https://thecollective.finance/2020/10/series-part-headlam-plc-head-l-the-leading-carpet-distributor-in-the-uk-a-dividend-grower-and-insider-buying-100-upside/

[essentialinvestor] 08/11/2020 17:48

Hopefully on the next update net cash/debt is mentioned.

[aim0raider] 08/11/2020 12:50

Further improvement in that front, cash collections expected to remain good. When you corner the market people need to pay, because there are limited other options to buy from.

[essentialinvestor] 05/11/2020 18:31

Nothing on net debt on that update.

[aim0raider] 03/11/2020 14:56

They are continuing to deliver and sell throughout, they have made the announcement. Contract work will continue regardless. Seems like minimal disruption, despite how it seems.

[essentialinvestor] 02/11/2020 16:34

Might be an idea if they update on financials, facing another lockdown?. Are The Collective still about?.

[aim0raider] 26/10/2020 09:01

https://twitter.com/aimraider/status/1319631913636761605?s=20

[1blueletter] 26/10/2020 08:36

Some interesting block buying going on at Headlam - https://thecollective.finance/2020/10/headlam-head-l-significant-block-trades/

[mdt2] 12/10/2020 18:48

Agree didn't dig that deep!

[essentialinvestor] 12/10/2020 08:19

Decent write up, thanks for that. Would just add this was the Chairman's first purchase, so may be less significant than it first seems.

[1blueletter] 12/10/2020 07:39

Interesting research note on Headlam, always good to see insider buying - https://thecollective.finance/2020/10/series-part-headlam-plc-head-l-the-leading-carpet-distributor-in-the-uk-a-dividend-grower-and-insider-buying-100-upside/

[jeffian] 25/9/2020 10:03

Well I don't know about the others, but DPLM (which I hold) was a result of corporate activity, nothing to do with 'algorithms'.

[pireric] 25/9/2020 07:04

I understand having spoken to a few people that it fits the bill of a trading VWAP algorithm used by one party going haywire on a bunch of small caps. So i expect most of the moves in these names we saw yesterday to unwind today. In HEAD's case, that would spell a return to the mid/high 260s

[spooky] 24/9/2020 18:42

pireric, i spotted the same thing, mainly the risers, TRI, XPS, ALFA, DPLM, TET, STCK, IOM, KLR. Very strange.

[essentialinvestor] 24/9/2020 17:07

This is Nothimg strange for Headlam.

[pireric] 24/9/2020 17:04

Swept up in some very very strange trading activity alongside Zotefoams, Trifast, RPS Group, Iomart, Severfield today. All of the above seeing a large number of micro trades in the afternoon (tiny in £ terms). HEAD, SFR downwards, TRI, IOM, ZTF upwards. Suspect will only prove a blip in the charts, but extremely curious as to what's driving these stocks today. Sounds like an algorithm gone wrong (at the most generous explanation)

[solooiler] 24/9/2020 12:05

Hearing renovation business is strong as renovation is the order of this year

[standish11] 10/9/2020 18:44

Tipped in Investors Chronicle tomorrow.

[aldoeldo] 07/9/2020 14:46

best thing here that it can't be hyped over twitter, #HEAD hashtag is BAD it needs to break above the 330-350p level to catch momentum