Headlam Share Chat (HEAD)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Headlam Group	LSE:HEAD	London	Ordinary Share	GB0004170089	ORD 5P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+7.00p	+1.53%	465.50p	465.50p	466.00p	465.50p	459.50p	465.00p	16,344	12:19:42

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Household Goods & Home Construction	707.8	40.7	39.1	11.9	393.75

Headlam Share Discussion Threads

Showing 401 to 423 of 425 messages

Chat Pages: 17 16 15 14 13 12 11 10 9 8 7 6 Older

Date	Subject	Author	Discuss
22/8/2018 09:44	How is the Domus acquisition working out?. Mentioned last year that acquisition had all the hallmarks of a top of the cycle buy.	essentialinvestor	Read Full Thread Reply
11/5/2018 15:32	Cup n Handle base B/O free stock charts from uk.advfn.com	luckymouse	Read Full Thread Reply
07/4/2018 07:25	Significant director buying and seeing them align their interest with shareholders would help imo	my retirement fund	Read Full Thread Reply
29/3/2018 09:29	Who wants to guess what has been driving the share price over the past few days. I had a buy order in at 400 which it didn't reach unfortunately.	jimmywilson612	Read Full Thread Reply
12/3/2018 19:18	Not so sure about the knowledgeable bit!. Watching atm, good luck whatever your decision. My view often tends towards the cautious side, only fair to say	essentialinvestor	Read Full Thread Reply
12/3/2018 19:05	EI, great to have a knowledgeable investor who knows the business well. Are you invested in here at the moment, or at what figure would you be tempted at?	jimmywilson612	Read Full Thread Reply
12/3/2018 17:39	Jim, my guessestimate is Domus may prove to be more cyclical than their traditional markets, it looks high margin and rather niche to me. So at or near peak cycle the multiple will look very reasonable, that can change very quickly. However, may be wrong. I first held Headlam in 1993, so know the core business pretty well.	essentialinvestor	Read Full Thread Reply
12/3/2018 17:32	Hi EI, Can you elaborate on your reasons why you think Domus is expensive? In 2016 T/O was £29.6m and reported a pre-tax profit of £2.9m. Headlam bought the business for £29.4M + £3.3M deferred payment along with another £2.7M if targets are hit in three years time. Based on these figures, I don't think it is that expensive at all	jimmywilson612	Read Full Thread Reply
12/3/2018 17:20	I remember when they last tried to diversify, that was a disaster. At least Domus is in an alligned sector, however my strong view is that particular acquisition may look expensive by later this year. Happy to be proven wrong, and it's just imv only.	essentialinvestor	Read Full Thread Reply
12/3/2018 15:00	No BOD buys post results I notice.	essentialinvestor	Read Full Thread Reply
08/3/2018 09:43	Thanks for that EC the reduced forecasts if they are met are still showing growth on this year’s adjusted EPS of 41.7p. Increased interest rates in 2018 would hit trade but would make the pension deficit less of a problem. I’m still sitting on the side lines here with no position as the share price is still falling. 3800	3800	Read Full Thread Reply
08/3/2018 06:58	Stockopedia show consensus adjusted EPS for 2018 of 44.3p and for 2019 of 46.0p. These have come down 0.82p and 0.58p since the results came out.	effortless cool	Read Full Thread Reply
07/3/2018 22:40	doe's anyone have any forecasts going folward? the recent share price plunge seems somewhat overdone even though there isn't a special dividend and it's been a slow start to the year. 3800	3800	Read Full Thread Reply
07/3/2018 16:39	Domus, their acquisition from late last year, had a recent "yard sale" at their Molesey outlet. If you look at the Domus website you can read a couple of the reasons given for the sale. As I mentioned at the time, that acquisition looked right at the cycle peak. Will be interesting to see if they break down the Domus profitability figures at the H1.	essentialinvestor	Read Full Thread Reply
06/3/2018 10:41	.. he didn't notice that the lights had changed.. classic Beetles line, UK cycle rolling over imv.	essentialinvestor	Read Full Thread Reply
06/3/2018 10:40	Think I'm in the wrong here. I've worked it out as: Market Cap now - £414M (included in this is £35M cash I might add) Underlying - £43M /Profit £40M.	jimmywilson612	Read Full Thread Reply
06/3/2018 10:01	"PE less than 10" Eh? share price 489p/39.1 eps = 12.5 (or 489/41.7 = 11.72 if you buy the "underlying" bit)	jeffian	Read Full Thread Reply
06/3/2018 08:48	Good results - the worry is as stated January/Feb 2018. Can't imagine the recent cold spell has helped. I'm invested here but will wait till adding to my holding as I think the share might go lower. PE less than 10 which is fantastic long term buy for a well run business and Continental Europe offers the growth. £35M cash in the bank makes it even stronger. No special dividend due to opening up the £25M distribution centre seems sensible.	jimmywilson612	Read Full Thread Reply
06/3/2018 08:44	I dont think this is the bottom yet.	my retirement fund	Read Full Thread Reply
06/3/2018 08:39	Bang on expectations though top and bottom line. If the UK deteriorates any further it'll be interesting to see how much Europe can soak up	kevph	Read Full Thread Reply
06/3/2018 08:20	Marked deterioration in recent UK l4l.	essentialinvestor	Read Full Thread Reply
06/3/2018 08:10	Nibbled some more on this weakness..	essential	Read Full Thread Reply
18/1/2018 19:14	Headlam Group results showed a drastic slowdown in the UK with LFL growth of 0.5% vs. Europe’s 4.2%. This is a sharp reversal in UK growth of 4.7%. But management is optimistic about the future and says earnings are in-line with expectations. I think the recent acquisition in Domus will help plug any earnings shortfall in 2018. Overall, I think Headlam is a progressive dividend payer and a much better business to hold in your investment portfolio than Carpetright, Topps Tiles and United Carpet Group. The phrase “Europe biggest floorcovering distributor” tells you it is a simple business to understand. For further details on Headlam, click http://bit.ly/2mLZyHa	walbrock82	Read Full Thread Reply

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