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
DateSubjectAuthorDiscuss
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
11/5/2018
15:32
Cup n Handle base B/O free stock charts from uk.advfn.com
luckymouse
07/4/2018
07:25
Significant director buying and seeing them align their interest with shareholders would help imo
my retirement fund
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
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
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
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
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
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
12/3/2018
15:00
No BOD buys post results I notice.
essentialinvestor
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
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
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
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
06/3/2018
10:41
.. he didn't notice that the lights had changed.. classic Beetles line, UK cycle rolling over imv.
essentialinvestor
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
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
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
06/3/2018
08:44
I dont think this is the bottom yet.
my retirement fund
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
06/3/2018
08:20
Marked deterioration in recent UK l4l.
essentialinvestor
06/3/2018
08:10
Nibbled some more on this weakness..
essential
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
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
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