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Share Name Share Symbol Market Type Share ISIN Share Description
Headlam Group Plc 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
  -4.00 -0.75% 530.00 526.00 532.00 532.00 524.00 532.00 21,380 16:35:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 609.2 -17.1 -24.2 - 452

Headlam Share Discussion Threads

Showing 226 to 250 of 550 messages
Chat Pages: Latest  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
22/5/2015
11:34
United carpets to pay a 1p special dividend on the back of good trading, bodes well for the sector imv..
battlebus2
21/5/2015
07:36
Positive overall update but France still needs attention. "The current year has started well. The Group has continued to deliver improvements in revenue with growth of 2.8% in the four months to 30 April 2015 compared with the same period last year. In the UK, the overall like-for-like increase in revenue was 4.5% with the rise in commercial activity at 6.1% running ahead of residential at 3.7%. The Group's gross margin has remained healthy with a favourable uptick compared with the first four months of 2014. This, combined with the continued focus on overhead containment and, as a consequence, an evident operational gearing effect, has contributed to a rise in operating margin. The Continental European businesses collectively showed a further decline in revenues of 7.2% during the period when measured in constant currency. The contraction in the Group's business in France, which has had a particularly difficult first four months, was the principal cause of the reduction. In summary, the Group's overall trading activity has started brightly and, if the trend continues across the rest of the year, the Board is confident of achieving further progress compared with 2014 and meeting the Group's internal performance targets for 2015."
battlebus2
19/5/2015
19:12
Nice 78k negotiated trade at 470p today.
battlebus2
18/5/2015
13:48
Looks likely to break into new highs. Good to see your also a buyer miti 1000.
battlebus2
15/5/2015
11:20
You are not the only one .... Probably an interim statement on the 21st May, I've been told.
miti 1000
15/5/2015
09:01
Continuing to buy these :))
battlebus2
11/5/2015
22:58
I don't think we will have to wait long before we see another acquisition here, and we go x dividend next month on the 4th of June for 12.3p.
battlebus2
11/5/2015
14:39
you may be right, hasn't been much of a pull back and now broken out further. i was hoping for a drop back to around 450pish. woody
woodcutter
11/5/2015
12:51
woody, Nothing wrong at all with taking a profit. I drew my conclusion from your reference to "consumer spend patterns" and this "cyclical stock" from which I understood you to mean it had gone as far as it could go in this 'cycle'. It's hardly started yet IMHO!
jeffian
11/5/2015
12:36
No one has mentioned the possibility of entering the ftse small cap. :)) Anyway we are moving higher I've no doubt.
battlebus2
11/5/2015
10:57
What I attempt to look for when investing is a fortress like balance sheet preferably stuffed with cash, and a simple easily understandable business model. You can make a lot of different figures look presentable, however Free Cash Flow is the gold standard metric IMV and usually it points to underlying quality. With HEAD and PHTM I net off the cash and recalculate the PER on that basis, it's a more accurate value indicator imo.
essentialinvestor
11/5/2015
10:54
Thanks Woody et al, also pays a tasty dividend nearing 4%.
battlebus2
11/5/2015
10:33
jeffian i hadn't thought i'd implied it was at the top, it most likely will have further to go. However the spike up was a significant move and an opportunity to take some profit if it pulls back then i may reinvest. As i stated i'm trading more frequently in the current market. Too many stocks i'm following are range bound, rising and then falling within a consolidation zone. Agreed the long term FA looks good and as i've stated in previous comments it looks undervalued relative to it's peers. No harm in taking a profit you can always buy back if you wish. woody
woodcutter
11/5/2015
10:31
Add when it's out of fashion, the share price moves about a bit as previously mentioned. PHTM and HEAD my current favourite small caps.
essentialinvestor
11/5/2015
10:05
For me, it's a long term hold. This is a conservatively-managed company, they've been expanding during the recession, both by buying up smaller competitors and by investing in new facilities (new distribution centre in Milton Keynes). Europe seems to be the thorn in their side, but given time it will eventually improve. Even carpetsh1te is doing better - so this gives me confidence that HEAD will continue to improve - and I think it still looks cheap. I'm sure it will pull back a bit, given the recent rise, but I believe the long-term fundamentals are good.
cisk
11/5/2015
09:58
With a recovering economy and housebuilding being near the top of the political agenda, why would you think the cycle in floorcoverings is anywhere near the top?
jeffian
11/5/2015
09:47
Exb bb2 thanks for your note on HEAD. Thought it wise to let you know i've sold out now on the spike, it was always a short term trade for me based on the consumer spend patterns, perhaps it's been a little shorter than i'd expected.. Whilst those spending patterns may continue the spike up was too much not to take advantage. I'm montoring the chart now for a pull back at which point i'll consider re-entry. I'm keeping a few long term holds but trading more frequently in the current market particularly these cyclical stocks. And still have around 40% cash. will let you know if/when i buy back in again. woody
woodcutter
10/5/2015
10:46
Having a look at this one, some interesting factors that could lift the share price, they are already trading on a cheap forward p/e so should continue to climb but with a trading update in a few weeks we may see more positive trading as they already said the first few weeks are 3.3% higher. There's also the added bonus that they MAY meet the criteria to enter the ftse small cap index. If so a lot of trackers will buy and push the price up and if not we still have a solid business with improving trading and a reasonable to low valuation. Top of my watchlist ATM and waiting to time an entry point, also good to see some familiar names on the board Woodcutter and Exbroker. Anyone thoughts appreciated?
battlebus2
21/4/2015
13:32
Any read across from the carpetright results ? Seems Europe is picking up for them.
miti 1000
15/4/2015
18:01
Greetings all I bought a few of these today, there is still a seller out there but buying interest as well. Could be interesting over the next couple of months....
exbroker
11/3/2015
11:16
picked up a few more wc
woodcutter
05/3/2015
17:12
I bought the recent low on CGS, Ruffer look to be adding again.
essentialinvestor
05/3/2015
16:54
CGS on the move today, been watching for a while but nasty spread. My teenage years are well behind me EI, closing in on the sixties now so safer homes for capital with reasonable risk return and yield are welcome. I've still not fully invested my profits from sales first qtr last year so still quite a bit of cash to invest. I have to admit i'm being rather cautious as there are a number of metrics that look stretched, in particular the dollar index. Any sign of inflation and a rate rise and we could be looking at a significant reversal dependent upon how quickly rates rise. As the $dollar index tend to have an inverse relationship with Au gold i've been picking up a few AUE recently, a little blue sky but could be very profitable if/when the cycle turns. watching commodities and Au like a hawk at present. HEAD may only be a two year investment for me, again linked to the cycle. aimho woody
woodcutter
05/3/2015
15:58
In a way HEAD is similar to CGS, long standing management that believe in investing in the business to make any improvements possible. As with CGS, not a trading share as most will appreciate.
essentialinvestor
05/3/2015
15:47
I only managed to skim the results today, but they looked good on initial inspection. Woodcutter, nice to see you on the Board. I agree they appear undervalued. I get the impression they are well run, quite conservative and have done well to expand the business during the recession. I know you can't judge a book by it's cover, but it's a positive for me when I email CEOs etc and they reply back personally. Tony Brewer responded to some half year results questions 18 months ago (the same happened for Melrose and it's CEO when I emailed asking a few questions). Obviously that in itself is not enough to buy the shares, just a single factor. I also think there is significant pent-up European demand - as and when the euro economy recovers, the European results will improve.
cisk
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