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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
  -1.50 -0.48% 308.50 307.00 310.00 310.00 310.00 310.00 13,555 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 667.2 27.6 28.8 10.7 263

Headlam Share Discussion Threads

Showing 276 to 299 of 600 messages
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DateSubjectAuthorDiscuss
20/5/2016
13:09
Cheers, is it possible to get more info? Would like to see the full note if possible
postmanpat11
20/5/2016
07:58
http://www.investegate.co.uk/headlam-group-plc--head-/rns/agm-statement/201605200700077901Y/ "The group's performance has advanced well in the current financial year with revenue growth of 4.5% over the first four months to 30 April 2016. In the UK, the overall like-for-like increase in revenue was 4.0% with a strong expansion in residential activity at 6.1%, significantly ahead of the commercial business which marginally declined by 0.4% during the period. "Revenues from the Continental European businesses collectively improved by 2.2%, measured in constant currency, with all three countries contributing to the positive result and reversing the 3.8% decline registered for the year ended 31 December 2015. "The group's revenue increase, in combination with gross margin and expenses in-line with trading expectations, has resulted in the operating margin showing further improvement compared with the equivalent period last year. "Whilst early in the year, and with the busy trading months ahead, the board remains confident of achieving further progress during 2016."
rhomboid
08/4/2016
11:52
Gap around 4.87 to fill perhaps.
essentialinvestor
08/3/2016
14:49
Headlam's infrastructure, size of operation and client relationships are difficult to replicate, particularly in the UK. If you want a quality manufacturer there is JHD on 27X forward earnings. Agree the market will usually award manufactures a premium as is the case with JHD.
essentialinvestor
08/3/2016
14:28
jeffian, completely agree, yes VCP is a manufacturer so of course is different, I was however surprised at the calculated ROCE / margins, as HEAD came out better than VCP. I don't know VCP that well but would have thought their margin higher given the capital investment required in manufacturing. I wonder what impact the recent floodings have had on sales?
cisk
08/3/2016
14:04
I'm not sure you're comparing like with like. Although they both deal with carpets, VCP is primarily a manufacturer whilst HEAD is purely a wholesaler/distributor. Wholesalers (in any product) tend to be given a low rating by the market because of the low 'barriers to entry'. HEAD implicitly acknowledges this by hoovering up as many small independent distributors as it can, offering economies of scale and efficiency as its usp to the retailers it supplies.
jeffian
08/3/2016
13:48
I just did a quick comparison on HEAD v VCP on stockopedia. On virtually every measure HEAD came out best - indeed the growth of Victoria's share price is astounding and it now looks very expensive. Headlam, on the other hand, still looks cheap given the resilience of their earnings, and as others have mentioned, the cash generative abilities of the company, not to mention the cash at bank. I think their balance sheet is very conservative - just the kind I like! I added a few more after the excellent results last week, and will look to add more on any weakness.
cisk
07/3/2016
15:45
Headlam tends to be under the radar as it's outside the ASX. During the financial crisis HEAD still churned out £22 Million annually on pre tax, while continuing to invest. This business model is significantly more robust than some assume, one of the main reasons being the majority of people tend to redecorate one room at a time. Lifestyle Floors now appears to be enjoy growing brand recognition and traction in the market place, they started this from scratch. Establishing Headlam Corporate to showcase their higher end commercial product range is an astute move imv. The special dividend just announced will hopefully be the first of many. Echo the other recent positive posts- if you are investing on a multi year view the outlook looks bright.
essentialinvestor
07/3/2016
14:02
"The content of this section is only available to Investors Chronicle online subscribers."
jeffian
07/3/2016
13:29
Piece in Investors Chronicle how the capex plan is paying off. on.ft.com/1YmddA3
battlebus2
03/3/2016
09:42
With the positive momentum continuing would have thought 37 on EPS for the current year imv?. Net off the cash and you are paying about 13x forward earnings, any thoughts on that?. Special dividend of 6 pence paid on 25th of April, 14.7 Final paid in July.
essentialinvestor
03/3/2016
09:02
These are stand out results. The increase in cash generation is exceptional coupled with the first two months L4L number. 10% of the market cap now in cash.
essentialinvestor
03/3/2016
08:24
Also added. It is a cashflow machine. With their capex cycle coming to an end, I suspect there will be special dividends for the forseeable future.
wjccghcc
03/3/2016
08:22
Great results, with a nice little special divi tucked in. I'm very satisfied with this workhorse, give me these results any day over something more volatile. And love the fact that they expanded during the downturn and have net cash.
cisk
03/3/2016
08:00
Yes, i've been in and out of these a few times as I falsely believed their market was slowly a tad but with like for like up 6.3% for the first weeks of this year it maybe time to buy a few back. Dividend also up 18%..
battlebus2
03/3/2016
07:53
Accounts out - On the surface a very satisfactory performance. HEAD will never be a racehorse but is a very solid and profitable workhorse. Fair yield, very competent managment. One to hold and get a reasonable yield (imo) Also a very quiet thread - Often a good buy indicator provided the other indicators are positive.
pugugly
12/12/2015
09:45
free stock charts from uk.advfn.com
woodcutter
08/12/2015
10:29
sold my holding first thing this morning in two bites. Trading update a little uninspiring and the operating margins are not overly ambitious so after taking the divi i figured it will tread water a bit. woody
woodcutter
25/11/2015
07:56
VCP storming ahead, no pun intended there! http://www.investegate.co.uk/victoria-plc--vcp-/rns/half-year-results/201511250700078525G/ woody
woodcutter
17/11/2015
21:20
I absolutely hate buy backs. They should be outlawed. Just a way for large plcs to guarantee management bonusues. Companies are the WORST predictor of their own share prices imaginable. They should do a special divi if they have surplus cash. And FWIW I think there is plenty to come from Headlam. Builders are overvalued for sure. But the likes of Headlam and Travis Perkins still have plenty of growth left.
cisk
17/11/2015
16:06
At a guess it will be used for expansion and building a dividend buffer before the next cycle dip. However it would not kill them to retire 2-3 Million worth of shares. Saves a fat amount on a compounding dividend.
essentialinvestor
17/11/2015
15:55
PLEASE not buybacks! Any company wishing to return cash to shareholders should either pay special divis or make a return of capital. Buybacks are smoke & mirrors imho.
jeffian
17/11/2015
15:50
Looks decent value to me with a fat and growing cash pile, added to a major CAPEX programme coming to an end IMV. Hoping HEAD may initiate a buy back as a way of upping returns. Look at the JHD multiple, there deserves to be some difference imv, but not this much.
essentialinvestor
30/10/2015
18:45
Yep I've already shed anything building related, NTBR the last to go. Recruitment and food producers have been the winners for me this year.
battlebus2
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