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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
  2.00 0.38% 530.00 524.00 530.00 538.00 524.00 532.00 98,774 16:35:05
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 451 to 474 of 550 messages
Chat Pages: 22  21  20  19  18  17  16  15  14  13  12  11  Older
DateSubjectAuthorDiscuss
06/7/2020
15:57
Where is the floor, eh ). Bought a small amount at 2.7144 last week. Would like to know the answer to that question. Having followed Headlam through various cycles, earnings appear to fall somewhere in the region of 60/65% peak/trough - that's from memory, would need to go through the accounts to double check those numbers. COVID is different, with large parts of the economy effectively forced to close. This may remove some competitors?. Significant recent CAPEX outlay on their new distribution centre. Update on current liquidity would be helpful.
essentialinvestor
06/7/2020
00:44
Reasonable business for which there will still be good demand in years to come. Fall seems overdone but where is the floor?
its the oxman
01/7/2020
12:23
Continuing to slip downwards.
essentialinvestor
17/6/2020
15:15
I've known Headlam since 1992/93, although dont have any inside track on the wider sector. To their credit they have navigated multiple previous downturns. Clearly there is a cyclical element to the business.
essentialinvestor
16/6/2020
10:24
NOTICE OF ADMISSION TO OFFICIAL LIST The following securities have been admitted to the Official List of The International Stock Exchange with effect from 30 May 2019 at 08:00. Likewise Group plc 341,994 ordinary shares of GBP0.01 each ISIN – GB00BHNWH003 As a result of this additional issue 152,341,994 ordinary shares of GBP0.01 each are now listed on the Exchange. The application was sponsored by Ravenscroft Ltd.
jeffian
16/6/2020
06:37
How does one buy shares in Likewise? Can’t see them listed anywhere...
cisk
15/6/2020
18:49
Indeed, cant be discounted and appreciate the inside view.
essentialinvestor
15/6/2020
18:44
Well you can see why they called it "Likewise" - they're all ex-Headlam! It's not clear from their IPO whether they've set themselves up to "chip away" at their previous employer or follow Headlam's model of hoovering up smaller players who still make up over 50% of the market. Interesting info, though.
jeffian
15/6/2020
12:25
Appreciate the view, many thanks. Strongly disagreed with the Domus acquisition, posted here at the time it looked a top of the cycle buy. I thought smaller competitors may be under severe pressure and Headlam may take share. Let's see.
essentialinvestor
15/6/2020
12:04
To put some meat on the bones of my opinion (I do not work for or hold shares in any of these groups but am involved in the sector). In my experience I would say Likewise Group PLC (set up by ex senior Headlam management) and Carpet and Flooring have way outshone anything Headlam have done over the Covid period and perhaps unsurprisingly so have the smaller wholesalers. Headlam operate many flooring distribution businesses and most are operated on a "stand alone" basis but many of these businesses are closely located geographically and do much of the same operation to the same customer with individual back office and on the road sales reps. With the pressures the business must be feeling from the many new kids on the block chipping away at their huge operation they must be feeling the squeeze on sales and margin. Headlam are a really important player in the flooring distribution market but they are being attacked from so many sides. Just my opinion but thought would share!
northerngrowler
15/6/2020
10:44
Aye, I was wondering that. I can't imagine a less Covid-affected business; automated warehouses, single-driver vehicles. Sure, they're dependent on the housing market, but what (and who) are others doing better? And what "consolidation"? Begs more questions than it answers.
jeffian
15/6/2020
10:19
Can you elaborate on any of that?.
essentialinvestor
13/6/2020
16:42
Will be interesting to see if Headlam can recover from the covid crisis without having to make fundamental changes that historically they have been slow to react to. In my experience they have not reacted to the recent issues as well as many of their competitors (some run by their former senior management). I think there will be some major consolidation coming if they are to bounce back.
northerngrowler
12/5/2020
16:44
https://twitter.com/aimraider/status/1259871678483570690?s=21
aim0raider
27/1/2020
23:42
This is a funny old share. I've held it for donkeys' years but it is not uncommon that it moves up or down 5/6% in a day. Maybe I should be trading it?!
jeffian
21/8/2019
20:15
hxxps://ttf.co.uk/a-no-deal-brexit-is-now-odds-on-heres-what-that-means-for-timber-trade/table/ I suspect currency valuations will be of ore significance.
standish11
21/8/2019
15:14
A lot of their product comes from the Netherlands. If the UK is outside of the EU without a deal, do we have any guidance on what the tariffs may be on wood products?. Asking hoping someone may have some industry knowledge, thanks.
essentialinvestor
21/8/2019
14:29
Might be an opportunity here at lower levels if we are leaving without a deal. That being said, this may be bid for at some stage.
essentialinvestor
24/5/2019
14:56
market wrongfooted by today's upbeat update. . historically was looking cheap even before today's announcement ...
undervaluedassets
24/5/2019
07:10
A surprisingly positive AGM update from HEAD this morning. "Like-for-like revenue* increased by 3.1% and 5.8% in the UK and Continental Europe respectively against the same period in the prior year, resulting in an overall like-for-like revenue* increase of 3.5% in the Period against the soft comparatives of the prior year. In absolute terms, total revenue increased by 5.5% in the Period". Although they just hold management expectations for the year, with broker consensus forecasting a 0.6% drop in revenue, it is likely in my view that upgrades will be in the pipeline. https://www.investegate.co.uk/headlam-group-plc--head-/rns/agm-trading-update/201905240700030485A/
effortless cool
11/4/2019
09:21
I note that the CEO and CFO have been awarded nearly £700k of nil-cost options based largely on Total Shareholder Return and increases in earnings per share. Well let's hope they do a bit better than the last couple of years! "The awards have been granted subject to performance conditions based on: (1) the Company's compound annual growth in Earnings Per Share ('EPS') over a three-year performance period starting with 2019 (as regards 80% of the Ordinary Shares subject to the award); and (2) the Company's Total Shareholder Return ('TSR') over that performance period relative to the TSRs of the constituents of the FTSE SmallCap Index (excluding investment trusts) (as regards 20% of the Ordinary Shares subject to the award). The awards are subject to a further underpin performance condition that the extent of vesting reflects the overall financial performance of the Company over the three-year performance period."
jeffian
06/3/2019
17:20
From memory, a lot of their product is imported through the Netherlands. If you are concerned or want some more information, it may be possible to speak with the CEO, Or just e-mail.
essentialinvestor
06/3/2019
12:53
Notice Domus does not get a mention. The PE owners timed their exit to perfection as per, as I mentioned at the time.
essentialinvestor
06/3/2019
12:50
Sorry for opening the Brexit Pandora's box! The varying replies confirm my point - it would just help to have a bit more concrete information to help investors judge the risks here. Many other companies manage this.
westcountryboy
Chat Pages: 22  21  20  19  18  17  16  15  14  13  12  11  Older
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