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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
  1.00 0.2% 503.00 502.00 506.00 502.00 502.00 502.00 19,859 16:35:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 609.2 -17.1 -24.2 - 429

Headlam Share Discussion Threads

Showing 526 to 549 of 550 messages
Chat Pages: 22  21  20  19  18  17  16  15  14  13  12  11  Older
DateSubjectAuthorDiscuss
10/9/2021
19:52
The only comment I saw on Domus was writing off the goodwill ! Expensive folly. Now that the other flooring distributor (Carpets and Flooring ) is owned by Carpetright and the old Headlam management are back on the LSE I think Headlam will need to step up a bit. The commercial market sluggish!!!! Not what Jhd market update suggests and as Headlam are major reseller of Jhd products could be they are losing some sales to others. That said Headlam have a great set up for selling other peoples products. I think more like the supermarkets sell it cheap but in massive volumes offering customers service availability
bda3490
08/9/2021
08:31
Headlam Group interim results presentation September 2021 CEO, Steve Wilson & CFO, Chris Payne outline the interim results, key accomplishments in the period and current trading. Watch the video here: Https://www.piworld.co.uk/company-videos/headlam-group-head-interim-results-presentation-september-2021/ Or listen to the podcast here: Https://piworld.podbean.com/e/headlam-group-head-interim-results-presentation-september-2021/
tomps2
07/9/2021
11:26
enjoyed hearing it every time you did, don't stop :)
purplepelmets
07/9/2021
11:20
There is also potential for a take out by PE, a sector currently awash with cash. THat's a speculative reason to hold and is clearly not the sole consideration, however their market position and cash generation is an attraction. Tbf I've mentioned this previously a number of times and it has not happened yet.
essentialinvestor
06/9/2021
06:58
Peel Hunt: dividend prospects at HeadlamThere is scope for strong capital returns and a 'materially higher' dividend at flooring group Headlam (HEAD), according to Peel Hunt.Analyst Charles Hall retained his 'buy' recommendation and target price of 670p on the stock, which closed down 2%, or 10p, at 480p on Friday.Half-year results were in line 'with expectations of a strong recovery versus last year', with like-for-like revenue up 45% on 2020 and matching 2019 levels, with profits also at a similar level to 2019.'The business is looking in good shape with a stronger growth focus and a healthy balance sheet and cashflow,' said Hall.'We see potential for capital returns alongside a materially higher dividend.'
tole
03/9/2021
13:28
So some comments here and not sure how familiar people are with Headlam over a longer term timeframe, as I first held in 1993 at 76 pence a share might be able to add some context. 15-16 X earnings is right at the very top end of any multiple HEAD usually trades on. Performance of the commercial division looked weakish, are they losing share to JHD?, perhaps. How much money has that Domos acquisition cost Headlam, on the day it was announced I posted it was a disaster in waiting, paying what looked a cycle high price from a PE owner who was arguably laughing all the way to the bank. Not one, repeat not one comment since acquisition on the profitability, or otherwise of Domus, unless I've missed that.
essentialinvestor
03/9/2021
08:38
Unfortunately still dropping today.
rjd123
02/9/2021
22:55
I qm floored by today's drop.results were good and divi looks safe. Surely undervalued now.
mach100
02/9/2021
18:14
HeadlamI think floor coverings distributor Headlam (LSE: HEAD) might fit the bill of being a cheap UK share. Sure, this is hardly exciting stuff. However, it's a market leader at what it does and one that seems to be coming through the other end of the Covid-19 storm in good shape.And if you click here we'll show you something that could be key to unlocking 5G's full potential...Today, the company announced it had seen a "strong recovery" in trading. Total revenue of just under £330m over the first six months of 2021 is close to what the company achieved in the same period in 2019. Clearly, it's also far ahead of last year (£227.2m).As one might expect, this rebound was good news for underlying pre-tax profit at Headlam. This came in at £16.7m - a huge contrast to the £1.8m loss reported for the first half of 2020.I reckon this momentum will continue. While activity in the commercial sector remains "subdued", HEAD has still been trading in line with recently-upgraded expectations in the last few months. It's also been able to maintain inventory levels despite issues with its supply chain. The resumption of normal dividend payments faster than thought also gives me confidence. Sure, Headlam isn't risk-free. A rebound in Covid-19 infection levels would be less than ideal as the company goes into its traditionally busiest part of the year trading-wise. The share price performance hasn't been magnificent either. While up 63% over the last year, the stock is still only 10% above where it was five years ago. So, I wouldn't expect massive gains (like those seen at this FTSE 250 firm) any time soon.Still, a valuation of 16 times earnings, reducing to 13 next year based on analyst projections make this a potentially good deal for me.
tole
02/9/2021
08:42
Agreed Pug, more than happy to hold and most likely add on any further retrace.That said, could likely bounce upwards.
hastings
02/9/2021
08:26
Excellent results - So why the mark down?
pugugly
26/8/2021
14:30
A lot of people in the flooring trade are buying likewise.
bda3490
18/8/2021
09:04
Likewise Group trading started today on AIM. They seem to be expanding rapidly?
william127
11/8/2021
14:24
I guess the question is will consumer demand stay strong for flooring products after reopening. It appears that the government want people to get back in offices so demand for those kind of products could come back, although to what extent is difficult to say
smarties123
29/7/2021
10:11
Added revised numbers and thoughts for interest.https://martinflitton1.wixsite.com/privatepunter/post/trading-ahead-29-07-21
hastings
29/7/2021
07:33
pp & Hastings - You beat me to it!! "Full year performance anticipated to be materially ahead of current market expectations" Should be a strong blue day - 490p mid pre market open .
pugugly
29/7/2021
07:26
That's some beat, with a pre-tax expectation of £35m, broker had pencilled in £28m I believe.
hastings
29/7/2021
07:06
Music to my ears !! 29 July 2021 Headlam Group plc ('Headlam' or the 'Company') Pre-Close Trading Update Full year performance anticipated to be materially ahead of current market expectations Resumption of normalised dividends Headlam (LSE: HEAD), Europe's leading floorcoverings distributor, is pleased to provide a trading update ahead of announcing its interim results for the six months ended 30 June 2021 ('H1 2021') on 2 September 2021. As announced in the 1 July 2021 Capital Markets Day Trading Update, H1 2021¹ revenue was in-line with H1 2019¹ and 45.2% ahead of H1 2020¹, which was significantly impacted by COVID-19 related closures. Performance improved through the period, with initial soft trading in the first two months being followed by good monthly performances. The residential sector was strong throughout, with the weak commercial sector curtailing overall performance to H1 2019 levels. However, this weakness continued to be recouped throughout the period, and in June 2021 commercial sector revenue was only 3.2% below June 2019. July 2021 has traded in-line with July 2019 prior to the Company entering the traditionally busy summer period for refurbishment activity within the commercial sector. Given this sustained year-to-date performance and the Company's traditional second-half revenue weighting, the Company now expects full year performance to be materially ahead of current market expectations². After factoring in prudent revenue assumptions, and performance-related employee bonus payments due to the current outperformance, it is anticipated that 2021 underlying profit before tax will be no less than £35.0 million¹(,)² (unless exceptional or unforeseen circumstances prevail). The Company will provide further updates as necessary as the year progresses. Additionally, as a consequence of the trading performance above, strong balance sheet, and confidence in the prospects for the business, the Board will now expedite the resumption of normalised levels of dividend payments.
purplepelmets
09/7/2021
13:05
This has got to be a long-term hold. Seems to still be holding strong today even when other shares that have risen strongly recently are selling off slightly. Should get a good dividend in the meantime
smarties123
21/6/2021
07:26
https://citywire.co.uk/funds-insider/news/the-expert-view-halfords-halma-sumo-burford-capital-and-headlam/a1521135Headlam forecasts are too low, says Peel HuntForecasts at floor covering distributor Headlam (HEAD) are 'materially too low' given the strong recovery in the sector, says Peel Hunt.Analyst Charles Hall retained his 'buy' recommendation and 550p target price on the stock, which closed down 4.1%, or 19p, at 441p on Friday. 'We are buyers of Headlam, as the floor covering industry is seeing a strong and sustained recovery, and as margins are expected to return to 7.5% in the UK helped by £8m of cost savings,' he said.'This means that forecasts are likely to be materially too low.'Hall added that the company has 'healthy free cashflow', before considering the potential to deliver 'top line growth'. 'Headlam's UK sales have not grown for five years but if this changes it would materially alter the investment case,' he said.
tole
30/4/2021
08:01
How do we read this with regard to profit/loss on disposal. In the absence of further info I assume this is a £6m loss. Am I wrong?
brileyloucan
30/4/2021
07:43
Gross assets £18m - Agreed management attention can now be directed to growth markets - Would be interesting to know how the difference between the gross and net cash will be accounted for.
pugugly
30/4/2021
07:28
Today's disposal looks to be a good move and in line with previous stated strategy.£12m in cash appears to be a decent outcome too.
hastings
29/3/2021
13:25
Just to mention that Headlam will be one of ten companies featured in the March results round up in the MelloMonday show tonight. It will be a really packed five hour show but here are the timings.... Programme for the evening 5.00 pm Introduction to our Mello Roadshow 5.05 pm Alun @MrContrarian reviews the Mello BASH companies 5.10 pm Company presentation by Judges Scientific 5.40 pm How to join corporate fundraisings with Primary Bid 6.00 pm Company presentation by Filta Group 6.30 pm Leon Boros interviews Peter Harrison from Bioventix 7.00 pm Company presentation by Digital Box 7.30 pm A March results round up with Paul Scott, Gordon @glasshalfull & Alan Charlton 8.00 pm Company presentation by Get Busy 8.30 pm New IPO presentation by Parsley Box introduced by James Deal, Primary Bid 8.50 pm Mello BASH with Alan Charlton, Alex Schlich, Richard Crow (@RebelHQ) and Kevin Taylor If you have not been before the webpage is here Https://melloevents.com/mellomonday-29th-march/ Do use this code for a half price ticket MMTADVFN50
davidosh
Chat Pages: 22  21  20  19  18  17  16  15  14  13  12  11  Older
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