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
  0.00 0.0% 510.00 508.00 512.00 514.00 504.00 508.00 89,366 16:29:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 609.2 -17.1 -24.2 - 435

Headlam Share Discussion Threads

Showing 176 to 200 of 550 messages
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nice forecasting
my mickey mouse chart-reads say this is a share that likes the "pound-marker" by which I mean it sets easy targets at round pounds. Clear? no, I didn't think so.In simple terms, if it breaks £4, my target will be £5.
Having made a few K over the years on Headlam I have some affection for the company. Has been a very rocky ride at times and I sold my last holding for £3.96 a share some weeks ago (a nice profit). Would like to hear other more expert opinions (than mine) on what the future holds. Often quite a big spread shown.
The persistent good news on the wider economic front (UK growth figures etc), the previously stated improvements coming through from housebuilders and builders' merchants and stunning figures coming through on new car sales (I hold PDG - not directly related, I know, but a sure sign that consumers are spending again) surely must be reflected in HEAD's business? It may not have come in time to impact on the figures to y/e December 2013, but I wouldn't be surprised to see a more positive update at the next announcement. The caution in the last statement wasn't specifically about pressure on sales but a "lack of visibility" about the future. Maybe the fog has cleared a little? Sure, Europe remains in the mire, but that's only about 16% of HEAD's business with the bulk in the UK. I am anticipating better news going forward.
We usually get an IMS in November. Although the July trading update was very downbeat about the floorcoverings market and the Interims talked of a "lack of visibility on forward revenue streams", with all the positive news that is coming through on the housebuilding and builders' merchants front, it's hard to believe that some of this improvement isn't rubbing off on HEAD's market.
H2 will be key for HEAD - if 2 or 3 months show improved sales and steady margins then I think we'll see a sustained share price north of £4. The yield is just over 4% - would be nice to see div cover nudging 2 rather than 1.5. Only fly in the ointment is broker forecasts of 24p eps - been steadily guided lower over the past few months - but make of that what you will. With the +ve glow around such stocks at the moment and improved metrics in the economy, I could see the straight-talking guidance from the BOD being surpassed by performance over the next few months. Regardless, a long-term hold for me!
Thanks, Cisk. I hold TPK too! I agree with all you say about HEAD and, although it has had to run uphill for the past few years whilst its markets have been in recession, it seems to have managed pretty well and it fits one of my key criteria by paying a good divi while we wait. As you say, tightly run so any improvement in the floorcoverings market should filter down to the bottom line pretty quickly.
jeffian, I'm in this stock and I have a view. It's a quality outfit, tightly run, makes the odd smaller acquisition and expands when it's cheap to do so. It's conservatively managed, offers a good yield, and will benefit substantially from any uptick on the floor coverings market. Reminds me a lot of another holding, Travis Perkins. Both companies are relatively conservative, expand when it's cheap to do so, and invest in their businesses. BTW I've found the company to be very quick to respond to shareholder queries - and from the CEO no less. Not many companies respond as quickly or as helpfully - FWIW. Regards Cisk
Hmmmm! Not only still punting your website but looking as if you're on the wrong side of the trade, too. There was a piece in today's Telegraph about Britain's factories working "full tilt" (can't find it online) which mentioned that one of the drivers for growth was the housing market with "household goods and floorcoverings" leading the way. I imagine today's share price action was in response to that. Happy shorting!
Im short on this....390 after reading posthttp://www.traderdiary.co.uk/trades/4575562589
What IS going on here? The statement of 8 July contained both a profit warning and a fairly gloomy outlook......and the share is spiking to new highs in a way never seen before! And on a bad day in the market. Surely something is up? Corporate action? Anybody else out there still in this stock with a view?
Well this is a funny old share. They put out a profit warning......and the share price hits new high! Whassup? Is someone going to take a pop at them?
Given the declining sales/profits and more specifically the rather grim forward looking statement I am surprised they weren't marked down more this morning.
Hmmm! Or not, as the case may be!
Quite respectable results. This company seems to be remarkably good at extracting more from a static market. Maybe you CAN get blood out of a stone! Hopefully the increased market share and efficiencies that have seen them through this prolonged recessionary period will translate to the bottom line when their markets improve.
Funny how this share moves quite sharply on minimal volume. Wonder what it is this time? There has been a year-end Trading Statement on or around 20/1 for the past 2 years, but nothing yet this year. Is it imminent?
http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_id=4373517 Headlam, the European floor-covering distributor, has, like the retailer United Carpets, bucked the downturn in the carpet market by rolling out stellar figures for the first half of the year. Analysts at Peel Hunt said the result was "excellent" in what the distributor's management called a "flat" market, particularly in the UK
Why was there a sudden movement up yesterday? What a surprise today:- "Headlam, the European floor-covering distributor, has, like the retailer United Carpets, bucked the downturn in the carpet market by rolling out stellar figures for the first half of the year. Analysts at Peel Hunt said the result was "excellent" in what the distributor's management called a "flat" market, particularly in the UK, where its like-for-like sales surged by 7.4 per cent. It's also worth noting that Headlam trades on what is a relatively modest forward-earnings multiple of 11.6 times. Buy, recommends the Independent." Digital Look
It's hard to understand the movement of this share. What inspired today's little spike?
This will ultimately be a cracking recovery play imv. However, that may not be from this level or anywhere near. Will further restructuring be needed to strip additional costs out as a result of weak demand? - my best guess is yes. One for the watchlist.
If 240p fails, no obvious support level until it reaches 200p
MTG, The mystery, to me anyway, was why it stayed so high before (see my post #18). It's one of those shares that has always seemd to have a loyal institutional following. Well, until now, anyway!
Down 25% this month so far -
Headlam tumbling headlong. Lowest since last July. Conditions remain challenging for Headlam Group May 18 2010 by Graeme Brown, Birmingham Post Headlam Group has revealed revenues remain almost exactly the same as last year as conditions remain challenging. In a trading statement for the first 19 weeks of the year, the Coleshill-based firm said group revenue decreased by 0.1 per cent. The company, which also announced the appointment of a non-executive director, said the like-for-like performance in the UK decreased by 0.5 per cent. It said: "Revenue activity for the first 19 weeks of 2010 has been held back by January's performance when adverse weather conditions resulted in UK like for likes being down 6.9 per cent. "By comparison, the fifteen week trading period excluding January, resulted in the group achieving an overall like for like revenue increase of 2.1 per cent with the UK achieving 2.4 per cent and the businesses in Continental Europe achieving 0.2 per cent. "Whilst the trading environment remains challenging, our operating strategy continues unchanged and we maintain our belief that the group should achieve its operating objectives for the year." Collectively, the Continental European businesses registered a reduction in revenue of 0.3 per cent. An underlying like-for-like increase of one per cent on the continent was diluted by unfavourable currency movement. The firm also revealed that Andrew Eastgate has been appointed as a non-executive director. Mr Eastgate, aged 54, was a partner in Pinsents for nearly 20 years until 2004, including being head of Pinsents' corporate practice in Birmingham for more than seven years. The firm said he "has a broad experience of advising quoted companies, particularly in connection with transactions and compliance issues". Headlam chairman Graham Waldron said: "We are delighted to welcome Andrew to the board as a non-executive director and look forward to benefiting from his extensive corporate knowledge and expertise."
Well results seem to have been received OK but I'm not sure why! Maybe a halving of profits and divis is considered a 'good' performance in these straitened times.
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