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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 201 to 225 of 550 messages
Chat Pages: Latest  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
05/3/2015
15:33
....as a teenager in the '60's, they certainly do!
jeffian
05/3/2015
15:15
Just a couple of points, once the CAPEX cycle on increasing distribution space completes, it should give a further boost to cash flow. Although Headlam was hit during the last recession it still remained profitable through the cycle. The share price can move around a bit, it's one to consider on a bad day IMV. Also one of the first shares I bought as a teenager in the early 90's, oh my how the years fly by!
essentialinvestor
05/3/2015
14:19
made an initial purchase here today, can't help thinking it's undervalued in comparison to it's peers. Solid balance sheet and great cashflow and yield. Taking into consideration the likely increase in disposable income that's due to come into effect this year my view is we're likely to see greater discretionary spend on home improvements so all in all it looks a decent bet imv. seems a number of well established and respected investors here think the same. forecast per comparison with peers (figs from Digital Look) HEAD eps 30.5 per 14.5 VCP eps 47 per 16.8 CPR eps 11.57 per 40 (bonkers if you ask me, never understood the valuation here) UCG eps 1 per 9 (figs need further verification imv) JHD eps 16 per 22.6 LTHM eps 39.5 per 15.5 (perhaps not comparable as it's a mixed business model) granted there are a mix of slightly differing busines models in here, nevertheless HEAD looks out of sync to me. purchase may be a little premature given possible double top and candle reversal pattern but will add further on any pull back. aimho woody
woodcutter
05/3/2015
08:02
Highly cash generative, and dividends increasing rapidly, overlooked imv.
essentialinvestor
27/2/2015
10:15
EI, I agree. Also like the fact that this BB is quiet with sensible postings. Even carpetsh1te had decent results, so expecting a solid performance here. Head remind me of Travis Perkins - well managed, expand in a recession, small bolt-on acquisitions and investing in distribution. All supported by a good yield. Happy holder.
cisk
27/2/2015
09:55
Results next week, overlooked IMV.
essentialinvestor
29/8/2014
10:13
Indeed. Bearing in mind what has been happening in the UK housing market, it has only been a matter of time for this company to benefit. Should be in the 'sweet spot' now.
jeffian
29/8/2014
07:55
Pug - agreed, great results for what is a well managed company - let's hope they start heading back to £4.80 again...
cisk
29/8/2014
07:35
Excellent results. Sould get a bounce today (imo) Interim Financial Results for the six month period ended 30 June 2014 Headlam Group plc ("Headlam"), Europe's leading floorcoverings distributor, announces its Interim Financial Results for the six months ended 30 June 2014. http://www.investegate.co.uk/headlam-group-plc--head-/rns/half-yearly-report/201408290700112920Q/
pugugly
16/5/2014
10:08
I didn't know anybody else held these!
jeffian
16/5/2014
08:55
quiet here
burbelly
18/3/2014
14:34
nice forecasting
rathlindri
13/11/2013
08:31
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.
malcontent
31/10/2013
10:53
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.
chub
31/10/2013
09:51
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.
jeffian
21/10/2013
10:14
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.
jeffian
04/9/2013
21:03
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!
cisk
04/9/2013
09:29
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
03/9/2013
23:54
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
cisk
03/9/2013
20:22
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!
jeffian
28/8/2013
17:09
Im short on this....390 after reading posthttp://www.traderdiary.co.uk/trades/4575562589
birdsedgeuk
07/8/2013
19:47
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?
jeffian
31/7/2013
19:01
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?
jeffian
08/7/2013
11:50
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.
salpara111
08/7/2013
10:12
Hmmm! Or not, as the case may be!
jeffian
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