Hill & Smith Share Discussion Threads

[joshuam] 04/3/2020 09:13

Top sliced these a few weeks ago for a small profit, with all the chaos didn’t have the balls to buy back in before the results o well

[philanderer] 04/3/2020 08:53

And me :-)

Peel Hunt reiterates 'buy'

[joshuam] 04/3/2020 07:55

Results look great to me FWIW

[philanderer] 28/2/2020 10:32

Prelims next wednesday. Covid update as well for sure 😷

[brummy_git] 19/2/2020 06:06

All the latest infrastructure services/contractor valuation multiples and KPIs can be downloaded from here, including HILS

[bothdavis] 11/2/2020 16:12

Possibly, will HS2 and surrounding works have a positive effect on earnings/orders?

[philanderer] 11/2/2020 15:28

Positive government infrastructure plans ?

[philanderer] 29/1/2020 17:38

Hill & Smith has confirmed that it will be ending its 20-year relationship with KPMG in a move to fellow audit giant EY.

[joshuam] 15/12/2019 22:30

Good read that Phil, sort of gives you more confidence for the future.

[philanderer] 15/12/2019 16:44

Mail on Sunday..

Infrastructure could be a solid choice

The Tories have pledged to spend £100billion over five years on infrastructure such as roads, rail and flood defences. The cash is sorely needed and should mean more business for battle-hardened contractors such as Balfour Beatty, as well as specialists such as Hill & Smith.

The latter is a quality operator. It makes a wide range of roadside equipment, from barriers and street lighting to smart motorway signs to alert drivers if conditions are bad or traffic is building up.

Hill & Smith also makes security equipment, including bollards, wire rope and fences for huge data centres owned by the likes of Google and Amazon. It designs and produces light, super-strong materials used by various industries and specialises in galvanising metals to protect them from corrosion.

Recommended by Midas in 2014, when the shares were at £5.49, it has since soared to £14.87.

The firm has delivered consistent profit growth and raised dividends for the past 16 years, with a 6 per cent rise to 33.7p pencilled in for 2019. As a highly regarded firm, Hill & Smith should certainly benefit from increased spending on outdated infrastructure, and it has a substantial business in the US too.

[joshuam] 13/12/2019 17:28

Wow glad I’m long,for a change

[philanderer] 12/12/2019 12:25

Hi red, yes I've seen that presentation and very good it was. Good solid company.

[redartbmud] 12/12/2019 11:55

phil

Chasing you around on the boards.
Have you viewed the slide presentation, for the Capital Markets day, on the website.
I found them very informative.
No matter how many Hils I hold, I always seem to think that I am underweight.

red

[philanderer] 12/12/2019 10:36

HSBC 'buy' ..... tp 1475p up from 1315p

[philanderer] 10/12/2019 23:59

Just noticed it was Capital Markets Day today.

[joshuam] 03/12/2019 08:04

Not disappointed with share price at least we have stayed level through ex divi

[philanderer] 28/11/2019 18:17

ATG Access joins new global security venture

[philanderer] 27/11/2019 14:03

xd tomorrow morning for the 10.6p dividend

[joshuam] 23/11/2019 06:25

Ex divi 28th needs to keep rising

[philanderer] 21/11/2019 18:56

Peel Hunt reterates BUY ...tp. 1500p. Up from 1380p

[philanderer] 21/11/2019 18:37

Solid enough trading statement, just the Scandinavian negative which was already flagged.

[philanderer] 19/11/2019 19:21

Sssssshhhhhh. 😉

[joshuam] 09/10/2019 08:06

Keeping to its regular pattern 2/3% up at opening will it fall back

[philanderer] 01/10/2019 10:02

Hill & Smith acquisition a ‘good fit’, says Peel Hunt


Engineer Hill & Smith’s (HILS) latest acquisitions is a ‘good fit’ and plays into the growth in ‘security infrastructure’, says Peel Hunt.

Analyst Henry Carver reiterated his ‘buy’ recommendation and target price of £13.80 on the stock after the acquisition of Parking Facilities which ‘designs and makes various access control products, including cantilever gates, automatic barriers, automatic bollards and rising kerbs’. The shares were trading at £12.50 yesterday.

‘It will complement the existing hostile vehicle mitigation business’ offering in the UK and overseas and looks a good fit to us, playing into the growing security infrastructure market,’ said Carver.

He added that the shares traded on a multiple of 16 times earnings compared to a five-year historic average of 15 times ‘which reflects the underlying improvement in the business model’.

‘We see more to come from underlying organic growth and ongoing portfolio management,’ he said.

[philanderer] 30/9/2019 10:01

Tory conference: Government confirms £25bn for road upgrades




Looks as though nobody believes it will ever happen