Hill & Smith Share Discussion Threads

[philanderer] 18/7/2022 11:46

Not gone down too well .

[suetballs] 18/7/2022 07:23

CEO gone and on gardening leave.
Wonder if he has gone to a competitor?
However numbers appear to be on track - something at least I suppose.
No doubt the share price will tank.
Suet

[philanderer] 28/6/2022 00:18

Over the weekend the G7 announced a £500billion infrastructure package to help developing countries.

It has been touted as an alternative to China’s Belt and Road Initiative, which pumps billions into countries around the world to fund projects from buildings to roads.

[philanderer] 14/6/2022 11:07

HILS hitting a two year low. Chart support hopefully at 970p.

AHT in the same boat.

[philanderer] 13/6/2022 15:04

Purchase by Chair....

4,130 at GBP11.94615012

[philanderer] 31/5/2022 11:51

xd tomorrow morning for the 19p dividend (a day early due to long holiday weekend)

[redartbmud] 25/5/2022 13:06

A new management team, a new managemant structure and a greater focus on business in the USA where there are greater and better opportunities for growth.

[philanderer] 25/5/2022 12:47

Shore Capital raises Hill & Smith to 'buy' (hold)

[philanderer] 24/5/2022 14:07

24th may Peel Hunt buy tp 1950p

[philanderer] 24/5/2022 10:31

Good update on a poor market day.

[philanderer] 23/5/2022 16:38

AGM and update tomorrow

[philanderer] 03/5/2022 10:49

HSBC cuts Hill & Smith price target to 1,600 (2,010) pence - 'buy'

[philanderer] 15/3/2022 10:47

Up nicely monday and all given back today . What a nonsense.

[philanderer] 14/3/2022 10:59

Berenberg cuts Hill & Smith price target to 1,825 (1,995) pence - 'buy'

[redartbmud] 10/3/2022 10:55

Yup. Says it all.

[philanderer] 10/3/2022 10:49

Well pleased with those results. Quality management here.

[philanderer] 04/3/2022 12:32

Prelims next thursday

[km18] 18/2/2022 17:43

...from last year...

Company overview:Hill & Smith Holdings is a manufacturer and supplier of infrastructure products and galvanizing services. Company’s ambition is to create sustainable infrastructure and safe transport through innovation. HILS’ focus is operating in niche markets, and at the heart of their strategy they put services, margins, and product development, based on geographically well-diversified portfolio of projects. The company operates through 3 divisions: road and Security, Utilities, and Galvanizing Services, with Road and security dominating their results. 71% of the operating profit was generated on US soil, and 26% was from UK. HILS has followed a blended approach towards growth with good CapEx and numerous acquisitions over the years. Main drivers of the markets where they operate are enabling technology, decarbonisation, and sustainable construction materials.
Fundamentally, the company is well-balanced. Yes, there is goodwill from the acquisitions, which has been impaired last year, but looking and their operating performance this does not seem alarming. Cash flow last year was negative, primarily due to big debt retirement figure, and revenue is growing at 7.16% CAGR. The growth in revenue should be observed with attention, as biggest markets where the company operates UK and US are planning to commit big budgets on infrastructure and HILS has prepared by investing in additional capacity. This is in line with management’s plan to focus on organic growth in the coming periods. Higher cost of raw materials was playing against the company, but good growth prospects from exposure to “mega-trends” are balancing out the effect so far, but should be taken into consideration for the coming periods as well. Interim reports are positive with strong growth in operating profit and 350bp raise in the margin.
From operating efficiency point, the company benefits from a decentralized autonomous operating model. In simple terms, managers in the regions can act swiftly to changes in trading conditions, which is very important when we consider business’ dependence on raw materials. HILS have been smart also with regards to ESG, because this opens the door to the $1tn budget that just went through Senate. Biden’s administration clearly stated the ESG considerations are a focal point to the award of public works contracts, and HILS has a well established ESG strategy to exploit that....

...from WealthOracleAM

[philanderer] 28/1/2022 19:30

Biden in Pittsburgh to give talk on $1tn infrastructure plan following bridge collapse

[philanderer] 14/1/2022 00:24

Seems to be a rotation in the market from 'growth' to 'value' stocks.

[philanderer] 12/1/2022 18:41

joe, good luck with that. I've never done it. I'd be interested to see how your trades go. So what's your position at the moment ?


Sh1te day, sh1te week.

Support at 1500p hopefully.

[gswredland] 12/1/2022 14:41

Yes. Obviously not helping. Hadn't thought of that Phil
Still plenty of other work

[philanderer] 12/1/2022 14:30

This definitely not helping the shareprice..


Government delays more all-lane smart motorways for five years