Hornby Share Discussion Threads

[clocktower] 18/12/2018 08:48

I wonder how much impact the drop in retail sales is having on HRN this Christmas.

I am surprised the share price has held up as well as it has done but I would not dismiss the efforts of the current management, as the market world wide remains a large one that can still support good well run traditional toy brands imo.

While the products might not be on the top of kids wish lists, I am sure the stocking filler market for some of the companies products remains steady.

How many dads get bought a corgi car that they have either owned or dream of buying.

[cmw1] 10/12/2018 16:19

Never thought I would agree with Arthur_Lame_Stocks and xiggly but until Hornby has developed male age appropriate products I have that “sinking feeling”.

[rafieh] 10/12/2018 08:09

Xiggly,There are still a lot of kids below the age of 10 who would appreciate a nice toy car.

[xiggly] 09/12/2018 13:14

CLOCKTOWER

interesting points you make - however everybody here is missing the screamingly obvious as to why the S/P has dropped from over £1 in 2015 to 30p now , the stark reality is the younger generation no longer want ANY of the hornby products to the extent they once did and why would they as the digital age has now well and truly taken over from the traditional hornby "toys" ,

why would any young person even want a train set and the like when they have there do everything mobile phone , playstations, massive widescreen tv, ipads and lord knows what else , if you think very logically about it the only people who are still buying the hornby train sets are the middle aged and older hobbyists and they slowly but surely are becoming ill and worse still passing away hence hornbys falling sales year upon year ,

unless hornby start to create new toys that really appeals to the younger generation instead of little toy cars and toy train sets that become very boring after you have seen them go round a little toy track more than once i cant ever see the share price moving from what it has been since they had there first major profits warning back in june 2015 - that i am afraid is the harsh realty of the hornby share price --

[clocktower] 22/11/2018 15:06

ALS - I thought I had made it clear on post 108 that I had sold and taken small unexpected profits, as I had original bought in at around 32p before it tanked in March to around 20p but then I was lucky to sell down slowly but surely at above that level.

However, I do not intend buying back in even if it tanks again towards 20p until such time as there is growth, profit and the debt is sorted (if I live that long).

[rafieh] 22/11/2018 08:14

If you delay investing until all the figures are in the blue, you may end up paying 45p+

[arthur_lame_stocks] 22/11/2018 08:14

Are you joking, sales are still falling, it's still losing money, it's a dreadful moneypit. By the way you've changed tack clocktower, have you sold?

[rafieh] 22/11/2018 08:11

Clock tower, The business is about to come out of 3 year drought. The debt is being slashed, the losses are being rapidly curtailed. This is not the time to predict sub 20p SP!

[clocktower] 22/11/2018 08:03

A better picture but still a long way to go - the staff reward scheme may help but it will not solve the underlying problems and lack of sales.

The share price should be back below 20p imo but until such time as the debt is cleared and the company is making reasonable profits, one that I will keep clear of.

Good Luck though if your holding.

[clocktower] 05/11/2018 17:10

Well the share price has slipped as expected but I expect if they have started discounting as you suggest, things may be a bit worse than most were hoping for - fortunately I took some profits and I will wait a little longer before buying back in, as I think it could yet slide again due to the present high street problems.

[2trying] 27/10/2018 22:53

Hi CT - on the Argos website , one item is reduced...

It's the "Santa Claus" express - down from £69.99 to £49.99 .

So I've snapped one up !!

Now , bearing in mind it contains track , controller , engine and two trucks -
should I give it to one of grandkiddywinks , or add it to my layout as a
semi-independent dockyard spur ?


Hmmm....going to have to buy another one aren't I ?


Open letter to Hornby....if you did a "girl" version of this I would have to
buy a load of them for other grandkiddywinks!!

[clocktower] 11/10/2018 20:54

Thanks 2t - that was interesting. However, the likes of Argos sometimes do the sorts of deals that allow suppliers to put in loads of stock (at their risk), as long as they pay for the advertising in the catalogues and these days I guess online blogs etc. However, it is really good news to know there will be no discounting, as even if there even if they are making contributions for advertising, it will have the effect of getting it out there and building goodwill plus gain sales, which this year maybe very good on the back of Channel 5 TV show - The Great Model Railway Challenge - which the second program is showing tomorrow at 8pm



Still with the market as it is, I think it maybe worth holding on a bit before topping up as the share price could slip a bit yet imo

[2trying] 09/10/2018 22:54

Hi CT - this may be of interest to you .

Now , I have a huge amount of Hornby - engines , rolling stock ,
track , etc . It's a hobby . I have to say that my main interest is
is fact building scenery , communities with shops ,dockyards etc.

However , I do buy "sets" etc from Argos , as they are normally
heavily discounted .

Not any more - and I note the RNS's and your comments thereby .

If you nip onto the Argos site you will find a fair old amount
of Hornby is available for purchase .

No discounts whatsoever .

As Argos are no fools , very professional , and go for fast turnover....

I can only assume Hornby products are selling well .

What thoughts ?

JT .

[clocktower] 09/10/2018 11:58

I expect the sales today are the result of the pressure the retail sector is finding itself under in addition to the general depressed state of the market. Though I think the market correction was overdue.

Will this go back down to sub 30p due to profit takers jumping ship, before we head towards getting some Christmas trading statement maybe?

[clocktower] 08/10/2018 17:17

More new videos on you tube recently - so,e sets are outstanding:

[clocktower] 08/10/2018 09:31

Has anyone watched the Channel 5 programme?



Every episode may help Hornby.

[clocktower] 29/9/2018 18:11

The great model railway challenge on Channel 5 coming soon, should result in a huge shot in the arm for Hornby sales this Christmas.

This program series will be the trigger to get a lot of retailers buying stock, I expect.

Watch the share price rise in the coming weeks imo.

[xxxxxy] 26/9/2018 22:25

Still thinking about this.

[clocktower] 26/9/2018 19:07

Good question ALS. Answer, is because the bottom line is that the business has turned the corner, and it just needs a little bit of good fortune, by having a good Christmas season, and the share price should return towards 75p+ after Christmas, before then I expect it may reach 50p as retailers stock up, and the rumour mill works away, let alone a possible bid for the business with great brands and a management that knows what it is doing, and on top of that they have invested personally buying stock in the market not many months ago.

What do you think the Warner Bros deal is worth?

Next you might see a F1 deal or Disney.

[arthur_lame_stocks] 26/9/2018 17:38

Personally I still don't see any reason to hold these shares at this price. In a best case scenario, that is the company recovers to health on current turnover growing modestly the shares are worth maybe 20p. In a worst case scenario the company goes bust.

Why bother holding these?

[clocktower] 26/9/2018 07:48

The corner has clearly been turned and the Group position looks stronger as the losses have been curtailed to the extent that there was a net cash position.

With deals like Warner Bros starting to kick in and hopefully a good Christmas , and margins increasing things are looking up, and I like the fact that LD is saying "As it currently stands, the trading outlook is in line with the Board's expectations."

So clearly back on track since August 31st.

The share price might take a hit this morning but I think it will recover very quickly over the a short period of time.

[rafieh] 26/9/2018 07:14

The statement released today is more positive than the last few trading statements and results issued by the company over the last 2 years. We are at the beginning of a major turnaround. The share price will recover out of the 3-year range over the next 12 months.

[clocktower] 17/9/2018 16:26

What a super RNS today, it looks as though it could continue to recover to some of its former highs within a reasonable period of time.

International sales should be huge imo.

[rafieh] 17/9/2018 13:35

Excellent news and the share price is threatening to break out of the 3 year range. If it does, doubling up from here may not even take a year.