Hornby Share Discussion Threads

[ynot68] 16/4/2020 20:23

Hope HRN home deliver, boom time!

[xiggly] 11/4/2020 22:26

clocktower

thats a good point that did cross my mind , not sure how close you live to the hornby site in thanet but i live very close and i know people that work there , basically they have shut the site down for a few weeks because of the virus and staff are now working from home ,
the great unknown is has the china lockdown affected production as all there stock /toys /come from china ,

bottom line is hornby will never go bust as phoenix that own hornby are in to deep and will always bail hornby out - i estimate the share price has to reach 60 -70 pence for phoenix to even break even on there investment with hornby ,only then will they even consider bailing out and leaving hornby hung out to dry as it were but i suspect greed will kick in and phoenix would keep hornby as long as possible if the S/P is rising -

as for our investment which to be blunt is all we really care about - it was starting to perk up before the virus thing which has hit the share price , or turning things around now at 30p could be an opportunity to buy when the S/P picks up again after this bit of nonesence blows over in a few months time ----

[clocktower] 30/3/2020 11:42

With people in lock-down, are more people playing with HRN stuff and buying modeling kits? Hence the increasing share price I guess so.

[rolo7] 21/2/2020 18:30

didnt hrn have china production issues years ago was the excuse so with china virus lets raise money quick?....

[holts] 21/2/2020 07:50

And of course no one has taken advantage of their knowledge of this fund raise .

[clocktower] 06/1/2020 13:23

Puffing along nicely it seems, and not before time.

[xxxxxy] 31/12/2019 10:22

Where traditional toys meet digital devices: How Hornby is staying relevant in the modern age
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Hornby chief executive Lyndon Davies with one of his company's train layouts
Model life: Hornby chief executive Lyndon Davies with one of his company's train layouts
Alan Tovey, industry editor
31 DECEMBER 2019 • 6:00AM
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The toy train company wants to marry digital technology such as iPhones and apps with its traditional products.

Miniature worlds of model trains and aeroplanes that have to be built by hand might seem outmoded in the digital age. But they’re a method of tapping into children’s creativity and developing family relationships in a way that video games never can, according to Lyndon Davies, chief executive of Hornby.



The Delaval 31 Dec 2019 9:20AM
Get Rod Stewart on the Board.....patron saint of train modellers.

[2trying] 14/12/2019 21:42

Somewhat surprised that there are no comments/opinions
on our change of advisor .

[2trying] 03/12/2019 22:25

This post is now irrelevant - so I have deleted it !!

[xiggly] 03/12/2019 19:33

As expected share price now on the way down after the feeding frenzy of the last few days , just the normal profit taking going on - dont miss the boat chaps take a bit of profit before it drops any futher as it surely is going to -

bit of sneaky money to be kept quiet from the mrs -- LOL

[clocktower] 02/12/2019 13:24

Nice to see volumes on the up as well today, and a little bit of two way traffic. Breaking out!

[holts] 02/12/2019 09:06

2trying you are not wrong , the market is with those older people who have now got money , unless of course Jeremy gets in a d robs them all , so I am thinking the business has maybe up to 25 years of life , at least on the train side , probably on the kits as well because very few want to make anything these days , fashions can change though so one never knows , would not count on it .

The shows are being well attended and it was to be noted at the most recent large one there was a great deal of spending going on.

[xiggly] 01/12/2019 17:29

HOLTS / CT

interesting points you make , i do have more than a little knowledge of hornby and on a positive note they do have the right people in place and all the rubbish " directors" have now been weeded out , whether or not those right people can save hornby is another matter , phoenix only bailed them out last time because of the very low shareprice and cannot afford to ditch hornby hence have no option but to plough more money into hornby ,

i personally feel hornby are on borrowed time or at the very least will downscale there operations to just internet selling in the next few years unless they come up with toys / things that really appeal to the worldwide younger generation , bottom line is the middle age and older hobbyists are now dying out and hornby have to adjust there products and way of thinking to the younger generation again as they did in the 60s and 70s and trust me they are very aware of that and are trying -

Good to see the shareprice rising , very much think that is only the usual xmas price rise - time to take a little profit before it drops again after xmas ?

[holts] 29/11/2019 11:34

Certainly its pointless if they have lost or can nit get cover at reasonable price , however it was the previous cretins who took the decision and I an not certain it was todo with cost then but a lack of understanding of the business , which they managed on every level .

[holts] 29/11/2019 10:58

Inventory is high for obvious reasons , fine if its sold through , they also do not get the huge cash inflow that they used to get from there extended credit scheme at this time of year as everyone paid up , I think it was a mistake for them to withdraw those facilities , it certainly means they sell less to each retailer , they were insured if the customer went belly up.

Disingenuous statement about not interfering on prices .

[clocktower] 29/11/2019 10:08

Does not take much volume to get the Puff back in the engine - next set of accounts should see the Flying Scotsman running at speed imo.

[clocktower] 28/11/2019 08:29

xiggly, I will come back to that later but thanks for your views and the debate.

Lets consider today`s figures - while dept is a serious issue now and the way I see it, so is stock BUT the stock might to a large extent just be seasonal along with some of the debt.

The positive is the traction in sales once again along with a lot of other management objectives etc.

Any comments on today's RNS ?

[xiggly] 27/11/2019 20:17

clocktower

will give you that one clocktower - lego seemed to have the right balance of what the young kids want at the right price point ----- however lets not forget you can play with a few lego bricks anywhere in the house and dont need a whole separate room in which to erect them -

lego also does not cost upwards of £150 for the very basics of train sets and the rest of the train set parafanalia --- also not to be forgotten lego does not need any basic looking after and does not go wrong as train sets do , not to also forget you do not need any nasty chemicals to clean lego as you do with a train set track -
------ big difference when comparing lego and your very expensive huge in comparison train sets -

[clocktower] 27/11/2019 16:00

Never say never - while households cannot accommodate train sets there are plenty of other avenues to go down. There is still a huge interest in all sorts of models, and demand. Let us look at another company that makes money out of model events - Live (LVCG) they build Lego displays for events around the world, and people come to play at these events in vast numbers and I guess buy the odd model here and there (they all add up. I can think of numerous other ways to make money for HRN to exploit with the vast range of models and toy brands they own.

The share is on the way up and given time a lot imo.

[xiggly] 25/11/2019 18:45

my retirement fund

i know a little bit about hornby in fact i know alot about hornby , and the retailers have never designed or manufactured any of the hornby toys , it is all designed by teams of engineers and graphic designers in the hornby margate site and then faxed over to china where all the tooling is , made in china and then shipped back to the uk and then sent all over the world ,

however you are right about the incompetent management at the time but that has now been addressed with the right people back in place -

however --- the bottom line is the reason and the main reason why they are no longer the force they once were is the younger generation to a large extent no longer want train sets and why would they when they have all there digital parafanalia , wide screen tvs , do everything mobile phones , playstations and lord knows what else ,

In reality can a train set that the child / youngster also needs a separate room for which in alot of households is just not possible ever going to compete with the little lot i mentioned above --- never going to happen hence hornbys stagnation -