Howden Joinery Share Discussion Threads

[brahmsnliszt] 26/1/2015 08:49

Slow solid growth. Just what investors like.Keep going.

[cockneyrebel] 23/1/2015 08:29

New all tim high for HWDN this morning :-)

CR

[allstar4eva] 22/1/2015 20:18

Chart looks like it is itching to surge north. If the market stays strong this could make a significant move imho.

[cockneyrebel] 22/1/2015 16:05

Another new closing high today by the look of it.

Firmness up to the results now imo.

CR

[scrabble1975] 22/1/2015 01:04

Looking wellPlaced for a move north here.

[powerpack] 21/1/2015 12:25

Getting ready to blow?

[cockneyrebel] 20/1/2015 16:37

New closing high - much stronger volume since that low on Jan 6th too.

CR

[phowdo] 20/1/2015 16:34

Is that a sober look? :)

[brahmsnliszt] 20/1/2015 16:31

Looking good.

[cockneyrebel] 20/1/2015 14:34

Going great today.

CR

[cockneyrebel] 20/1/2015 08:36

Through the recent closing high - start of a rally up to the results?

CR

[phowdo] 19/1/2015 08:47

400p turning into a support level - If indices turn down then it could break but looking good for now

[cockneyrebel] 19/1/2015 08:26

Big big trade at the close on Friday 2.5m @ 408.2p - highest price trade of the day.

A big buyer in here imo.

CR

[allstar4eva] 17/1/2015 21:54

Nice hammer with volume yesterday - I wonder if that's the reversal?Speaking to a couple of independent kitchen stores in London recently they both said things are very busy. Anectodal and probably not important as only a few stores but worth a mention.

[cockneyrebel] 16/1/2015 16:42

From Berenberg today:

"With a 63% gross margin, we believe EBIT margins can rise from
their current 14.9% level to high teens in the medium term as
volumes in mature depots increase; depots mature; and as price
increases are pushed through."

Well if sales continue to rise as they have done and margins rise into high teens Ebitda then HWDN is going way higher imo.



"The Howden stock price had a volatile 2014 as investors weighed up the
strengths of the Howden business model versus the concerns about a
slowing UK housing market. However, the successive increases in profit
guidance – particularly after the key trading period in October and
November – resulted in total UK sales coming in at £1,070m, up by 14% and
by 11% on a same-depot basis. This lfl progress improved as the year wore
on, resulting in 2014 consensus EPS standing 23% higher than it did on 1
January 2014. We believe this demonstrates that the underlying drivers of
the business are very much in place."

490p target.

All imo/dyor etc

[essentialinvestor] 16/1/2015 12:54

oh I did my years at the coal face bt, smiling at people I would much rather
kick in the eye, life could be a lot worse yes, very fortunate in that respect )

[badtime] 16/1/2015 12:49

You have such a cushy life ..I'm on a quick coffee break then back to work in someone's back garden pruning there trees and shrubs ..enjoy :)

[essentialinvestor] 16/1/2015 12:40

dlku, you're a veritable ray of sunshine


bt, recovering from a late one last night so that passed me by,
strong cup of tea while watching The Professionals on ITV3 atm.

[badtime] 16/1/2015 12:36

EI..my wow was a sarcastic one..I don't really rate Jeffries opinion that highly :)