James Halstead Share Discussion Threads

[zeppo] 07/1/2016 19:14

Wad collector

Is the 5% with the Feb special divi?

Sold 1K at 5.1 but have kept a useful amount.

Out of CNA and into NG, HHI.and PNN a couple of weeks ago.

Not looking too bad a decision currently.

Water companies will not need to capitalise new reservoirs etc or anyone have to capitalise a National Water Grid if the present weather trends continue but the will have to work at keeping the water drinkable.

z

[wad collector] 07/1/2016 15:07

457 will do ; 5% in 2 months is ok , could have held for the dividend and be 4% down.

[wad collector] 05/1/2016 09:48

Might be time to buy back my holding looking at the drop , though spread still a bit wide.

[saint or sinner?] 18/12/2015 21:54

wad collector - if they sold it what would they do with the proceeeds? They would look for a JHD type company to invest in/ take over. Hence I'm sure they are very happy with (not listening to) the status quo.

[gripfit] 03/12/2015 10:58

not many buyers out there for this business at this price imho

[wad collector] 03/12/2015 09:50

Would the Halstead family really sell out the family business?
I guess if the price was high enough .

[greatgiginthesky] 02/12/2015 21:49

Of course the answer is - could be. But the p/e ratio is so high now that any purchase would be highly dilutive for the purchaser's shareholders, so I doubt it.

[rvsy38] 02/12/2015 18:14

I am a recent shareholder. Does anyone think that they could be a bid target ?

[trigger blade] 02/12/2015 17:35

People have been saying that for a long time (me for one in June 2014 when they were at 300p).

I said I'd never sell my modest amount, but this has really tested me and I unloaded half today.

[gripfit] 02/12/2015 16:47

looks a bit lofty now,,,, must run out of steam very soon.

[wad collector] 02/12/2015 12:15

Wow , 530 ; time to sell my final holding .No news I can find.
Oops , I sold my last holding on Monday . Ah well ,sell and regret.

[zeppo] 01/12/2015 10:26

wad collector

My selling of some BA. was prompted by a story that the Saudis inferred that if they continued to get criticism over their human rights etc they may not continue to buy British.

Currently wish I had not seen that story.

My most positive move over the past twelve months has been to build up an interest in Pennon which has better divi growth prospects than UU. Now hold both.

Should I take a hit on CNA with this warm weather and possibly Shell acquiring BG.?

Also nervous on GSK.


z

[wad collector] 30/11/2015 23:36

I hate watching paper profits fade away , more than I hate missing bigger gains.
QQ still looks a bit vulnerable to me ; it is not cash generative enough and carries too much hope of future earnings for me. I may yet snaffle some back. I keep adding SSE , I can't resist the yield. Good luck with your Blue Chip switch.

[zeppo] 30/11/2015 17:32

wad collector

Never wrong to bank a profit, so they say.

And you may have sold with the current divi as a bonus.

Pity you did not get back into QQ. at the right price, as that is still rising.

I sold some of our BA. (cum divi paid today)before the Paris atrocities and the current spending promises by HM government. Added GSK to pick up their next divi and the 20p bonus. GSK down and BA. up since I did that. Sweating on GSK getting further drugs approvals in the next couple of months/years otherwise I have boobed.

z

[wad collector] 30/11/2015 16:41

Sold my last holding for 485 . I think this is a great company but think the share price has got ahead of itself .

[wad collector] 27/11/2015 18:15

Perhaps I am missing something , but is the news of a 7.8p special dividend and inline results worth the 28p share price rise?

[henchard] 27/11/2015 12:08

I'd been hoping for a special dividend to mark the company's centenary year and management have obliged at the AGM, announcing:

"I am pleased to announce that the Board are declaring a special dividend equal to 100% of the final dividend i.e. 7.858p per ordinary share. The special dividend will be payable on 26 February 2016 to those shareholders on the register at the close of business on 18 December 2015."

[greatgiginthesky] 29/10/2015 17:27

wad,
Back in June in post 1060 I had my tongue firmly in my cheek when I said I would wait until 500p before selling. I agree with you that this share price is defying gravity at the moment, but as I said back then I do not trade on the back of unexplained runs, so it still a hold for me.
Good luck all.

[wad collector] 29/10/2015 14:51

Spoke too soon ; got rid of half of my remaining shares at 466.
I like JHD but suspect I will be buying these back at a significant discount soon.

[wad collector] 29/10/2015 14:18

The share price has been creeping up today and it is predominantly Buys , but the MMs are stubbornly not rising the offer price so the spread is opening. At some point they are going to have to raise it . And then they can have half of mine.

[welloiledbeefhooked] 26/10/2015 20:31

James Halstead celebrates it's 100th anniversary this year. What better birthday present could there be than a special divi.

[gripfit] 26/10/2015 18:27

even less reason to buy !! but well done to all who are holding on , a 1 billion pound company beckons.

[zeppo] 26/10/2015 14:28

Cum divi till 5th Nov.

Will a special divi be annonced at the AGM.?

Regret halving my holding some time ago.

Z