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Share Name Share Symbol Market Type Share ISIN Share Description
Latham (james) Plc LSE:LTHM London Ordinary Share GB00B04NP100 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -20.00 -1.6% 1,230.00 1,200.00 1,260.00 1,235.00 1,215.00 1,220.00 9,260 10:31:56
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 250.2 18.6 75.4 16.3 245

Latham (james) Share Discussion Threads

Showing 1051 to 1075 of 1075 messages
Chat Pages: 43  42  41  40  39  38  37  36  35  34  33  32  Older
DateSubjectAuthorDiscuss
25/11/2021
22:48
Surely the market should recognise that the acquisition made during the period will enhance future earnings. Smart move by Lathams. This share is great value for money, which has yet to be realised.
jimboyce
25/11/2021
17:15
guess market participants think the figures will be impossible to replicate next year, so this marks the most profitable 6 months, also wary of cyclicality of timber and the supply chain difficulties though, if anyone can negotiate these, then Latham with its 260year history, connections and strong balance sheet which allows it to hold plenty of stock ought to be able to. Despite all this, the shares appear pretty good value to me, others views sought, main drawback is possibility of writedowns on stock held when normal market conditions resume. welcome news on the pension deficit that's been a bugbear for many years.
mw8156
25/11/2021
16:53
Just imagine if they'd brought out poor results...
cwa1
25/11/2021
12:22
Bit of a damp response to these spectacular results.
jimboyce
23/11/2021
22:47
figures on Thursday ought to be excellent will be interesting to hear how they're coping with the supply chain problems at ports and with drivers.
mw8156
11/11/2021
15:47
Good idea. They did a 4 for 1 scrip issue in Jan 2005 so it's been a while. Didn't realise I had held them since 2004 until I checked. How time flies.
alter ego
11/11/2021
14:50
Perhaps the directors should be asked to consider a share split to make the share more marketable to joe public. Say 10 for 1 would do the trick.
jimboyce
05/11/2021
06:10
Noticed that three large share sales (totalling over £2m) went through just before market close yesterday, priced at around 1100 when the mid price was nearer to 1250.
faxglacier
03/11/2021
14:34
Agree, it is undervalued.In their first 4 months their pre-tax was £18.6m, the same as what they made for their last FY.I'm hoping their latest acquisition was to maximise further their already increased margins and possibly relieve any Irish bottlenecks they may have been experiencing, rather than they have been struggling to meet demand due to supply issues.
disc0dave45
03/11/2021
12:21
Underpriced by market in my opinion.
jimboyce
03/11/2021
11:15
Any theories on the reason for the increase this morning?
faxglacier
03/11/2021
09:42
Pondered a top up yesterday-but thought I had enough already. Swithered about it but "put it off until tomorrow" to make a decision, as nothing much is likely to happen. Ooooops :-)
cwa1
25/10/2021
09:48
purchase is a traditional NI business closes for the '12th day' in the summer etc.
mw8156
25/10/2021
06:29
25 October 2021 James Latham plc ("James Latham" or "the Company") Acquisition James Latham is pleased to announce that it has acquired the entire issued share capital of Sarcon (No 155) Limited and subsidiary companies ("IJK"). The trading subsidiary, IJK Timber Group Ltd, trades as IJK Timber and Northern Hardwood, and operates from two sites in Northern Ireland, offering a comprehensive range of panel products, softwoods and hardwoods. The Company has acquired IJK for GBP4 million, plus or minus a net asset adjustment based on estimated net assets of GBP3.5m. The consideration will be satisfied in cash from the Company's existing resources. For the year ended 30 September 2020, the turnover of IJK was GBP8.8 million and EBITDA was GBP507k. Founded in 1799 as Irvin Sellers, IJK has for many years successfully provided the Irish market with quality panel products and timber. Commenting on the acquisition, Nick Latham, Chairman of James Latham, said: "We are delighted to have acquired IJK which will allow us to increase our panel product and timber offering in Northern Ireland. We see a great opportunity to further grow and develop our products in Northern Ireland, which will complement our Abbey Woods business in the Republic of Ireland and the business we do into Ireland from Leeds. We have known the IJK directors, Graham Knox and Peter Elwood, for many years, and are excited to be working with them and the whole IJK team and welcome them to the Latham family."
cwa1
13/10/2021
16:27
Don't quite know why it's dropped back recently tbh.As posted previously, even if they shut up shop and spend all of H2 fishing or whatever they fancy, they'd still make 75p eps for the year, so an undemanding PE of 17x.
disc0dave45
13/10/2021
15:16
Gently inching ahead today
cwa1
13/10/2021
08:21
Saw that and wondered how much of a read across to "us" there might be. Can't be bad news IMO
cwa1
13/10/2021
07:32
interesting quote from BRCK trading update this morning: "the Taylor Maxwell timber division has delivered exceptional revenue and profitability since acquisition, as material shortages drove unprecedented price increases. Timber prices in recent weeks have since reduced from this peak but remain higher than last year."
alter ego
07/10/2021
11:38
Would guess construction firms will be stockpiling materials to try and minimise project delays, so good news for LTHM and would imagine they can easily pass any additional costs they incur to their buyers.
disc0dave45
07/10/2021
11:19
Reports lately of large price increases on timber (see example below), particularly sawn and plywood. Not sure how this plays for Lathams. If they maintain margins, profits rise but can they? If they absorb rises profits suffer. Demand may shrink if projects are deferred. Small builders struggling to get other materials, eg cement, may have to hold off buying timber if work is held up. Larger house builders and construction generally may review whether projects make financial sense. All in all a difficult environment to forecast impact. hTTps://www.shedstore.co.uk/buy-now-prices-must-go-up-shs
alter ego
07/10/2021
10:56
Nice to see a gentle upwards movement share price wise
cwa1
06/10/2021
14:07
https://www.ii.co.uk/analysis-commentary/share-sleuth-new-holding-offers-chance-diversify-ii521576
cwa1
01/10/2021
16:00
Certainly the share price took a hammering today , time will tell if this is a great buying opportunity but I am happy to sit on hands.
wad collector
01/10/2021
15:33
Taken a few more at just under 1080p. The 25/8 trading statement looked worthy of more than the current downhill ski slope of a chart. I suppose the caveats must be things like input costs/fuel/shortage of drivers/difficulty in obtaining supplies, etc, etc-but hopefully they're shrewd enough to cope with most of these issues, or at least ameliorate them by passing what they can on to the customers. As ever, fingers crossed :-)
cwa1
20/9/2021
16:09
https://www.ii.co.uk/analysis-commentary/richard-beddard-small-cap-gem-may-well-be-worth-some-your-money-ii521423
cwa1
Chat Pages: 43  42  41  40  39  38  37  36  35  34  33  32  Older
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