Lords Group Trading Share Discussion Threads

[simmsc] 09/12/2024 22:19

This thing never seems to find a solid floor. It keeps finding another one further below.

[brummy_git] 07/10/2024 08:46

Tidy bit of the balance sheet & cash management from Lords today.

All the details & commentary wrt the £7.1m sale & leaseback of their Heathrow site.

[dr biotech] 10/9/2024 15:36

Big question here is who knew about the weak update before the market… this is hinted at in the IC. Long term should do ok if the market improves with the govt house building targets.

[brummy_git] 10/9/2024 07:21

Video interview with CEO Shanker Patel & CFO Stuart Kilpatrick of Lords Group Trading.

[brummy_git] 10/9/2024 07:03

Challenging conditions for UK builders merchant & heating/plumbing products distributor Lords, but better times ahead expected in 2025.

All the news & commentary here.

[dr biotech] 10/9/2024 06:41

Don’t see any reason for the recent decline…

[qs99] 10/9/2024 06:23

Decent update IMO....business being valued too low IMO, will continue to add in the 40s as even here the EV/EBITDA ratio will continue to decline....DYOR

[qs99] 09/7/2024 10:16

Looks overdone IMO this fall, maybe today's blue has indicated the floor? DYOR...

[pireric] 20/6/2024 07:01

@Brummy_git

LORD is definitely not on a 14/22% FY24/25 FCF yield. Those numbers must be a horrendous error from Cavendish or it will be some flawed methodology like ignoring lease repayments and lease interest costs

Eric

[brummy_git] 20/6/2024 06:22

All the news & commentary wrt today's in line trading update from Lords

[zho] 15/5/2024 10:27

Thanks for the interview Paul.

Any idea why the PBT came in lower than in the 24/1/24 TU (at £10.4m rather than £11m) when revenues were exactly in-line and EBITDA marginally ahead of the TU figures?

[brummy_git] 15/5/2024 06:36

Following today’s ‘in line’ FY’23 results, CEO Shanker Patel & CFO Chris Day of Lords Group Trading - a specialist UK builders merchant & heating/plumbing products distributor – take me through:

00:00 State of the market & Lord’s key USPs.
07:15 Financial highlights & key messages
12:30 Group’s response to tougher macro conditions
18:05 Industry shift to heat pumps
23:30 Outlook for next 12-24 months

[brummy_git] 15/5/2024 06:06

All the commentary & analysis here wrt today's 'in line' FY23 results from building products firm Lords Group Trading.

[qs99] 31/1/2024 08:18

Good strength still, may see back of 60p it looks like IMO.DYOR

[qs99] 29/1/2024 16:04

Nice moves still, broker target price over £1 so IMO a long way to go and v. tightly held, so good news & we should get a nice squeeeeeze! DYOR

[balcony] 26/1/2024 14:40

Up 20% since the morning of results.

[qs99] 26/1/2024 13:02

Really interesting recovery play IMO, thanks for highlighting it Brummy. Have managed to accumulate a small stake this week.

DYOR

[brummy_git] 20/1/2024 06:09

Lords was discussed here yesterday on Vox Markets (starts 43:50). Best recovery play for 2024

[brummy_git] 02/2/2023 07:36

A spot of corporate spring-cleaning today from Lords

All the details here.

[blackhorse23] 25/1/2023 14:01

Reduced my stake & bought CURY

[brummy_git] 25/1/2023 08:16

Lords CEO Shanker Patel & CFO Chris Day take me through today's upgraded FY22 guidance.

www.linkedin.com/posts/paul-hill-a5994116_qa-with-lords-group-trading-ceo-shanker-activity-7023925946785091584-YMMh?utm_source=share&utm_medium=member_desktop

[brummy_git] 25/1/2023 07:08

Another encouraging trading update today from best-in-class UK builders merchant & specialist heating/plumbing products distributor Lords.

All the news & commentary here.

www.linkedin.com/posts/paul-hill-a5994116_lord-lord-lord-activity-7023908374488481792-bhNt?utm_source=share&utm_medium=member_desktop

[brummy_git] 12/1/2023 07:39

Today's £6.3m property purchase near Heathrow - says to me trading at builders merchant Lords Group Trading continues to be strong.

All the details here.

www.linkedin.com/posts/paul-hill-a5994116_lord-lord-lord-activity-7019204462435016704-dTIQ?utm_source=share&utm_medium=member_desktop

[brummy_git] 29/11/2022 07:43

Another fast growing, profitable & cash generative 'fallen angel' that investors can kick the tyres on.

Find out why Lords fits the bill here.

www.linkedin.com/posts/paul-hill-a5994116_lord-lord-activity-7003261526794981376-0x-y?utm_source=share&utm_medium=member_desktop