Lords Group Trading Share Discussion Threads

[km18] 06/9/2022 13:52

Lords Group Trading posted Interims for the HY ended 30th June 2022 this morning and they were impressive. Revenues grew 19.7% to a new record £214.2 million, adjusted EBITDA was up 27.1% to £14.2m and adjusted basic EPS was up a more modest 4.3% to 3.87p. Trading continues in line with market expectations for FY22, being for revenue of £435.0 million, adjusted EBITDA of £26.0 million and adjusted profit before tax of £16.0 million. All would count as another year of bumper growth, the last would be roughly double the FY21 total. Acquisitions are helping to drive the stellar growth rates, four acquisitions were completed in the HY period...

...from WealthOracle

[brummy_git] 06/9/2022 07:41

Cracking H1 results today. All the news & commentary here

www.linkedin.com/posts/paul-hill-a5994116_lord-lord-lord-activity-6972797546519785472-E5nG?utm_source=share&utm_medium=member_desktop

www.linkedin.com/posts/paul-hill-a5994116_video-lords-group-cfo-discusses-record-activity-6972809926691676160-8Xq5?utm_source=share&utm_medium=member_desktop

[brummy_git] 05/8/2022 15:45

LORD discussed here today (starts 16:30)

www.linkedin.com/posts/paul-hill-a5994116_stocks-to-follow-on-vox-markets-5th-august-activity-6961333951869132800-MOyn?utm_source=linkedin_share&utm_medium=member_desktop_web

[brummy_git] 29/7/2022 10:57

Continued positive progress at Lords. All the details here.

www.linkedin.com/posts/paul-hill-a5994116_lord-lord-lord-activity-6958735552636403712-zAlE?utm_source=linkedin_share&;utm_medium=member_desktop_web

[km18] 15/7/2022 13:45

...from last month...

Lords Group Trading Limited encompasses departments focused on building, plumbing and heating.  As a result, these services are developed and distributed to local and medium construction companies and retail customers. Consequently, it implies that the firm is segmented into two main divisions, Merchanting and Plumbing and heating, where products and services are delivered to independent merchants, installers through online channels in the UK.  Given that the group offers its customers an attractive proposition through a multi-channel offering, Lords Group Trading Limited enhanced profit before tax to £8m from £3.6m in 2021. Considering the profit hike of 122.1%, EPS grew 95.3%, signifying that shareholders are able to optimise theirs returns on investments, illustrated by the organic and solid dividend yield of 2.28%. This evidence suggests that the firm has adopted a conservative dividend policy to reward its shareholders. The corporation captured intrinsic value since the security is trading at an EV/EBITA of 8.87x. From a liquidity perspective, net cash was optimised to £6.3m from (£22.9m) debt in 2021, hence the firm can continue trading at a going concern, which in turn signifies that operating, investing and financing activities are funded effectively. This is explained by the significant shift in working capital policy, as Lords Group Trading Limited adopted a conservative working capital policy to have cash reserves to support corporate objectives while improving its highly-geared position.  This plausible financial information is efficiently incorporated into the firm’s P/FCF of 7.8x, which is currently standing above the Trading Companies & Distributors industry P/FCF of 5.2x. Despite the growing demand for its building materials products and plumbing services, the firm’s P/E reached 10.8x, below the trading companies & Distributors industry P/E of 15.5x, thus the security is undervalued and is expected to surge in value, displayed by the emerging P/B of 2.97x....


...from WealthOracleAM

[brummy_git] 29/6/2022 06:51

Another positive update today from LORD - saying that it was trading in line with FY'22 expectations.

To me the stock looks remarkably cheap. Find out here why.

www.linkedin.com/posts/paul-hill-a5994116_lord-lord-lord-activity-6947801605266157568-9JgD?utm_source=linkedin_share&;utm_medium=member_desktop_web

[brummy_git] 24/5/2022 07:15

Terrific insights & positive guidance from CEO Shanker Patel & CFO Chris Day wrt today's record 2021 results from Lords Group Trading

www.linkedin.com/posts/paul-hill-a5994116_qa-with-lords-group-trading-ceo-shanker-activity-6934763155000573952-LzkS?utm_source=linkedin_share&utm_medium=member_desktop_web

[brummy_git] 24/5/2022 06:28

Positive 2021 results & outlook today from specialist UK builders merchant & heating/plumbing products distributor Lords Group Trading

Find out all the investor commentary here.

www.linkedin.com/posts/paul-hill-a5994116_lord-activity-6934750420724531200-ITfO?utm_source=linkedin_share&utm_medium=member_desktop_web

[brummy_git] 26/4/2022 08:38

LordS remains on track despite being affected by S/T boiler supply constraints.

All the details here.

www.linkedin.com/posts/paul-hill-a5994116_lord-lord-lords-activity-6924632629552017408-Nxux?utm_source=linkedin_share&utm_medium=member_desktop_web

[marcu saurelius] 26/4/2022 06:53

Profit warning

Customer demand has also remained strong across the Group's Heating and Plumbing division ('H&P'). However, APP Wholesale Limited has not been immune to industry wide boiler supply constraints on account of boiler component shortages and the limited boiler supply has had a progressively negative effect on the division's revenues throughout Q1 FY22, with Q1 H&P FY22 division revenues approximately 12.0% below the same period last year.

Whilst the impact is expected to be felt more acutely in revenue terms in the months of April and May 2022 as lower stock availability and supply constraints persist, underlying customer demand remains strong and indications are that the boiler supply issues will ease later in FY22.

[brummy_git] 08/4/2022 13:58

Agile, entrepreneurial & passionate are the hallmarks of successful firms, like
Lords Group Trading. A rapidly expanding, UK specialist builders merchant & heating/plumbing distributor.

Here, CEO Shanker Patel explains LORD's strategy & L/T growth plans.

www.voxmarkets.co.uk/articles/q-a-with-lords-group-trading-ceo-shanker-patel-eea649a

[brummy_git] 01/4/2022 07:35

Today Lords announced two synergistic ‘bolt-on’; acquisitions – both of which I believe will be earnings enhancing & importantly value accretive.

Find out all the news here.

www.linkedin.com/posts/paul-hill-a5994116_lord-lord-activity-6915560703256862720-0TOo?utm_source=linkedin_share&utm_medium=member_desktop_web

[cirlbunting1] 06/2/2022 19:54

BULL & BEAR summary.

[masurenguy] 30/12/2021 15:38

A becalmed thread. Good interims but no news since then. Watchlist stock - no position as yet.

[nw99] 27/9/2021 07:34

High expectations for results tomorrow