Safestyle Uk Share Discussion Threads

[funkiemunkie] 23/3/2017 07:39

What the saying, buy cheap, but twice

[funkiemunkie] 23/3/2017 07:37

No position, just stating facts

[discodave4] 23/3/2017 07:37

Yep, everything ticking along ok.Not too happy there is no special div this year, net cash down slightly but at least 4p special could have been accommodated IMO.DD

[tintin82] 23/3/2017 07:11

Very healthy and positive all round.

[shaker44] 23/3/2017 03:10

Ignore the little monkey. No company with bad products thrives as sfe does.

[discodave4] 22/3/2017 21:59

Their taking market share so doesn't say much then for the others.That said funkie is biting the hand that apparently feeds him...........strange!.DD

[tintin82] 22/3/2017 20:55

Clearly shocking. Shocking good if their business performance is anything to go by.

[imranawan] 22/3/2017 20:39

Do you have a position in £SFE FunkieMunkie?

[imranawan] 22/3/2017 20:39

Do you have a position in £SFE FunkieMunkie?

[funkiemunkie] 22/3/2017 19:51

Well i repair windows for a living, and this companies frames & manufacturing skills are shocking

[discodave4] 22/3/2017 18:11

Good luck all for tomorrow.Want to see some positivity from BoD tomorrow, factory extension done and s special div 6p/7p.......still generating oodles of cash so give us some extra income - last 12m capital returns not been up to much!.DD

[imranawan] 22/3/2017 11:01

Thanks tintin - nice to see some familiar holders on the board.

[tintin82] 22/3/2017 10:39

Steady as she goes me thinks. Nothing suprising either way. Special D would be nice, but not holding out.

[imranawan] 22/3/2017 10:18

What do people think the outlook statement will be tomorrow? We already know results will be in line for FY 2016 but I'm not expecting a special dividend, given the slightly cautious stance they took on the outlook.

[discodave4] 28/2/2017 08:14

They keep dropping it at open and keeping it below ~300.

[discodave4] 13/2/2017 09:29

Why the need for a coo?DD

[tintin82] 10/2/2017 11:19

Very strong. I thought this would fall lower from the previous high, but look like it's heading straight back up. Quality growth is certainly in demand.

[tintin82] 03/2/2017 08:37

Agreed. TBH Simon doesn't have the best track record, like most pundits. He is wary and selling as he was burnt numerous times last year with his disastrous forray into Chinese sportswear companies, and scams such as Globo. Understandable, but ignores the quality of growth. The fact remains, this is a quality growth company with an excellent management team.

[shaker44] 31/1/2017 15:45

I think so. Simon Thompson gave them a negative outlook yesterday in investors chronicle but I think he reads it wrong. They are very strong competitively in their market and I believe their sales engine is stronger than minor changes in price competition. I like this pullback as I see it as a great opportunity to top up again, and expect a re-rating at next results runs. So no rush....

[rgjbenson] 31/1/2017 14:56

Time to top up?

[shaker44] 24/1/2017 00:28

I suspect the share price was dragged down by the several notes of caution in the announcement. Clearly they knew the effect that would have and probably wrote with some reluctance. Hopefully all of their competitors will also suffer rising input prices. So they will be able to make higher customer prices stick.
Still lots of potential growth in window replacement and conservatories so hopefully the caution is overstated.

[shaker44] 24/1/2017 00:28

I suspect the share price was dragged down by the several notes of caution in the announcement. Clearly they knew the effect that would have and probably wrote with some reluctance. Hopefully all of their competitors will also suffer rising input prices. So they will be able to make higher customer prices stick.
Still lots of potential growth in window replacement and conservatories so hopefully the caution is overstated.

[discodave4] 23/1/2017 22:07

N+1 Singer downgraded from buy to holdLiberum reiterates buy TP 335Excluding the new factory extension they generated £18m cash (2016 £16.5m). Whilst they still have about £2.6m of costs for the factory extension in 2017, I still expect a nice special div (7p perhaps) to be announced in the finals.DD

[tintin82] 23/1/2017 09:09

Yeah looks like it. Excellent results. Rolling in cash. As always with SFE, take advantage of the dips if you can. Paid off for me big time with the dips around Brexit. If only I had additional funds to throw in.

[discodave4] 23/1/2017 08:27

Good results again and still generating loads of cash.Some profit taking I assume.DD