Safestyle Uk Share Discussion Threads

[shaker44] 24/4/2018 17:47

daft to let them. your house, throw them out

[yf23_1] 24/4/2018 17:25

Personally I hope they go bust - I wanted a quote, not a 2 man torture team wasting my time for hours on end.

[bscuit] 24/4/2018 16:19

Zeus . .....ACRL -- Enough said I think.

[solarno lopez] 24/4/2018 15:14

Sorry I failed to read that Essential

[essentialinvestor] 24/4/2018 15:04

Solarno, that's also been posted elsewhere.

What's interesting re the SFE SP, is there were posts here referencing developments
months ago. Some people appeared to be well ahead of consensus.


hybrasil, agree.

[africa99] 24/4/2018 15:01

Please people look at the actual facts.
CEO in Dec sells over 1 million shares at 161p - that is a fact
Does the CEO want these shares back and at what price ?
Final results come out stating actual sales up - that is a fact.
Capex going to be down - fact.
Now what do we get - profit warnings without any actual figures .
Cancel div where there could have halved div. Share price collapses.
They now have 4 months before the say actually business not that bad plus reinstate div.
Share price rises by 50%
Has the CEO bought back in ?
Always read between the lines
Does Safeglaze have a manufacturing plant ? Can they actually control the price
they pay for their windows ?

[solarno lopez] 24/4/2018 14:39

Safeglaze is the old family team who set up Safestyle UK so they know all about double glazing and very aggressive selling

[hybrasil] 24/4/2018 14:06

why buy them when as a competitor you are destroying them in the market

[g2theary] 24/4/2018 13:06

It could even get bought out at these prices.

[hybrasil] 24/4/2018 09:55

My reckoning is that it will fall to somewhere in the 35p range. Its still at 50% of the float price which based on these announcements is hard to justify.

[bigchipflipflop] 23/4/2018 22:24

I did try tell you all .

[citytrader66] 23/4/2018 19:17

you were saying its a no brainer read the zeus report just a few days ago..

same here. i was counting on the dividend to support the share price now thats gone. i doubled up today. i could have sold for a nice profit above 120p but i didn't take it. bought some more today under 60p. some big trades showing after the close. not sure if these are late reported buys or sells. how can you tell?..

[tonygardener] 23/4/2018 17:10

Just thrown my holding in the compost Growing vegetables now so i can eat. Wheres my dividend?

[africa99] 23/4/2018 16:51

I have a feeling that somebody wants this share price to get as low as possible so that they can buy back a lot of shares very cheaply. This so called new competitor,
SafeGlaze, is not a national player so how much business can it be taking ?
Safestyles marketing seems to have dryed up - why ? They have cash in the bank and are almost debt free. Any company that says business is tough but is going to maintain a
very large div and then cancels it shortly afterwards knows what it is going to do to the share price.

[africa99] 23/4/2018 16:51

I have a feeling that somebody wants this share price to get as low as possible so that they can buy back a lot of shares very cheaply. This so called new competitor,
SafeGlaze, is not a national player so how much business can it be taking ?
Safestyles marketing seems to have dryed up - why ? They have cash in the bank and are almost debt free. Any company that says business is tough but is going to maintain a
very large div and then cancels it shortly afterwards knows what it is going to do to the share price.

[bigdazzler] 23/4/2018 16:44

on.
bigdazzler18 Jul '17 - 15:59 - 726 of 920 Edit
0 0 0
topvest18 May '17 - 08:21 - 707 of 725 0 0
Confident of "Broadly in line" is what they say. In director speak that means slightly below.
bigdazzler18 May '17 - 09:04 - 708 of 725 0 0 Edit
No that means timber soon enough imo




There you go told you so. Nice fat profit again.




Well you wouldn’t listen to the charts or the fundamentals.

You’ve only got yourself to blame.

[topvest] 23/4/2018 12:25

I've only got a small holding so will keep holding for now. I will reassess when we get the annual report.

[ed 123] 23/4/2018 10:08

Yes, on the replacement side, customers can normally defer when they lack confidence in their own financial futures. So, there's potential for another step down in the demand for new windows.

I may wait till I see the Chief Executive buy. Myself, I only experience a normal level of good luck. So, for me it would make sense to follow such a lucky person.

[essentialinvestor] 23/4/2018 09:56

You cynic Ed )


I worked in a canvessing operation for a national replacement window company
while at 6th form college in Esher. In 1987 it was boom time, by 1989 they
were bankrupt.

If SFE can trade through this, it may be a very interesting recovery play. However, it's worth keeping in mind these are generally highly supportive economic conditions. The housing market is strong, UK employment
is at record levels, the UK economy has experienced nearly a decade of GDP growth.

What happens when the next recession hits?.

[ed 123] 23/4/2018 09:47

Yes, with hindsight the Chief Executive was very lucky to have experienced 'personal financial reasons' causing him to sell 1.4 million shares at 160p each on 15th December.

I don't see any director share buys, either.

[essentialinvestor] 23/4/2018 09:37

Not one of the BOD had bought the dip, not a single share, unless I missed it.

Those director sales now look very astute indeed.

[ed 123] 23/4/2018 09:28

Ok, got it. Seems the competitor is Safeglaze UK.

I've read up on the market for double glazing. Times are very difficult.

Will watch, don't think we've see the bottom of the market just yet.

At some point Safestyle may be a buy? Maybe needs a contraction in the industry's supply capacity to reduce price competition? Everest or Anglia departing would obviously be good. Perhaps a case of who can withstand the pain the longest? Survivors could live to enjoy improved markets further out?

Not clear enough yet for me.

[ed 123] 23/4/2018 09:07

Who is the aggressive new entrant into Safestyle's market?

Not holding but want to understand the competitor situation better.

[topvest] 23/4/2018 07:47

Well for a stock that scored maximum marks on my rating system about a year ago, its been a bit of a disaster. No point selling at this point, but any recovery is a few year's off. First they need to stabilise the business, but they appear to have lost their competitive edge and sales edge. We weren't really told what was going on here nearly quickly enough. It appears that the sales team were at the heart of Safestyle and they are struggling to rebuild. Indeed, management seem to be clutching at straws..first they made people redundant and now they are talking about rebuilding. Quite frankly I'm not sure what they are doing. They just seem to have a sales team lacking leadership. We heard it first on this BB and not from management. Its a good job that the Chairman has gone. Definitely an interesting case study this one. The smart people sold at £3+. Those days are long gone!