Safestyle Uk Share Discussion Threads

[zxie] 29/11/2022 10:04

INSP shares jump up soon

[volsung] 29/11/2022 08:22

Defenestration

[my retirement fund] 22/9/2022 10:54

With operating expenses like this, well the road to bankruptcy, no?

[flybird] 22/9/2022 10:43

Worse to come next year, for those who thought Mitu Misra had gone away! The current Management, who have been in situ for the past 2 years have all but completely demoralised the field force with their counterproductive attempts to save money, they have had very poor ROI on the TV advertising, cyber attack didn’t help in all fairness, but the canvassing operation is broken, the sales reps are earning less money, and Mitu is broadly planning who and when to poach!

[ezsailor] 03/9/2022 13:10

Wouldn't mind some M&A activity in this sector. One potential combination could be e.g. with Epwin Group. Any thoughts?

[harrytoby1] 31/8/2022 17:51

There has been some disruption at the factory,during the hot spell, apparently,but that is now over,and apparently they are back to normal production, so nothing too serious going forward.whos brave enough to buy ??

[my retirement fund] 31/8/2022 12:03

What have you heard about the factory?

[currencytrader1] 31/8/2022 11:38

Big spelling here now, evidently there's big problem at the factory..

[harrytoby1] 30/8/2022 15:40

Not sure what's going on.what I do know is they are investing in new installation depot's across the country,and TV ads nationwide.we will have to wait. Maybe they've decided to curtail other expansion plans...who the hell knows? well somebody does!..,we'll have to wait a couple of weeks to find out!!

[my retirement fund] 30/8/2022 11:23

looking sick

[tonysss13] 26/8/2022 08:58

Profit warning coming?


Safestyle UK plc

("Safestyle" or the "Group")

Update on Capital Markets Day



Earlier in the year, the Board communicated its intent to share the Group's medium-term strategic roadmap at a Capital Markets Day presentation on 7 September 2022. This is an important communication as the business moves beyond the challenges of recent years. Our intent is that this roadmap is set out in a context that allows current and potential investors to understand the key priorities, milestones and medium-term vision for the business. Given the current economic uncertainty across all markets, the Board have decided to delay timing of the presentation and will provide a further update at our interim results on Thursday 22 September 2022.

[my retirement fund] 26/4/2022 12:23

yes that did surprise me

[bdbd11] 26/4/2022 10:58

Director Buying today of £41,000, so not just a token amount. The lack of volume is surprising. I expect a rise once the market catches on to the value here. Topped up with a few more myself.

[tole] 25/4/2022 17:43

Safestyle UK (LON:SFE) – massive recovery now underway makes the shares look really cheapThis group has had its hassles over the last year or so, culminating in a Russian cyber-attack in January.However, it has a very able management that has coped well with the various pressures.I feel that within the next year we could well see it recover and its shares more than double in the process.With around a 9% share the company is the market leader in retailing and manufacturing PVCu replacement windows and doors for UK homeowners.The results for the year to end December 2021, declared yesterday, reported a 26.6% jump in sales to £143.3m (£113.2m) and a swing from losses of £6.2m pre-tax in 2020 to a profit of £6.0m last year. That saw earnings turn around from a 4.3p loss to a positive 3.5p per share.Impressively the group's net cash evidenced its strong generation closing the year at £12.1m (£7.6m). That compares with a market capitalisation of only £57.5m.The company passed on its cost increases to its clients, while also steering its way through its supply chain problems.At the same time the company has been processing its margin improvements.It has already got well underway in the current year, with record order books signifying strong demand in its first quarter.The group's management is now expected to concentrate upon speeding on the company's growth and pushing further ahead with its market leading position.It will be looking to develop further its new business and its organic growth, while also investing into strategic acquisitions.Analyst Charlie Campbell at Liberum Capital having set a price aim of 75p for the group's share rates them as a 'buy'.He sees a current year increase in sales to £151m, while expecting adjusted pre-tax profits of £4.0m, worth 2.3p per share in earnings. For the coming year he has pencilled in £168m sales, £10.2m profits and 5.5p in earnings per share.Over at Zeus Capital their analyst Andy Hanson estimates £154.5m of sales this year, £4.7m profits and 2.8p earnings. For 2023 he has an estimate of £167.3m revenues, £10.8m profits, and 6.1p per share in earnings.Hanson considers that the shares, trading on just seven times 2023 earnings, more than discounts concerns regarding the UK consumer. Noting its strong cash position, it is in a good position to also drive its earnings through acquisitions.My view is that this group's shares really do look to be a strong recovery prospect for 2022 and a big profits earner in the coming year.At last night's close of just 41p they offer quite a significant upside. Just a year ago they were trading at around the 66.75p level, they are headed back up there again very soon.

[tole] 25/4/2022 17:43

Liberum: Safestyle shares could treble if profits improveShares in Safestyle (SFE) could treble if the provider of double-glazed doors and windows can restore profits, according to Liberum.Analyst Charlie Campbell retained his 'buy' recommendation and target price of 75p on the stock, which eased 0.7% on Friday to 40.7p, having fallen 18% this year.The group swung to a pre-tax profit in 2021 and boast strong cash generation, while management is confident of the outlook for this year 'as it starts with a record order book, demand remains strong, and operations are back to normal after January's cyberattack', said Campbell.He added that the group has also demonstrated an ability to pass on cost increases and deal with supply chain issues.'Having completed the group turnaround, we expect management now to focus on accelerating growth and extending Safestyle's leading market position,' said Campbell.'The shares could triple from current levels on a full restoration of profits.'

[my retirement fund] 21/4/2022 07:49

Almost reads like a profit warning

[harrytoby1] 17/2/2022 14:27

Aside from the cyber attack, of which is still being dealt with, I have a lot of positivity towards safestyle,and bought at .52p. these are things I know..1 Above expected earnings to be declared in march.2. £30 million ongoing order book. 3. TV ads started (after a few years.4. cash in the bank.5.own factory, with secured raw materials.6.a bouyant market. There may be some downside...but I don't know what that is!! Here's hoping for .80/100p

[jimbo_jet] 29/1/2022 23:23

www.dailymail.co.uk/news/article-10454141/amp/Countrys-biggest-double-glazing-installer-Safestyle-UK-hit-cyber-attack.html

[cwa1] 28/1/2022 17:27

Snuck out rather late on a Friday after market close...



Safestyle, the leading retailer and manufacturer of PVCu replacement windows and doors to the UK homeowner market, reports that it has recently been the subject of a cyber incident in its business.

[ga_dti] 28/1/2022 08:02

Latest interview with Zeus Capital "Safestyle UK should outperform peers in the sector":

[linton5] 26/1/2022 12:20

I beg your pardon

[tole] 12/11/2021 17:38

https://masterinvestor.co.uk/equities/safestyle-uk-a-short-term-25-plus-gain-in-sight/