Safestyle Uk Plc

-0.30 (-1.48%)
Share Name Share Symbol Market Type Share ISIN Share Description
Safestyle Uk Plc LSE:SFE London Ordinary Share JE00BGP63272 ORD 1P
  Price Change % Change Share Price Shares Traded Last Trade
  -0.30 -1.48% 20.00 32,944 13:29:37
Bid Price Offer Price High Price Low Price Open Price
19.60 21.00 20.00 20.00 20.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Manufacturing Industries,nec 154.32 -6.51 - - 50.40
Last Trade Time Trade Type Trade Size Trade Price Currency
13:20:38 AT 8,377 20.00 GBX

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Posted at 26/8/2022 08:58 by tonysss13
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.

Posted at 25/4/2022 17:43 by tole
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.
Posted at 25/4/2022 17:43 by tole
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.'
Posted at 28/1/2022 17:27 by cwa1
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.

Posted at 22/10/2021 19:32 by tole
https://www.fool.co.uk/2021/10/22/id-buy-these-2-penny-stocks-for-explosive-growth/Penny stocks for growth Safestyle (LSE: SFE) is a leading retailer and manufacturer of PVCu replacement windows and doors. And like all construction-related companies, the group is currently experiencing a boom in demand.According to the company's interim results for the first half of 2021, revenues increased 73% year-on-year and by 13% compared to 2019. Gross profit also rose 41% compared to 2019, as the group's operating profit margin increased from 26% to 32%. I think the company is now primed for explosive growth because it has used the past 18 months to strengthen its balance sheet. At the end of the first half, it had £14.4m of net cash, more than double the level reported at the end of the first half of 2020. With a strong balance sheet in place, the company's growth initiatives are well-funded. It has opened two new depots over the past 12 months to improve operational coverage and reduce travelling time. It is also investing more in modernising its brand and salesforce. Some challenges the group may face as we advance include housing market disruption. This could reduce demand for its services. Rising costs and a lack of staff may also reduce sales. Despite these risks and challenges, I would buy Safestyle for my portfolio today.
Posted at 26/5/2021 20:37 by thewheeliedealer
Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and SFE was one of the Stocks we discussed and I have fond memories because I did very well out of it a couple of years ago, although neither of us hold it at the moment. We also discussed a lot about Markets and the opportunity for Stocks similar to SFE.

As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management.

Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify, Podchaser etc. you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 49) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the local boozer.

Cheers, WD


And you can hear it on YouTube here:


Posted at 15/4/2021 14:14 by sphere25
Ok so we have reached the 60p short term target now. No drama in the price as this is typed, it is stable. It has been an interesting one.


We can see the way the chart has been curving up with buyers coming in on the dips. The real big signal here on the recent trades was the way the buyers had been coming in for big chunks of shares with the likes of Invesco and CI Investments getting bought down or out entirely - real stand out moves which caused a significant imbalance in the demand/supply dynamics to drive the price higher.


Clearly SFE are making more bullish noises of late with forecast upgrades and the market is now pricing in further forecast upgrades, but some interesting sector related news (as well as general RMI and wider insights) out today.


"RMI demand quicker to return and stronger than new build and social housing"

"COVID-19 period has stimulated demand for home, garden and leisure space spending as it has highlighted the need for improvements, addressing maintenance and more recently for creating workspace. These trends seem set to continue. Medium and long-term drivers for the RMI market remain positive"

Like SFE, they are ahead of forecasts:

"2021 has started well, with trading up to the middle of March slightly ahead of the Board's expectations despite the poor weather experienced in January and early February"

However, they are being realistic in setting expectations going forward:

"For homeowners who have retained their jobs, disposable incomes and savings have increased due to decreased commuting and less expenditure on holidays, eating out and leisure activities. In addition, many of these households have had to spend significantly more time in their properties due to working from home and lack of availability of other leisure opportunities, which has meant more of their funds have been redirected to repair and maintenance as well as improving their homes.

It is possible that as the lockdown measures decrease towards the second half of the year then consumers may switch their spending priorities to holidays and leisure activities at the expense of repair and maintenance."

So just how sustainable is all this?

There are also interesting comments on cost inflation headwinds:

"PVC raw materials supply remains under pressure with shortages from global events driving up the price of resin significantly to all-time highs. Steps are being taken to recover these costs in the market in an equitable manner"

"PVC resin prices will be a headwind, certainly in the short term, following force majeure and planned plant maintenance at two of the largest PVC resin producers with operations in Europe during Q4. This has severely restricted supply in the final quarter of 2020 and continued to put pressure on resin availability and prices during the first quarter of 2021"

Forecasts prior to today were:

2020 2.3p
2021 5.1p

It looks it has priced in a earnings recovery to at least 2022 and the market is more than comfortable with that.

TPK also out today with a few snippets:

"The Group has enjoyed an encouraging start to the year with robust like-for-like sales growth across our businesses, underpinned by strong demand in the RMI market"

"Throughout January and February all businesses saw a continuation of the trends from the last quarter of 2020. During March, however, the Group experienced a marked step up in activity with pent-up demand and continued high levels of housing transactions fuelling higher RMI spend"

Some interesting comments by TPK on cost price inflation again. It makes you wonder if that will become a real issue nearer than the markets are anticipating, not only for companies, but all economies. QE forever and major stimulus programmes could cause some major headwinds in future so interesting to note some of these early comments from companies.

Also have NXR out today:

That statement was scheduled, but it is still the third upgrade, in no less than six weeks! Canaccord clearly provided a great opportunity there. RMI clearly flavour of recent times:

"Our UK business has continued to perform strongly with revenue for the second half at 115% of prior year on a like for like basis(2) reflecting the increased activity in the repair, maintenance, and improvement (RMI) sector"

Forecasts prior to today were:

2021 25.0p
2022 28.2p

NXR is like EPWN rating wise, never commands a big multiple and the market appears more than comfortable in the picture out to at least 2022.

Clearly it is all about sustainability and how much of this pent up demand will unwind and then how the inflation dynamics kick in. These will be some of the big questions for SFE. The commentary from EPWN in particular is interesting in terms of how they are guiding on the outlook.

Even though the price in SFE has been rallying strong, it is still dividing opinions with Invesco and CI Investments jumping ship in a rather abrupt manner, whereas Soros Fund are aggressively on ship and installing an extra engine (or two) with upgraded rudders.

But which way will the ship eventually flow?

(Cue dramatic music)

Interesting times!

All imo

Posted at 13/4/2021 15:50 by sphere25
Nibbled a few more here. Despite all the selling here, price still edging higher and they're queuing up on the book here for shares atm - looks peculiar.

It could be breakout time.

RNS shows CI Investments have cleared out 9.16% and the price is going higher. As stated before, it just shows very strong demand in the market for SFE shares atm so happy to ride along with that, regardless of views.

Can't see too much else out there atm beyond a stream of buys in SAA earlier but clearly a seller in size still at work there so a big clear out needed by the looks of things.

I can see a stream of buys coming into FUM this afternoon. That is ahead of the results tomorrow, unsure if that means good news or just some highly speculative buying. Haven't made any moves there, just holding a small position.

WJG also report tomorrow. That has gone really well since catching the breakout, already lobbed there. Some decent blocks coming into SIS at 61p this afternoon - already a load of posts on that board.

CNKS and XPD tipped by Simon Thompson.

Barring anything major, that's about all for now.

All imo

Posted at 12/4/2021 15:06 by sphere25
Catch up on interesting activity here:

Over 21m exchanged on the 8th April - blowout stuff for SFE. Clearly both sides of the exchanges there, though the split of trades isn't straightforward to decipher, even with today's RNS.

Suffice to say the Soros Fund are well and truly going for it in SFE (having already been buying) and now bumping up in an interesting way from 15.03% to 20.99%. They have picked up 1.5m shares outright to take their voting rights attached position from 15.03% (20,566,135) to 16.13% (22,066,135) and then done an equity swap to pick up another 4.86%.

Aggressive and real stand out movements. Surely Soros are expecting material share price gain to do a swap like that. Don't often see swaps in these UK based small caps, rare. Almost makes you want to hang on alot longer and see how it pans out...almost! Ha

I guess time will tell just how smart that move is.

55p vs 56p currently as key marks. Judging by the order book, looks like buyers in size at 54p and 55p at the moment mopping up sells, Soros possibly still not had the full fill?

All imo

Posted at 30/3/2021 15:16 by sphere25
Taken a few here.

Price currently threatening a breakout up 5.2% at 52.8p

Should really go sit outside and take abit of sun in, but why do that when you can get involved with windows and doors eh?

As per the posts above, the market is clearly coming in for big chunks here. It looks like (regardless of whether it was an Invesco clearout) at least 6% of the company has found buyers very recently at these price levels without any share price weakness. On the 9th March someone also came in for 7.5m at 48.1p which was almost 6% of the company.

Despite my only trading this and Invesco not wholly (possibly fully now, if they have cleared the lot out) backing the bull case, there are clearly other buyers in size in the market who are backing it by coming in for big chunks.

Furthermore, the price rallied to 57p on the day of the recent update and has clearly been brought back by Invesco (in the main) so if we are clearing the main seller, it could move higher.

There is decent support at 49p and 50p on the book with LCAP having shifted higher (stick a stop under 49p).

And just how bored do you have to be to only realise you have typed all this up?

"Long SFE" next time?

Have these large buyers exhausted the sellers at these price levels to allow the price to move higher?

All imo

Safestyle Uk share price data is direct from the London Stock Exchange
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