Sig Share Discussion Threads

[zho] 04/1/2021 08:26

Evidence of significant inflation in US building supplies:

[zho] 04/1/2021 07:27

Clayton, Dubilier & Rice are still keen on building supplies - they're forking out £308 million to buy plumbers' merchant Wolesley UK:

[thomasearnshaw] 31/12/2020 17:30

If there is a profit warning

-----> implication is that the Cash will be low
(dont forget they have to pay deferred VAT and PAYE over to government)

-----> will require a rescue fund raise

--------------------------------------->Hence my 16p target remains intact



Zho le taxi (nap, nap, nap)
Et le cha-cha-chi (fap , fap, fap)
Zho le taxi(fap , fap, fap)
Et le cha-cha-chi(fap , fap, fap)
Vas-y Zho (fap , fap, fap)
Vas-y fonce(fap , fap, fap)
Dans la nuit vers l'Amazone(fap , fap, fap)
Zho le taxi (fap , fap, fap)
Et le cha-cha-chi(fap , fap, fap)
Zho le taxi(fap , fap, fap)

[claret dragon] 31/12/2020 13:58

I dont doubt there will be a profit warning.

Question is, has it been priced in already?

Going forward long term I will take the risk

[thomasearnshaw] 31/12/2020 13:28

profit warning may be coming on 11 January I fear Claret Dragon
Happy new year all


Zho le taxi (nap, nap, nap)
Et le cha-cha-chi (fap , fap, fap)
Zho le taxi(fap , fap, fap)
Et le cha-cha-chi(fap , fap, fap)
Vas-y Zho (fap , fap, fap)
Vas-y fonce(fap , fap, fap)
Dans la nuit vers l'Amazone(fap , fap, fap)
Zho le taxi (fap , fap, fap)
Et le cha-cha-chi(fap , fap, fap)
Zho le taxi(fap , fap, fap)

[claret dragon] 31/12/2020 12:54

Next few months will be difficult. This time next year expect at least a doubling from where we are now.

Keep the Faith

[thomasearnshaw] 31/12/2020 09:52

Psychiatric institutions were overcrowded and underfunded. Sternburg writes, “Lobotomy kept costs down; the upkeep of an insane patient cost the state $35,000 a year while a lobotomy cost $250, after which the patient could be discharged.”


16p will come to those who wait.

[thomasearnshaw] 31/12/2020 09:41

For Immediate Publication

Crash Alert: 83% of Major Investors Believe Global Financial Crisis is a Possibility, Three in Five Foresee Severe Crisis by 2023 at the Latest
83% of institutional investors see a risk of a global financial crisis
60% expect a serious crisis in the next 1 to 3 years
Majority of experts believe that risks from the Corona crisis are not yet sufficiently priced into the market
11% of German companies only have cash reserves for less than 4 weeks

[thomasearnshaw] 31/12/2020 08:47

Sadly SHI is losing market share



The second half of 2020 is expected to be also loss-making, the board said.


Cash raised has all but evaporated. Keep ur eyes on how much is left when they report They may need to raise money again I fear

Looking for price to plunge on 11 January profit warning m8

[zho] 31/12/2020 08:29

Brexit agreement +ve, says NFB:

“The UK and EU’s announcement of a trade deal will come as welcome relief, not just to the construction industry but to the global economy. The agreements reached will enable construction companies to continue to reliably forecast the cost and availability of products and materials imported from the EU or comprising components made in the EU....."




+++++++++++


CD&R (28% shareholder in SHI) remain +ve on the outlook for builders' merchants - they're in the bidding for Wolseley at around £500 million:

[zho] 31/12/2020 08:29

Brexit agreement +ve, says NFB:

“The UK and EU’s announcement of a trade deal will come as welcome relief, not just to the construction industry but to the global economy. The agreements reached will enable construction companies to continue to reliably forecast the cost and availability of products and materials imported from the EU or comprising components made in the EU....."




+++++++++++


CD&R (28% shareholder in SHI) remain +ve on the outlook for builders' merchants - they're in the bidding for Wolseley at around £500 million:

[thomasearnshaw] 31/12/2020 07:46

Trade newspaper


SIG loses £125m in first half
24 Sep Building materials group SIG has reported a £125.4m pre-tax loss for the first six months of 2020.


The second half of 2020 is expected to be also loss-making, the board said.


Revenue was down 24% to GBP840.1 million from GBP1.11 billion a year before.


shocking. I'm shocked.

[thomasearnshaw] 29/12/2020 18:45

Sold down towards end of day...Nice, 16p coming's

[thomasearnshaw] 29/12/2020 15:09

I heard Twitter man has sold out or gone cold on it


Pumped dumped

[ross k] 29/12/2020 13:21

How much are you shorting it My opinion is it's going to go up so I'm long by 750 a point So how about you Tommy tucker

[orphan1] 29/12/2020 13:08

I'm hearing rumours Good rumours re Shi Next few days will tell all That's all I'm allowed to say, my advice, don't get caught short handed

[thomasearnshaw] 29/12/2020 08:05

awful losses

[thomasearnshaw] 28/12/2020 05:59

· H2 expected to remain loss-making

· Net cash outflow expected in H2 due to unwind of tax deferrals (government supported Covid-19 schemes) and cessation of some historical year-end and half-year working capital practices

Getting popcorn in for 11th


Enjoy!!

[thomasearnshaw] 24/12/2020 19:21

Profit warning coming on 11th

Twitter man may wel have sold
Work it big daddy

You will sell by then I know :)

[bigbigdave] 24/12/2020 08:32

Fancy a nice run up to the trading statement with a Brexit deal looking sorted.

[aimsurfer] 23/12/2020 19:01

Been away for weeks and I see ThomasEarnshaw still blabbing away here :) Get a life man. If you don't like this share there are many others you can make money on. You're blocked and will remain so. Don't bother replying to me, won't read it :)

[thomasearnshaw] 23/12/2020 05:29

Tanked yesterday

11 jan do holders nuts when they warn imho

[kfr20] 21/12/2020 19:09

Nice intraday reversal.