Sig Share Discussion Threads

[ammu12] 09/1/2021 05:36

And Thomas what do many boards think of you ?

[thomasearnshaw] 08/1/2021 21:36

ammu u been filterd on so many boards i think u a a waste of oxygen.


24p on way to 14p


watch for NET CASH , remember NET cash figire


also starement outlook - losses continue

also SALES plunging and LOST market share

hope it hlp u

[ammu12] 08/1/2021 17:52

I thought you said 14p Thomas ?Now 24p?

[thomasearnshaw] 08/1/2021 15:01

Delighted to be proved wrong and tankage to 16p 🤪


Wanna see words “h1 remains lossmaking”

Cash line will not be pretty

[jc77777] 08/1/2021 14:32

Shock, why so positive?

[thomasearnshaw] 08/1/2021 13:24

Legs get cut off on monday

But it be only a flesh wound when it falls to 23p

[zho] 08/1/2021 12:34

Monday will be interesting. There have been plenty of +ve anecdotes about the state of the construction industry over past months, and CD&R's proposed purchase of Wolesley may hint at designs on consolidating the UK building supplies market, but ...


…. "The second half of 2020 is expected to remain loss making, but at a lower rate than the first [half] despite some increased pressure on gross margin in the UK." (24/9/20 statement)

On turnover, in May SHI expected 2020 turnover to be £500 million lower than 2019 (ex Air Handling), but in September they guided modestly higher than that, so if we're given turnover figures we are expecting something better than £1,584 million, but not much.

The tone of presentation will presumably be watched closely. I'll be comparing it with what Steve Francis said back in September, something along the lines of:

“This is not an overnight turnaround, it's a rebuild which will take many months, and we don't expect financial benefits to show through until well into next year. The foundations are in place and we are highly confident of delivery in the medium term”.

[zho] 08/1/2021 08:34

Optimism among construction firms rose to its highest level in nearly four years last month, according to the latest CIPS/IHS Markit report.

Improving client demand and a boost for workloads from new wins on projects deferred at the start of the covid-19 pandemic saw the growth in order books remain close to November’s six-year high, when new orders increased at the fastest rate since October 2014.

New order levels increased in December for the seventh month in a row.....

[thomasearnshaw] 06/1/2021 19:10

Let’s do the conga down to 23p before a placing at 16p
To
Raise
100m?



nose on chart pointing to 52-wk low 14.9p

[thomasearnshaw] 06/1/2021 13:28

do it. just get in there


watch it in freefall mon

[ammu12] 06/1/2021 12:54

Rising now..Update soon. Construction industry has done well second half of 2020...

[thomasearnshaw] 06/1/2021 11:37

Didnt someone say the CEO used to be pig farmer

[thomasearnshaw] 06/1/2021 11:18

I know you guys are scared about holding. No need to be.

2 trading days till u get ur thrashing. lol

[thomasearnshaw] 06/1/2021 11:16

Cant believe Twitter man said buy this its been complete waste of time for months

Rest of market running

Now quiet on it/ Prob dumped i suspect. Dont know cos my mate not doing shares after he drowned in this filth SHI

Next week will be bleeding out after RNS on 11th

Be brilliant if it just opens down at 23p ?
Less pain. First cut is cheapest etc


Young dave , if you are reading, Dont doubt Thomas!

[thomasearnshaw] 06/1/2021 09:14

Lockdown loser


lets see 16p next week and make some pips squeak

[zho] 05/1/2021 21:27

Wolseley used to be a big FTSE 100 name until the company decided in 2017 it would rather be called Ferguson, in honour of its large US building materials business. Now Wolesley UK, the domestic distributor of heating and plumbing products, is departing and the disposal price ain’t much to shout about – £308m for an operation with turnover of £1.4bn.

The modest £6m of trading profit at the UK unit last year partly explains the lowly price. The abandonment of the original spinoff float plan also sent a weak price signal. And, in the midst of a pandemic, would-be trade buyers were probably thin on the ground.So the US private equity firm Clayton Dubilier & Rice looks to have had an easy run at this deal [buying Wolesley for £308 million]; it’s even been able to force Ferguson to keep the associated defined pension liabilities.

One can bemoan the arrival of opportunistic private equity money but, actually, it’s surely a good thing that somebody is prepared to take a punt that a cyclical UK business is still worth investing in.

[thomasearnshaw] 05/1/2021 15:27

Next montday i say this



Oy you didn’t sell. Never mind eh
average down at 16p lol

[thomasearnshaw] 05/1/2021 11:28

The slightest mention of horrible trading and Will crater


Told you

Twitter man sold?

Oy you didn’t sell. Never mind eh

5 days to have ur Goose cooked to dust

[thomasearnshaw] 05/1/2021 09:57

prepare for losses on Mondays warning imho. Brace positions sir.

[thomasearnshaw] 04/1/2021 22:20

6. Days
To
Profit
Warning

[thomasearnshaw] 04/1/2021 18:21

Told you

Twitter man sold

Oy you didn’t sell. Never mind eh

[thomasearnshaw] 04/1/2021 15:45

Turning to sheeet