Sig Share Discussion Threads

[manics] 30/6/2021 07:51

HSS: "materially ahead".

[gargoyle2] 25/6/2021 10:46

Usually first week of July (4th in 2018, 5th in 2019, from memory) -- last year there was a trading update along with the capital raise in June. Imminently anyway.

[the count] 25/6/2021 09:40

--->ZHO

As always ZHO, many thanks for your excellent detective work.

I don't want you feeling you are alone in this thread. :-)

Does anyone have any clue as to when we should expect our next trading update?

Regards,

THE COUNT!

[zho] 24/6/2021 08:05

"According to the latest Builders Merchants Building Index (BMBI) report, builders’ merchants’ value sales to builders, roofers and contractors remained strong in April, with Landscaping and Timber & Joinery Products leading the field."

Comparisons with April 2019, a pre-pandemic year ... show sales were up by 22.1%.

[zho] 22/6/2021 13:20

SHI responding to a +ve TU from TPK, issued just after midday:

"Strong performance continues through the second quarter; full year earnings expected to be materially ahead of current market expectations"

[zho] 22/6/2021 07:35

Encouraging TU from KGP, with H1 sales 40% higher than H1 2020 (when sales dipped due to CV-19 lock down) but still 29% higher than H1 2019. Trading profits are expected to be 58% higher than H1 2020, 37% higher than H1 2019.

[bigbigdave] 22/6/2021 07:12

Very decent update from Kingspan today, hopefully some knock on effect here.

[zho] 21/6/2021 13:57

>>What caused the drop from 64p in the first place?>>

I think the big picture is that over the past 3 or 4 weeks there has been a rotation out of value/reflation trades/cyclicals back into growth.

This is shown in a graph from John Auther's piece on Friday:

Edit: But there may be concerns over supply chain problems as well.

[gusto01] 21/6/2021 12:28

What caused the drop from 64p in the first place?

[fizzypop] 21/6/2021 08:42

Hopefully we get a bounce today from 50p, resistance at 48p.
Ever the optimist ...

[zho] 16/6/2021 11:08

RNS: "The effect of the Capital Reduction is to create distributable reserves."

Dividends on the horizon?

[priteshpatel9] 16/6/2021 10:39

Created is one thing. Actually filling the roles is another.

[jc77777] 16/6/2021 10:16

hxxps://fintel.io/sos/uk/shi

[whittler100] 16/6/2021 10:05

It rather looks to me as if SHI is starting to roll over especially on the daily chart and now looking that way on the weekly chart. I still like aspects of the recovery story but it seems to me that the price got a little extended and hence the profit-taking. May well look to get back in at the sub-'50s if that price continues to drop.

[zingerburger] 14/6/2021 10:02

Looks like more bad news for NMCN, is having a effect on the share price recently

Very sad situation at NMCN. It is hard to understand how a company that had £26m net cash at Dec-19 and £33m net cash at end of Dec-18, now according to the trade press is looking for a £50m loan in order to keep going.

[bigbigdave] 11/6/2021 06:54

Couple of 4 million trades yesterday

[zho] 10/6/2021 11:43

Research for the Construction Industry Training Board (CITB) suggests that 217,000 new jobs will be created in UK construction in the next five years.

[oapknob1] 10/6/2021 08:43

Why share price drifting while Boris makes up his mind.

[heatseek77] 10/6/2021 07:16

Trinid2 I saw resistance @ 62p tbh but good to not close below 60p last night very positive

[zho] 06/6/2021 12:24

Britain's construction sector is growing at its fastest rate in almost seven years amid a surge in residential work and commercial building.

The closely watched construction purchasing managers' index showed output growth in May hit the highest level since September 2014, at a reading of 64.2.

This was up from 61.6 in April, and the fourth consecutive month of construction growth – any reading above 50 indicates expansion.

[magpiecrow] 01/6/2021 12:58

Found 4,775 results:










Why delete all your posts unless the noose is tightening

[zho] 01/6/2021 07:42

Healthy looking TU from Wickes (WIX) this morning:

"Group Sales have continued to perform strongly, with total like for like growth in the 21 weeks to 22nd May 45.7% ahead year on year, 23.1% on a two year basis against the equivalent period in 2019."

[zho] 30/5/2021 14:19

Good news or bad?

"Travis Perkins Plc has told customers to prepare for higher prices of its building materials, the Times reported.

"The U.K. building-goods supplier expects cement prices to increase 15%, chipboard 10% and paint 5%, the Times said. The warning follows a Bank of England forecast that inflation will rise above its 2% target, breaching 2.5% by the end of the year before tailing off."

[bigbigdave] 29/5/2021 07:41

Don't see any chart resistance to 90p.