Sig Share Discussion Threads

[bugle4] 10/5/2022 09:16

What does shi need to do?

What am I missing that the market isn’t?

Anyone got any thoughts?

[solarno lopez] 03/5/2022 07:29

From the reports this is looking very good for the near term and beyond in terms of value creation

[zico01] 29/4/2022 22:51

Coverage in the Daily Mails market report:



Insulation and roofing specialist Sig surged 13.2 per cent, or 4.85p, to 41.6p as it said performance for 2022 would be 'significantly ahead' of previous expectations after reporting sales growth of 25 per cent year-on-year for the three months to the end of March.

[zico01] 29/4/2022 09:11

If the share price stays above 40p it could well have decent rise over the next few months ... like last year when it went up from 40p to over 60p.

btw an excellent trading update!

[elongate] 29/4/2022 09:10

And what has become, and will remain a fundamental aspect of new builds and RMI?
I shall tell you. Cost effective energy and heating.
Green initiatives, sponsored by HM and foreign Govt’s., and now by default ( roubles, etc )
Insulation, insulation, insulation. Not everybody will run to heat pumps and other gimmickry - but they will try to preserve what they’re paying through the nose for, at the base line with their old kit.

[elongate] 29/4/2022 07:51

robust demand.
further impetus to sales and profit.
full year performance ‘significantly’ ahead of previous expectations.
will now reach our initial margin target of 3% and return to cash generation this year, ahead of schedule.
acquisitions performing well - more to come.
Shi’s year. Told you so.

[jltaylor1001] 29/4/2022 07:32

New management are nailing this so far. True to what they say and industry experience showing ! Something that last regimes lacked in spades

[tole] 29/4/2022 06:15

Given the strong momentum seen through the early part of 2022, together with increasing visibility on the near-term trading outlook, the Board now expects the Group to deliver a full year performance significantly ahead of previous expectations.Input cost inflation is currently higher than previously anticipated, as noted above, and expected to remain elevated in the near term. We expect that the resulting increase in revenue will more than offset any localised market softening.In addition, we are confident that we will be able to maintain and build on the strong margin discipline that has been an important part of the recent progress made by the Group, with underlying operating margin for 2022 now expected to reach 3%. Furthermore, we now expect the Group to be cash generative in 2022.

[qsmeily456] 26/4/2022 15:40

35p test 🤣🛩💥

QsmeIly456

30 Mar '22 - 10:20 - 3600 of 3607  Edit

0  1 1

Sell the spike 40p test coming 🩳🌳🌴🌲7876;🛩ԁ65;🤣

[zho] 22/4/2022 16:44

After a strong 3rd quarter, Brickability announced an even better final quarter (to end March):

“The Group is now pleased to confirm that due to ongoing positive momentum, this strong delivery has continued, with a very strong fourth quarter of the full financial year having been achieved”, and sees robust long term demand for UK housing.

[elongate] 12/4/2022 15:54

He bought 50k in March at about the same price. Doing better than the others on buy prices over the last year.

[zho] 12/4/2022 15:44

NED buys 50K shares, increasing holding to 200K shares

[elongate] 10/4/2022 09:44

The Europe building insulation market is estimated to record a CAGR of 3.27% in terms of volume and 3.57% in terms of revenue over the reviewed period of 2022 to 2030. The increasing number of initiatives introduced by the government to minimize carbon footprints, the surge in commercial and residential buildings, and the profitable growth opportunities within the building thermal insulation material industry are among the dominant aspects accredited to the region’s market growth.

[elongate] 10/4/2022 08:59

Logically,they must all consider the Shi recovery continues to remain on track, though one cannot rely upon the price necessarily following suit.
I cannot see the trading update propelling this to 50p though, these are investments over time. Management expect Shi to turn to profit over the next year.

[elongate] 10/4/2022 08:36

10p cheaper than the non execs end of last year @ around 50p.
Trading update probably not far off now. Something like last week of this month.

[zho] 08/4/2022 14:35

NED and Chairman Andrew Allner buys 50K shares

CEO Steve Francis buys 49K shares

That's their ISA allowances used up for this year.

[qsmeily456] 30/3/2022 09:20

Sell the spike 40p test coming 🩳🌳🌴🌲7876;🛩ԁ65;🤣

[elongate] 29/3/2022 11:35

SIG plc Improves Customer Experience and Fleet Productivity with Descartes’ Last Mile Solution Suite
March 29, 2022 06:45 ET | Source: The Descartes Systems Group Inc.

ATLANTA and LONDON, March 29, 2022 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq: DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announces that SIG plc, a leading European supplier of specialist building materials, is using its solution suite as part of its broader strategy to lead the market in the UK.

SIG UK has deployed Descartes’ comprehensive last-mile delivery solution suite including its route planning and execution solution, mobile electronic proof-of-delivery (ePOD) and telematics with remote download of tachograph data. The solution has enabled SIG to increase On-Time-In-Full (OTIF) deliveries by 10-15% and increased the volume of deliveries by 25% using the existing fleet.

“The building materials market is highly fluid and SIG differentiates itself by offering an agile and reliable service to our customers with the ability to track the progress of their deliveries to help better manage the supply chain,” said Edward Corbett, Head of Programme, SIG. “The Descartes solution helps us manage our distribution centres and territories more efficiently, with access to real-time information on how to organise and run our facilities optimally. Our improved responsiveness makes a huge difference to our customer service and efficient resource utilisation. It helps us maintain a safe working environment for our drivers and wider UK road-user community whilst also supporting our strategic ESG objectives.”

Descartes’ last mile delivery solution provides an end-to-end platform for home and last-mile delivery operations. The solution spans delivery appointment booking, route planning and execution, mobile electronic proof-of-delivery, delivery notifications and driver safety and compliance processes. Using advanced optimization technology, Descartes’ last mile delivery solution takes committed appointments and improves route productivity, which generates additional delivery capacity and reduces costs. The solution manages delivery execution with intelligent dispatching and GPS-based real-time vehicle tracking. The related mobile application helps drivers execute the route and capture essential POD details. Real-time alerts keep customers up-to-date with the progress of the delivery through text or email messages and engage the customer through surveys to provide a superior customer experience. Telematics integrated with remote download of tachograph data and related compliance management solution helps to improve driver performance and safety while meeting regulatory requirements.

“Specialist building material suppliers compete on service and we’re happy to help SIG maintain its leadership in this area,” said Pol Sweeney, VP Sales and Business Manager UK for Descartes. “With the severe driver shortage situation the market is facing, it’s equally important in helping SIG to dramatically improve the productivity of its existing fleet.”

About SIG UK

SIG UK is a leading supplier of specialist building materials, solutions, and a provider of technical expertise to trade customers across the UK. Since its inception, SIG have focused on providing sustainable products. This ethos continues today as SIG are a proud partner of the Supply Chain Sustainability School and a CO2nstructZero Business Champion. The nationwide SIG branch network offer over 250,000 construction products covering insulation, interiors, construction accessories, technical insulation, fixings, mechanical and electrical, fire protection, PV and roofing, with a dedicated fleet delivering to customers across the UK, on time in full using the SIG DTS delivery tracking system. SIG UK have specialist and manufacturing businesses in its portfolio, who have experience in supporting complex projects from large scale infrastructure to small residential and commercial. The specialist teams can deliver impartial advice, design and product expertise to help meet project requirements. Find out more: sigdistribution.co.uk; sigroofing.co.uk and LinkedIn: linkedin.com/company/sig-uk/.

About Descartes

Descartes (Nasdaq:DSGX) (TSX:DSG) is the global leader in providing on-demand, software-as-a-service solutions focused on improving the productivity, performance and security of logistics-intensive businesses. Customers use our modular, software-as-a-service solutions to route, schedule, track and measure delivery resources; plan, allocate and execute shipments; rate, audit and pay transportation invoices; access global trade data; file customs and security documents for imports and exports; and complete numerous other logistics processes by participating in the world's largest, collaborative multimodal logistics community. Our headquarters are in Waterloo, Ontario, Canada and we have offices and partners around the world. Learn more at www.descartes.com, and connect with us on LinkedIn and Twitter.

Global Media Contact
Andrew Tavener
Tel: [phone]
[e-mail]

[elongate] 29/3/2022 11:32

Taken from lse

‘The solution has enabled SIG to increase On-Time-In-Full (OTIF) deliveries by 10-15% and increased the volume of deliveries by 25% using the existing fleet’

hxxps://www.globenewswire.com/news-release/2022/03/29/2411701/0/en/SIG-plc-Improves-Customer-Experience-and-Fleet-Productivity-with-Descartes-Last-Mile-Solution-Suite.html

[elongate] 23/3/2022 19:32

Sunak knocked 5% off the price of insulation and the like, zero VAT. Adds up on bigger projects, and there’s the green agenda to feed.
Can’t see it motivating householders much. They will have to come up with something else to get retrofits going.

But Shi will be pleased. They might sneak just a tad to add to increasing margins.

(Strong margin progression: H2 2021 gross margin of 26.6%, 70bps higher than H1 2021 and 120bps higher than H2 2020; underlying operating profit margin improved consistently throughout 2021)

[bugle4] 19/3/2022 08:15

Thanks Trinid.

[trinid2] 18/3/2022 18:52

Look at the monthly chart, looks quite ominous, we need to break 42.50, i think the momentum is there to do this now...................but the markets at the moment are very sensitive, who knows what news will come out over the weekend to affect the markets next week.....could go either way..AB

[trinid2] 18/3/2022 18:48

its just down to buys , 2 massive buys today, that would certainly have helped to days closing price

[bugle4] 18/3/2022 18:44

It's the first time in about a year that SHI has finished green on consecutive Fridays.

I'm not much of a TA, it'd be nice to hear from anyone who is if this is significant?

[elongate] 18/3/2022 07:39

Dina Dasani has bought some too. £20000. Don’t care if it’s only a quid. It’s the thought that counts.