Share Name Share Symbol Market Type Share ISIN Share Description
Strix Group LSE:KETL London Ordinary Share IM00BF0FMG91 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.80p -1.90% 144.60p 145.00p 145.60p 148.00p 145.00p 148.00p 383,435 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 91.3 25.4 13.0 11.1 274.74

Strix Group Share Discussion Threads

Showing 151 to 173 of 175 messages
Chat Pages: 7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
15/10/2018
12:06
ok ADNATROB, care to tell us the source of your market share percentages, or is it a secret?
alter ego
15/10/2018
11:47
Not for me it hasn't, let's see what progress is made over the coming period.
adnatrob
12/10/2018
22:02
Well I think that clears that up quite nicely ?
ryesloan
12/10/2018
21:17
Thank you alter ego for what is a very concise evaluation.
hastings
11/10/2018
14:35
ADNATROB, you are comparing shares for two different markets and drawing an erroneous conclusion. Strix publishes its market share for regulated markets like UK, Europe, USA etc.and for the unregulated market in less developed economies. In the regulated market, at the last half year results Strix claimed 61% share up slightly from 2015/16. In the USA and UK their share was 70%. In less regulated markets Strix claimed 19% market share, slightly up from last year and in China, their share was broadly static at 48%. Overall Strix claims 38% market share. So your 35% (which is not a figure Strix have used) appears to be the amalgam of all markets being compared to a figure for only the regulated markets. In other words totally wrong and misleading. My source is the investor presentation accompanying the half year results: hTTps://www.strixplc.com/application/files/7115/3751/8267/Investors_Presentation_2018_September_Final_web.pdf
alter ego
11/10/2018
13:37
% of what? Unsubstantiated random percentages are not evidence.
epo001
11/10/2018
11:17
Was c.70% now c.35%
adnatrob
11/10/2018
09:17
"competitors have upped their game and appear to be rapidly eroding market share" Really - would you like to provide some factual evidence to substantiate that claim !
masurenguy
11/10/2018
08:42
This in my opinion will just plod along at the mercy of market swings and continued erosion of market share. Not the Strix of old, which drove the market through a continuous stream of new products and disruptive innovation, in what was a fledgling market. Unfortunately for Strix, competitors have upped their game and appear to be rapidly eroding market share.
adnatrob
09/10/2018
08:40
Will continue to hold until end of March, the markets are too choppy now.
tmcn1
09/10/2018
08:35
Same happening with £VRS. Concerted tree shake or overall flash crash on certain stocks. Perhaps Naked Trader selling out. Anyway stop loss got me out at 155p, partially back in at 148p. Investment case not affected by any macros or updates I know of. Went ex-div a while back.
runthejoules
09/10/2018
08:28
My sentiment exactly 😳
tmcn1
03/10/2018
11:59
Masurenguy - thanks for that, adds some broader insight to the investment case.
trident5
03/10/2018
11:18
Recent investor presentation by CEO Mark Bartlett. https://www.equitydevelopment.co.uk/webinars/?d=%3D%3DwM4QjM
masurenguy
29/9/2018
15:15
Tipped by the Naked Trader this week
simonh88
27/9/2018
13:03
Bought £3.5k yesterday, ex div today (thought it was oct 27th!)and also re-recommended in SHARES magazine. Not bad. Can see why some got out but Impressed by detail of report and how every court case they win seems to result in a new customer. Gla.
runthejoules
27/9/2018
09:28
Goes XD today - payment of 2.3p in 4 weeks time.
masurenguy
19/9/2018
19:04
Yep bullish but not enough to invest at the moment.
discodave4
19/9/2018
13:45
hTTps://www.stockopedia.com/content/small-cap-value-report-wed-19-sep-2018-sos-sis-idp-ketl-ucg-see-399809/ Graeme Neary of a Stockopedia retains his bullish outlook. Am sure SThompson IC will be writing up soon too.
steve3sandal
19/9/2018
13:09
ADNATROBHave to agree. £15m Capex coming up, will hit free cash flow (obviously) and will they fund internally?.No signs yet of the growth I thought so stays on my watch list.DD
discodave4
19/9/2018
12:29
'Interims Confirm Growth Optimism' Strix announced interim results this morning. Net revenue advanced by 1.5% to £42.9m and adjusted EBITDA by a faster 4.3% as gross and EBITDA margins both expanded: to 37.9% (37.2%) and 34.5% (33.6%) respectively. Pre-tax profit to fall by 1.9% to £11.0m but the cash position remains strong. Net debt fell by £8.0m to £37.9m as net cash from operations was positive by £15.2m: a 97% conversion rate. Kettle controls revenue was slightly lower in the half year at 1.9%. Global category volume was strong at 6% with China returning to growth and recovering by a similar amount. Despite global category growth, Strix maintained a 38% world market share in kettle safety controls. Volumes advanced by 7.6% to 36.8m units in the period. In the USA, growth was pleasingly strong at 20%. The new U9 series of controls continued to win new business. It also drove growth in the less regulated and China market segments. Aqua Optima nearly doubled in size in the first half (+88%) and was close to 9% of group revenue. Its reach into an additional 2,500 outlets augurs well for future growth and we look forward to seeing the impact of its launch in China in the next six months. Strix remains well placed to match market expectations for the full year and should enjoy sustained organic sales growth in our view thereafter. Moreover, its FY2018 12.0x P/E ratio and 4.2% dividend yields appear undemanding. In our view a 200p fair value – which would imply a 14.3x P/E and a 3.5% - seems realistic as further growth opportunities continue to reveal themselves, as well as offering more than 20% upside. Read the full research note here ...https://www.equitydevelopment.co.uk/edreader/?d=%3D%3DQM3QjM
edmonda
19/9/2018
10:29
I have sold out today.
rcturner2
19/9/2018
10:11
Looks like PE timed their exit fairly well, leaving just a snifter of growth left in the company for the IPO buyers to lap up.
phowdo
Chat Pages: 7  6  5  4  3  2  1
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