bigboy-4650
29 Jul 2017
Sp Concerned about the sharp fall in SP from a peak of 130p. Normally this would indicate there is bad news coming. If this is the case then the dividend may not be safe. We will know when the interim results are announced in September but the omens are not good.
devonplay
29 Jul 2017
Safestyle: Board Talk Grey,You may have already listened, but Safestyle are on the recent Investors Chronicle Board Talk.Consumer squeeze effecting them and similar businesses.The slow down of the property market usually helps the "fixer-uppers". Time to watch is the time delay after the property markets stops. If they dont get the up lift at that point...a price war for market share?Flat market. Margin pressureDLThings I want to undersand more: social housing cladding & consumer finance deals.Do these business have any kind of defensive profile in a tough consumer market?
devonplay
27 Jul 2017
Re: Tyre kicking I have to say the safestyle warning also put me off.Never regret Grey. it's not increasing your capital that's important, it's about not reducuing it.I think there's lots of good things about this stock. But, I still dont feel there is enough of a safety margin.Worth lkeeping on the radar, but all good cigar butts should be debt free and offer that nice big margin of safety.DL
Greyinvestor
26 Jul 2017
Tyre kicking I've kicked the tyres on this a few times, but haven't bought yet.The balance sheet is a bit weak. The company has spent about £65m on acquisitions and as a result is about £20m of debt. To be fair this is covered by property and plant, leaving about £20m of tangible assets. But if things turn bad there isn't much water under the keel.Director holdings are low, with the exception of the CEOCompany announcements talk about all being well in the long term. So nothing much about the short term, except gripes about cost pressures.My concern is that Safestyle and Entu have both warned. Is there a warning in Epwin?I'm holding off buying for now. It's dirt cheap, and I may regret it, but I wonder if there is a further dip coming. Maybe the dip is priced in already, so I could easily be wrong. I think the whole market is overpriced, but not many other investors seem to share my view.
devonplay
18 Jul 2017
Re: SP Heading towards the 52 week low, interested in this one, but it's feeling a bit like a falling knife.I may wait a few days and see if it tests that low. PE under 7.Double whammy of sterling and lack of consumer spending?Or should that be treble whammy: sterling, consumer spending & AIM.Cigar butt in the making?DL
ookyfly
18 Jul 2017
Re: SP Having seen today's trading statement RNS from SafeStyle (turnover slightly up, profits down a little, uncertain outlook for H2, profit for the year likely to be similar to 2016 - sp down 11+% on the day), I'm less surprised by the recent sp decline for Epwin.But imo it's overdone, and a strong buy at these levels for the patient.
ookyfly
12 Jul 2017
Re: SP Well, I hold more than £60k worth - down about 20%. Will continue to hold, for the IHT benefits and the handsome dividend.
In the dark yet again
12 Jul 2017
Re: SP Low volumes, very low profile AIM stock - many investors will never have heard of them, many can't/won't buy AIM stocks, relatively large bid/offer spread a significant deterrent.For me EPWN at this kind of level it's a buy and hold long-term due to illiquidity; if you're in, you're in, it's not something you'll be able to sell in a hurry - it's going to double.... or halve which is the kind of risk you have to be able to take otherwise stay clear.Plus the exposure to housing sector about which many are getting twitchy is liable to make people cautious. With the small volumes it doesn't take much to drive it down (or up) quite significantly. Me, I like it but no compelling reason to buy just yet - without any significant news or some other outside event, I can only see it ticking lower. Interims due September I think so I'll keep an eye on it in the meantime but 1st week Sep seems like a good date to try to buy some, certainly no hurry in the meantime.Regards,ITDYA
ookyfly
12 Jul 2017
SP This is a solid company. Appears to qualify for IHT relief. Yet the sp continues to drift lower, on low volume. What's up?
In the dark yet again
16 Jun 2017
Re: IHT relief Cheers ooky. Everyone wants a fee.... such is life.Alternatively send an email to the Andrew Rutter, Company Secretary FAO Investor Relations and get a reply within 24 hours. Yes, it is a 'qualifying' company at the moment but the email came back with the caveat of no guarantee about the future. Understandable, can't fault them on that.Regards,ITDYA
ookyfly
16 Jun 2017
Re: IHT relief Try the Investors Champion website. They will tell you (for a fee). I think the answer is yes, but I'm not certain.
In the dark yet again
14 Jun 2017
IHT relief Sounds like it should but does anyone know whether EPWIN qualifies for IHT relief, assuming I hold it for the 2 year qualifying period?Me, looking at it, still trying to figure an entry level with which I am comfortable (with AIM stocks I have to be very comfortable) but got money available in both the ISA and the SIPP.Given the SIPP is IHT exempt anyway it makes more sense to buy EPWN (if I do) in the ISA if it's already IHT exempt.I know, EPWIN's status could always change...... but then so could HMG's treatment of ISAs and SIPPs. Will worry about that if/when it happens.Regards,ITDYA
stratty
12 May 2017
Ex-Div Not to bad a fall back for going Ex-Div.quite happy if it stays at these levels
blouson blouse
04 May 2017
Re: No idea. Strange how this share price can move wildly with modest volume. Perhaps brokers are exploiting inexperienced investors? But if it drifts down again to below 110 I will be buying a lot moreNb Next Friday the shares go ex-divi 4.4p so don't be spooked by that drop
stratty
04 May 2017
What just happened ?????
