Tri-Unity
25 May 2017
Re: Big struggle ahead There should be an announcement by tomorrow on the possible offer by Avingtrans - any ideas on what the package might be ?I can't see there being a generous offer in the light of Hayward Tyler apparently being so strapped for cash!Hopefully might recover some of my losses!
tejo
20 Feb 2017
Big struggle ahead Sadly, all the vibes are bad, especially the struggle to raise relatively small amounts of cash, combined with degrees of wishful thinking over future orders. I finally sold out early last week with much regret at a large percentage loss, since this is the type of company that I like to support, in most instances, successfully.
pharmaspecialist
15 Nov 2016
Re: NEW ARTICLE: Hayward Tyler fightback beg... Yes, things are getting tougher and I am a little concerned that this is becoming a bit of a jam tomorrow situation. Most of the markets it serves are a bit unpredictable and HT has upped the ante by investing more in facilities to serve these markets, so I have decided to play safe and exit while I am still breaking even.
II Editor
15 Nov 2016
NEW ARTICLE: Hayward Tyler fightback begins "While the main market races ahead again Tuesday, recapturing gains following yesterday afternoon's faded rally, I caught up with an exciting small-cap I've followed for ages. It's been a stunning performer, but things have got tougher recently ..."[link]
clarkyboy
15 Sep 2016
Hinkley Point Is Hinkley Point a good thing Hayward Tyler?
clarkyboy
15 Sep 2016
Hinkley Point Is Hinkley Point a good thing Hayward Tyler?
gretel
05 Jul 2016
Siold first thing today I sold immediately on the bell in tranches, taking advantage of the surprisingly large initial mark-up.I think the MMs were blindsided by the headline EPS, which is somewhat misleading as the "true" EPS was 8.09p if you strip out the exceptional tax benefits.Primarily I was concerned about trading which HAYT themselves say will be "heavily weighted" towards H2. This increases the risk element for me, and also indicates that perhaps the shares will go nowhere or drift back downwards again for quite a while.I'd rather exit for the moment and come back when HAYT look more optimistic and/or have reassured over the full year outcome.Good luck all - I may well be back at the appropriate time.
gretel
01 Jul 2016
Moving up prior to results Great to see a recent surge of buying ahead of next Tuesday's results. Perhaps an overhang has now been cleared.Forecasts are for 8.2p EPS with a 1.4p dividend, which puts HAYT on a single-figure P/E despite excellent order books, a transformational acquisition, doubling of capacity, decent asset backing etc etc.Considering that 88% of HAYT's revenues last year cam from overseas, and that HAYT specifically noted that their main exposure was to the US dollar, they may well benefit substantially this year from the now much weaker pound.HAYT have been reviewed in Shares Magazine - subscriber-only though:[link] earnings gain expectedHayward Tyler (HAYT:AIM), manufacturer of industrial pumps and motors, is expected to report (5 Jul) a 23% jump in full year underlying earnings per share. Earnings, should receive a kick from Peter Brotherhood, a steam turbine business acquired from Siemens (SIE:FRA) in ... "
gretel
07 Jun 2016
New upgrading in Scotland HAYT aren't just investing for expansion in Luton:[link] Transformation Project, East Kilbride, Scotland – Phase 1While HTG is investing in the development of a Centre of Excellence (CoE) in Luton, continuing support for its other global sites (Peter Brotherhood (England), HTFH (Scotland), HTInc (USA), HTK (China) and HTI (India) are being planned on a benefits/cost basis.In order to future proof the HTFH facility in Scotland a degree of upgrading is required in order to bring its systems, processes, infrastructure and machinery to the desired ISO9 / Fit 4 Nuclear Group level. Using Lean Sigma techniques and processes HTG’s “Transformation Team” have instigated a future proofing improvement project at its HTFH facility in Scotland, supported by the Scottish Enterprise.The future proofing plan is to modernise the shop floor and systems first by way of consolidating all manufacturing into 2 bays, allowing the team to bring bay 1 & there after bay 2 up to ISO9 / Fit 4 N particulate level compliance, in order to be able to manufacture Subsea, Nuclear Power and Oil and Gas component parts to the same level of quality as the CoE in Luton.Several events are being run throughout the year including a Mega 5s event, a Creative-Destructive event, clean lean certification events and site wide communication events. The first phase of the transformation was a Mega 5S event, attended by Rhona Alison, Head of Business Development at Scottish Enterprise."
gretel
31 May 2016
Christopher Mills takes large stake Great to see that Christopher Mills' North Atlantic Smaller Companies trust have taken a £4m stake in HAYT. CM is one of the most highly respected investors in the UK, and his comments in the trust's recent Annual Report reveal that he believes profitability will double in the short to medium term. The current share price is 8p cheaper than the November'15 90p placing price.Here's a link to North Atlantic Smaller Companies' recent annual report, with the comments on HAYT to be found on p.15:[link] outlook for the business over the medium term looks highly favourable with profits capable of rising to £8 million to £8.5 million (EBITDA £9.25 million to £9.75 million) by March 2018 as the benefits of the new plant become apparent." If so, the current £45m m/cap presents substantial upside over time, certainly a one-bagger and perhaps a lot more.
tejo
28 Apr 2016
Competition Does anyone know what distinguishes HAYT from its competitors, please? Is it in a niche market?
gretel
28 Apr 2016
Finncap - "attractively valued" Interview with the CEO, and good to see Finncap maintaining their 8.8p EPS forecast for this year as I hoped above:[link] rose 3.9% to 84.7p in the morning trading session, some way below house broker finnCap's target price of 113p."We maintain our 2017 forecasts with a robust increase in the order book. The shares appear attractively valued versus the industrial peer group," finnCap said."
gretel
27 Apr 2016
The IC say Buy A snippet from the IC today:"Shares in Hayward Tyler (HAYT) rose 3 per cent in morning trading after the maker of pumps and motors reported a 47 per cent increase in order intake in the year to March. Peter Brotherhood, which was acquired last October, contributed £7.4m to this increase, while management also confirmed that the project to double capacity remains on track to be commissioned by the end of June. Buy."
gretel
27 Apr 2016
Finncap reiterate their 113p target this morning:[link]
gretel
27 Apr 2016
Good trading update today A very positive trading update this morning. Results are broadly in line, so will probably come in at about 8p EPS, with a likely 1.4p dividend.But the order book for this year is up hugely, with both organic and acquired growth, so prospects for this year look excellent.Both the FMC and Ebara partnerships are starting to pay off and have huge potential.Plus net debt is below target and the expansion is going well.Happy with that.
