Hugh_Betcha
24 Jul 2018
Best share l ever bought Yes it’s one of those shares which just keeps giving and my only regret is having such a relatively small holding (relative to my portfolio, not the market!)
emmainheels
24 Jul 2018
Best share l ever bought Yes it’s one of those shares which just keeps giving and my only regret is having such a relatively small holding (relative to my portfolio, not the market!)
SundayTrader
17 May 2018
Re: Trading update 22/03/2018 It looks as if Mr Market is being over-sensitive to currency movements. Now that Cable has changed direction the price is back up to the previous highs, which were pretty much justified by the positive update.
Hardboy
22 Mar 2018
Re: Trading update 22/03/2018 Agree - nothing wrong with the update. Maybe the markets are used to Halma over delivering; and maybe it's just a very bad day on the markets.
Rhigos
22 Mar 2018
Trading update 22/03/2018 Results seemed fine to me but judging by sharp fall in SP today (at 10
0 around -2.5%) market expecting better.From RNS:"All sectors have traded in line with our expectations outlined at the half year. The Environmental & Analysis sector has performed strongly, with the Process Safety, Infrastructure Safety and Medical sectors making good progress. As expected, actions to control discretionary costs are steadily improving profitability in the Medical sector and the growth rate in the Process Safety sector has moderated due to tougher prior year comparators."Only the last bit is slightly negative but IMO does not justify -2.5% SP change. Would give it a weak BUY opinion if web site did not hide option on new posts!
survived2crashes
21 Nov 2017
Best share l ever bought Profits and dividend up again. Onwards and upwards
tejo
21 Nov 2017
Results Another set of excellent results and will add further, I think
Yertiz
01 Nov 2017
Re: Acquisition Got to have a target - what else is there to aim for? CEO said a couple of years ago that the value of the parts were far greater than the whole. It may come that Halma will start to split itself apart to realize the value contained within, especially as the company has grown, acquired and matured to its present state. I tucked this one away a long time ago in an ISA or two and when (not if) it reaches £15, will be a 4 x bagger for me.
Hardboy
01 Nov 2017
Re: Acquisition Yeritz, "Never been disappointed in Halma, they confidently and quietly go about their business."Absolutely - and if they continue to do so, why have a target in mind? Just hold on, and if sales, profits, and dividends continue to rise year on year, just lie back and feel comfortable,
Yertiz
01 Nov 2017
Re: Acquisition Nice add-on and a nice tick-up this morning. Still have £15 in my sights as a target to aim for. Never been disappointed in Halma, they confidently and quietly go about their business.
Hardboy
01 Nov 2017
Acquisition It sounds like a nice little business they have just bought and with good synergies to their existing businesses. And with Halma currently trading on a PE of 35; buying a profitable business for a PE of under 12 looks like a good use of money.
Hardboy
27 Sep 2017
Trading Statement Reassuring update this morning. No hidden nasties, and everything seems to be progressing steadily in the right direction
Hardboy
23 Aug 2017
Re: Sales Yes but they still have a few hundred thousand shares in their name - several £ millions of skin in the game. I'd be more concerned about this Paul Simmons fella. Sold more than he was awarded, and has only a cup full of shares left - more than my meagre holding, but not a lot by executive director standards.
LK Hyman
22 Aug 2017
Re: Sales Hardboy,It looks to me from a very quick scan as if the CEO and the CFO sold as near as damnit all of their awarded shares, with chust a pathetic few retained for what looks like cosmetic reasons. Those are the guys whose actions speak louder than words.LKH on the flybridge
Hardboy
22 Aug 2017
Re: Sales All of these sales came after performance awards, in 7 of the 8 cases the sales were less than the award, so 7 of the directors have increased their holding. Paint the full picture, games or you'll have the press offering you a job!
