Boyobach
08 Aug 2018
Has JHD plateaued? So, after eight good years to 2017, is JHD currently at a periodic low or is it finding a plateau? And, if the latter, will it drop further? It does seem to be testing the trend and support levels. If the divi is maintained then the yield appears to be around 6.8% at today’s sp (dyor). image.png1048x586 91.1 KB
PIE-EATER
29 Jan 2018
PRE-CLOSE STATEMENT As II seems unwilling or incapable of giving us these......this is todays RNS...nicely positiveJames Halstead plc, the commercial flooring manufacturer and distributor, is providing the following trading update ahead of its interim results for the half-year to 31 December 2017. Turnover has increased by 5%, boosted by a strong December, and profit is in line with expectations and in excess of the comparative half-year. Having achieved revenue increases in the majority of our key markets, including Germany, the UK and Australasia, this has resulted in a record level of turnover in the half year.In his AGM trading update, on 1 December 2017, Mr. Geoffrey Halstead noted that trading to date had been in line with our budgets albeit against competitive headwinds. In particular, the central European markets (the principal of which is Germany) have been very competitive with very keen pricing. However, in early January a German manufacturer entered administration and announced the closure of its sheet vinyl and tile facility. This closure is expected to take place imminently and this should ameliorate the pricing pressures we have been experiencing. Product development continues and we have refreshed some of our key ranges and presented them to the trade in recent weeks. Given the positive feedback, our confidence for the full year is unchanged and remains positive.
II Editor
15 Dec 2017
NEW ARTICLE: James Halstead and the Vinyl Tycoon "Let me share with you my internal monologue on LSE:JHD:James Halstead, a company I've wanted to invest in so long, it's doing my nut in.The globetrotting company's annual report is an annual highlight. The business monotonously earns humongous ..."[link]
glasgowboy
02 Oct 2017
Good results overall -sorry to see Geoffrey go however another family member coming in which is good , topped a small amount today
gravy
01 Apr 2017
Re: Bit of a mixed bag... Thanks Pie-Eater - agree with your comments.
PIE-EATER
29 Mar 2017
Bit of a mixed bag... Some great points in the interims.....increased divi, cash levels, optimism following trade fairs and exchange rates for sales. But some things just causing a little more wariness......reduction in EPS, UK destocking?, one company they supply taken over by private equity and the hope (not expectation) they will resume normal purchase levels. Also exchange rates will increase materials costs.All in all, while I wouldn't want to add to holding at the moment I also wouldn't want to sell because of long term record of company, so perhaps just a hold. PE
II Editor
04 Nov 2016
NEW ARTICLE: A peerless profit machine "LSE:JHD:James Halstead is an improbable firm. It makes extraordinary profits from manufacturing a boring everyday commodity. It tells the competition how to do it, yet in terms of profitability it has no peers.The company manufactures the ..."[link]
II Editor
21 Oct 2016
NEW ARTICLE: 20 shares for the future " Some of the companies ranked highly by the Decision Engine have questions to answer.Three years ago LSE:ANCR:Animalcare, which supplies pet medicines and other products to veterinary practices, started an investment programme to enhance generic ..."[link]
gravy
05 Oct 2016
Re: Thoughts on James Halstead Typically solid full year results and reassuring statement on outlook despite some UK weakness.
gravy
22 Jun 2016
Re: Thoughts on James Halstead A lot of truth in what you say Games. I wd expect a period ofFlattish performance while the business catches up with the price. Still I am not a seller cos of capital gains tax and long term faith in future growth, based on its steady record over 20 years plus.
gamesinvestor
21 Jun 2016
Re: Thoughts on James Halstead """Thoughts on James Halstead.""My thoughts -- great company with a long and steady history, however, because of the dearth of other good companies around - perhaps unfair, but has some truth -- the share price has been bid high and is still quite expensive :-1. the P/E at 24 is very high with a projected EPS growth of just 3% current and 6% next year.2. Yield is OK at 2.9% but the cover is only now at 1.4 so this is getting close to the bone.3. Directors have been net sellers over the last years and most recently the FD offloaded £417K's worth late last year at 460.On the positive side, operating margins and return on assets are high, showing what a quality company this is. This would be on my list at 300-325 level.Games
Gauty
31 Mar 2016
Interim Results Great results as always. A truly excellent British company that you can depend on.
mcescher
28 Mar 2016
Thoughts on James Halstead Great dividend stock, this infographic shows the recent performance [link]
II Editor
24 Mar 2016
NEW ARTICLE: The week ahead: James Halstead "In another four-day week, James Halstead will report. One analyst reckons investors are in for double-digit dividend growth.Monday 28 March - Easter MondayAGM/EGMTurkiye Is BankasiTuesday 29 MarchTrading statementsArtilium, Public Power ..."[link]
II Editor
19 Oct 2015
NEW ARTICLE: James Halstead: Unstoppable "After two years of unaccustomed stagnation the specialist vinyl flooring company has resumed its inexorable growth.One of the guilty pleasures of my financial year is James Halstead’s full-year results. I fantasise about adding the shares ..."[link]
