claude reins
15 May 2015
Re: Results ENTU diversification? Are you referring specifically to their link with the new boiler manufacturers? Have you seen how the latter shares have performed recently? Not sure that the market is ready for the new boiler offering; not sure that the boiler offering is that good anyway. Thoughts anyone?In the meantime, SFE plods on....and up hopefully...........not to say that ENTU wouldn't have been a good buy at IPO. No, I didn't, unfortunately!
jonnydurex
14 May 2015
On board Have been in these for a month or so and they are just starting to move in the right direction. Have a modest number about 2000 so should help pay for a meal out-hopefully this summer?jd
claude reins
27 Mar 2015
Re: Results Re Entu, there is diversification and diversification. Dont hold your breath on the link with Flowgroup. Not a good separate investment to date - see Flowgroup's SP trend - and I havent read that much good news about it.Some markets are pretty conservative, and the ones SFE and Entu are operating in are some of the more conservative. Both are good companies, and I wish I had been into Entu at the start. Both will flourish IMHO. I just hope that Entu's operatiuons are not choked up with time spent on Flowgroup 'developments'.
MRBIG
26 Mar 2015
back to 200 soon
pmrleahy
26 Mar 2015
Re: Results I largely agree, and I am sitting on a tidy profit on this share. I am jealous of those who got in at the IPO launch.My only concerns/questions from the results are:- Why did the market contract during the second half of last year? Was milder weather to blame for example? It is great that SFE managed to actually grow in this period while the average company shrank.- SFE's diversification/expansion plans seem quite modest when compared with competitors like ENTU (which I also hold). Of course, diversification and expansion can go wrong (e.g. TESCO) but it would be good to see SFE branch out into more home improvement services to help stabilise the business against any future pressures on double-glazing.
bushwhacker
26 Mar 2015
Results Excellent results, this is an unsexy, but easy to understand cash generative business, that will deliver nice steady growth. The company is focused with a clear simple aim of capturing larger market share through efficient manufacturing processes and clever advertising. This is one to tuck away for 5 - 10 years, especially with its dividend return and watch it grow!!
claude reins
26 Mar 2015
Good finals Very good results. Beaten forecasts. Market share up - again. Financials good. Higher then expected divi, giving divi well over 5%. Only blip is the market itself, with a second half decline. More than made up for by their gain in market share. Good start to new year. They are also expanding conservatory refurbishment market which gives them another string to their bow. At this price - depressed versus peaks some months ago - a strong buy.
Einstein the Second
26 Mar 2015
Full year results TOP BANANA!
IOMINVESTCOM
04 Feb 2015
Edison - In-line update for FY14 [link]
bushwhacker
26 Jan 2015
Whats with the 5 % price spread today.
valuemanbuyer
26 Jan 2015
On track the trading update looks fine -steady as she goes .The expected cash position is less than analysts thought (£10.5m) but eps in line -so about 15.7p .Trading on a net of cash pe of 9x forward earnings (17.5p) is too cheap . If they drift back I will top up . I don't mind waiting when there is a 11.5% gross earnings yield .
pmrleahy
26 Jan 2015
Re: Trading update Einstein - how did you reach an EPS figure of 17p? My calculation is circa 15.2p but admittedly this is somewhat quick and based more on 2013 EPS + reported growth in RNS.
The other Picard
26 Jan 2015
Re: Trading update The Company will announce its audited results for the year ended 31 December 2014 on26 March 2014.They either need a time machine or another proofreader......!
claude reins
26 Jan 2015
Re: Trading update Good result. Especially good increase in market share, and continued focus on SE.
Einstein the Second
26 Jan 2015
Trading update Looks like they will have EPS of 17 p or more, unless they have any exceptionals. Hopefully they will boost the dividend a lot. Positive outlook.
