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Responsible for most of the small trades today
absurd valuation imv
ev/ebit; mkt cap/tnw; net net
all absurd
tp 40p++
...due in two weeks. HEAD put out an encouraging update last month.
Was looking to buy shares not sure anymore
Brexit looking like the worst decision ever made by the government killing small businesses whose main materials are imported from abroad
Very worried about the PPE investment if this is a yearly thing
Always worrying when a highly rated CFO decidea to move on, esp at a time when things are not looking rosy for AIEA
Disastrous results and trying to hide it by releasing at 07 30.
Reduced turnover, profit.
Pension liabilities
yes, good call
stock in short supply:32.x-36p
VCP are getting an injection of up to £175m to spend on acquisitions, from the privately owned Koch group. This may be on the shopping list. A previous bid at c60p was rejected, but anywhere near that could be a winner now.
looking miserable here
perhaps a chance that this will retest 19p?
yep, plus mojo vanished
sold half holding in small portions over the month...
perhaps buy some of those back if prospects improve (or sp tanks enough again)
I suspect the true fallout of the current crisis and looming recession was carefully masked to avoid a run for the exits. How this share is up on the recent trading update is beyond me. Outlook looks pretty bleak to me.
sold 4k @26.xx
moving quickly
on (for tiddlers) some buying...nearly full 25p just paid.. still cheap (like many others ofc)
bought back 23k @ c20p in different traches
on free carry
v cheap by normal metrics (nearly net net incl investment property)
but I'm tempted by mid 30s
Seems harsh as results better than expected after warning, and much of extra spending due to Brexit stock building and sensible strengthening of systems, storage and sales personnel and marketing. Sinking pound should also assist abroad...
However I can understand credibility shot after failed bid, Directors very poor signal of selling shares and poor short term orders.
Could now be in the opportunity draw for a longer term bottom dweller - that ventures to the surface again in about 24 months time!
sp certainly sinking
whether or not
CEO's nifty "timing"
stinks
Its hard to trust a CEO who sold up in the company just prior to a profit warning...wtf...and he expects shareholders or potential shareholders to be impressed with that ..lol ..that stinks.
So a couple of months ago the CEO sells his entire shareholding back to the company for 72p, and now there's a profit warning? Call my cynical but it looks like one to be avoided.
getting close to interesting sp
Yes. Gold but perhaps more than just dust. Look at the balance sheet and adjust the PE for the NAV, then see how much it is truly undervalued. My guess is the directors named a price way above market value which Halstead couldn't stomach.
Shame this share is largely ignored - it has always looked after it's small shareholders (returns of capital etc)
paid good dividends and is tightly run, but now has a pe of 8 despite a rise from 30p.
I still can't understand why James Halstead walked away when on a pe of over 20 - and could have had a huge fillip by probably succeeding around 70p.
Especially as it would have opened up a new area of flooring for them - oh well, I suppose I will have to make do with my 5%+ dividend.....
Airea being appreciated for its own credentials. Could be looking at a sp at least as good the best of the bid-interest days.
Evening Standard: AIREA (AIEA) jumped dramatically as James Halstead (JHD) confirmed it is considering an offer for the flooring business. The offer period has now started and Halstead is required to make a call by May 2 "
It is a hostile bid. I'll bring the popcorn.