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Even if the economy remains stable (doubtful given the impact lag with interest rate rises), HAT should prosper. More stores are due to open in H2. Travel seasonality means Forex will generate greater profits in the coming half too. The fall in retail margins seems to have been addressed & is forecast to reverse going forwards. Borrowing costs are higher, but this should be offset by a corresponding increase in the pledge book loan rate. Still looking good for full year to me.
Totally agree.
Yes, excellent results. This should rise further as the economic climate worsens over the next year or so…..
Brilliant results released. And ex dividends date is coming up in September I think. Good dividends payout last time.
Me too :) should be a good year 🙂
I guess the share price hasn't run away (yet!), as most of this was to be anticipated from previous announcements. Good TU though. Looking very positive for FY.
Yet again, another lot of brilliant results. So surprised, share price hasn't done much yet.
Laughton - not really, though I guess you could argue the TOTAL number of recent Director buys - and the price they paid - IS mildly encouraging.
Maybe he felt he had to - is 15,000 shares that much of a ringing endorsement?
Happy to hold.
Hopefully tomorrow will be a better day :) have a lovely evening.
Sorry - you’re right. I should have known, as I’d already posted about 18th May several times! To recap, HAT goes ex div on 18th May, so tomorrow (Wednesday 17th) is the last day to buy if you wish to qualify for 23 June’s 10p a share payout.
I think you find ex dividend date is Thursday?
An interesting RNS announced after yesterday's close for H&T's new performance-related share option scheme: hTTps://otp.tools.investis.com/clients/uk/harvey-and-thompson/rns/regulatory-story.aspx?cid=135&newsid=1687750. The way I read it, qualifying senior management don't have to pay for their options, providing they achieve set targets. If so, that to me is ridiculous. Surely they should STILL have to pay (even if at a lower-than-current-market price)? That said, the targets to qualify look fairly ambitious, with a MINIMUM 106% increase in EPS by 31 December 2025. If they achieve even that, there should be a substantial upward share price re-rate by then. Not to mention a significant boost to dividend payouts. I topped up further, both yesterday & today, on the share price weakness, as I can't see any obvious reason for it. Ex dividend tomorrow, so thought I'd get in beforehand to qualify for the 23 June 10p a share payout. The price could well drift lower still (particularly tomorrow when it goes ex-div). But on a 12 month+ view, I'm reasonably confident these latest buys will prove sound. H&T is now my 2nd largest holding.
Ex dividend tomorrow, so anyone buying from now misses 23 June's 10p payout.
Why are so many people cashing out? Ex dividend date is very shortly, and we've had nothing but excellent news. Weird.
Yup, odd weakness in the share price today, given the lack of any obvious news to drive things. As Dawson_64 pointed out, HAT only goes ex-dividend on 18th May, but maybe someone's jumped the gun! Anyhow, I topped up today as a result. The outlook was good enough for HAT's biggest shareholder to add significantly on 10 May (when the price closed at 446p. So it was good enough for me today, at just below 430p. Directors have also added recently, notably Chris Gillespie (CEO), with a further 25,000 shares @ 428p on 28 March. And the CFO bought 7,500 shares @ 431p on 3 April. Neither of them perhaps huge trades in their eyes, but a small vote of confidence nonetheless. Here's hoping there's nothing sinister about today's drop - I somehow think the Directors would have been the first to know if so....
Rocketing*
I know. It doesn't make sense. I have reached my limit now. Overwise I'd top up more. Loads of brilliant news and dividends coming up, I thought it would be rocking.
Hard to understand current decline in SP.
We are back to the level of last year's cash raising. There is a 10p ex div in a couple of days and the background economic circumstances and company reports indicate all is fine.
I suppose PI are always the last to know but have topped up today at what should be a decent price.
Snapped up more, taken advantage of the unnecessary dip in share price.
Yup. Ex dividend date is 18 May. This morning's TU contained no unforeseen nasties & gave an overall positive outlook. I'd say the slight negatives were 1) Recent higher pledge redemption rates. 2) Moderating jewellery margins. 3) Weakening demand for certain higher value watch brands. 4) Inflationary impact on overhead costs. But it appears these are all being dealt with and were - for the most part - anticipated. Share price is probably a bit weaker this morning in line with general market trends - & the fact that their update didn't surprise to the upside. But I'm happy with this. Always best to guide accurately in the first place IMHO, rather than keeping investors second-guessing.
And the ex dividends date is the 18th May I think. So even better news :)
Yes, this RNS will do no harm. few more for me today!