We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Results tomorrow expecting a volatile trading session.
Market winner 2024
Fortunately most central banks have been hinting at benchmark rate decreases which means we should see market interest rates to start trending down again. That will be a blessing for Helios as lower interest rates will have an immediate and noticeable impact on its bottom line results.
£1 party on its way.
200p that'll do nicely I wish :).
Many loaded up in the 60 70 80p window so 130 140p again is more realistic short term.
Very under valued so not impossible that PE are sniffing around. It would need to be towards 200p to interest any of the cornerstone investors though.
Are we getting a bit of a bid ?
Think the market now realises that too - firing through 80p on way up.
Mary
I agree with your 12 December post. At the first sign of interest rates being cut the share price here will improve dramatically. Mid 100's very comfortably.
HTWS is a money making machine with a little bit too much debt because of their phase of growth.
Down up down up - very tradeable share.
Https://www.marketbeat.com/stocks/LON/HTWS/price-target/
181p yes please
The trades are not reliable as once again my large purchase wa classed as a sell !
adding while in the doldrums
All to do with debt and currency and when that starts to improve we will see 140p again. Adding for bottom drawer.
Struggling to see how this stock performing how it is.
Honestly thought it would be a good investment. Have I missed something??!
Falling interest rates make this an interesting recovery stock.
I think this one could become very interesting. Keen to see how the Q3 results pan out this week. Whilst debt is a lot more costly, this really does look like another one that's been brutally hammered with little regard to their business model and growth.
Only a matter of time
Cash flow broadly neutral after interest and capex and so the debt pile won’t reduce anytime time soon. Investors generally very wary of any getting involved in a business with large debt currently. Upshot, the SP won’t be recovering until they start to earn sufficient cash headroom to repay debt, not to mention paying a dividend. Long term hold and patience required here but the fundamentals are sound enough for a company seeking to grow an infrastructure business.
Seems that it is but yet the SP is drifting lower? will be back to the mid 90s in a blin.
Loss before tax decreased to US$39.4m (H1 2022 US$122.2m), driven by an increase in operating profit and a decrease in other gains and losses and foreign exchange losses.
Nice lift
2023 Outlook and guidance
· The Group has tightened upwards its guidance on all metrics, reflecting strong performance in H1 2023 and robust commercial pipeline:
o Tenancy additions of 1,900 - 2,100 (prior: 1,600 - 2,100), of which 40% are anticipated to be new sites.
o Adjusted EBITDA of US$355m - US$365m (prior: US$350m - US$365m).
o Portfolio free cash flow of US$235m - US$245m (prior: US$230m - US$245m).
o Capital expenditure of US$180m - US$210m (prior: US$170m - US$210m).
§ Of which, US$40m is anticipated to be non-discretionary capital expenditure.
Hey deadly. always open for views.
Buy today or tomorrow dilemma.
Expectations
"Helios guided for 2023 Adjusted EBITDA of $350m - $365m, reflecting year-on-year growth of 24% - 29% "