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Started: billyrvalentine, 14 Jun 2024 08:43
Last post: billyrvalentine, 14 Jun 2024 08:43
This SP is the biggest frustration and disappointment. The time has come to see these gone at 66p
BRV Capricorn
Started: billyrvalentine, 10 Jun 2024 12:48
Last post: billyrvalentine, 10 Jun 2024 12:48
Absolutely sick to death of this robbery of loyal shareholders. Large buys and sfa. A few sells and widen the spread and knock it down and reduce the spread. Someone has got this very cheap. B s.
BRV Capricorn
Started: billyrvalentine, 10 May 2024 08:52
Last post: billyrvalentine, 17 May 2024 07:24
Your comments are wholly unacceptable. I have never ramped any investment and HZM clearly fxxked up many shareholders dreams. With assets valued in billions across the 2/3 mines, this should never have made administration. So my investment was sold at a loss. Don’t be smart with your comments.
BRV Capricorn
The results were not as indicated in the January preliminary announcement mainly due to exceptional items and cost of borrowing. I made that very clear on the shareholder call to the CEO. The costs of aborted M&A was significant considering they have in house expertise and going all the way to end with them not meeting price ratios was money lost. Also they’ve reinvested in newly acquired businesses with office refits etc so a not profit of £10mn excluding exceptional items is reasonable considering market conditions overall.
The good news is the dividend was maintained and the expansion across the uk continues and I feel as the uk market picks up, this company will make consistent progress and grow market share.
BRV Capricorn
Not sure if asking Billy the Goat is a wise idea. He spent several months trying to ramp and convince everyone HZM was going to go to the moon....
How's the investment in HZM Billy?
Whats your thoughts on the results billyrvalentine?
All buys at 49p yesterday which was the bid price and today the MMs drop it yet again today. Totally misleading pricing ….
BRV Capricorn
Started: billyrvalentine, 9 May 2024 22:14
Last post: billyrvalentine, 9 May 2024 22:14
All trades at 49p were buys! Ironically I could buy at 49p and sell at 49.01p…. SP being intentionally subdued. Now what’s that called? Market manipulation… or abuse ….
BRV Capricorn
Started: billyrvalentine, 3 May 2024 14:25
Last post: billyrvalentine, 3 May 2024 14:25
All trades at 49.4p are buys. Wtf are the MMs doing? Unless they’re on a big sell and matching such but same as yesterday and no later trades. Playing below mid and distorting buys / sells is improper!
BRV Capricorn
Started: billyrvalentine, 3 May 2024 10:57
Last post: billyrvalentine, 3 May 2024 10:57
Clearly the MMs are trying not to lose on a widening spread and volume of purchases so are manipulating the price and scaremongering trying to create panic selling at 49.15p. This company is a well oiled machine and the SP really is not reflecting true value. The CEO knows this and no doubt will be acquiring more once results are announced for 2023 & 2024 year to date. Solid growth, M&A in pipeline plus a good dividend. Hoping these will reach at least 70p in the coming period…
BRV Capricorn
Started: billyrvalentine, 3 May 2024 06:07
Last post: billyrvalentine, 3 May 2024 06:07
Hoping to see buyers coming in for all the good reasons noted previously. A prudent and respected chairman and CEO who owns a significant amount of equity and both continue to buy shares in open periods.
Solid 2023 with profits dipping slightly due to market headwinds and higher costs of borrowing (gearing) which was significantly reduced during the year. A good dividend going ex 23/5 and paid end of June.
Trading for 2024 should hopefully remain steady and the fact that the lenders have extended the loan facilities until 2027, suggests things are looking good for the IPO commitments being fulfilled by 2025.
Plenty of demand for the shares currently so 75p hopefully will be breached with sentiment of increasing market share and targeted M&A in the pipeline no doubt- DYOR
BRV Capricorn
Started: billyrvalentine, 2 May 2024 07:11
Last post: billyrvalentine, 2 May 2024 07:11
Volume is picking up and looking good for a massive rise. The lenders are clearly very comfortable with extending this amount of credit. The market cap is less than the credit facility which confirms how discounted the SP really is. Trading update, increase in final dividend (they’re paying!!) and 2023 final results are due next couple weeks!! Expect a massive rise…. DYOR
BRV Capricorn
Started: billyrvalentine, 1 May 2024 09:44
Last post: billyrvalentine, 1 May 2024 09:44
Monday mainly all purchases as the MMS were selling below mid. Yesterday the same and they market it down considerably. Again today buys showing as sells. Disgraceful pricing regime and now they widen the spread…pure greed. Looking forward to solid results, a good dividend and confirmation of a good start to this year where IPO commitments may be achieved!
BRV Capricorn
Started: billyrvalentine, 30 Apr 2024 07:19
Last post: billyrvalentine, 30 Apr 2024 07:19
Good dividend to be declared for 2023 results and 2024 trading statement should result in a positive buying reaction coupled with M&A activity- not sure what but something is cooking…
BRV Capricorn
Started: billyrvalentine, 27 Mar 2024 16:01
Last post: billyrvalentine, 27 Mar 2024 16:01
I remain bullish here. A big seller on the book, and maybe the former CFO?
Unless news has been leaked this has been well oversold and massively undervalued ..
BV Capricorn
Started: billyrvalentine, 25 Mar 2024 07:20
Last post: billyrvalentine, 26 Mar 2024 08:27
Tom - see 24/1/24 RNS (trading update) - profit was slightly down against very tough market conditions. The below are not my words and I’ll leave you to work out the rest. BRV Capricorn
………..
“The recent trading update evidences the resilience that the group continues to show throughout what have been challenging market conditions across the sector, notwithstanding inter alia increased interest rates and the macro-economic backdrop.
A key tenet of the Lords Group culture remains the development and support of our colleagues and, with Chris having previously taken on additional operational responsibilities as COO alongside his CFO role as part of his ongoing development, the Board had taken the view that (in the event that the transition became even further operationally focussed) a process should be commenced for a CFO to work alongside the rest of the existing executive management team. This commencement of this process has therefore enabled the Board to be well advanced at the time of Chris deciding to take up another opportunity. We wish him well for the future and he leaves as a member of the Lords family.
We remain aligned that the long-term prospects of the Group are not currently reflected in the share price”.
…………
Billy, what makes you think 2023 results will be good? It was a tough year for building supplies. I am invested here + eurocell + brickability on the basis they're recovery shares but I see that being a 6 - 18 month time horizon.
Notice of results should be out soon for FY23.
Expecting a solid set of final numbers and a good dividend.
The next acquisition shouldn’t be far off.
This company will be a firm target at this super low and undervalued SP
BRV Capricorn
Started: billyrvalentine, 20 Mar 2024 06:54
Last post: billyrvalentine, 20 Mar 2024 06:54
Expected this to be at 65p by now. Everything I’ve said will come true but for whatever reason the MM has fooked around and purposely kept it lower. This will be a great year with strengthening sales, growth, acquisition and a higher dividend .
BRV Capricorn
Started: billyrvalentine, 14 Mar 2024 06:27
Last post: billyrvalentine, 14 Mar 2024 06:27
So people were selling above mid at 51.65p and further buy at 51.9p and the price is dropped to 51.5. Plenty of purchases just below 52p - total manipulation when fundamentals are very good.
Sales - solid
Loans - reducing and lower interest costs
Dividend - final dividend to be confirmed but in line with forecast (hopefully increase of 4% on FY 22)
Target sp - 96p (90% upside)
Summary
Solid growth company with expansion strategies and effective cost controls.
M&A likely too….
BRV Capricorn
Started: billyrvalentine, 4 Mar 2024 07:01
Last post: billyrvalentine, 4 Mar 2024 07:01
Expect further M&A news - sales booming and dividend increased….
BRV Capricorn
Started: billyrvalentine, 1 Mar 2024 08:04
Last post: billyrvalentine, 1 Mar 2024 08:04
The direction of travel is good news. Should be a big jump coming…..
BRV Capricorn
Started: billyrvalentine, 28 Feb 2024 09:49
Last post: billyrvalentine, 28 Feb 2024 09:49
It’s disgraceful how mms lower the price to fill a sell order at the expense of long only shareholders so to match buyers and sellers at the lower end. Expecting a trading statement and acquisition announcement which will further grow bottom line profits. A dividend increase will bring much cheer but really waiting for this to take off as the quality of the company is incredible.
BRV Capricorn
Started: billyrvalentine, 8 Feb 2024 10:31
Last post: billyrvalentine, 8 Feb 2024 10:31
Excellent start to the year and acquisition to be announced adding revenue of 20m and net profit of 1.5m imo. Dividend increasing too which is lucrative so 2024 we will see a 90p SP…
BRV Capricorn
Started: billyrvalentine, 2 Feb 2024 06:27
Last post: billyrvalentine, 2 Feb 2024 06:27
This is the start and through 60p.
BRV Capricorn
Started: TurtleHead, 31 Jan 2024 10:20
Last post: TurtleHead, 31 Jan 2024 17:01
There's a lot of good indicators, as you say with the BOD chucking in £500k at 65p. Sahme it's done 30% this week as I would probably take a position at 50p
I think it’s a great company with excellent leadership and a CEO who’s put his money in. The dividends will grow as will profits. Selling at this price is madness. The SP will recover to 80p again and beyond, timing this year hopefully…..
BRV Capricorn
An interesting proposition, the drop seems ridiculous given the results and the fact it's way below IPO. WHo on earth was dumping?
I totally appreciate the decline in property is a factor, but where is the risk/negative?
After recent rise, I might wait for a betetr entry point (whoch could never arrive) but definitely on the radar,
Started: billyrvalentine, 31 Jan 2024 03:16
Last post: billyrvalentine, 31 Jan 2024 03:16
See prior posts. We can expect consistency in terms of the boards prudent approach to acquisitions and IPO pledges in terms of revenue growth both organically and through selective acquisitions.
A strong sales mindset supported by a cultured workforce whom provides top class customer service which preserves and further strengthens the excellent brand value and proposition of this well oiled machine.
Effective costs control too and debt reduction will further grow profitability and enhance dividends leading to increased shareholder capital value will ultimately drive the SP to new highs in 2024 and consistently beyond as demand strengthens.
BRV Capricorn
Started: billyrvalentine, 30 Jan 2024 10:09
Last post: billyrvalentine, 30 Jan 2024 10:09
See prior posts. This company is going from strength to strength and will outperform in difficult market conditions when they exist. An £11mn net profit is exceptional considering the general market conditions and macroeconomic headwinds.
The final dividend should be lucrative too and with analysts suggesting value by the year end of 90p, hoping this will head upwards again to 60p+ in the short term, and then onwards to 70-80p…..by June …2024
BRV Capricorn
Started: billyrvalentine, 30 Jan 2024 07:04
Last post: billyrvalentine, 30 Jan 2024 07:04
See below… charts show strong prospects and growth. Technicals very strong too….90p target SP…
BRV Capricorn
https://uk.investing.com/equities/lords-group-trading-consensus-estimates
Started: billyrvalentine, 29 Jan 2024 11:27
Last post: billyrvalentine, 29 Jan 2024 11:27
The group continues to show throughout what have been challenging market conditions across the sector, notwithstanding inter alia increased interest rates and the macro-economic backdrop.
The board was able to confirm at the time of announcement of Chris Day’s resignation that a process had commenced to identify and appoint a new CFO.
A key tenet of the Lords Group culture remains the development and support of its colleagues and, with Chris having previously taken on additional operational responsibilities as COO alongside his CFO role as part of his ongoing development, the Board had taken the view that (in the event that the transition became even further operationally focussed) a process should be commenced for a CFO to work alongside the rest of the existing executive management team. This commencement of this process has therefore enabled the Board to be well advanced at the time of Chris deciding to take up another opportunity. They wish him well for the future and he leaves as a member of the Lords family. The Board’s effective approach to planning in this instance will provide for smoother succession planning than otherwise may have been the case.
The board remain aligned that the long-term prospects of the Group are not currently reflected in the share price.
The shares will continue to rebound upwards, the recent correction is just the start. DYOR …
BRV Capricorn
Started: billyrvalentine, 26 Jan 2024 11:20
Last post: billyrvalentine, 26 Jan 2024 11:20
This SP was battered for no reason. The company is healthy with excellent leadership and strong costs discipline.
The products cater for all customer types and are quality and affordable.
1% market share which will grow organically plus through acquisitions.
Balance sheet is strong with at least £15mn of prime Real Estate assets which can be developed so say possibly £25mn in the future.
Eco products expanding rapidly and the new outlets delivered in 2023.
This company is growing at pace and is totally undervalued.
Target SP by two analysts is 90p.
A strong buy should be a MUST buy. DYOR
BRV Capricorn