Member Info for Chazwalker

Yes I hope they do breakeven on EBITDA, but I'm not fully convinced by Q1 27 they will achieve this i.e. how can you incorporate 2 significantly loss making organisations and turn it into profit in 1 year ? The proof will be in the 'pudding' , I'm not buying anymore until this is achieved

Great results, in particular the underlying improvement in margins, from my understanding a lot more savings can also be made through the planned operational improvements and lean introduction.

Sorry might have misconstrued if profit is before/after tax, so may not be a record compared to last year but still a strong performance

Very brief but good update if they guarantee it exceeds £90 million for March results, will be another record year I believe. I have invested with Clarkson for a long time and underneath although you get the various trends variations of Baltic shipping rates etc, the long term upside is strong

Great news, this is a significant contract size, we should see a return to previous highs hopefully

I really don't understand a) Why we don't have the expected financial figures for 'Haydale' today ? b) Why also buy a company loosing so much money and and has a reducing revenue income.

Agree, a lot of orders coming up for Autoclaves also and the margin's will continually improve due to lean improvements

Had a visit to one of their plants and they seem to have a strong order book , also they are starting a process of improvement that should significantly improve their margins medium to longer term .........

They seem good results, has anyone else an opinion please ? ( i.e. they still can meet EOY expectations, small effect of tariffs, organic growth also and improved divi )

Yep really brutal, I can't fully understand why ? Good PE , good PEG, access to US market capital , although I can understand a low PE for someone buying lot of other companies due to the risk of intergration, the one's so far they have integrated them quite well ....

I think this is a true gem of a company. I have been building up a holding over 4-5 years and been amazed how it never took off. I think with the rebranding ( new name ), the US dual floatation and the company managing to incorporate so much non-organic growth successfully the market has finally opened it's eyes. I think it could be £2.50 to £3 within a year and still on a lowly PE and PEG.

Tata would not be sourcing from Cornish as yet as it's not set up fully, but it could be an option in the future, in particular WITH the drive to source within UK to meet both EU Rule of Origin Standards and Carbon reduction targets ( with reduced transport costs etc )

Well I've heard they recently split the business into two P&L's which could point to sell off's/acquisitions, yet on the other hand it could just be a means for more focused control on costs within the two business sectors.....

Yep excellent results, it really looks like the restructuring and asset disposal has fully paid off. Good to see also they have paid all the debt off now also. Looking ahead with a potential P/E of approx 5 , I've decided to top up again.........

Agree, i think it's just current market conditions against tech shares, fundamentally they look good

Hi interesting,

but I can't see any large trades ref below on Level 1 ... am I missing something please ?

Date Time Trade Prc Volume Buy/Sell Bid Ask Value
02-Nov-21 12:21:27 7.01 80,520 Sell* 7.00 7.20 5,644 O
02-Nov-21 12:15:23 7.03 4,166 Sell* 7.00 7.20 292.87 O
02-Nov-21 12:15:20 7.006 142,660 Sell* 7.00 7.20 9,995 O
02-Nov-21 12:14:39 7.125 88,547 Buy* 6.80 7.20 6,309 O
02-Nov-21 12:13:37 7.00 50,000 Buy* 6.80 7.00 3,500 O
02-Nov-21 11:58:49 6.884 54,124 Sell* 6.80 7.00 3,726 O
02-Nov-21 11:58:46 7.00 500 Buy* 6.80 7.00 35.00 O
02-Nov-21 11:58:46 7.00 71 Buy* 6.80 7.00 4.97 O
02-Nov-21 11:58:46 6.80 68 Sell* 6.80 7.00 4.62 O
02-Nov-21 11:58:46 7.00 1,428 Buy* 6.80 7.00 99.96 O
02-Nov-21 11:58:46 7.00 32 Buy* 6.80 7.00 2.24 O
02-Nov-21 11:58:46 7.00 14 Buy* 6.80 7.00 0.98 O
02-Nov-21 11:58:46 7.00 19 Buy* 6.80 7.00 1.33 O
02-Nov-21 11:58:46 6.80 30 Sell* 6.80 7.00 2.04 O
02-Nov-21 11:58:46 7.00 107 Buy* 6.80 7.00 7.49 O
02-Nov-21 11:58:46 7.00 714 Buy* 6.80 7.00 49.98 O
02-Nov-21 11:58:46 7.00 500 Buy* 6.80 7.00 35.00 O
02-Nov-21 11:58:46 7.00 90 Buy* 6.80 7.00 6.30 O
02-Nov-21 11:58:46 7.00 100 Buy* 6.80 7.00 7.00 O
02-Nov-21 11:58:46 6.80 200 Sell* 6.80 7.00 13.60 O
02-Nov-21 11:58:46 7.00 14 Buy* 6.80 7.00 0.98 O
02-Nov-21 11:58:46 7.00 1,428 Buy* 6.80 7.00 99.96 O
02-Nov-21 11:58:46 7.00 200 Buy* 6.80 7.00 14.00 O
02-Nov-21 11:58:46 7.00 100 Buy* 6.80 7.00 7.00 O
02-Nov-21 11:58:46 6.80 156 Sell* 6.80 7.00 10.61 O
02-Nov-21 11:58:46 7.00 110 Buy* 6.80 7.00 7.70 O
02-Nov-21 11:58:46 6.80 72 Sell* 6.80 7.00 4.90 O
02-Nov-21 11:58:46 7.00 85 Buy* 6.80 7.00 5.95 O
02-Nov-21 11:58:46 7.00 50 Buy* 6.80 7.00 3.50 O
02-Nov-21 11:57:28 6.99 42,804 Buy* 6.50 7.00 2,992 O
02-Nov-21 11:56:08 6.90 20,000 Buy* 6.50 7.00 1,380 O
02-Nov-21 11:56:06 6.90 43,362 Buy* 6.50 7.00 2,992 O
02-Nov-21 11:47:41 6.90 18,000 Buy* 6.50 7.00 1,242 O
02-Nov-21 11:00:14 6.80 6,104 Buy* 6.50 7.00 415.07 UT
02-Nov-21 10:48:02 7.00 243 Buy* 6.50 7.00 17.01 O
02-Nov-21 10:33:30 6.90 60,387 Buy* 6.50 7.00 4,167 O
02-Nov-21 10:27:22 6.90 7,073 Buy* 6.50 7.00 488.04 O
02-Nov-21 10:10:56 6.90 1,326 Buy* 6.50 7.00 91.49 O
02-Nov-21 09:46:42 7.1327 140,000 Buy* 6.50 7.00 9,986 O
02-Nov-21 09:26:38 6.90 2,496 Buy* 6.50 7.00 172.22 O
02-Nov-21 09:26:12 6.68 45,906 Sell* 6.50 7.00 3,067 O
02-Nov-21 09:00:22 6.94 840 Buy* 6.50 7.00 58.30 UT
02-Nov-21 08:53:53 6.68 2,246 Sell* 6.50 7.00 150.03 O
02-Nov-21 08:52:55 6.68 4,671 Sell* 6.50 7.00 312.02 O
02-Nov-21 08:35:58 6.89 812 Buy* 6.50 7.00 55.95 O
02-Nov-21 08:17:58 7.00 800 Buy* 6.50 7.00 56.00 O
02-Nov-21 08:17:33 6.90 7,116 Buy* 6.50 7.00 491.00 O
02-Nov-21 08:01:23 6.90 12,000 Buy* 6.50 7.00 828.00 O
02-Nov-21 08:00:52 6.68 19,000 Sell* 6.50 7.00 1,269 O
02-Nov-21 08:00:29 6.80 2,625 Buy* 6.50 7.00 178.50 UT
02-Nov-21 08:00:10 6.995 5,003 Buy* 6.50 7.00 349.96 O

Same here, well chuffed.... Kape, CentralNic also EKF Diagnostics posted great interim results... every Dog has his day :)

Yes, they do a lot of share based rewards, some seem possibly maybe on the 'excessive' side, but all the other key figures are fantastic and a great investment I believe, with a potential PEG of 0.3 moving forward ....... it's also got a strong diverse product portfolio now that should give significant growth over the next few years.

Agree, recent excellent results and fundamentals are good, the only negative I thought was the recent re-numeration packages of the Directors did seem rather excessive in my eyes. The future orders, PE and PEG all look a good case for further investment.

I think today's RNS is excellent news. By removing the copper mesh from an Aircraft body they can save up to 4 tonnes of weight on large jets by using Haydale Graphene Prepreg as an alternative. It may take a while but in the future I'm sure this will be a significant part of Haydale's turnover as it is a win-win for weight, fuel economy and electrical conductivity for airplane manufacturers.