Member Info for Hardboy

Their EV share of the UK market is about 2%. It's a very quickly growing market, and they have all the cspply channels set up to distribute them.

Another interesting item out of this afternoon's webcast is they looking at manufacturing sites in Poland. China is becoming a more dodgy place to do business in almost by the day/

In 2 weeks - at their pre close trading update they talked about elevated activity levels, positive momentum, healthy conditions, and a highly active US non residential market. I'm expecting good things.

Danske Bank increased their stake

When a trading update shows the enlarged business is going to be a success

The Net Asset value of Halfords is 254p per share. Companies trading below their NAV are usually making a loss. Halfords is profitable - yes staffing costs and input costs may be going up and squeezing margins, but they are still profitable.

Not sure what UK holidaymakers have been doing this year - with all the airport problems, and still COVID restrictions in many countries, and people worrying about future costs, there may have been a sizeable market of holiday makers staying ion the UK. This helps Halfords business.

As part of UK Government's Net Zero Strategy there was a firm Gov't commitment to double the amount of cycling in the country between 2013 & 2025 - haven't heard any updates on how they are doing (or how they are measuring it) but we should start asking our MPS for an update on progress, but obviously increasing in cycling will be good for Halfords business. The net Zero strategy also includes a commitment of £5b to support buses, cycling and walking in cities (not sure over what period) and they claim to have over 300 walking/cycling schemes already in progress. This has got to be good for cycle & cycling equipment sales.

The trouble is in the short term markets are in panic mode and not looking at fundamentals of businesses.

" I believe the Chairman purchased shares worth just below £50K today. I hope I am correct. Thanks"

You're quite right, but so was I.

Just to clarify:

CEO bought ~£20k shares Monday and also did a bit of dividend reinvesting later in the week.
Chairman bought 2 tranches, one around £20k, one around £30k
Then later in the week an NED bought £10k (Personally I'm always slightly concerned when I see NEDs owning shares, as it could arguably compromise their position, but the fact they are buying is a good sign for their belief on the future of the company v it's current market value.)

It seems to me that in the current market, people who drive share prices do not like big take overs - Marshalls have tanked since buying Marley, 888 also since buying Wm Hill. And there may be a point that taking on large debt with rising interest rates is not a good idea. But it is a short term view rather than looking at the long term synergies of the take overs. I'm optimisitc for both

"I’ll buy when the directors buy, not until." One was buying today - 2 were buying after the pre close trading update a month ago.

So get buying.

Tommy, "while an increase in insolvencies should indeed lead directly to an increase in profitable business for Manolete, the lag may be many months, and the interims may be too soon for a sizeable difference.

So yes I believe this is a great price to buy, but we may have to wait until the next annual report to see the kind of results that would lead to real price movement."

If you look over all Manolete's trading updates they don't just produce historical figures they spend a lot of effort discussing rates of enquiries, backlogs etc. So I think the next release should be very informative.

No movement today and back to normal minimal volume. It seems to have been range bound for ages (admittedly some way above 1700, Goolang) Still a couple of months to the finals, so it'll probably drift along in the same range till then.

Have other people seen this Dutch company producing sausages from cells taken from pigs? It means no animals need be killed to produce the meat we are used to eating. The company are confident genuine steaks can be made this way, so all meat products could be made this way. Obviously if this does develop Cranswick's business is finished.

what I don't know is how quickly this can be developed economically.

Anyone have any opinions?

Have other people seen this Dutch company producing sausages from cells taken from pigs? It means no animals need be killed to produce the meat we are used to eating. The company are confident genuine steaks can be made this way, so all meat products could be made this way. Obviously if this does develop Anpario's business is finished.

what I don't know is how quickly this can be developed economically.

Anyone have any opinions?

Big volume of shares traded today. As it went up, let's hope there's a significant buyer out there.

Well that brought this board back to life - thanks for all the comments. Directors buying around £20k each is a good sign. I read the news like the rest of you; and it is a number of issues which should all be short lived. And remember they will shortly be operating from a brand new HQ & Manufacturing plant, which should bring operating costs down; and allow all senior staff to concentrate on running the day to day business.

Good luck to all buyers/

I believe MANO are the biggest insolvency practitioners in the UK. A few week ago a headline in the FT was about insolvencies soaring. And MANO's share price has continued to drift lower. At some point (Maybe with their next results release next month) people with put one and one together.

"another fund raise wouldn't bother me" - so long as they do it properly and don't use the awful Primary Bid. I hold my shares in my ISA (in the anticipation of huge capital gains!) and do not like to split my holdings.

Not only that, this is a little magic cash generator and they give excess cash to the shareholders - just look at the special dividends over recent years.

The Report PCT issues with its finals is very long and takes some reading, but if you are looking for investment ideas, it is worth it - it gives excellent commentaries on the market and outlook for so many industries.

Not sure, but all the gaming type shares are big losers.

Maybe everyone was betting on when Boris would resign, so the source of income has vanished!

Now the Gov't have finally OK'd the takeover, does anyone know the timetable to completion?