Member Info for Raleigh

https://rcimag.co.uk/people/sigs-new-divisional-sales-director-is-a-cause-for-celebration

https://www.buildersmerchantsjournal.net/national-construction-products-regulator-offers-compliance-reset-option-says-sig/
At least Andy has gone to work.

Devilish. See what I mean. Even got into my kit. It is a dark conspiracy in action.

IT is a nest of vipers right enough. Shorters, traders, mms on the fiddle, people posting different stuff on boards. Whatever next? Still, Sig working away ( I hope - maybe they got some develish agenda )

This could get interesting. Watching.......

It is a matter for you, your cash if you feel it is better placed elsewhere, don't you think?

And maybe a read across?
"Nevertheless, group sales were up 20%, year-on-year, in the first six weeks of this year."

Sorry. This is the first bit.
https://www.irishexaminer.com/business/companies/arid-40230224.html

Just an update for those interested - nothing to do with Sig. Lion Trust unimpressed.

https://www.irishexaminer.com/business/companies/arid-40212557.html

I think you have it wrong. Free bb and all that. Carry on, but some of it is not for me. But I can read it, see what may be in it. On the sp, all I believe and say is that it will go up, and I shall wait it out. If it goes to 40p at this stage, as you seem to think it might, I shall be delighted.

No posting on here will get up my nose, Mobs, though you may find others to play with. Carry on.

As a generality, this is how Sig saw things on 24th. September.
The implementation of the strategy is now underway. In the UK and Germany, where the Group's operational and financial performance has seen greater deterioration, the new strategy is initially focusing on repairing the operational foundations of these businesses so as to provide the appropriate platform from which market share can be recaptured and profitable growth restored. In France, Benelux, Poland and Ireland, where the Group's operational and financial performance has been more stable, the new strategy is empowering the Group's operating companies to move onto a growth footing."

And 11th. January saw progress against the strategy. https://www.lse.co.uk/rns/SHI/full-year-trading-update-jx3545tukauwagx.html?

Unusually, a bit on Poland construction - having a bad winter, but

"After removing the impact of seasonal factors, construction and assembly output continued to grow. In January, it rose by 1.7% MoM after a 1.9% MoM increase in December. This is a bright spot in the negative year-on-year picture."

https://think.ing.com/snaps/poland-extended-lockdown-impacts-activity-in-january/

An anonymous poster targeting another anonymous poster's shares? - quite ludicrous really.

You do not get caned for trading. It is not unusual. I assume some of us on this board have. But in addition to trading opportunities, I see upside enough over time to keep a substantial core holding.
There is nothing on Sig calendar - the best I can guess for results is March - May.

What is happening in March?

Yes. Though a bit annoying maybe, I think we on chat boards may dwell unnecessarily on that sort of thing when it is raised on here, in the absence of 'proper news." I expect things to start to come together when we get the full results. Figures, and other reporting including outlook will give pundits and analysts something to go on some time after recapitalisation. I think Jeffrey's is still on 35p., Citigroup 36p., and Peel Hunt 38p.

As said, that scheme has it's problems. It is open to govt. to do something about it ( budget?)

https://www.theconstructionindex.co.uk/news/view/statistics-lay-bare-green-home-grant-failure

In passing, a view on Kingspan.( up today, but the name may be somewhat tarnished, regardless of inquiry outcome )
https://www.proactiveinvestors.co.uk/companies/news/941700/kingspan-upgraded-to-neutral-by-ubs-as-grenfell-inquiry-concerns-to-have-limited-financial-impact-941700.html

https://www.armyrecognition.com/defense_news_february_2021_global_security_army_industry/bae_systems_awarded_contract_from_us_space_force_to_design_and_manufacture_advanced_military_gps_receiver_and_next-generation_semiconductor.html

In passing. Couple of odds.
Rejigging in the wake of Grenfell, but of no particular relevance to Sig.
https://www.theconstructionindex.co.uk/news/view/hse-building-safety-boss-named-new-boss-of-building-safety

For anybody following importation issues, bit of a recent record. ( though out of date now for Sig, gives a comparative view over 13 years ) Will have to see how supplies hold up, but I continue to take a view that builders will continue to stockpile from merchants when they can.
http://www.bdcmagazine.com/2021/02/materials/timber/timber-imports-reached-13-year-monthly-high-in-november-2020/