Member Info for unionpacific

No sign of my purchase this morning at 9.35am......! 56,000shares purchased as a top up. In the construction sector and this is just a give away at £400m market capital.......My conversations with SIG are they have never been busier........

Absolutely correct in youR statement where the majority of large insulation market share is sold by - the TP channel.......

Since God was a boy, the building industry thrives off limited supply and the cost of materials therefore or components rockets......SIG have done this every time......!

If anybody here thinks that the shares will drop sub 30p - THEY ARE DELUDED...! The reason being only private equity pick of cheap stock not PI’s (many think they can, but clearly cannot). The CD-R guys have bought in at the floor when everybody else was looking the other way. The new CEO needs a rock solid story to push out PR wise and that is cash in the bank and larger shareholders behind his plan. New cash, New CEO and moving on from the bloody Covid 19 episode. This is a Solid well funded recovery play and I am in at 22.3p as stated in my previous posts. Just let us rise over the next 6 months.......

Yep........he is full of SH&T.......boards down need this nonsense.

Anybody agree with a 42p close which will just keep the meter ticking over. No big drama days of 10% plus , just need steady steps back to 60p.....

Utter rubbish - sorry but that is share trading guff. The fundamentals are all good on this one. There is nothing ‘short’ about CDR’s £85m........ Honestly....!

I have worked with SIG in a supplier capacity at board level and there can be no doubt the previous management led to the downfall of the both the company and share price. Fundamentals SIG have supply agreement with all the major house holders and main contractors. This business is big in terms of scale in the distribution sector. Apart from seeing the recovery of margins and customer engagement (not keen on that phrase as it means nothing and should be happening anyway) the shift in larger holdings sits at IKO at 15%, CDR - 25%, Aleucidan - 6%. That is nearly 50% and the next raise will bring in IIs not PIs. The old school management including Paul Gordon, Brian Hope damn nearly ruined the main revenue drivers in structural insulation (the term used for the core product group the business was built on). This is not a screwfix, this is a business deeply rooted in supply chain to the main industry players and will in my view see a come back over the long term to a much stronger position, if nothing else because the new CEO has the opportunity to lift e share price / business of the floor. Nothing hard about that starting at such a low base......Happy to help.....I have reasonable holding at 22p bought previous to the new large investors coming in. This is a good level to be at in my view.

SIG is a big player in the UK market and has fingers in very housebuilder in the land. The recovery is going as planned but has been rear ended by Covid. As I have said before - to acquire that market share of nearly £2billion of revenue would take a significant amount of money. I am not so sure PE will get involved as I think this is too big to offload down the line and to who......? This company is in my view easily worth £350m if anybody’s money based on the underlying profit and it’s market share. I am in this one and saw the 22p when I bought as a gift over the longer term, and I am sticking with that view....

Still massively undervalued in my opinion.....I’m holding for now....

Correct.

Agreed - I said this last Thursday and piled in at 22.7p.....turnaround well on course as well, low debt and turns over £2billion......Massively undervalued and the market overcooked the drop off....

I would beg to differ, £2 billion turnover - leading brand in the construction sector and only worth £130m at current sp.....Very happy with buying at that level....22.7p

Fill yer boots - this is a substantial company capped at £130m with a multi-billion turnover and a long way through the turnaround plan........40,000 purchased early this morning.....that lot would have cost me £50K four months ago......

This is toast - the consumer spend will collapse and they will fail in a heart beat. End of the week gone..!

The fastest way for the Ramzan
Family to get a return on their remaining equity would be to agree to be bought. I have said on previous posts - that a much bigger team could by the Quiz entity for more than 35p per share - I think that is where we are now......it could be NEXT, M&S etc.......So the floor on the SP will appear soon.... buying £131m turnover for £50m and a vital part of a big retailers plan to get their go to market working...

That would generate a market cap of £10m - they have that in cash.......clueless!

Easy money for 3 days invested - Mark my words....

An easy 9.5% to be made on this is by Friday - read the buys today people are seeing a buying opportunity......Any takers?

To early to call that one pal......! Look at the small buying window and people did....! Honestly the doom and gloom mongers are so old news now. Accept it - this will be down maybe 4% on the day and back up tomorrow - as I say I could have written this last night and posted it.......COME ON..!

As I said the usual ‘it’s terrible’ nonsense on the day......that RNS is the cautious delivery of a turnaround......EBIT guys is a factor of growth....honestly I could have written your posts last night before the RNS came out. Pathetic....