Market's view on Hercules Site

Published on April 2024

  • The company has had a solid update and performed well in its first full year as a listed company with fiscal year 2023 results surpassing expectations.
  • There are plans to grow the company into a £1bn entity within the next 7-8 years, aiming to tap into the potential within the construction industry for a major labour provider.
  • The management team is confident and has been actively engaging through diverse Q&A sessions to boost transparency and investor confidence.
  • There is mention of a stockholder taking profits after a nearly 40% gain, hinting at significant recent appreciation in stock value and hinting at potential future investments in similarly undervalued companies.
  • Challenges in stock liquidity and trading volume have been highlighted, with some stock watchers facing difficulties in purchasing shares.
  • The company has launched the Hercules Construction Academy aimed at addressing skill shortages in the construction industry, with a target to train up to 400 entrants in its first year.
  • Concerns about the company’s trading volume and the small free float of shares are noted, suggesting that share price could see significant movement on low buying volumes.
  • A recent presentation by the company highlighted growth across all sectors and hinted at potential large contracts related to nuclear energy projects.
  • The stock’s current price is deemed an excellent entry point by some, with expectations set by a recent broker target of 55p and a dividend yield of 7%.
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