Market's view on James Halstead
Published on April 2024
- Stock watcher notes no EBITDA at JHD or LTHM, expressing concern over financial transparency and performance.
- Observations on a company referred to as ‘saint and sinner’ having a significant cash reserve, with a humorous mention of one stock watcher selling shares for leisure expenses.
- A stock watcher highlighted the company’s EPS returning roughly to its 2021 figures, suggesting cautious optimism but noting that the market might need stronger numbers for a substantial share price recovery.
- Positive comments on another company’s interim results showing increased dividends and an improving outlook, suggesting good prospects for 2024 as interest rates drop.
- Speculation about a small share price increase being possibly due to anticipation of good news or a leak.
- Reminder of upcoming interim results likely influencing stock sentiments.
- A detailed account from a stock watcher who has engaged with the company’s stock over 15 years, discussing past trading strategies and the shift to a more cautious approach nearing retirement. Mention of the company once being a favoured stock but now disappointing in terms of share price performance.
- Another watcher expresses confidence in the company as a sound investment, currently undervalued, suitable for long-term holding in a SIPP.
- Discussion about the long-term holding of shares, with a stock watcher feeling the stock has underperformed compared to expectations, expressing a need for patience.
- Positive financial update from a company with profits and cash up, and increased dividends, receiving commendation for its performance.