Hardboy
13 Mar 2018
Finals Just had a quick skip through them; and they look very good. Most parts of the business seem to be doing well, margins are improved. 80% of the share price is in the assets; so a PE of 11 looks very cheap. The dividend is covered nearly 3 times & still offers a yield of 3%. From a UK economy view, the fact that the personal loan book has increased 95% tells a story. Only posted a weak buy because I've not studied the results in enough detail yet.
Hardboy
25 Jan 2018
Re: NEW ARTICLE: Stockwatch: Upgrade cyc... I'm getting fed up of ii's problems re news feed. On the portfolio pages they record news articles, but they are not available when selecting the News Tab. Today shows a nwews story, but it's not available - went to the H&T site and can't find anything. Did not see anything on the LSE RNS pages. If anyone knows what it is, I'd be grateful if they would post it on this discussion board.
batman37
24 Jan 2018
Re: NEW ARTICLE: Stockwatch: Upgrade cycle i... Thought this share would have been rising stronger due to Gold's rise?
II Editor
09 Jan 2018
NEW ARTICLE: Stockwatch: Upgrade cycle in full swing at this AIM star "Does another profits upgrade from AIM-listed pawnbroker, gold trader and lender LSE:HAT:H&T hint at outperformance continuing in 2018, and also an improvement in its rating? H&T's pre-close update omits to clarify how far it is ahead, but cites ..."[link]
Hardboy
08 Jan 2018
Trading Update Very strong trading update this morning. Full Year Profits will be ahead of expectations. Projected EPS was 27.65, so we can probably expect something above 30, which gives a PE of just over 10, which is cheap for a profitable, growing business. The dividend should be hiked too. The interim was raised by 10%, so if they match that with the final dividend we'll get over 10p, which gives a reasonable yield. All in all things look good for the business. Having said that what does a 94% rise in personal loans say about the UK economy. Batten down the hatches, it's going to be a tough year.
Hardboy
28 Nov 2017
Today's drop May well be as a result of the RNS issued today, which states the CEO ended the day with the same number of shares as he started the day. Markets really can be stupid at times.
Hardboy
24 Nov 2017
Price Movement H&T came out with an excellent update 3 weeks ago for the Q3, and the share price understandably rose nicely, since then it has just drifted lower each day. I would have expected that update to put some strength under the share, but it appears it hasn't.
II Editor
18 Aug 2017
NEW ARTICLE: Stockwatch: An AIM share well-placed to weather a recession "Do strong interims from pawnbroker LSE:HAT:H&T Group portend an upgrade in forecasts and rating? The AIM-listed firm, which used to be listed as Harvey & Thompson, has achieved a 62% advance in pre-tax profit to £6 million for the six months to ..."[link]
Its a mugs game
03 Nov 2016
Results Good set of results. Seems like Brexit has been kind to this share. Maybe time to sell though and re-enter at a lower price, as this share seems to rise on good news, but then drift down.
Its a mugs game
11 Oct 2016
Re: Technicals Looks like its bounce off nicely from its low. Hopefully fundamentals and no bad news will keep carrying it up to the 271p.
Its a mugs game
23 Sep 2016
Technicals This is starting to look interesting.Looking at the technicals:1. H&T seems to have hit and bounced off a 76% fib retracement, which, in the short term could mean a bounce up to 271p. 2. Following the recent fall it is now back at the bottom of its long term trend line, with the trend on the upside.Looking at fundamentals:1. P&E 12.42. P to Tang Book 1.143. PEG 1Based on this, I will be adding to take into account the short term dip, as this is a quality growth company, at a good price.As usual, DYOR
Sambram
19 Aug 2016
P/E 16x looks extended Update on HAT from finnCap:"We retain a positive long-term stance on H&T. The current year P/E of 16x looks extended but we feel H2 upgrades may well address this – the sterling gold price is up 20% vs H1, while delivery during 2017 from new products should confirm this year’s upward share price momentum....Solid H1. Interim results confirm progress is on track. PBT increased £1.1m to £3.7m. EPS increased 44% to 7.99p and the dividend was raised from 3.5p to 3.9p. The pledge book grew 4.3% to £39m but importantly the personal loans book grew 85.3% to £6.3m. Group debt was £6.9m, down from £8.9m."
fieldsman
27 Jun 2016
B Exit Perhaps these will do well when the Brexiters find that the gravy train is full of gravel not goodies.Uncertain times for sure.Yawn. Switched off the news for next three months. Read a good book?
mcescher
27 Mar 2016
Analysis visual report on H&T Group I found this website that uses analysts estimates of free cash flow to find intrinsic value. Looks promising for H&T Group: [link]
Hardboy
26 Oct 2015
Re: First purchase Good luck GI.2.5% is not at all a bad dividend, especially, as you say it is well covered and their policy is to increase it.Also the share price is less than book price which is unusual for a consistently profitable business. I agree about management. They do seem to be well on top of all legislation and commodity price fluctuations which affec the business and respond appropriately. It seems to have been hovering under £2 for an eternity. It would be nice to see it break above it and stay there.
