Safestyle (SFE) video of CEO & CFO presentation - ShareSoc October 2015

Wednesday, Jan 06 2016 by

Presentation by Steve Birmingham, CEO and Mike Robinson, CFO at the ShareSoc Growth Company’s seminar in Altrincham, 28.10.15

Overview of Safestyle's business: their products, their business structure (low fixed costs, high cash generation) and how they’re finding business.

In spite of the wider market decline in double-glazing, Safestyle seem to be bucking the trend. SFE think their new financing option with Barclays Capital is a core reason. It does impact margins, but increased volume more than makes up for that.

Steve Birmingham, CEO and Mike Robinson, CFO, talk through what’s going on.

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Safestyle UK plc is a United Kingdom-based company engaged in the sale, manufacture and installation of replacement un-plasticized poly vinyl chloride (PVCu) windows and doors for the United Kingdom homeowner market. The Company's segment includes the sale, design, manufacture, installation and maintenance of domestic, double-glazed, replacement windows and doors. The Company has over 30 sales branches and approximately 10 distribution depots located throughout the United Kingdom. Its product range includes EcoDiamond WINDOWS, EcoDiamond UPVC DOORS, EcoDiamond BI-FOLD DOORS, EcoDiamond REPLACEMENT CONSERVATORIES, GuardDoor, Pavilion and Inspire. It has manufactured over 279,000 frames and carried out approximately 60,000 installations. The Company's subsidiaries include Style Group Holdings Limited, Style Group Limited and HPAS Limited. more »

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2 Posts on this Thread show/hide all

tomps3 17th Mar '16 1 of 2

Safestyle UK (LON:SFE) Lovely full year results. Delivered as promised.

Sales growth in H2 2015 where PTP up 12% sounds more in line with the beginning of 2016 (rather than the FY 7.1% which was dragged down by a slower H1. The increase is probably due to the financing option. Which is offered at no risk to SFE. And the price increases introduced January 2016 cover the 1-2% cost of that.

Cheaper lead generation through the internet, so cost of marketing will be down.

The increase to manufacturing capacity over the next 18mths to initially, +50% with potential to +100% is very exciting. (And financed out of cash - in addition to the special dividend announced here!)

Highly cash generative - and willingness to return to shareholders, although sensibly creating a buffer for less buoyant times, and for manufacturing investment.

I liked management very much at ShareSoc Altrincham presentation last October (video in the link) - and they've lived up to everything suggested - I like management you can trust. (I bought after this presentation, and topped up first thing this morning.)

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herbie47 17th Mar '16 2 of 2

I don't like their aggressive sales tactics, so its not a company I will not be investing in.

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