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Heavitree Brewery
Buy, Hold or Sell?

Let's analyse Heavitree Brewery together

PenkeI guess you are interested in Heavitree Brewery. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Heavitree Brewery. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of Heavitree Brewery (30 sec.)










What can you expect buying and holding a share of Heavitree Brewery? (30 sec.)

How much money do you get?

How much money do you get?
p0.28
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
p340.61
Expected worth in 1 year
p426.68
How sure are you?
100.0%

+ What do you gain per year?

Total Gains per Share
p108.09
Return On Investment
39.3%

For what price can you sell your share?

Current Price per Share
p275.00
Expected price per share
p271.50 - p280.90
How sure are you?
50%

1. Valuation of Heavitree Brewery (5 min.)




Live pricePrice per Share (EOD)

p275.00

Intrinsic Value Per Share

p-156.33 - p0.62

Total Value Per Share

p184.28 - p341.23

2. Growth of Heavitree Brewery (5 min.)




Is Heavitree Brewery growing?

Current yearPrevious yearGrowGrow %
How rich?$20.9m$19.4m$1.4m7.0%

How much money is Heavitree Brewery making?

Current yearPrevious yearGrowGrow %
Making money$1.8m$2.4m-$590.5k-31.2%
Net Profit Margin20.4%27.0%--

How much money comes from the company's main activities?

3. Financial Health of Heavitree Brewery (5 min.)




4. Comparing to competitors in the Restaurants industry (5 min.)




  Industry Rankings (Restaurants)  


Richest
#112 / 184

Most Revenue
#147 / 184

Most Profit
#84 / 184

What can you expect buying and holding a share of Heavitree Brewery? (5 min.)

Welcome investor! Heavitree Brewery's management wants to use your money to grow the business. In return you get a share of Heavitree Brewery.

What can you expect buying and holding a share of Heavitree Brewery?

First you should know what it really means to hold a share of Heavitree Brewery. And how you can make/lose money.

Speculation

The Price per Share of Heavitree Brewery is p275.00. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Heavitree Brewery.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Heavitree Brewery, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is p340.61. Based on the TTM, the Book Value Change Per Share is p21.52 per quarter. Based on the YOY, the Book Value Change Per Share is p39.97 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is p5.50 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Heavitree Brewery.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 p% of Price per Sharep% of Price per Sharep% of Price per Sharep% of Price per Sharep% of Price per Share
Usd Eps0.390.1%0.390.1%0.510.2%0.310.1%0.330.1%
Usd Book Value Change Per Share0.270.1%0.270.1%0.500.2%0.260.1%0.210.1%
Usd Dividend Per Share0.070.0%0.070.0%0.000.0%0.030.0%0.060.0%
Usd Total Gains Per Share0.340.1%0.340.1%0.500.2%0.290.1%0.280.1%
Usd Price Per Share3.60-3.60-3.66-4.33-4.87-
Price to Earnings Ratio9.26-9.26-7.13-45.61-30.86-
Price-to-Total Gains Ratio10.55-10.55-7.25-51.68-41.44-
Price to Book Ratio0.84-0.84-0.91-1.20-1.67-
Price-to-Total Gains Ratio10.55-10.55-7.25-51.68-41.44-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share3.46995
Number of shares288
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.070.03
Usd Book Value Change Per Share0.270.26
Usd Total Gains Per Share0.340.29
Gains per Quarter (288 shares)98.2083.29
Gains per Year (288 shares)392.79333.16
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
18031338339294323
216062677679588656
32409381169118882989
43201251156215711761322
54001564195519614691655
64801877234823617631988
75602189274127520572321
86402502313431423512654
97202815352735326452987
108003128392039329393320

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%33.00.00.0100.0%
Book Value Change Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%27.06.00.081.8%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%21.00.012.063.6%
Total Gains per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%28.05.00.084.8%

Fundamentals of Heavitree Brewery

About Heavitree Brewery

The Heavitree Brewery PLC engages in the development and operation of a leased and tenanted estate in England. It operates leased and tenanted public houses. The company was founded in 1790 and is based in Exeter, the United Kingdom.

Fundamental data was last updated by Penke on 2024-03-14 00:28:03.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is efficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is inefficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is unable to pay all its short-term debts.
The company is just not able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is cheap.
Based on the earnings, the company is underpriced.
Based on how much money comes from the company's main activities, the company is expensive.

1.1. Profitability of Heavitree Brewery.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Heavitree Brewery earns for each 1 of revenue.

  • Above 10% is considered healthy but always compare Heavitree Brewery to the Restaurants industry mean.
  • A Net Profit Margin of 20.4% means that 0.20 for each 1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Heavitree Brewery:

  • The MRQ is 20.4%. The company is making a huge profit. +2
  • The TTM is 20.4%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ20.4%TTM20.4%0.0%
TTM20.4%YOY27.0%-6.6%
TTM20.4%5Y17.5%+2.9%
5Y17.5%10Y18.2%-0.7%
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
MRQ20.4%2.6%+17.8%
TTM20.4%2.7%+17.7%
YOY27.0%1.6%+25.4%
5Y17.5%-0.6%+18.1%
10Y18.2%0.8%+17.4%
1.1.2. Return on Assets

Shows how efficient Heavitree Brewery is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Heavitree Brewery to the Restaurants industry mean.
  • 7.0% Return on Assets means that Heavitree Brewery generated 0.07 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Heavitree Brewery:

  • The MRQ is 7.0%. Using its assets, the company is efficient in making profit. +1
  • The TTM is 7.0%. Using its assets, the company is efficient in making profit. +1
Trends
Current periodCompared to+/- 
MRQ7.0%TTM7.0%0.0%
TTM7.0%YOY9.6%-2.6%
TTM7.0%5Y5.7%+1.3%
5Y5.7%10Y6.4%-0.7%
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
MRQ7.0%0.8%+6.2%
TTM7.0%0.9%+6.1%
YOY9.6%0.8%+8.8%
5Y5.7%0.2%+5.5%
10Y6.4%0.7%+5.7%
1.1.3. Return on Equity

Shows how efficient Heavitree Brewery is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Heavitree Brewery to the Restaurants industry mean.
  • 9.0% Return on Equity means Heavitree Brewery generated 0.09 for each 1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Heavitree Brewery:

  • The MRQ is 9.0%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 9.0%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ9.0%TTM9.0%0.0%
TTM9.0%YOY12.8%-3.7%
TTM9.0%5Y8.2%+0.9%
5Y8.2%10Y11.1%-2.9%
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
MRQ9.0%2.5%+6.5%
TTM9.0%2.9%+6.1%
YOY12.8%1.8%+11.0%
5Y8.2%-0.3%+8.5%
10Y11.1%1.8%+9.3%

1.2. Operating Efficiency of Heavitree Brewery.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Heavitree Brewery is operating .

  • Measures how much profit Heavitree Brewery makes for each 1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Heavitree Brewery to the Restaurants industry mean.
  • An Operating Margin of 0.0% means the company generated 0.00  for each 1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Heavitree Brewery:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.0%
TTM-YOY19.5%-19.5%
TTM-5Y10.7%-10.7%
5Y10.7%10Y17.9%-7.2%
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
MRQ-5.5%-5.5%
TTM-4.0%-4.0%
YOY19.5%3.2%+16.3%
5Y10.7%2.4%+8.3%
10Y17.9%3.4%+14.5%
1.2.2. Operating Ratio

Measures how efficient Heavitree Brewery is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Restaurants industry mean).
  • An Operation Ratio of 1.46 means that the operating costs are 1.46 for each 1 in net sales.

Let's take a look of the Operating Ratio trends of Heavitree Brewery:

  • The MRQ is 1.458. The company is inefficient in keeping operating costs low. -1
  • The TTM is 1.458. The company is inefficient in keeping operating costs low. -1
Trends
Current periodCompared to+/- 
MRQ1.458TTM1.4580.000
TTM1.458YOY0.805+0.654
TTM1.4585Y0.985+0.474
5Y0.98510Y0.891+0.094
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
MRQ1.4581.228+0.230
TTM1.4581.234+0.224
YOY0.8051.204-0.399
5Y0.9851.175-0.190
10Y0.8911.063-0.172

1.3. Liquidity of Heavitree Brewery.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Heavitree Brewery is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Restaurants industry mean).
  • A Current Ratio of 0.48 means the company has 0.48 in assets for each 1 in short-term debts.

Let's take a look of the Current Ratio trends of Heavitree Brewery:

  • The MRQ is 0.482. The company is unable to pay all its short-term debts. -2
  • The TTM is 0.482. The company is unable to pay all its short-term debts. -2
Trends
Current periodCompared to+/- 
MRQ0.482TTM0.4820.000
TTM0.482YOY1.534-1.052
TTM0.4825Y0.826-0.344
5Y0.82610Y0.735+0.092
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
MRQ0.4820.760-0.278
TTM0.4820.758-0.276
YOY1.5340.900+0.634
5Y0.8260.951-0.125
10Y0.7351.008-0.273
1.3.2. Quick Ratio

Measures if Heavitree Brewery is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Heavitree Brewery to the Restaurants industry mean.
  • A Quick Ratio of 0.15 means the company can pay off 0.15 for each 1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Heavitree Brewery:

  • The MRQ is 0.150. The company is just not able to pay all its short-term debts with the most liquid assets. -1
  • The TTM is 0.150. The company is just not able to pay all its short-term debts with the most liquid assets. -1
Trends
Current periodCompared to+/- 
MRQ0.150TTM0.1500.000
TTM0.150YOY0.710-0.560
TTM0.1505Y0.147+0.002
5Y0.14710Y0.303-0.156
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
MRQ0.1500.349-0.199
TTM0.1500.353-0.203
YOY0.7100.488+0.222
5Y0.1470.525-0.378
10Y0.3030.560-0.257

1.4. Solvency of Heavitree Brewery.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Heavitree Brewery assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Heavitree Brewery to Restaurants industry mean.
  • A Debt to Asset Ratio of 0.22 means that Heavitree Brewery assets are financed with 22.3% credit (debt) and the remaining percentage (100% - 22.3%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Heavitree Brewery:

  • The MRQ is 0.223. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.223. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.223TTM0.2230.000
TTM0.223YOY0.248-0.026
TTM0.2235Y0.319-0.096
5Y0.31910Y0.408-0.089
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
MRQ0.2230.699-0.476
TTM0.2230.689-0.466
YOY0.2480.677-0.429
5Y0.3190.660-0.341
10Y0.4080.600-0.192
1.4.2. Debt to Equity Ratio

Measures if Heavitree Brewery is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Heavitree Brewery to the Restaurants industry mean.
  • A Debt to Equity ratio of 28.6% means that company has 0.29 debt for each 1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Heavitree Brewery:

  • The MRQ is 0.286. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.286. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.286TTM0.2860.000
TTM0.286YOY0.331-0.044
TTM0.2865Y0.483-0.197
5Y0.48310Y0.744-0.261
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
MRQ0.2861.836-1.550
TTM0.2861.880-1.594
YOY0.3311.700-1.369
5Y0.4831.826-1.343
10Y0.7441.712-0.968

2. Market Valuation of Heavitree Brewery

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every 1 in earnings Heavitree Brewery generates.

  • Above 15 is considered overpriced but always compare Heavitree Brewery to the Restaurants industry mean.
  • A PE ratio of 9.26 means the investor is paying 9.26 for every 1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Heavitree Brewery:

  • The EOD is 8.932. Based on the earnings, the company is underpriced. +1
  • The MRQ is 9.257. Based on the earnings, the company is underpriced. +1
  • The TTM is 9.257. Based on the earnings, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD8.932MRQ9.257-0.325
MRQ9.257TTM9.2570.000
TTM9.257YOY7.127+2.130
TTM9.2575Y45.614-36.357
5Y45.61410Y30.859+14.755
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
EOD8.93210.913-1.981
MRQ9.25711.016-1.759
TTM9.25712.815-3.558
YOY7.12711.539-4.412
5Y45.61411.930+33.684
10Y30.85918.996+11.863
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Heavitree Brewery:

  • The EOD is -13.483. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The MRQ is -13.973. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The TTM is -13.973. Based on how much money comes from the company's main activities, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-13.483MRQ-13.973+0.490
MRQ-13.973TTM-13.9730.000
TTM-13.973YOY9.315-23.288
TTM-13.9735Y72.515-86.489
5Y72.51510Y3.439+69.077
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
EOD-13.4837.767-21.250
MRQ-13.9738.356-22.329
TTM-13.9737.696-21.669
YOY9.3154.687+4.628
5Y72.5153.775+68.740
10Y3.4393.4390.000
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Heavitree Brewery is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Restaurants industry mean).
  • A PB ratio of 0.84 means the investor is paying 0.84 for each 1 in book value.

Let's take a look of the Price to Book Ratio trends of Heavitree Brewery:

  • The EOD is 0.807. Based on the equity, the company is cheap. +2
  • The MRQ is 0.837. Based on the equity, the company is cheap. +2
  • The TTM is 0.837. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD0.807MRQ0.837-0.029
MRQ0.837TTM0.8370.000
TTM0.837YOY0.909-0.072
TTM0.8375Y1.202-0.365
5Y1.20210Y1.673-0.471
Compared to industry (Restaurants)
PeriodCompanyIndustry (mean)+/- 
EOD0.8071.981-1.174
MRQ0.8372.188-1.351
TTM0.8372.252-1.415
YOY0.9092.456-1.547
5Y1.2022.318-1.116
10Y1.6733.127-1.454
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Heavitree Brewery compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--21.51721.5170%39.969-46%20.218+6%17.012+26%
Book Value Per Share--340.611340.6110%319.094+7%293.158+16%247.318+38%
Current Ratio--0.4820.4820%1.534-69%0.826-42%0.735-34%
Debt To Asset Ratio--0.2230.2230%0.248-10%0.319-30%0.408-45%
Debt To Equity Ratio--0.2860.2860%0.331-13%0.483-41%0.744-62%
Dividend Per Share--5.5055.5050%0.021+26510%2.701+104%4.995+10%
Eps--30.78930.7890%40.691-24%24.490+26%26.399+17%
Free Cash Flow Per Share---20.396-20.3960%31.134-166%4.047-604%-3.809-81%
Free Cash Flow To Equity Per Share---20.396-20.3960%-10.240-50%-13.930-32%-15.218-25%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max--0.616--------
Intrinsic Value_10Y_min---156.331--------
Intrinsic Value_1Y_max--3.195--------
Intrinsic Value_1Y_min---6.868--------
Intrinsic Value_3Y_max--7.211--------
Intrinsic Value_3Y_min---28.378--------
Intrinsic Value_5Y_max--8.349--------
Intrinsic Value_5Y_min---58.208--------
Market Cap480084000.000-189%1387550430.0001387550430.0000%1401860000.000-1%1652584086.000-16%1875097293.000-26%
Net Profit Margin--0.2040.2040%0.270-24%0.175+17%0.182+12%
Operating Margin----0%0.195-100%0.107-100%0.179-100%
Operating Ratio--1.4581.4580%0.805+81%0.985+48%0.891+64%
Pb Ratio0.807-4%0.8370.8370%0.909-8%1.202-30%1.673-50%
Pe Ratio8.932-4%9.2579.2570%7.127+30%45.614-80%30.859-70%
Price Per Share275.000-4%285.000285.0000%290.000-2%343.000-17%386.250-26%
Price To Free Cash Flow Ratio-13.483+4%-13.973-13.9730%9.315-250%72.515-119%3.439-506%
Price To Total Gains Ratio10.177-4%10.54710.5470%7.252+45%51.684-80%41.443-75%
Quick Ratio--0.1500.1500%0.710-79%0.147+2%0.303-51%
Return On Assets--0.0700.0700%0.096-27%0.057+24%0.064+10%
Return On Equity--0.0900.0900%0.128-29%0.082+11%0.111-18%
Total Gains Per Share--27.02227.0220%39.989-32%22.920+18%22.007+23%
Usd Book Value--20924429.40020924429.4000%19463265.000+8%17850179.880+17%15135164.820+38%
Usd Book Value Change Per Share--0.2720.2720%0.504-46%0.255+6%0.215+26%
Usd Book Value Per Share--4.2984.2980%4.026+7%3.699+16%3.121+38%
Usd Dividend Per Share--0.0690.0690%0.000+26510%0.034+104%0.063+10%
Usd Eps--0.3880.3880%0.513-24%0.309+26%0.333+17%
Usd Free Cash Flow---1252967.400-1252967.4000%1899009.000-166%242517.960-617%-236713.680-81%
Usd Free Cash Flow Per Share---0.257-0.2570%0.393-166%0.051-604%-0.048-81%
Usd Free Cash Flow To Equity Per Share---0.257-0.2570%-0.129-50%-0.176-32%-0.192-25%
Usd Market Cap6057699.912-189%17508111.32617508111.3260%17688669.480-1%20852305.997-16%23659977.643-26%
Usd Price Per Share3.470-4%3.5963.5960%3.659-2%4.328-17%4.874-26%
Usd Profit--1891438.2001891438.2000%2481960.600-24%1491952.320+27%1618637.040+17%
Usd Revenue--9269182.8009269182.8000%9185904.000+1%8022776.760+16%8597779.020+8%
Usd Total Gains Per Share--0.3410.3410%0.505-32%0.289+18%0.278+23%
 EOD+3 -5MRQTTM+0 -0YOY+12 -235Y+23 -1210Y+21 -14

3.2. Fundamental Score

Let's check the fundamental score of Heavitree Brewery based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-158.932
Price to Book Ratio (EOD)Between0-10.807
Net Profit Margin (MRQ)Greater than00.204
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than10.150
Current Ratio (MRQ)Greater than10.482
Debt to Asset Ratio (MRQ)Less than10.223
Debt to Equity Ratio (MRQ)Less than10.286
Return on Equity (MRQ)Greater than0.150.090
Return on Assets (MRQ)Greater than0.050.070
Total6/10 (60.0%)

3.3. Technical Score

Let's check the technical score of Heavitree Brewery based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5098.759
Ma 20Greater thanMa 50273.250
Ma 50Greater thanMa 100272.200
Ma 100Greater thanMa 200273.430
OpenGreater thanClose275.000
Total2/5 (40.0%)



Latest Balance Sheet

Balance Sheet of 2023-10-31. Currency in GBP. All numbers in thousands.

Summary
Total Assets21,331
Total Liabilities4,748
Total Stockholder Equity16,583
 As reported
Total Liabilities 4,748
Total Stockholder Equity+ 16,583
Total Assets = 21,331

Assets

Total Assets21,331
Total Current Assets1,623
Long-term Assets19,708
Total Current Assets
Cash And Cash Equivalents 373
Net Receivables 505
Inventory 10
Total Current Assets  (as reported)1,623
Total Current Assets  (calculated)888
+/- 735
Long-term Assets
Property Plant Equipment 16,968
Long-term Assets  (as reported)19,708
Long-term Assets  (calculated)16,968
+/- 2,740

Liabilities & Shareholders' Equity

Total Current Liabilities3,369
Long-term Liabilities1,379
Total Stockholder Equity16,583
Total Current Liabilities
Short Long Term Debt 2,065
Accounts payable 406
Total Current Liabilities  (as reported)3,369
Total Current Liabilities  (calculated)2,471
+/- 898
Long-term Liabilities
Capital Lease Obligations Min Short Term Debt122
Long-term Liabilities  (as reported)1,379
Long-term Liabilities  (calculated)122
+/- 1,257
Total Stockholder Equity
Retained Earnings 16,658
Total Stockholder Equity (as reported)16,583
Total Stockholder Equity (calculated)16,658
+/- 75
Other
Capital Stock251
Common Stock Shares Outstanding 4,869
Net Debt 1,692
Net Invested Capital 18,648
Net Working Capital -1,746
Property Plant and Equipment Gross 19,864



Balance Sheet

Currency in GBP. All numbers in thousands.

 Trend2023-10-312022-10-312021-10-312020-10-312019-10-312018-10-312017-10-312016-10-312015-10-312014-10-312013-10-312012-10-312011-10-312010-10-312009-10-312008-10-312007-10-312006-10-312005-10-312004-10-312003-10-312002-10-312001-10-312000-10-311999-10-311998-10-311997-10-311996-10-311995-10-311994-10-311993-10-311992-10-311991-10-311990-10-311989-10-311988-10-311987-10-311986-10-311985-10-31
> Total Assets 
0
15,683
16,583
16,703
27,878
29,752
30,986
30,882
30,875
30,549
30,081
31,019
31,105
10,777
11,981
12,976
13,481
15,814
15,762
17,485
17,999
18,740
18,986
18,113
16,539
16,295
16,962
17,253
17,267
16,682
19,623
20,282
21,035
20,399
20,639
20,346
20,928
20,523
21,331
21,33120,52320,92820,34620,63920,39921,03520,28219,62316,68217,26717,25316,96216,29516,53918,11318,98618,74017,99917,48515,76215,81413,48112,97611,98110,77731,10531,01930,08130,54930,87530,88230,98629,75227,87816,70316,58315,6830
   > Total Current Assets 
0
994
978
930
972
1,054
1,237
1,414
1,642
1,276
1,163
1,460
1,611
1,461
1,484
1,495
1,399
2,026
1,687
2,451
1,968
2,070
2,445
3,078
2,208
1,670
1,358
1,975
1,814
1,367
1,420
1,871
2,652
1,408
1,405
1,555
2,881
2,609
1,623
1,6232,6092,8811,5551,4051,4082,6521,8711,4201,3671,8141,9751,3581,6702,2083,0782,4452,0701,9682,4511,6872,0261,3991,4951,4841,4611,6111,4601,1631,2761,6421,4141,2371,0549729309789940
       Cash And Cash Equivalents 
0
41
72
61
18
5
19
285
411
398
209
320
395
395
400
308
318
459
401
700
520
435
738
324
521
216
86
78
65
112
51
57
56
44
51
49
52
788
373
37378852495144565751112657886216521324738435520700401459318308400395395320209398411285195186172410
       Short-term Investments 
0
45
96
32
56
151
242
218
331
0
26
1
49
6
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
-1,485
-2,130
-1,490
-1,211
0
0-1,211-1,490-2,130-1,485000000000000000000006491260331218242151563296450
       Net Receivables 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,706
1,215
1,180
1,256
1,318
1,209
1,344
1,277
1,936
1,631
505
5051,6311,9361,2771,3441,2091,3181,2561,1801,2151,7060000000000000000000000000000
       Other Current Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
444
0
645
219
2,586
1,354
1,344
219
883
1,811
0
01,8118832191,3441,3542,58621964504440000000000000000000000000000
   > Long-term Assets 
0
14,689
15,605
15,773
26,906
28,698
29,749
29,468
29,233
29,273
28,918
29,559
29,494
9,316
10,497
11,481
12,082
13,788
14,075
15,034
16,031
16,670
16,541
15,035
14,331
14,625
15,604
15,278
15,453
15,315
18,203
18,411
18,383
18,991
19,234
18,791
18,047
17,914
19,708
19,70817,91418,04718,79119,23418,99118,38318,41118,20315,31515,45315,27815,60414,62514,33115,03516,54116,67016,03115,03414,07513,78812,08211,48110,4979,31629,49429,55928,91829,27329,23329,46829,74928,69826,90615,77315,60514,6890
       Property Plant Equipment 
0
14,197
14,798
14,983
26,218
26,638
29,204
29,073
28,876
28,845
28,727
29,420
29,394
9,030
10,020
10,982
11,234
12,695
13,871
14,839
15,836
16,650
15,277
14,682
13,683
14,070
15,225
14,619
14,717
15,043
17,242
18,012
17,022
17,812
17,692
16,615
16,507
16,653
16,968
16,96816,65316,50716,61517,69217,81217,02218,01217,24215,04314,71714,61915,22514,07013,68314,68215,27716,65015,83614,83913,87112,69511,23410,98210,0209,03029,39429,42028,72728,84528,87629,07329,20426,63826,21814,98314,79814,1970
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
27
35
34
40
46
47
41
0
0
0
0
0000414746403435270000000000000000000000000000
       Other Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
265
237
282
359
221
38
16
16
16
1,227
0
01,227161616382213592822372650000000000000000000000000000
> Total Liabilities 
2,253
1,510
2,172
2,550
3,056
5,534
6,375
6,400
5,917
5,544
4,473
5,925
5,492
4,767
5,038
5,848
5,484
7,631
8,307
11,169
11,108
11,142
9,551
9,780
8,624
7,912
8,146
8,961
8,703
7,599
10,593
11,238
10,631
8,744
8,078
7,647
7,463
5,098
4,748
4,7485,0987,4637,6478,0788,74410,63111,23810,5937,5998,7038,9618,1467,9128,6249,7809,55111,14211,10811,1698,3077,6315,4845,8485,0384,7675,4925,9254,4735,5445,9176,4006,3755,5343,0562,5502,1721,5102,253
   > Total Current Liabilities 
1,907
1,141
1,797
2,292
2,918
5,388
6,235
6,235
5,732
5,350
4,266
5,706
5,244
4,410
4,628
5,387
4,983
7,030
7,843
9,116
8,866
9,067
7,530
8,165
992
1,515
6,301
2,526
2,031
5,996
2,608
2,461
2,685
2,027
7,271
2,423
2,250
1,701
3,369
3,3691,7012,2502,4237,2712,0272,6852,4612,6085,9962,0312,5266,3011,5159928,1657,5309,0678,8669,1167,8437,0304,9835,3874,6284,4105,2445,7064,2665,3505,7326,2356,2355,3882,9182,2921,7971,1411,907
       Short-term Debt 
0
45
96
32
56
151
242
218
331
0
26
1
49
6
0
0
0
0
0
0
0
0
0
0
0
0
0
0
6,155
4,774
7,764
1,327
1,624
818
6,087
1,520
1,158
229
0
02291,1581,5206,0878181,6241,3277,7644,7746,155000000000000006491260331218242151563296450
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
6,155
4,774
7,764
1,327
1,592
801
6,054
1,501
1,129
184
2,065
2,0651841,1291,5016,0548011,5921,3277,7644,7746,1550000000000000000000000000000
       Accounts payable 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
420
480
425
387
408
382
953
666
984
1,133
406
4061,1339846669533824083874254804200000000000000000000000000000
       Other Current Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
62
195
108
351
653
470
231
237
108
339
0
0339108237231470653351108195620000000000000000000000000000
   > Long-term Liabilities 
346
369
375
258
138
146
140
165
185
194
207
219
248
357
410
461
501
601
464
2,053
2,242
2,075
2,021
1,615
7,632
6,397
1,845
6,435
6,672
1,603
7,985
8,777
7,946
6,717
807
5,224
5,213
3,397
1,379
1,3793,3975,2135,2248076,7177,9468,7777,9851,6036,6726,4351,8456,3977,6321,6152,0212,0752,2422,053464601501461410357248219207194185165140146138258375369346
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,661
1,592
1,974
2,720
1,901
650
770
902
1,144
1,202
0
01,2021,1449027706501,9012,7201,9741,5921,6610000000000000000000000000000
> Total Stockholder Equity
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
8,564
9,083
9,030
9,044
10,404
11,655
12,561
12,699
13,465
15,425
16,583
16,58315,42513,46512,69912,56111,65510,4049,0449,0309,0838,5640000000000000000000000000000
   Common Stock
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
264
264
264
264
264
264
264
264
264
264
0
02642642642642642642642642642640000000000000000000000000000
   Retained Earnings Total Equity000000000000000000000000000000000000000
   Accumulated Other Comprehensive Income 
0
0
0
0
0
0
0
0
0
0
0
-986
-1,180
-1,399
-1,509
-1,752
-1,999
-1,709
-1,943
-2,359
-2,857
-3,352
-3,124
-2,478
-2,462
-2,602
-2,831
-3,291
-3,376
-3,406
0
-3,666
-3,888
-3,978
707
691
696
697
0
0697696691707-3,978-3,888-3,6660-3,406-3,376-3,291-2,831-2,602-2,462-2,478-3,124-3,352-2,857-2,359-1,943-1,709-1,999-1,752-1,509-1,399-1,180-98600000000000
   Capital Surplus 000000000000000000000000000000000000000
   Treasury Stock000-1,522-1,5620000000000000000000000000000000000
   Other Stockholders Equity 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
645
676
694
711
3,382
3,372
-1,562
-1,522
-1,529
-1,537
0
0-1,537-1,529-1,522-1,5623,3723,3827116946766450000000000000000000000000000



Balance Sheet

Currency in GBP. All numbers in thousands.




Cash Flow

Currency in GBP. All numbers in thousands.




Income Statement

Currency in GBP. All numbers in thousands.


Latest Income Statement (annual, 2023-10-31)

Gross Profit (+$)
totalRevenue7,346
Cost of Revenue-4,194
Gross Profit3,1523,152
 
Operating Income (+$)
Gross Profit3,152
Operating Expense-6,519
Operating Income827-3,367
 
Operating Expense (+$)
Research Development0
Selling General Administrative0
Selling And Marketing Expenses0
Operating Expense6,5190
 
Net Interest Income (+$)
Interest Income34
Interest Expense-165
Other Finance Cost-0
Net Interest Income-131
 
Pretax Income (+$)
Operating Income827
Net Interest Income-131
Other Non-Operating Income Expenses0
Income Before Tax (EBT)1,826827
EBIT - interestExpense = -165
1,499
1,664
Interest Expense165
Earnings Before Interest and Taxes (EBIT)01,991
Earnings Before Interest and Taxes (EBITDA)0
 
After tax Income (+$)
Income Before Tax1,826
Tax Provision-327
Net Income From Continuing Ops1,4991,499
Net Income1,499
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses0
Total Other Income/Expenses Net0131
 

Technical Analysis of Heavitree Brewery
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Heavitree Brewery. The general trend of Heavitree Brewery is BEARISH with 14.3% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Heavitree Brewery's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-14.3%) Bearish trend (14.3%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Heavitree Brewery.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: 275.00 < 280.36 < 280.90.

The bearish price targets are: 271.50 > 271.50 > 271.50.

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Heavitree Brewery Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Heavitree Brewery. The current mas is .

The long score for the Moving Averages is 6/14.
The longshort score for the Moving Averages is -2/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 < MA 200: The MA 20 is lower than the MA 200. -1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 < MA 100: The MA 50 is lower than the MA 100. -1
  • MA 50 < MA 200: The MA 50 is lower than the MA 200. -1
  • MA 100 trending down: The MA 100 is trending down. -1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 < MA 200: The MA 100 is lower than the MA 200. -1
  • MA 200 trending down: The MA 200 is trending down. -1
  • Close < MA 200: The price is below the MA 200. -1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Heavitree Brewery Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Heavitree Brewery. The current macd is 0.94626316.

The long score for the Moving Average Convergence/Divergence (MACD) is 3/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 2/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Heavitree Brewery price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Heavitree Brewery. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Heavitree Brewery price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
Heavitree Brewery Daily Moving Average Convergence/Divergence (MACD) ChartHeavitree Brewery Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Heavitree Brewery. The current adx is 77.93.

The long score for the Directional Movement Index (DMI) is 0/7.
The longshort score for the Directional Movement Index (DMI) is -4/(-7 +7).

  • PLUS_ID < MINUS_DI: The +DI line is below the -DI line. This indicates a bearish signal in the market, as the negative directional movement is currently stronger than the positive directional movement, showing that sellers have the upper hand. Market psychology suggests that traders are pessimistic, expecting further price decreases, and are more willing to sell Heavitree Brewery shares, leading to potential downward momentum in its price. -1
  • PLUS_ID < MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bearish trend. The ADX is trending up, so the bearish trend is strengthening.
Heavitree Brewery Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Heavitree Brewery. The current sar is 313.48.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
Heavitree Brewery Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Heavitree Brewery. The current rsi is 98.76. The current phase is Overbought in bear market.

The long score for the Relative Strength Index (RSI) is 0/13.
The longshort score for the Relative Strength Index (RSI) is -1/(-13 +13).

  • Overbought in bear market: Short-term excessive buying, potential for relief decline. Consider shorting, be cautious of potential pullback. -1
Heavitree Brewery Daily Relative Strength Index (RSI) ChartHeavitree Brewery Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Heavitree Brewery. The current phase is Overbought in bear market.

The long score for the Stochastic Oscillator is 6/6.
The longshort score for the Stochastic Oscillator is 6/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH > 80: The STOCH %K is above 80 and overbought. +2
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Heavitree Brewery price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Heavitree Brewery Daily Stochastic Oscillator ChartHeavitree Brewery Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Heavitree Brewery. The current cci is -596.46670459.

The long score for the Commodity Channel Index (CCI) is 0/1.
The longshort score for the Commodity Channel Index (CCI) is -1/(-1 +1).

  • CCI < -100: The CCI is below -100, it indicates that the price is significantly below its average, suggesting a potential oversold condition. -1
Heavitree Brewery Daily Commodity Channel Index (CCI) ChartHeavitree Brewery Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Heavitree Brewery. The current cmo is 99.91.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Heavitree Brewery Daily Chande Momentum Oscillator (CMO) ChartHeavitree Brewery Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Heavitree Brewery. The current willr is -12.39768486.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Heavitree Brewery Daily Williams %R ChartHeavitree Brewery Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Heavitree Brewery.

Heavitree Brewery Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Heavitree Brewery. The current atr is 28.25.

Heavitree Brewery Daily Average True Range (ATR) ChartHeavitree Brewery Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Heavitree Brewery. The current obv is -384.

Heavitree Brewery Daily On-Balance Volume (OBV) ChartHeavitree Brewery Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Heavitree Brewery. The current mfi is 2.37770104.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -2/(-2 +2).

  • MFI < 50: -1
  • MFI < 20: -1
Heavitree Brewery Daily Money Flow Index (MFI) ChartHeavitree Brewery Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Heavitree Brewery.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-09SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2023-11-10MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2023-11-14STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-15BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-11-28MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-12-12CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-14STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-15MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2023-12-19STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-27BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-26CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-02-28STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-08CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-03-14RSI LONG ENTRY SHORT CLOSE30 crossover to upside
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-22DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-03-27DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside

6.3. Candlestick Patterns

Heavitree Brewery Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Heavitree Brewery based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5098.759
Ma 20Greater thanMa 50273.250
Ma 50Greater thanMa 100272.200
Ma 100Greater thanMa 200273.430
OpenGreater thanClose275.000
Total2/5 (40.0%)
Penke

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