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Well the Directors have been buying frequently over the last year which has got to be a sign of confidence. There was a time a year or two back when they bought nothing and the price of the shares were much cheaper! I also think that this share suffers from a lack of continuous news flow. For a PR company they could do a better job of promoting the company to the general public. Somehow I get the impression that the Directors are confident of some VERY good news in the pipe line, which will propel the share price I excess of 50p.........and that together with the possibility of an increased dividend by next Spring, when full year results are revealed, make this share a BARGAIN!!!!
Couple of directors buys here. Not for huge amounts but they add up. Share still seems to be drifting. This happened before before all the funds started swapping shares. I still think one more fund may want out here from all these small sells.
Just found this on Gorkana. Don't think it had any influence on todays share trades. http://www.gorkana.com/2016/11/hudson-sandler-becomes-independent-partnership/
MOSCOW—Grayling is partnering with the Swiss Business Hub Russia, an official entity of the Swiss Embassy in Russia and representative of Switzerland Global Enterprise, the international trade and investment promotion organisation of the Swiss federal government. Grayling will support the Swiss Business Hub Russia with integrated communications strategy development, media relations, and digital engagement. Not sure if this is old or new news. http://www.holmesreport.com/latest/article/emea-news-in-brief-(october-31-2016)
What is with these constant 900-2000 sized sell trades?? Almost like someone is drip selling all their stock to get an average price. This has been going on for weeks now.
This is bound to reflect in vastly improved profits going forward. In past years it was Grayling that was the loss making part of the company. While Huntsworth health, Citigate Drew Robinson, and Red were all profit making. It now looks highly likely that a slimed down Grayling, winning new business contracts will mean that the company's all four components will have returned to profit. Furthermore, with luck, Huntsworth Helath will continue to increase its profit growth. The directors also expressed their confidence in the company by buying more shares earlier, so I am turning very bullish about this company! We could get some substantial capital growth in 2017 and the juicy dividend will be maintained. Strong Buy!
http://www.gorkana.com/2016/10/grayling-wins-virgin-trains-public-affairs-brief/ 'The brief covers public affairs services, including stakeholder engagement support, political intelligence and strategic advice to the operator of the East Coast and West Coast franchises. Jonathan Curtis, Grayling’s head of public affairs, said: “We were thrilled to be appointed by Virgin Trains after a very competitive pitch process. This is another great win for Grayling and adds to our hugely exciting roster of premium brands. Our transport offer is second to none and successes like this continue to confirm that.” The new brief adds to a string of high profile wins for Grayling’s public affairs team in recent months, including Lloyds Banking Group.'
Yes, I tend to be ambivalent these days about information regarding large sales. Just as often the share price increases rather than goes down when there are sales. I think it was Diehard who pointed out that if there is a sale, then someone, somewhere must have bought them. I sometimes think that buying and selling activity can be a good sign, rather than months and months of inertia. Having said this, we all know how dreadful it can be when there is a 'bear raid' on a share. Then of course, sometimes a share will drop 20% in a day and there is no publicised share activity a all. I was expecting a weakening of the share price as a result of t share going ex-dividend on the 30h September. I believe the second dividend will be paid in November, possibly after the USA election result........so there may be some weakness until we get more news of company progress.
Nearly 3.5m shares sold today. Largely due to 3 trades. 1.27m, 1.25m and 906k. Hard to know if this is from a smaller investor/fund or an existing major fund over 3%? Guess we will never find out.
Gotrader you are an absolute star! I only wish there were others who were as observant and astute as you. If the other parts of the company are winning new business and Huntsworth Health continues to expand, then things really are beginning to look rosy. No wonder that Aberforth are stake building........and even he Church Comissioners are getting in n he act! With luck, there will be more business from China also....this coupled with currency gains from business abroad and the wind seems to be behind the sails of the company. A long last we seem to have lift off! Check this out.....it vaues the company at 56p https://simplywall.st/compare/LSE:HNT
Well looks like Aberforth Partners LLP has snapped up another 700-800k shares here recently. So this is an extra 2% they have snapped up compared to what the Huntsworth website suggests. Still no explanation for those 19m shares traded a few weeks ago. Also been IPO news (Football Pools) for Citigate Dewe Rogerson who are advising. Plus housing project below.. http://www.prweek.com/article/1409029/housing-group-l-q-hires-grayling-new-600-home-london-development. Of course for a company of this size you would expect a lot of client news. See what happens here. The results did suggest they may be turning the corner.
Yes Gotrader, I also noticed the increased support of the Directors and I think it confirms what I have been saying for some time, that the company has been made 'lean and mean', so that loss making parts of the company have been reduced and greater support has been given to the profit making parts. It looks as if the next report will show signs of increased financial health and that the shares may get a re-rating. I do not want to get over optimistic and carried away, but it does not seem unreasonable to predict a 53p value for the shares going forward. It would be nice to see the shares return to the 70p level of former times, but I am not sure if this is still possible in the light of so many recent write offs in the value of the company. Certainly they would have to increase profits massively over the next few years......but is Huntsworth Health able to continue expanding? My slight reservation is that if the company is really on the brink of a major turnaround, why did Matthew Freud sell his shares recently.......if your deduction is correct? Certainly there was no negative publicity regarding the sale as there was positive publicity when he bought. Maybe the saw the company a tortoise a had bigger fish to fry! Anyway, one good sign is that Diehard seems to have admitted defeat........I know he is out there waiting for the price too fall.......but the tide seems to be changing permanently in MY favour!
Neil Jones 45000 shares at 42.15p. Directors seem to be getting more confident here. This is his 4th buy in 3 months. Around £102k in cash overall in past 3 months. Seems to be a lot of background movement of shares here as price is picking up again.
It's all on the Huntsworth website who the major shareholders are. I have no magic ball. I have guessed based on 2 figures matching exactly. The share does seem to be edging higher here. The 3 big trades cancelled eachother out.
I am grateful for the information Gotrader. You obviously have access to more detailed information. Whereas I only depend on what is given on this site.......and as yet nothing has been revealed of your discovery here. I think Matthew Freud got in at 40p and has enjoyed some good dividend payments on his investment. He is usually quite shrewd, so if he has bailed out, that is not I not such a good sign......maybe he hoped for a more dramatic return on his investment that did not materialize. Still, someone is moping up the shares. This leaves me feeling a bit more reserved about this share.....I think it is reasonably safe and may improve a little, but am not expecting a dramatic surge, which may had been a possibility earlier.
Interestingly 9,750,000 shares is the exact shareholding of Matthew Rupert Freud. Suggesting 2 of the trades were buys and the larger trade was a big sell. The larger trade was at a slightly lower value. This could explain why the share is slightly down today. Seems to me unlikely someone else has sold up 19M shares as most of the other large funds left have been mopping up the sold shares. Seems to me 1-2 funds are getting out here while the main ones are doubling up.
10:14 - 23/08 Buy 9750000 43.40p £4,231,500.00 10:13 - 23/08 Buy 5150000 43.50p £2,240,250.00 10:13 - 23/08 Buy 4300000 43.50p £1,870,500.00 More big trades going through. All buys. Suggesting someone else has sold some shares too? Too much volume just to be sitting with market makers. May show up tomorrow? More RNS's on the way?
http://www.ftsenews.co.uk/2016/07/28/numis-gives-huntsworth-plc-price-target-with-potential-35-03-upside/ 350p is definately a mistake. 53p target is quite feasable. Assuming they can turn around Grayling and maintain market share.
Looking at past records, brokers usually issue a target price for the shares in August. Could the prospect of an increased rating be behind the increase in the SP? Could 53p become 60p in accordance with my predictions? And why is one broker giving a price of £3.50..........did they mean 35p? Everyone seems to repeat this sum as if it was not a mistake.
Got the message Diehard?!
As predicted late RNS. Lake Capital Investment Partners LP have dumped their entire 24M shares here. No idea why they delayed this RNS to 17.45 hours. It was pretty obvious by the numbers. Does seem to be a lot of others mopping up the shares here.
More share holding RNS to follow.
I was very interested to discover that even the Church Commisioners have a holding! Well as I have said many times before, at least all the bad news is out in the open and we now have a more transparent situation with real prospects of growth. I am a holder and will continue to hold.
http://www.huntsworth.com/investor-relations/shareholder-services/major-shareholders/ Do the maths yourselves.
Well not with eager anticipation. I won't be buying any shares here. Nor do I hold any. The 15M buy was J O HAMBRO CAPITAL MANAGEMENT LIMITED. The large seller is Lake Capital Partners. That 24M is their entire share holding. Numbers match exactly. It is hardly a suprise as 70% of Huntsworth is owned by large firms. I would suggest there has been a shuffling of cards here. So I expect a few more RNS here. The 8M trade could well be a buy as the share price has risen after the results. The results in places showed good promise. Much of these large trades are probably agreed,