We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
It gets better and better with Numis Securities suggesting a 60p price target. In the light of so much restructuring and improvement in the last three painful years, I think we have the beginnings of a turnaround here........60p is certainly a target within reach. Furthermore, with Huntsworth Health continuing to be a bright star.....there may be sharks eyeing the company in the USA and maybe there will be a battle with the Chinese for full control. If the current price can improve slightly and stabilise, establishing a new permanent high, then the take out price could be very good indeed!
Yes very positive statement in many respects. No mention of Citigate or Red. This also explains all the director buys here. I think we could of guessed about the exchange rate. I don't think they are bound to a single date for trading updates. Being a pr firm it is all about timing. Those large trades a few days ago look supicious in their timing. Wonder what they knew?
The Group traded well through Q4, led again by strong growth at Huntsworth Health. As a result of this, together with continued favourable exchange rates, management expects the Group's full year results to be ahead of consensus*. Also see..... www.morningstar.co .uk But I have a question...... why was this announcement brought forward by more than a month from the scheduled date? Is it so that the market can digest the news and chase the price higher during these favourable stock market conditions? Certainly it is beginning to look like an attractive safe investment for income investors.
Yes Gotrader, the usual mixed annual report of gain's here and losses there is more than possible. But I sense there may still be reasons to be cheerful. The directors showed undeniable confidence in the company by buying shares a short while ago at around 40p. We are also in a benign stock market, where continued share price growth is more than likely till at least the end of March / April and the FTSE ALL SHARE INDEX has some catch up to do with the FT100. I would not be surprised to see a 20% gain in the share price....say 48-50p and I am confident that the dividend will be maintained.
Lots of interesting trades today too. Note 1m and 0.5m late trades from Friday. 1m looks to be a sell. 0.5m trade was probably a buy. 700k trade certainly a buy. Looks like the big overhang here may be finally clearing. Also the 966k and 333k trade from 10th Feb. More late trades to follow? I have no idea what the results here might bring. Impact from Brexit vote? Swedish office closure? Impact of exchange rates. So many variables here.
End of year results due towards the end of March. Maybe some good news is expected.
Checked back to his 2014 RNS. That also had same holding company on it. It is merely an RNS to say he has fallen below 3%. Albeit it was strange to see a trade for 9.75m shares a few months back. Share was close to 50p in July 2014.
Yes, I am confused as to what conclusion to draw here. Has MRF lost interest in the company? If these shares are so hot, why the disposal or transfer?
Not sure what has happened here. It appears control of the stock has moved to Rock Nominee Ltd A/C 0613506. Not sure if MRF is in any way connected with this firm or if he is no longer the holder here. Eitherway the holding is still 9.750m but it is below 3% of the overall shares.
http://www.prweek.com/article/1421949/red-consultancy-kazoo-face-fight-samsung-consolidates-uk-pr (Better to google it to read the article.) Looks like Samsung are consolidating their UK PR operations. Red will be pitching for this as an existing PR but so will Karoo and other PR agencies. It's quite a big firm to keep on their books. See where this goes. Being one of Samsung's existing PR should give it some help. See what happens.
I am still enjoying my two month break in Thailand........just back from a fascinating week in Kathmandu. As always I am very grateful for Gotrader for his comment and homework. My take on this share is that it is looking good value.......but in February it could get cheaper with the general market down turn/ correction. This will be a first class buying opportunity.......because in the following months, even the uncommunicative Huntsworth is bound to have some positive news flow and hopefully the announcement of a healthy dividend. And as my very learned and honourable friend Gotrader has pointed out, at these prices, a takeover is a very real possibility and so we have an each way bet with this share ,plus a healthy dividend income. As a punt, is as good as it gets. Never forget that this share has some very strong money making components....and that will not have escaped the attention of certain preditors.
http://www.iii.co.uk/articles/381019/top-bid-targets-2017?context=LSE:HNT 'Media agencies like Huntsworth (HNT) could be active, and unique franchises such as YouGov (YOU), Next15 (NFC) and Ebiquity (EBQ) "could be of interest to predators where the ratings allow". But it's ITV where the real interest lies. If Sky (SKY) goes, it'll be the only large cap broadcaster in the UK.' If directors stop buying then maybe Huntsworth could be a takeover target?? Or is this site suggesting Huntsworth will buy up other agencies?? Hmmm.
http://www.citigatedewerogerson.com/2017/01/citigate-dewe-rogerson-paris-new-management-team/ Looks like existing staff have filled the void. Lots of mentions of additional clients in this link. 'The agency strengthened in 2016 and gained about twenty major clients in corporate, financial and strategic communications, on a wide spectrum of companies from the CAC 40 to Fintech and Biotech startups but also SMEs. Last year was marked by numerous market operations including IPOs (NextStage, Française de l’Energie), major M&As and topical issues (Eurosic, Médipole Partenaires, Medivation) or sensitive issues. Nicolas Castex, who had been the Managing Director of Citigate in Paris until now, stepped down to devote himself to another project.'
http://www.holmesreport.com/latest/article/apco-names-europe-chairman-and-hires-new-france-md 'Castex, who has led Citigate’s Paris office since he founded it in 2004, takes on responsibility for APCO's offices in Paris and Lyon. "He brings outstanding experience of advising international brands in the French market and he will also strengthen our growing financial communication practice in Europe," said Boussagol.' Let's hope he didn't take too many clients with him. After 12-13 year maybe he just wanted a change?
Buys coming in at 36.5p Still not sure why this share is being pushed lower here. Between the directors and others they had pushed share close to 40p after new years. Something is holding this share back. Not sure what. Lack of news is not helping here. This share is over 70% controlled by funds.
Doesn't look like Father Christmas will be bringing Huntsworth shareholders a present this year! Ah well....perhaps there will be more jam in 2017
http://www.gorkana.com/2016/12/gcs-announces-agency-roster/ This should provide Grayling some work. Unclear what % of the 350M might come their way?
Yes an excellent point. I happen to be in Thailand for two months and with another five weeks to go,but boy do I notice the difference!!! It does not seem cheap here anymore! As an Australian said to me in the supermarket earlier today ' you poor old Brits....you had it so good for so long!' But because of the pound's weakness, most British companies are looking cheap. With luck that will sustain the market for a while. I really do wish the HNT share price would get a move on.......as Christmas arrives, it grates to see other shares moving and this one lackluster!! I kick myself for not buying Drax when I had an urge some weeks ago.
Cheaper pound! Also share price is reasonable for their point of entry. Maybe taking a punt. 5% share is nothing really for this firm. Note the other late 500k reported sell. If these late 2x500k and 193k trades are old Mutual then they are nearly cleared here. So some good news. Once cleared share price will likely recover a bit. Assuming no one else wants to sell out here and I am right about Old Mutual clearing full stake.
Hmmmmmm the plot thickens.....so what could the motive be for MICHINOKO LIMITED buying in? I've looked them up and they seem to be an offshore investment company.......they sound a bit Japanese. I am trying to discover why the company exists and what its objectives are. They will have a significant stake in HNT should someone wish to take control further down the road.
MICHINOKO LIMITED were the company who mostly bought out Old Mutual's stake 2 weeks ago.. 16.5m shares.
500k and 193k late sell trades for the 13th December. Both look like sells as 37p. Runs with my theory Old Mutual will clear out it's final stock. Directors mopping up most of this stock? Timing matches the trades.
Neil Matheson bought 50 k on 10/12/2016 announced today. Derek Mapp bought 150k on 12/12/2016 announced yesterday. Derek Mapp bought 50k on 09/09/2016 announced 09/12/2016 Neil Jones 25k on 09/12/2016 announced 09/12/2016 So 275k of stock mopped up. I wonder if more will follow? These directors buys are pushing up the SP. The numbers are starting to look a bit more impressive.
Well Old Mutual may still have up to 1.7m shares to sell here. If it wasn't for the directors buys here SP might be lower. I am 50/50 on this share. The results showed promise but with Brexit result impact it's hard to call 2016.
"Maybe 37p was a good price to buy in at?" Certainly was.