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For the LTHs: any thoughts on the Homserve Labs disposal? It's being reversed into a shell and trading on Monday. HSV are retaining a c. 20% shareholding. Looks like they wrote off the £15m investment on this sub.
I didn't know about these dynamics of selling on small volumes! Thanks for your insight.
Alessandro,
I look to this stock from a completely different angle, and this is why I haven't started to panic (yet).
There are 2 major shareholders the owner and BG one of the most experienced investment co's. In Jan a 3rd major investor took a position.
They are not in to loose so in the worst of the worst they will make a lot of acquisitions and sell it.
All the rest of the macro economics factors will affect everyone almost the same.
Please note that the drop in price is not proportional with the volume so some of the shorters will bombard with very very small sales just to create panic and to hit automatic stop losses. Always look to the volume of the sales. Same strategy is used when a major holder wants to create a position, it won't let the price to go up before it would fill its pockets.
cheers,
Thanks Papucel.
What do you expect from the next sets of results, in particular with regards to the increased cost of gas, would that hint households to mitigate by cancelling their policies? Other factors at play are inflation, interest rates (even if very marginally in my opinion), increased operational costs due to rising energy cost and wages. Although according to Richard H. inflation has had minimal impact on the company, at the time he was interviewed.
I think the biggest factors for an upside are the seemingly thriving US market and potential to increase the customer base in the UK, due to the acquisition of new customers by energy suppliers that are also HSV partners.
Alessandro I was in at 8.70 as well you are not alone
You got in at a great price. I was in at 870...
Bought some today at 672. Will buy more at 606 if it gets there, but I can’t see it going that low as this was 12 pounds in April 2021.
HSV Richard Leonard's been buying.
PIWORLD interview at 49m33s and earlier mention too. Not much detail.
Https://www.piworld.co.uk/education-videos/piworld-interview-with-richard-leonard-winners-and-losers-of-20
O dear dear dear is it no-one here? It seems to be the most inactive board I am on
Does anyone hold this stock?
In the light of the interim results, what can be an estimate for the EPS growth in the next three years, considering the mentioned acquisitions planned in the next two years.
Thank you!
Divi increase and confident outlook should help the sp push a little higher - we shall see.
Everyone, I got the link from another board who triggered a petition against shorting
You may be interested to sign it as well so please circulate to all boards you are on and they are affected
https://www.change.org/p/department-for-business-energy-industrial-strategy-make-short-selling-of-shares-illegal
Thanks for the updates , much appreciated.
All UK stocks being hammered atm , in particular those that rely on consumers discretionary spend because on inflation and tax increases. Fall overdone here imv - might buy in if it gets much cheaper but have to sell something that is also depressed!
"Homeserve was knocked lower by a downgrade to 'underperform' from 'outperform' at Exane.
Read this earlier but cant find any detail.
Anybody??
It doesn't seem there are much news out there Silver.
My personal feeling is that there could be a dent in the profits as the compensation of tradesmen and cost of materials may go up. That would be the same in a very wide range of industries and a large number of companies. If that will spark a bear market.. I don't know, especially considering the rise of interest rates.
There is also a question about customer retention.
My personal feeling is that the very large activity in home buying in the UK may increase the customer base or improve customer retention.
Regarding the US market it seems that HSV is moving in the right direction, but I would wait to see the trade update in November.
I am not an expert though
Hi does any 1 know what happening to homeserve currently. Thanks
I don't understand the question
??????
My latest article available on the Twenties Trader website analysis of Homeserve investment case after its 30% dip. Deep dive into acquisitions and cash flow. Thanks!
Time will tell buddy
Some good strong positive news
Anybody got any thoughts?
I wish I had waited, I got in at £9.95 whilst it was dropping. Pulled the trigger way to early but it will get back to levels earlier this year for sure
Good morning.
Opinion: with the sterling (GBP) getting stronger vs. Euro and USD in the next 3-5 years (in my prediction), how much would the earning from Europe and the US be hurt, negatively impacting the cash flow and potentially dividends and share price? Or am I getting this wrong and foreign exchange would have a different or no impact on the business?
Not a bad annual report.
Figures look good to me...
Should see an uptick now