Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Tipped in The Sunday Times today which should bring in new investors. Article also identifies the individuals behind the largest shareholdings.
I reckon the rise might be more to do with Michael Gove being appointed housing secretary. Industrial/ business parks will probably get pushed through quicker.
Fantastic recommendation in IC. £2 north and personally I think even this is VERY conevative
Just tipped in IC plus some directors buying at £1.62 so expect upward momentum this month
Staggered that this did not go up after such good results. Think the company needs to do more and better investor/city briefings
Agreed, my wife and I normally holiday once a year in South Africa but obviously not at the moment. We have a lot of friends there who say things have really deteriorated since our last visit with food shortages even in prosperous areas, power cuts and huge levels of governmental corruption. I think you are right to be cautious.
Cheers, yes, I have done well with TGA but I have decided not to put all my eggs in one basket there as I was tempted to. I have a nagging doubt about it being too good to be true (the apparent returns there). I think this stock will improve over the next week or two, I expected the net asset value to improve as it did and there was the carrot of it doubling in 5-7 years so good value here.
I haven’t posted this before but I was interested last week, I hold shares in DSCV on a PE of about 35 and shares in TGA on an apparent PE of 1 but both increased the share price by 20% in the same timeframe, just goes to show how difficult it is to spot value in the market.
Thanks for your reply. As surprised share price has not responded. Firmly of the view that it eventually will as company grows and with annual 10 per cent increase in dividend. The other company I am involved with is Watkin Jones in the property area which is also doing very well. I noticed your interest in South African coal. Wish I had got involved in that earlier in the year ! I invested quite heavily in anglo pacific not least for the dividend every three months but the chief executive is leaving who was the driver behind the company in recent years so have reduced my exposure. Think I will continue to grow my investment with Harworth
I agree, it’s such a good sector to be in now and there is clearly great optimism about the next 5-10 years. I like the slow way they are building the investment portfolio too, it will end up being a very valuable asset.
Stunning results and increase in dividend. Great plans for company. Staggered so under radar
Amazing results and dividend upped by 10per cent. Company well on way to doubling in size. Staggered that this is so under the radar
I totally agree ,its loopy. Despite my better judgement I bit the bullet and bought some more this afternoon as I think the results will be impressive and I have faith in the team .... but the spread will discourage a lot of potential new investors
I am looking forward to tomorrow’s results, I reckon they will be more positive than the market expects as industrial development land is getting to the stage where it’s more profitable than house building land.
yet again
yet more misrepresentations of the mid price[declared share price] of this stock , it is very tiresome and goes on and on
Strong and robust. Love the words in todays trading statement. Wonderful ! Onwards and upwards
Good profits, low debt, dividend restored, investments made in both new sites and income streams....... and the stock market knocks it. ridiculous
Good cash flow, low debt and in profit.
I'm suprised this isn't attracting more retail interest here.
Recent price action suggests news coming to me - takeover or MBO - not just a rotation into cyclical/defensive medium caps.
shropshirestar.com
Latest Ironbridge Power Station demolition scheduled
The latest stage of demolition work at a former power station will take place later this month.
The demolition, at the former Ironbridge Power Station, will be the fourth major piece to have taken place at the site since it was decommissioned.
Harworth Group, which owns the site and is clearing it ahead of proposals to redevelop it with around 1,000 homes, said the next demolition is scheduled for 10am to 2pm, Saturday, February 27.
https://www.logisticsmanager.com/plans-submitted-for-2-9-million-sq-ft-warehouse-scheme/
Really impressed with this company. Solid results and lots of good opportunities for the future. Also sent a query to the company which was very efficiently answered in detail. Am very pleased with my investment here and even more after the results which the market clearly liked.
Further reduced risk here on this basis - risk was already low, and potential rewards are significant in terms of both income and capital growth.
"Harworth Group plc
Year-end Trading Update:
COMPLETION OF PLANNED TRANSACTIONS AND A FOCUS ON BEDS AND SHEDS UNDERPINS STRONG 2020 FINANCIAL PERFORMANCE
Harworth Group plc ("Harworth" or "the Group"), a leading regenerator of land and property for development and investment, today provides a trading update for the year ended 31 December 2020 ahead of its preliminary results which will be announced on 16 March 2021.
The Group has delivered a strong operational performance in the second half of the year despite Covid-19 restrictions. This, coupled with the indicative outcome of the independent valuation of the land and property portfolio, means that we anticipate that the financial performance resulting in Group EPRA NDV at 31 December 2020 will be ahead of our expectations.
Highlights for the period from 1 October to 31 December 2020 include:"
Many thanks, greatly appreciated. The list of companies still not paying dividends is huge so its good news but hoping for capital growth here.
The interim results issued in October talk about the dividend plans.Paltry interim paid.Final will be on release of full year results, probably April- time.