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Judging by the current share price my forecast of 4p by Xmas is looking optimistic.....more like 2.5p at this rate!!
RNS out. Results on 24th May. Looking at the price drops today they all relate to times of trades. Must be a big overhang here. HH are clearly eager to sell if it is them.
100% agree Val. In Publicasity case this is the second contract win in a month. They only had 7-8 clients. All listed on their webpage. As long as Porta get new contracts announced regularly I am not worried.
I really enjoy reading about new wins but additionally I reserve Judgement as companies don't often reveal lost accounts. Additionally and I quite understand the reasons why but fee income would be nice to know That to one side this stock is going places The selling continues but so does the buying. However at some stage soon imp the selling will stop but the buying will continue and you know what that means?
http://www.gorkana.com/2016/05/publicasity-promotes-luxury-glove-brand-gizelle-renee/ Publicasity will work with Gizelle Renee to promote its hand-crafted products through media engagement and press events. 'Williams said: “This is an exciting time for Gizelle Renee and I was keen to work with an agency that completely understood my brand ethos and business objectives. I was impressed by Publicasity’s creativity and understanding of the fashion industry. I look forward to working with them to showcase Gizelle Renee to influencers and consumers.'
Buy from frightened men, and sell to greedy men. So said Lord Rothschild as he made his fortune.
So we have had a few late trades this week. 2 x50k buys. A 100k sell. A 300k sell. Finishing week today on a 250k buy! Always good to end week on a positive note. Let's hope this continues till the results. If the seller is HH they could have 7-8+ million shares.
Join the club. The sellers have controlled the sp here. That large trade has put a brake on the share price. I count nearly 1m (including isdx) buys since the 2 100k sells.
a share that beggars belief . If bad news was regular i could understand the sp as it stands. Why are we languishing at this level?. Not losing money, gaining contracts that out perform, and a downside i am yet to see. I am not a clever man but what am i missing ?
http://www.prweek.com/article/1393421/prweek-reveals-top-150-uk-pr-consultancies-2016 Newgate is now up to 27th. Revenue growth of 64%. Looks pretty impressive. Not sure how these numbers have been worked out. Did they include Redleaf? Can't see Redleaf on the list. Pretty sure Redleaf's revenue would be at least 2-4M now. Looks like Thirteen has a new website now. They have some decent clients now including Ford and Network Rail. http://www.thirteencomms.co.uk/ Lots of activity for a bank holiday return to work.
200k of sells this morning and the price drops 7%. Followed by 590k of buys on LSE and 124k buys on ISDX.and were only up 2%. Must still be a big overhang from that 2.6M sell. Least the share recovered today. Bizarre amount of trades on no news. See how rest of day pans out.
We need these results soon. Up to 4 weeks wait. (Up to 6 months from year end.) Hopefully get an RNS 2 weeks before the results to confirm the date. One way or another we should have some new in next 2 weeks here. This share must be worth at least 9-10p. Directors buys up to 9.4p too. It's almost as if buyers are waiting for the over hang to clear first. Who really buys a share when it is falling? So frustrating with so many sells here on a week by week basis. Adastra - Do you think any acquisition/s will actually happen here? Time is running out if they want to do any acquisitions before the results. No way they can issue shares at this price. They would need to use cash or delayed payment deals of some sort. That or offer up office space again? The CAG deal was inspired. Really tempted to pick up shares at this price. Just nervous of the continual sells. Pretty sure this will rebound quickly if the results bring good news.
Your thinking too much about this Adastra. The issue of 1.7M shares is barely 0.6% of the total share amount. The main reason for the depressed share price is a consistant seller/s. Fact is I think Porta is doing well. No evidence to show this is not the case. I suspect larger investors will come once they have shaken the tree here and the results are revealed. We have seen this before and the share surged to 9-10p. Like Val62 I expect a similar surge again. The question is what will happen in the 4 weeks before the results and is there still a big seller out there? Did they clear their stock last week? Won't be selling any time soon here.
I note that the deferred consideration of shares for Redleaf was settled recently and they were subject to tie-up for two years from 23rd April 2014. Although only 1.7m shares, and subject to orderly market trading, this could have caused a short-term anomaly following the 2m [insto] block sale on the 20th. I have no doubt that we will rebalance as the buyers continue to absorb any overhang. IMO this appears to have caused the current disparity gap between MCap and revenue and thus an enhanced buying opportunity has opened.
The price is just not keeping pace with revenue growth here............. MCap sinking below £15m and revenue £28m growing at an annual constant currency rate of 41.3%..................the upside here must be considerably if, as the Holmes Report states, Porta/Nerwgate has risen from 75th to 60th in the Global PR ratings. Got to be a buy at this depressed level as MCap rises to mirror Revenue.
Porta has a lot of recurring revenue and has won big contracts recently with Glencore, Mirada, Blue Prism, Samsonite, Siemens,Bosch, Neff and Guggenhau. The biggest faux-pas was in its February trading update. It said excellent trading BUT mentioned possible acquisitions. The market wants to see confirmation of organic growth and cashflow BEFORE it wants to hear about acquisitions! Looking sound but it's own PR is very poor. Embedded value has to be increasing as time elapses. An MCap below £15m with revenue of £28m and growing strongly is distinctly unusual.
Revenue up 41.3%; Global ranking up 15 places to 60; Shareprice at lowest level ............... I prefer my football red and my share-performance blue not vice-versa!
Interesting to note that Porta/Newgate has the second biggest growth in fee income in the Global top 100 PR Agency ratings at 41.3% on a constant currency basis. That's a stunning achievement given the headline figure for PR industry growth is just 5%. Whatever the shareprice, it is certainly not reflecting the bigger picture of business being won. And remember, this was before the 'Steffan effect' of even bigger wins since October last year. No wonder Gavin Devine is happy to join Porta in July and drive the growth further. Certainly worth holding and accumulating on weakness IMO. DYOR.
Directors can't buy until after the results I would be very surprised to see any acquisitions and lastly the new wins albeit good will not make a big enough difference to warrant an RNS What I can see is massive growth,a positive Enid's and a 2016 share price rally I am concerned about the SP at today's price but fully expect it to rise by 50% in the coming weeks. Dyor
http://www.holmesreport.com/ranking-and-data/global-communications-report/2016-pr-agency-rankings/top-250 Basically up 15 places. Revenue now showing as 28.8M compared to 21.54M. Unclear if this is because of PPS and Publicasity and or if it includes Redleaf. The share price is where it is. Buys are currently showing as sells. One buy shown on ISDX today at 5.5p for 10,000 shares. 89k trade was also a buy. What we need is. 1. News on the acquisitions. Before May Results? 2. Proof that an II is buying in here and if HH are still selling or not. 3. The results to show company performance for 2015. Plus director buys come the results to boost SP. 5. More contract win announcements. These 5 will hopefully help lift this share. Unfortunately we may have to wait till end of May to find out any of this. A director buy would force them to update investors page. See what happens. GLA.
are most of us re the shareprice adastra. bought another small amount today
I'm extremely disappointed at our shareprice - it should be double this level. Sanlam did no promotion to instos because of their internal wrangling; they passed the baton to Allenbys by default who have done exactly the same. Porta need to engage a proactive company who will work in their interests and reach a wide audience. It is the lack of investor engagement that is at fault NOT the underlying performance of Porta the business.
lets hope that was the low, got to say im feeling slightly disappointed with our SP. GLA
Well that puts a different complexion on the trades on 21st. So perhaps all those quick fire trades were actually planned buys from an II? Someone in the background arranged to buy up all the stock?? One thought is a director has soaked up the stock for May when the results come out? MM set aside the shares for them?? Would the trade show as 4p in May/June if that is the case?? Maybe Steffan is about to make his mark? That would be good. There has been no RNS relating to % levels of major share holders stakes. Then again we got no RNS when that 6M sell went through 1 or so years back which I think was from Marlborough (HH). If all these sell trades were HH over last 4 months they must of cleared 8M+ stock since Jan. HH only had about 15M shares. 15-8=7M left. 3% of Porta is 8.7M shares. This should of forced an RNS. So we could well have different sellers. Or medium sized investors selling. Still possible HH has not sold any shares since Jan. The other option is someone is offering to buy out various shareholders entire stock as they want in. At 4p I would of bought shares at that price. The 4p price would also be much lower than the market price due to the volume. It's almost 1% of the company shares. Interesting.
That trade is a late reported one from Wednesday 20th.