Member Info for Fundfemale

Was tipped by Dr Strangelove in FT on Saturday, also India election results (their stock market up by 17% today). Trading well below NAV.

I have bedtime reading to do. Any pointers for the research. Have no experience of manufacturing business, but indicators are advising it could be the way out...

Just looking at your tip- have there been any directors buys here recently?

Your tip on Cryo was great. I missed though, as I trade in my ISA and SIPP and wuld need another a/c for this one. Fact that directors trades have been at 37p and 70 plus last week is really good sign. Looking to get in at best opportunity and trust you got a good lift in you portfolio here. OPTOS- interesting went up over 13% Friday. Any idea why? Funding? I am not anti HRG, I just feel that they will struggle to show a profit at the end of year results and servicing a large debt will not make them look attractive. If you have been in in since 5p, 10p, or 15p, you have lots of space though. Your tips are great, do keep me updated. Hope you hve a lovely weekend. FF

Nice to hear from you maybe we will meet at some stage. If DNATA have more, what is their total % and av sp do you think. i am only mirroring results with my own , mine are same as last year too. Doo you know 20m result? EBIT? Hope you are happy and weel, ff

Why do like Pixel?

Sorry in advance if I offend, but would like to catch up and say hello. If I rewind to October 2008, I met a senior director of HRG (so I know the history that the share options were at 42p and DNATA were major shareholders, HRG are looking to technologically encapsulate and commercially rule the world)... November, out of contact with director, but while looking at FT on train, noticed shares were 11p pre-interim, so bought 100k , 1 day before interim results. Noticed total collapse an speculation (Lucky T and other HRG bitter crowd) over christmas, but shares at 5p (so clearly bought another 100k). Day traded and increased stake to 250k shares, but on examining fundamentals (ie 100k + debt), I bailed out at 18p, happilly. i missed 25p, but no regrets as i am not a gambler. I know DNATA are major shareholders , but they have paid huge prices for these shares. It is they who must be putting pressre on HRG to reduce their costs- they are in a very unhappy position (how would ou fell if you were holding 100,000,000 shares the price they paid in summer 2008?) This company is a way too expensive aquisition now. I have my own businesss in corporate/Mice. Cancellations are from banks a real estate, Govt clients solid, but corporates do not spend /exist anymore. Corporates are HRG's business. HRG have to contract (as in reduce overhead by 30-50% to meet their investors targets) I wish all well.

Hi MSM, I do believe these are undervalued (see my previous posts on this share). However, I bought t 45p 2 months ago and I confess that I sold this morning at 68p (wishing I had sold at 82p which passed me by when I was on holiday). I will look to get back into these though. Sadly, I think this is still a market for relatively short term trading. I aim for 35% profit on undervalued cash-generating companies within a 3 month time scale and sell on news, or a longer term (see gkp) if news is over a long term horizen. I think this is a good share though and I will be looking to get back into it again.

RNS Number : 1586R Scott Wilson Group plc 27 April 2009 27 April 2009 SCOTT WILSON PRE-CLOSE STATEMENT On 10 March 2009, Scott Wilson Group PLC issued its Interim Management Statement for the period from 12 December 2008 to March 10 2009. Since that statement there has been little change to market conditions. Therefore the Board reiterates the guidance given at that time, that underlying operating profits for the year ending 3rd May 2009 (before exceptional charges) are expected to be broadly in line with the previous financial year. Scott Wilson will report preliminary results on 30 June 2009.

Wednesday 8th April 2009 Ex-dividend date Tuesday 14th April 2009 Dividend record date Friday 8th May 2009 Annual General Meeting and Interim Management Statement Wednesday 13th May 2009 Dividend pay date Friday 21st August 2009 Interim results for six months to 30 June 2009

Thanks Oilbarron, UKC, TAP and TIG all seem to have interesting angles. Will research forther over hols.

For th original tip. Let me know what else catches your eye?

With or without speculation, these shares represent great value and I am certainly holding. Bold costcutting maintains net.

Guess you are in TMC and I am in MICE In this climate there are strengths (and weaknesses in both). Do you know % of TMC vs MICE at HRG?

My business is specialist vs TMC and my average booking value would be far higher than hrg and my service offering more bespoke. Know one senior manager at HRG but have not been in contact in recent months - so have no clues there I am afraid. Would I come back in? I am watching, but my concerns are documented. I can see that management might find an MBO an attractive option from an esteem perspective, but unless someone is going to guarantee the deep debt (DNATA, or whoever...)?? That said, they have great expertise, reputation and systems, just a debt-ridden business. Are you going to IMEX?

Hi, I am happy with all my shares at the moment - all in the blue, but no spectacular escalation like hrg today (no regrets though happy to trade and profit- i would loose sleep otherwise). Looks like this is a great buying time all round.

Might we both know anyone at hrg? Congratulations on your result here this week.

Congrats on great week with Hrg and Cryo - will be watching you!

I like the look of this one too, very undervalued. See Sepu too.

The interim states 20,686 sales in last 6 months, with market capitalisation of 0.79million and cash around 300k..I cannot believe that anyone would consider investing in this unless they take delight in giving the mm's the 66.67 spread!!!