Member Info for Gerry557

Cos they charge too much and all the customers are moving away! Well it was in my case and a few others I know. I have also persuaded a few others considering investing against HL due to costs and one ok to start with a plan to move away when funds grow. Actually I dont think that the above is the real reason but it will be interesting to watch the numbers.

Bills are to be reduced by £12 a year on average after new price controls were agreed by five of the six companies that run Britain's electricity network. Regulator Ofgem said the cut has been driven by £2.1 billion of savings it has secured from the companies' business plans since last year. Ofgem's proposals will see the distribution companies spend £17 billion to upgrade and maintain Britain's local electricity network. At the same time, the distribution part of the energy bill - which accounts for 8% of an annual dual fuel bill - will be on average £12 a year lower than it is today for the eight-year period between April 2015 and 2023.

As this is being sold, I feel that this does not help me but the new owners. The deal although looking like it will complete is not done until the fat lady sings. It might be useful if the deal falls through. Will just have to wait another month and then decide where to put this money.

The market cap of a company ie SP x No of Shares can vary quite a lot. Look back to the .com era. Companies were valued highly on the vast expected growth. On reporting losses after losses eventually some saw that the expected value want there and when everyone sell you got the bust. Technically the company was the same in both boom and bust (loss making) but sometimes it takes a while for this to filter out. Changes can occur a new (or loss) of a contract can have a material bearing. Where is the value stored? in your shares and the share price. Which should be linked to how well the company is doing (the latest trading update) and what the forward outlook is. If it is expected to increase sales/profit it is more likely to rise. HNT outlook is not currently as rosy as it could be. In time it might change. Lets hope its before the 35p mark

The headline figures look good but they now own the extra 45% that they bought from VOD. Just to put it into some context.

Again the update was generally all bad news due to the challenging environment. I thought that there might be an overreaction on the SP but Mr Market seems happy and its up a tad. I suppose it was not as bad as expected then. The Divi has been held despite the fall in profits so I suppose we have to await the outcome of the cost cutting until the environment changes

tyneagle, yes things are moving in the right direction and the divi cover is getting closer. I bought this for the high divi which has been cut but benefits the company overall. Capital gains have been good but I still await the time when the divi will start to be increased on a regular basis. Overall I am please with the progress and this is flashing sell on my spreadsheet but with a continued sunny outlook and things moving in the right direction I will continue to hold and look to add on any dips although they not really appearing. Maybe a market downturn will bring the next opportunity.

Having been a holder I though I would revisit to see what been going on and to try and identify why this has fallen so much. From memory things were looking good, deals with GE orders up on the year etc but relying on a couple of big contracts including Libya. Lumpy contracts and lack of news made the SP jumpy. The Japan contract was ended but any info on the current situation from holders would be useful. It is just a case of the SP falling without real substance and on the Libyan situation and or lack of news

Have you contacted them or the FT for a reason?

The new guy should be ok working in the dark!. At least Terry will be available to hold his had for a couple of years. Glad he will be available to be honest he seems to talk a lot of sense.

I have seen a trend to operate between 129 - 150's although a few share trade like this until something happens to push them higher (or lower) RDSB was doing the same recently but has now pushed on. There are a number of headwinds for LAD which its needs to adapt too which may take some time but as things get better than the new "normal" then it might push on. I suspect that this might be online and earning. One is doing better the other needs to beat expectations. The divi should compensate whilst you wait providing it doesnt get hit too hard. I might wait this out a bit longer but not completely happy holding a bookies but if your getting ethical there are problems with most companies one way or another.

The update indicates that the divi will rise by rpi inflation and trading is in line. I suppose its walking a fine line between share holders, regulator, public opinion, the government and its customers. Investment continues, some in Scotland. Don't know what risks are involved in a yes vote. I suspect Scotland would want green investment but it could change the investment landscape. Sounds like the wind farm planning application will be continued until it goes through. An rpi increase is better than nowt and maybe some efficiency savings will improve the prospect for more in future

One does wonder but with Dark Pool trading a lot of information is either hidden or delayed. Whilst you expect the SP to move in line with trading and news you have to remember expectations have to be managed too. The big boys will do what they do and we can only do what we do. Hopefully things will improve, the Chinese angle has promise but needs to deliver. There is an 8% divi whilst you wait and even looking at the down side of a cut, the yield would still be classed as good. Will be interesting to see how this pans out

Price and value are different things. Yes the price is cheap(er) but its not necessarily better value. It might have been better to wait and pay a higher price once things have improved and the outlook is better. "while there is work to do, we believe that the second half will show improvement over the first half year." Making a penny more would make this statement true but it wouldn't be a great endorsement. Unfortunately I cant see any directors buying at the moment with negative sentiment and the board pulling sickies but we can hope. If your a Fool, read this http://www.fool.co.uk/investing/2014/07/14/why-huntsworth-plcs-shares-plummeted-today/ They are as almost as positive as you

Aby1972, it does move up as well as down but more recently the markets have been down and lots of shares have followed. One wonders how recent sporting events have assisted or hindered profits. Lots of betting on the world cup football but did Lad profit? A trading update will clarify and good news should see an uptick. The summer is fickle anyway have you not heard of sell in may? The budget taxes havent helped but you can always reinvest your divi and grow your shares at almost 7% whilst you wait. Not been following the betting crowd to see if the bookies are being hit or making hand over fist. I suspect some where in the middle

ahha - Yes I did notice more buys than sells, including my own! The vague RNS leaves so much open, how bad is it? will the divi be cut will they have to borrow more? or is it a temporary setback whilst waiting for the diversification to work and the Chinese angle to take off. They did have cover for the divi so Im taking the view that it will be maintained for now anyway. Debt was cut with the Chinese deal albeit from a high level. Lets see how this turns out over the next 12 months or so. The Big Boys should drive up the price by the autumn if your right but some real clarity might have helped. Maybe Lord M will get them sorted out as he had a large wedge at 65p that he wont be happy being underwater. Are the directors allowed to buy?

jange - Still trying to work out Investors Chronicle. They say buy PNN (803p) but my income spreadsheet is flashing sell as the Capital has risen faster than the income I would receive. Im still holding just in case there is more merit of a takeover (bound to happen if I sell) and hoping that the divi will rise more as PNN become more efficient. IC have it rising to 34.6p by 2016 Even so I would have to find a replacement for that income that balances with the rest of my PF So I think I will continue just to do nothing and hopefully add on any dips but they are not really forthcoming and often avg up is not as good as it appears

No its not the new budget amount but a announcement expected today on "extra" (saved from last year) on new projects. I suspect some might find its way to BAE as cyperspace is becoming a bigger issue

This RNS is as clear as mud. How about some clarity or guidance on profits or effect on business. No wonder the SP will be hammered

Although not as good as it might be as the exchange rates take a bit away. I agree on the x4 divi though