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Wellington Management Company, LLP 0.5%. Marshall Wace down 0.1%. Worldquant down a small amount too. 0.08% Smoke and mirrors really with so many funds involved who may be linked here.

Seemed to be a reasonable trading update. Healthcare division doing good. Also net debt falling too. More acquisitions on the way. Share shot up to 107p today at one point. 44m shares traded. 16,683,109 is the exact holding of The Wellcome Trust Limited as a Trustee of The Wellcome Trust . Likely they have sold out or switched holding to another trust? Likely other contender is Aberforth Partners LLP? Have to wait for the RNS here. All trades happened at 98.5p so these are all arranged. Gives a strong indication that 98.5p is at least fair value here.

Actually the share rose on that small 52k buy. Didn't take much to get a 3p buy. To me this suggests people are mopping up any sold shares. With very limited floating stock. Not tried a test buy.

Up based on those 2 trades or on directors placing volume book orders for Thursday? Would time well with AGM and any trading update. We know costs from restructuring but no indication this has impacted ebidta before one off costs.

Welcome to the world of shorting. In other news Marshall Wace will have taken a huge hit on Ocado. 0.79% short. Share soared nearly 100% a week or so back. Short tracker for IQE has not moved isince 14th of May. Maybe a pause? Many holdings below 0.5%?

My friend is really bullish on this now. He is not worried about 40p price. He thinks it could go further. Oil price is still rising and is now about 80 dollars. Should of mentioned your share tips to him much sooner. As for HNT I see no reason for this to fall any time soon.

'Furthermore, as already outlined, in 2017 SEC became the largest single shareholder of Porta Communication Plc, also AIM quoted, with SEC CEO Fiorenzo Tagliabue appointed as Vice-Chairman on the Porta board. The collaboration plan between the two entities is expected to produce increasing commercial opportunities for both operations and we look forward to providing updates in due course' '� Total Group Turnover reached � 24.442.392,85; � Revenues are at � 20.964.302,35 up 13,4% against 2016 (� 18.486.777,24) � EBITDA is at �1.695.188,09 vs. �1.130.080,00 last year, up 50,0%. � Net Profit is � 772.937,48 vs. � 445.471,69 last year. A 73,5% increase. � Equity (attributable to Equity holders) has increased from �9,157M to � 9,354M. � The group Cash position remains strong at �4,672M at the end of the period.' So it looks like SEC is doing really well. The increase in business can only be good news for Porta if they are working together. They have raised the amount of money they intend to go to market for to 5m euros. They only mention Porta twice in the accounts. They do mention how they are now operating in more markets on a global scale. So maybe there is quite a bit of cross working between the 2 companies. They look forward to provide an update sounds encouraging. See what is announced at AGM. Could also be we get an update from SEC at their AGM. Their AGM is a day before Porta's. I assume they are not planning some news together? Could just be coincidence. Assuming they do an AGM statement. I don't believe they did one last year.

Buyers will pause before the AGM statement in 10 days. They'll let the share drift and buy in volume just before and after the AGM. Directors could also buy after the AGM. If the news is good going forward I expect directors to fill their boots around 2.5-3.5p mark using the sellers to do this. Hales Hargreaves will likely do the same. Hence why the share is drifting. All about the timing of shares and volume buys. I also expect Hales Hargreaves venture capital to announce a 3% holding at some point. They are already circa 1.5%. I still wonder if that 2.25% holding of John Foley was not a mistake. Just they announced it before it happened. As they announced in August existing stakeholders happy to buy up stock. We can guess a loss of 2m in H1 is coming. 1.5m for write down of Redleaf brand. Cost of share issues to PPS staff. Plus costs of restructuring. Offset by Asian and other uk companies profits. When Porta are ready to let share price rise you will soon know as the existing shareholders will keep buying like Hales Hargreave and others did on HNT. That has almost trebled since 37p low. Hoping Porta can do the same. We know 1.9m in cost savings plus 200k for Redleaf move. 2.1m. How much of this will translate to the bottom line? Overall H1 were looking to see that Australian revenue is miantained. and that Newgate UK is now making money.

Mentioned them to a friend who has taken a punt on this share. Will oil fall any time soon? Not so sure.Seems to be on the rise.

Maybe I misjudged this one. Is it purely going up based on the oil price or is there news? Are they now making money? 70-80 dollars a barrel could be very good news for them with tight supply of oil right now. Sanctions on Iran can only help here. You do have to wonder if this is what Trump wanted all along. Higher oil price tp help US firms.

Strike that. Down to 1.23% now.

No. Might be correct as no trade for best part of 2-3 days. I don't know anyone at the company.

Director Shareholders updated. John Foley seems to of acquired 1% more of the firm. Unless this is a mistake? John Foley 2.25% Brian Tyson 0.53% Emma Kane 0.33% Gene Golembiewski 0.31% Rhydian Bankes 0.03% Other Shareholders SEC S.p.A 18.60% Hawk Investment Holdings Limited 16.26% Retro Grand Limited 6.57% Hargreave Hale 5.76% Fidelity 3.49% Gary Wyatt 3.25% Stephen Byfield 3.23% Ruffer LLP 2.97%

One impact on this merger with Redleaf will be the writedown of Redleaf 1.5M goodwill. This will have a negative impact on the results but should not be a cash one. I assume the Redleaf brand will go. We are gradually heading to one Newgate Brand. Unclear if they intend to merge 2112 and Publicasity.

https://www.holmesreport.com/latest/article/gavin-devine%27s-park-street-partners-appoints-10-senior-advisors Looks like his new agency has 10 senior advisors. Some big names in there. Plus 8 or so clients. I wonder why he could not make this work for Newgate? Perhaps wages were too high to make it work?

2112 - Total Gross Profit down 1%, Operating costs down 27%, Reported EBITDA up 175%, Adjusted EBITDA up 354%! '2112 Communications (�2112�), which after a number of loss making years since inception, went through a significant restructuring at the end of 2016; this resulted in a �0.3m EBITDA in 2017 (2016: �0.3m EBITDA loss)' So a 600k turnaround for 2112 over 1-2 years. Australia has gone from 8.5m gross profit to 15.3m in 2 years. Nearly doubled. Costs have risen in line with this. The new debt arrangements at 8% are set to offer 0.5m savings this year according to the accounts. The accounts also talk about reducing these rates as the company turns around. So maybe 4% is not impossible long term. More thoughts on UK operations. 'Newgate UK�s 2016/17 strategy of the recruitment of senior hires, launching a geopolitical practice and expanding its Public Affairs offering to drive top line growth has not been successful. Consequently, Newgate UK has been restructured to focus on the impressive and profitable work it has been doing over 2017, which was overshadowed by the carrying of significant profit compressing costs. In the interest of de-risking the business and bringing it back to profitability, the merged 13 Communications business and the geopolitical practice have been closed down, along with the removal, and in some cases replacement of non-performing costs. The result of this has been a significant reduction in the company�s fixed cost base, which on an annualised basis, represents a saving of �1.6m.' 'Similarly, a cost review has been undertaken at the Porta company level, which has resulted in the removal of �0.3m of annualised costs, as well as the relocation of Redleaf into Porta�s London premises at 50 Basinghall Street in February 2018, which will save Group rent of �0.2m (annualised).' So annualised saving of 1.6m from these changes. Plus a 0.3 reduction in costs. Geopolitical division gone. Plus 0.2m saving from Redleaf moving offices. These cost savings and stripping out of poorly performing areas are really going to help 2018's bottom line. Hopefully also with reduced costs from the 2 CEO that will have left after May 5th. Overall we know that the performance of Newgate UK is not good enough. Also CAP and teh Middle East operation which is losing money. Not suprising given the tensions in the Middle East right now. Not so sure about CAP but they own about 43% of this now. We know the Newgate Asia is doing well.So many large Australian government projects ongoing. Plus plenty of new business and projects in HK and China. Redleaf, Publicasity and 2112 are all doing well. The increase in ownership of HK, Redleaf and Aus pty will only add 200k+ to the bottom line. 2018 will include a lot of costs but i think H2 will show a strong set of figures given all these cost reductions. This should

http://www.gorkana.com/2018/05/laura-leggetter-to-lead-redleaf-residential-property-team/ Seems a pretty big hitter. 'Redleaf Communications has appointed Laura Leggetter as managing director of its Residential Property division. Leggetter�s portfolio at Redleaf will include the likes of Six Senses, Countryside, The Office Group, Ronson Capital and Allsop. She most recently led the property team at LUCHFORD, where she significantly grew the team since 2014, scooping clients including Capco, Lendlease, Lodha and Dukelease. Her career has also spanned eight years at FTI, as well as being a former mentee in the PR Week Women in PR Mentoring scheme and CIPR Young Communicator of the Year. Leggetter said: �I am thrilled to have joined Redleaf at such an exciting time. Being part of the wider Porta Group and with access to specialists across financial services, digital, research and consumer, my new role offers opportunity for sharing expertise with clients regionally, nationally and internationally.�'

For entire group adjusted pre tax profit of 1.1m.. So with 1.9m cost savings this shows promise. David Wright was paid �283k over year including 188k loss of office payment. I assume this was a payoff. Steffan was paid �372k over the year. Huge salary for a firm making a loss. Gene Golembiewski was paid �294k. Some senior accountant could easily earn this. In effect we have paid for two CEO this year. 300k taken from the bottom line. Hopefully these costs will be reduced for 2018. Uk operations - 'The bulk of the operating cost increase was in employment costs, which increased by 22% from 2016, but ultimately did not deliver the required level of Gross Profit to justify the increase. As a result of this, an in-depth review of the business commenced in Q4 2017 and to date annualised costs of �1.6m, being 22% of 2017�s employment costs, have been stripped out of the business, with a comparatively immaterial loss of Gross Profit, and hence dramatically improving the Company�s performance to date.' So they have slashed 22% of staff costs in UK. Not suprising given the below. 1.6m saved with immaterial losses. Total Gross Profit down 0.2% Operating costs up 11% Reported EBITDA down 427% Adjusted EBITDA down 182% Will look at this more later. Some of the Asian businesses have been booming.

So plans to purchase rest of Redleaf, and various chunks of other firms Porta part own. So Redleaf, Newgate PTY and Newgate HK. ' Newgate Communications Pty Limited (Newgate Australia) in consideration for the acquisition by Porta Communications Plc of a further 4.43 percent of the shares in Newgate Australia; (ii) allot equity securities to the vendors of Redleaf Communications Limited in consideration for the acquisition by Porta Communication Plc of a further 19 percent of the shares in Redleaf Communications Limited; and (iii) allot equity securities to the vendors of Newgate Communications (HK) Limited in consideration for the acquisition by Porta Communication Plc of a further 20 percent of the shares in Newgate Communications (HK) Limited' Worth reading options 7-10, Which includes share buybacks, political donations and the above.. Not read through the 114 page report on the accounts yet. The report as of 4th April shows no changes to major shareholders. Albeit we know Hales Hargreave is buying shares under a venture Capital firm.

Appears to be a lot of buy and sell test trades here and on NEX.. I wonder if more directors will use this lower price to buy in. If HH is the buyer here and the seller still have millions of shares they will want price to drift before buying high volumes. See what tomorrow brings.