Member Info for Gotrader

Few departures. Jason Nisse. Looks like he left some time in June or before and has now set up his own PR company. He was the co founder of Newgate Comms. Andy martin left some time before June-July? He was a managing partner at PPS. These 2 are the senior hires that were misisng from the staff page. Not sure if 5-6 of the non senior posts that have left relate to Jason setting up a new firm. Unclear if Andy will do the same. Also looks like a director Rebecca Sanders-Hewett from Redleaf has moved on too. Albeit they have made many hires at Redleaf. This was announced 1-2 months back. RNS today to show Raymond Mckeeve has resigned too. I think this was pre announced. Not sure why they announced this at the end of the day. It's all smoke and mirrors really as they seem to be hiring others behind the scene that have probably not been announced. They did announce in August they planned several new senior hires. They did hire an assoc partner and accountant recently. Still a lot of buy trades coming in here. 362k of buys and price creeping back up here. Maybe buys before the results? See what happens but someone still buying.

I am merely reporting the news here. I have stopped hard selling this share a long while back. Yes it has been a few years of stakeholder/smaller funds selling to the major shareholders here. Albeit I was referring to last 2-3 months. The main shareholder above 3% here have been very loyal really. 2 large late trades today for 331k and 250k. Price creeping up to 3.25p. Another 61k buy on Nexexchange. I expect either one large sell trade to appear or this to continue till the seller is done. If it's EK she and her partner could have 6m or so shares. She has 5.228m shares acording to one site I visit. So partner maybe 1m? (This excludes recently issued shares.) There is a lot of work here for this company to turn a profit. Gradually the ownership of companies like Redleaf /Australia should help with profits. My main concern here is PPS and lack of any profits. We need a clean set of results to see what is actually going on. We have not had that in years. I expect a loss to be announced for September. Pends on write downs and debt costs they add in.

Not been invested since the 27p days. I knew he bought in at a high figure. I don't think the share price will sink much lower as strong interest above 3p to soak up sold stock. Albeit arranged.

1. Redleaf Communications supports Patron Capital on £1.8 billion acquisition of Punch Taverns Patron Capital has completed its £1.8 billion acquisition of Punch Taverns with communications support from its retained PR agency Redleaf Communications. Punch is a leading owner of tenanted pubs in the UK, with approximately 3,200 pubs located across the UK. The deal, at 180 pence in cash per share, valued the equity of Punch at approximately £402 million and implied an enterprise value of around £1.8 billion. The Punch A Securitisation (approximately £770 million of gross debt secured against around 1,900 pubs) was sold to Heineken in a back-to-back transaction. The Redleaf team was led by Chief Executive Emma Kane and Managing Director Henry Columbine, supported by Rishi Banerjee, Sofie Ford and Laurence Hill. Also: Redleaf bolsters FinTech roster with Currencies Direct win Redleaf Communications has been appointed by leading FX provider Currencies Direct to run its PR in the UK, the latest in a string of FinTech client wins. Currencies Direct offers expert service to clients making and receiving overseas payments, underpinned by cutting-edge technology. Established in 1996, Currencies Direct now has more than 350,000 registered customers and employs over 450 employees in 23 offices across the globe. It offers a range of currency tools and provides money transfers in 120 different currencies, as well as bespoke forward and hedging options. The leadership team at Currencies Direct has ambitious strategic plans and is looking to grow its market share in the UK SME space. Redleaf was appointed following a successful three-way pitch process.

To be fair your high was around 60p? Even if things had gone well you would of struggled to rerach that level. The share price in my opinion has come down to allow major stakeholders to exchange shares. This has been ongoing for several months now.

Looks like the Singapore arm of Newgate are overseeing a £686m deal. Frasers Centrepoint Limited strengthens UK and Europe platform with acquisition of a high quality portfolio of business parks. Can't be bad news for Newgate as this client has over S$25bn assets. (1.7 to the pound). The link is for a PDF. http://infopub.sgx.comFileOpenFCL%20-%20Acquisition%20of%20Business%20Parks%20in%20the%20UK_press%20release.ashx?App=Announcement&FileID=470193

Looks like the orignal large 630567 trade was cancelled and resubmitted with another 630883 buy trade too. As price has not shifted it suggested someone has a lot of shares to sell here and someone else is mopping up. Stakeholders vs funds? Emma Kane has several million shares she could sell. She would have at least 5-6m shares. See what happens. Getting all the big trades out of way before results?

Looks like the buyer/s and seller/s in background are starting to exchange some serious volumes. Unclear what stock the seller/s have here.

He will likely wait if he does plan to buy in as at least one person/company is currently selling their stock in small amounts on a daily basis. Could have several million stock? The reduction to 8% debt coupon would of frustrated him as he was thinking closer to 4-5%. The dilution too at 3.5p would not of helped. The current directors own little shares here now. Likely still locked out I guess. Not a good indicator. Unless they announce something amazing soon I don't see him buying back here short term.

I mentioned Anna Geffert before in a previous post as a new hire. She has officially been added to the Newgate staff page. She is an associate partner. Over 10 years of experience.

Yes amazing what can happen to such a big brand PR firm. Investec was one of their clients. They are also one of Newgate's clients. I don't think Newgate are based in Africa. Although the PR networks cover many countries. So maybe this could help Newgate? Newgate team page seems to have a new member. An accountant to their ranks. The new hire I mentioned a few weeks ago is still not on the page. Still down about 5-8 staff from what it used to be. Bigger trades coming in now. 300k buy. Followed by a 148k sell. Still 2-3 medium size investers trading stock here. Unless a small investor bought in today. Should have some news by end of month. (H1 results.) PPS is the big concern here. Brexit has hit the housing market badly. Redleaf, Publicasity and Asian businesses will be the big stars, Note also Hargreaves Hale has been taken over. Hopefully that won't change their position on Porta. See what happens. If anything I think HH is one of the current buyers. Be a few months before we find out what is really happening. I would like to see Ruffers push their position more above 3% too.

Newgate Communications appoints Craig Harrow as partner http://www.insider.co.uk/news/newgate-communications-appoints-craig-harrow-11075690 Must be slow on the news as I think he has been on webpage of Newgate staff for a while. They do seem to over downsize 5-6 non senior hires. Plus 1-2 senior hires. Then again it is smoke and mirror as they have not added other staff who may have joined lately onto Newgate webpage. At least 1 person missing. Probably more given Gavin Devines comments on that article. 'Commenting on Harrow's appointment, Newgate chief executive Gavin Devine said: “Bringing Craig into the team marks the next stage in our plans to grow our capabilities across the UK.'

'Sanders-Hewett leaves Redleaf for Alma Redleaf Communications has unveiled a new leadership team following a number of appointments, as well as the departure of nine-year veteran Rebecca Sanders-Hewett, who will join financial specialist Alma PR. Sanders-Hewett was head of the firm's capital markets team, which will now be lead by joint heads Elisabeth Cowell, a new joiner from St Brides Partners, and Charlie Geller. Corporate is led by recent hires Guy Smith and Robin Tozer, the latter after a short spell at Thomas Cook. New hire Karen Wragg is one of four leads on the professional and financial services team, and the trio of property team leaders includes another new arrival, Laura Westmacott.' So it looks like someone high up has left but 5 new staff have arrived.

'FX provider Currencies Direct has appointed Redleaf Communications to handle its UK PR, bolstering the agency’s roster of fintech clients.'

Citigate Dewe Rogerson provided strategic communications advice and implementation for Polish telecoms company Play Communications during its recent IPO. So some good news.

Investors webpage updated. SEC S.p.A 23.60% Hawk Investment Holdings Limited 15.29% Retro Grand Limited 6.70% Hargreave Hale 5.88% Fidelity 3.56% Gary Wyatt 3.32% Stephen Byfield 3.29% Ruffer LLP 3.03% Which means all stockholders seem to have retained all their stock. Strange David Wright is still shown as a shareholder. Not posted directors percentages.

Looks liek Newgate have hired another associate partner. Anna Geffert - Recently worked for instinct but now seems to be part of the Newgate Financial team. Not yet announced by Newgate but certainly appearing on RNS feeds for companies they represent. When i find the hire story I will post it.

As far as I can tell the increase in Bob Morton's trust fund and RGL is due to the shares issued from yesterdays RNS. The numbers add up exactly. Bob Morton is not the buyer of shares here. We knew there was some big dilution on the way. They told us 160m shares. So far they have announced 86+18+12+8 = 124m or so. So 36m more shares to go. Redleaf and maybe Singapore or HK? Unless there are more debt deals to follow. They likely delibrately left this to H2 so not to ruin the H1 results. The reality is Porta ran out of cash and now it is having to make deals/share issues at low prices. Still think Hales hargreave or another fund is buyer. Given comments from results about existing shareholders supporting it. They have updated the Porta Investors page to include Sec holding and the picture and description of the new director. They have not updated the holdings of the other firms. Not sure why. FT site is not updated yet either. Redleaf have scored a new contract. http://www.redleafpr.com/media-centre/redleaf-news/2017/august/redleaf-wins-consumer-and-trade-brief-for-london-southend-airport/ 'Guy Smith, Head of Corporate for Redleaf Communications, said: “We’re delighted to be working with such a talented marketing team at London Southend Airport, alongside the other retained agencies. It’s a very exciting time for the airport, which has the capacity to ensure maximum comfort and convenience for its guests. There are significant developments taking place over coming months as new routes to Manchester, Glasgow, Dublin, Malta and Sion are launched in the Autumn.” Redleaf will also work on building relationships with destinations to create future opportunities for the airport and its guests. Over £150 million has been invested in London Southend Airport by owners Stobart Group since it was acquired in 2008. ' .

Note we still have at least 1-2 people/funds exchanging stock here. 225k swap in last few days. There has been no trades on ISDX for almost a week or so now. Pretty much no PI trades for last month or so. Seen it before May 2016 with HH buying 13 million stock in a similar way. They might still be buying? It won't be Gary Wyatt as he buys million blocks. Fidelity has been pretty quiet for years now. Ruffers tend to trade in large chunks. In previous RNS they suggested existing backers were happy to take on more shares. Most market funds at present are not really looking at Porta. Should see a flurry of holding RNS soon. Note also FT site now show Fidelity back at 16m stock. I don't think they ever sold any of their stock. Albeit they have removed the Ruffers second fund that had 5.7m stock. Not sure why. In terms of RNS today. Huge dilution. Loan rate reduce but not by a huge amount. Looks like some sort of merger with Sec in long term. I wonder if they will make an offer for Morton's stock at some point? Least with 3m Porta can deal with some of these future obligations. Be interested to see how the larger network helps Porta and Sec to secure bigger deals. Still talking about ebidta. Albeit revenue and ebitda up. Mixed kettle of fish. Directors 100% locked out. Still buying chunks in other firms. Likely other stuff in background going on as 80m shares yet to issue. Timing!

As predicted already above 70p today with broker rating of 85p. Up 9% today. Looking good for you ahha. I see no reason for this to go down anytime soon.