Member Info for Gotrader

I topped up under 3p today. My holdings is growing quickly here. I think even at this price the SP has a long way to rise and is greatly under valued. Between here and NEXchange there was over 924k of stock bought. Albeit we had test buys and sells from 2 brokers today. (Nominal trades of 2000-3500 shares.) We have a new broker rating today but it will only ever show corporate. So no real indication of performance here. The RNS seems very positive. What excites me is the quality of staff Porta are bringing in. Especially since 2016. They are making a lot of high profile hires here. The new director today is a good example. Also consider the timing of the RNS before the results on 11 March. Note also his active role in Porta already making changes to the company. 'Rhydian graduated from Edinburgh University in 2006, upon which he immediately joined PWC, where he qualified as a Chartered Accountant in 2009. Upon qualifying, he joined finnCap, working in the corporate finance department advising AIM companies. He re-joined PWC in 2010, where he spent another five years working across a broad range of service lines primarily within Private Equity, including Assurance and Regulatory Advisory. Rhydian joined Porta in January 2016 from PWC, initially as Porta’s Head of Group Finance, during which time he worked on the integration of financial systems throughout the Group, restructuring underperforming subsidiaries and leading all areas of financial reporting. Rhydian became Porta’s Chief Financial Officer in May 2017.' https://portacomms.com/porta-investors

Hargreaves Hale have just bought nearly 24M Huntsworth shares. I wonder if they will now take a view on their Porta holding here? Someone is selling here. Nearly 750k of buys and the ask price has drifted slightly. I said previously that there was still a buyer in background and I appear to be correct. However at least one big seller remains. I think we could see large volumes come the results at these prices. See what if anything happens here. Could just be a smaller shareholder selling.

Hales Hargreaves now own over 9.17% of this share. So they clearly took a big chunk out of Blue Focus holdings. They originally had 8m shares or so. Expect another RNS next week.

RNS to confirm Blue Focus sale. They did this the right way to explain what was happening first. It's unclear how much more demand for HNT shares this transaction has had here. See if we get fyrther trading update for 2017? H2 results could provide another spike here in a few months. For now the above news has put a slow down on this share.

Maybe you timed your sell well? Still think this could rise if it is a turnaround situation. RNS today is not a great endorsement. For share to rise 20-30% must be people in background wanting in here. Have to wait and see. 12k profit here is not bad!

It was all in the RNS below. Looks like the biggest shareholder here is taking profit. Must of found a buyer! They still have just over 5% to sell here. Wait and see who the buyer is? Interesting! 'BlueFocus International Limited ('BlueFocus') confirms that it has today sold 45,913,000 ordinary shares in Huntsworth representing 14.0% of the Company's issued share capital through Peel Hunt LLP ('Peel Hunt'). BlueFocus has entered into a lock-up arrangement with Peel Hunt for its remaining holding of 17,286,369 ordinary shares, representing 5.3% of the Company's issued share capital. Under the lock-up arrangement, BlueFocus has undertaken, subject to customary exceptions, not to dispose of its shares in the Company for a period of 90 days from 27 April 2017 without the consent of Peel Hunt.'

http://www.marketwired.com/press-release/canada-pension-plan-investment-board-baring-private-equity-asia-sign-agreement-privatize-2211633.htm Canada Pension Plan Investment Board and funds affiliated with Baring Private Equity Asia today announced that they have signed an agreement with Nord Anglia Education to acquire all outstanding shares of Nord Anglia Education. Funds affiliated with BPEA are the majority shareholders of Nord Anglia and BPEA controls 67% of Nord Anglia's issued and outstanding share capital. The transaction values Nord Anglia at USD 4.3 billion, including repayment of debt. The transaction is subject to shareholder approval and customary closing conditions. Looks like Newgate are the PR advisors here.

I have stated my reasons many times before. Australia/Asian businesses (11% growth H1.), senior hires, big client wins announced in H1 results (Others not announced?), strong pound. Revenue is likely still growing too. Fact buyers like BM and GW are all still buying shares here in large volumes. Stronger global Newgate Brand now with PPS and Thirteen on board. Plus these small buys of 500-3000 shares or so buys. These are all brokers in background wanting to buy up shares. We have had 3 such trades today. (One on Nexexchange) They are all waiting for the share to drift to buy up large volumes of shares. Maybe it is the same broker but I think unlikely. We will reach a point where large volumes of shares are bought here. Sure someone cleared 580k of stock today. Last week somone cleared 480k of stock. Yet price has not gone below 2.5p here. The thing is if you reduce the debt coupon here and increase stake in Asian businesses here you then have a very profitable company here. Given weakness of the pound here this make Porta a very cheap firm to buy out here and take out the debt.. The Pod businesses alone made 1.8m profits last year. Redleaf 450k last year. Not saying the turnaround will happen over night but if it does this share should soar. There is a likely loss for year given 1.9m loss in H1 but I will be looking at cash in bank here and what are one off costs. Also the margins on H2. Yes I hold shares here and I am nursing a big loss too. Blinded by obsession or is this share simply undervalued here with scared shareholders selling out? Leave it for you to decide.

Someone has been dumping stock for a few weeks now. Likely same seller. Not the small buys of 3-6k on here and ISDX. Still buyer in background. They are waiting to buy stock cheaply like me. Could easily snap up several hundred k of stock here rather cheaply. The share price at present probably does not reflect the performance of the actualk share. Really need a TU here with results to give shareholders more confidence.

http://www.grayling.com/gb/news/atomic_wins_ticketclever Jeremy Acklam, CEO and founder, ticketclever, said: “We were impressed with Atomic’s track record in working with challenger brands which disrupt the marketplace. The coverage generated so far is already driving website traffic and ticket sales, and proves the true value of PR.” Helen Ellis, Head of Atomic, the consumer and tech division of Grayling, said: “This is a fantastic win for the team. With our fusion of cutting edge analytics and stand-out creativity, we have developed a programme designed to resonate with cost savvy rail travellers without overstepping the terms of ticketclever’s licence to operate.”

I think they are permanently locked out. Share issues and other stuff. 2 months for accounting locks them out too. Who knows what BM will do. Can't be far off 30%. I think business is still growing but loans are slowing progress. Been a lot of high profile hires. See what the results bring. Public Affairs team claimed a major win on Twitter yesterday after influencing government policy.

If Huntsworth are starting to turn this around all could be very well here. The rising pound is something to watch here. Not too much news about Huntsworth in press. Not sure now is the time to be selling if this is a recovery situation. SP could rise. Some big trades today but so many retraction trades on here hard to work it out. Of course working out when to take a profit is always a hard thing.

I think we have to wait for the results in 8 or less weeks time. The trading pattern here still suggest small PI or a larger investor still selling. Albeit a lot of buys at 3.18 and 3.21 are shown as sells. Still people buying here. At circa 3p more people will be tempted. I may well top up. Many buyers will wait for the results. My opinion on contracts was they don't always reveal them . Albeit they have lost 2-3 public affairs and another couple of contracts lately I noticed. Albeit they have gained a few from September TU. Also Publicasity has gained 3-4 new clients here too. Another user suggested they had retained or gained some big clients. More new clients from the new partner hires too. So mixed kettle of fish. Plus Sampsonite 6bn deal to help bottom line. We know Aus is likely growing at 11%+. With a 20% boost to revenue due to the pound. I figure this with Asian businesses this could be worth over 1-1.5m+ to Porta revenue once converted to pounds.. So revenue could well be up 10% over this year. It was up in H1 compared to 2015. Assuming no big drop somewhere. (They are still hiring so that is a good sign!) They would not increase stakes in pod businesses unless they were making good money. So this is a good sign. Overall I still expect a loss for 2016. Hard to reverse 1.9m from H1. The question will be about margins and revenues for H2. Also if they announce other client wins in the results. Plus money in bank. As many have pointed out the actual losses here on a cash front are 100-200k for last year. D and A is a balance sheet write down and many firms are doing this. With PR firms assets are very undefinable as it is mostly people and brands. A firm turning over 36m+(?) should easily be worth much more than 10m. If they can sort out the loan costs this share will soar. Especially if they can turn a profit. I rate this share at least 6p. Much more if they start expanding, reduce loan costs and reduce shared cost of London HQ and staff. This won't happen over night. Could be 1-2 years plus? @ Pansofscourse - I still believe directors are locked out here. Otherwise I would expect them all to be buying. BM has been buying even at 5-6p. BM is no fool. Same for Gary Wyatt. Have a good easter all.

https://www.insidermedia.com/insider/southwest/south-west-appointments-round-up62?utm_source=southwest_newsletter&utm_campaign=southwest_news_tracker&utm_medium=business_article 'Newgate Communications has appointed journalist Michael Ribbeck as part of its plans to grow its operations in the South West and Wales, and across the UK. He has joined Newgate from the Bristol Post as associate partner.' Confirmation of the new hire I mentioned on 02/04/2017

http://www4.samsonite.com/_investordocs/20170407013031_EN_Press%20Release_Samsonite%20Stengthens%20Digitial%20Capabilities%20with%20Acquisition%20of%20eBags_Final.pdf They are planning another $105m takeover of another firm which Newgate seems to be advising on. Looks like the trades at 3.18 and 3.21 are buys.

IPO could well go lower. Take a look at Alied Minds (ALM). Similar business to IPO but less cash in bank. It has lost 50-60% of share price in last few weeks. ALM is down 27-28% today after a bad RNS. This is why IPO is down. On flipside if IPO has been over sold, it could be a good time to buy in? DYOR.

It's dropping as 1 major shareholder sold 8m shares. Now we have another large shareholder who has so far cleared nearly 1-1.5m+ shares here. I suspect there will be no TU here now. They normally do it mid Feb. Getting too close to the results. (Less than 2 months away now.) If they do one at AGM that will barely be 2 months later. Timing would be off. Not much we can do for now but wait and see and hope results show some progress here from H1. They should do really.

http://www.gorkana.com/2017/04/newgate-communications-completes-merger-with-pps-group/ Gorkana have now covered this. Overall the rebranding allows them to sell many products under the Newgate brand from PPS and Thirteen. Makes a lot of sense really.

Website has been updated. http://newgatecomms.com/who-we-are Plenty of new names on list now that PPS and Newgate are same group. Mike Ribbeck seems to be latest addition as associate partner in PPS this March. Might get a news story on this at some point? Can't determine if others might be new hires. As ever management are as quiet as a mice in public. Publicasity has just named 2 new employees recently. So maybe Porta is still hiring or replacing lost staff? We could really use some news here to calm investors nerves. Doubt we will get much news over Easter.

Stephen Byfield on Twitter has announced that after 27 years 'today is last day of PPS group'. 'Onwards now with Newgate Communications'. They will wholly operate under the Newgate brand now. This fits in with what happened to Thirteen. Looks like Porta are trying to establish one clear strong brand that can sell multiple products to customers. They are now using a brand Newgate_engage on Twitter. They do a lot of Public afffairs work so this makes sense. Maybe a Newgate digital brand to follow? Hmmmm. I can see Porta retaining Publicasity as a brand. This has been getting a lot of traction with big clients. Where Newgate and PPS have been one team for many months now. What happens to the other brands is unclear now. Looks like changes are happening here but they are not making a big fuss about them in public.