Member Info for Gotrader

Checked back to his 2014 RNS. That also had same holding company on it. It is merely an RNS to say he has fallen below 3%. Albeit it was strange to see a trade for 9.75m shares a few months back. Share was close to 50p in July 2014.

Not sure what has happened here. It appears control of the stock has moved to Rock Nominee Ltd A/C 0613506. Not sure if MRF is in any way connected with this firm or if he is no longer the holder here. Eitherway the holding is still 9.750m but it is below 3% of the overall shares.

My guess is they are locked out. Not entirely sure why though. Lot of stuff going on with debt and acquiring percentages of pod businesses. Could be something else. Wait and see what TU says in 1-2(?) weeks.

Some big trades today. 500k buy on isdx. 400k sell on LSE.

I actually expect 3-4 more holdings RNS. HH, Ruffers, Byfield and Wyatt. If they actually do them is another matter. This could also be why the holdings of major shareholders has not been updated on Porta's website. These are another reason to delay TU. Whatever happens this will be a good chance to see if any of the major shareholders have been selling.

Purely do to the share issues. Their holding is exactly the same as it was 4-5 months back.

Actually IPO could rise to 300m if successful. Need to read to end of the RNS. They did talk of a number of possible IPO earlier in the year. I wonder how many of these will come to fruition.

https://www.trustnet.com/Investments/Article.aspx?id=201701311006055921V Looks like an IPO for Newgate here with LXI Reit looking to raise 200m. In other news RNS for Porta to confirm the issue of the 12m shares today.

Still positive here. Still buyers in background mopping up shares. What do they know that we don't? It's as Toad suggests. Porta seem to be winning a lot of good contracts but they are simply not telling us the story. Maybe to encourage buyers in background to buy larger stakes? I think the TU will be mid Feb now. They always time RNS 2-4 weeks apart. They seem in no rush to release it.

http://www.prweek.com/article/1421949/red-consultancy-kazoo-face-fight-samsung-consolidates-uk-pr (Better to google it to read the article.) Looks like Samsung are consolidating their UK PR operations. Red will be pitching for this as an existing PR but so will Karoo and other PR agencies. It's quite a big firm to keep on their books. See where this goes. Being one of Samsung's existing PR should give it some help. See what happens.

The movements in the SP appears purely based on shares trades and not based on any news. Unless someone knows something we don't?? My guess is a large 2-4m sell trade has gone through and may appear in next few days. If someone has bought up a lot of these shares we could well see a TR-1 appear at some point. All guess work really. Will be interesting to follow share pattern in next few days to see if this seller has cleared all their stock. One reason I suggest this is there was no great surge of buys today. Of course why would the buyers in the background want to push up the SP? Better to build up a stake on a low SP as people sell from nerves. Let's see how this plays out. A TU sooner would really help calm investors nerves here.

Figures compared to H1 last year. The cost oif sales for 2016 are 600k more than last year. 4.04m (2016) vs 3.46m (2015) With gross profit down about 150k compared to H1 2015. 13.75m vs 13.9m (2015). So on the front of it costs have risen 600k for 2015 while gross profits actually fell slightly in 2016. Probably due to impact of Brexit. Headline Ebidta was actually 400k lower in first half of 2016. 0.935m (2016) vs 1.33m (2015). Probably due to Brexit vote, the 600k higher costs and a mix of one offs in both years. So numbers to tot up the 1.9m loss. -631k (operating loss) (Includes -1.323m D and A otherwise +692k) -602k (Less finance costs) - 387k (discontinued operations.) - 310k non controlling interests. With other small costs you reach a 1.9m loss. So one offs here will remove 1.7m of these losses. (D and A and that -0.397m figure. Leaving a 0.2m actual loss. So cash has barely shifted. Unclear what impact the discontinued operation loss had on cash. Cash and cash equivalents have only gone down 150k according to the accounts here. Which goes to prove a lot of these losses are purely on paper. The money is still in the bank. If they really wanted to they could use some of this to pay down debts? How debt has been figured out is another matter. The positives for 2017. Payments to non controlling interests should fall as Porta take a higher % of these overseas operations We know currency fluctuation could add 250-350k+ to profit. From what Toad has said they do seem to be winning and retaining new clients.H1 accounts mentions a number of new clients. If they can refinance the loans at 4-6% then this would add nearly 600-800k to Porta's bottom line. At present this seems to be some way off as they have just reissued one of the loans for another year. If they can refinance and they keep D and A figures minimal why couldn't 2017 be a profitable year for Porta? It would only take a small swing in business to make Porta profitable. Let's see what the trading statement shows in next few weeks. 2016 H2 figures could be very interesting if they can turn this around. 4 month wait for them. Overall I am not too worried here. There is a decent business here. It just needs to come out of hiding behind all these loss figures.

Actually he used to work for Bell Pottinger. Got that bit wrong. Need to read the articles better. http://www.prweek.com/article/1421351/newgate-communications-takes-bell-pottinger-veteran-david-telling-senior-role?utm_content=buffer04fca&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer

I wonder if Gavin was resposnible for helping David Telling join Porta here? They both used to work at MHP. I have no doubt that Gavin as CEO of Newgate is helping to mould a new team at Porta. Steffan was the starting brick but Gavin is no doubt helping to pull in some very experienced names to the Porta team. We saw the new hires for the Public Affairs team. We also had Charlie Chichester last May. Now someone with global strategic communication skills with a lot of blue chip company experience. This clearly shows Porta intent to get more blue chip clients and be more of a Global player. The fact that so many senior hires are joining can only be a good sign? Especially if they bring across clients. If Porta were struggling would they really be making all these hires?? I think Porta could be set for a year of growth. Trading statement wise. Previously they have ranged from late Jan to mid Feb. I wonder if they will actually go for early Feb some time. They seem in no rush to get any news out here. The website has also not been updated lately. PR timing maybe? Hmmmm.

New hire. David Telling. Looks to be another big industry name to help Porta attract the blue chip clients. Wonder what clients he bought with him? http://www.gorkana.com/2017/01/newgate-appoints-strategic-adviser-david-telling/

With some sites you often can't buy stock using online only due to limited supply of stock. You need to ring up the broker and get someone on the floor to place the deal. I had that issue with another share and this always works. You can clearly see others are able to buy. Most likely as they will have a broker. Still not convinced this 50k a month is what is causing the rise here. The volumes here are nearly 200k daily. My view always was a large investor was selling shares here and someone else is now taking up the slack. The buyer will probably start buying up any sold shares here. They must think this is worth much more than 90-99p. The fundamental basics are all here. Cash rich, making a profit. Plus a strong management team. So many possibilities here. A merger that involves cash to pay off debt here could work well. All guess work really. Not sure what management see as the grand plan here. I doubt they will tell us anyway.

He has not been very active on here. His last post on LSE was almost a month ago. Then again there has been very little news to comment on. I hope he is okay. Couple of small sells on isdx. 11k and 33k. Tiny really. Market is so quiet on Porta. Most likely due to lack of stock and no one selling in large volumes. That and no news. Fingers crossed trading update in next 3 weeks.

'Redleaf Communications has been appointed financial PR adviser for Anglo Pacific Group plc. Anglo Pacific is listed on the London Stock Exchange (LSE) and focuses on royalties connected with the mining of natural resources. http://www.gorkana.com/2017/01/redleaf-communications-appointed-by-anglo-pacific-group/

Closer to 1m profit in Aus. Hk and Singapore made up the rest of the 2m with help of Redleaf. That 400k figure is too high.

Indiana - £50k buys has nothing to do with the SP rise. The volumes are far too high for that. Maybe they have purchased some shares but they are talking up to £50,000 a month. That is about 60-70k of shares. The reason the SP is rising is investors/funds are buying. It's still a highly rated stock. It's a safe stock too due to cash and lack of debt. The opportunities for Cenkos to takeover or merge here seem pretty good. The market view seems to be this has been over sold. I also wonder if the firm is doing better than it seems too. Sure Cenkos had that panic after Brexit vote but the economy has started growing again. Also the stockmarket is on a bull run due to the cheap pound. So why not a foreign investor building a stake here? My only doubt on this share was the big seller forcing the price down. HH selling up would of been a big burden on this share. However if the recent sells was not them then maybe the over hang is cleared here. In which case 70p was a bargain buy. (Assuming Cenkos will recover revenue quickly once Brexit worries go away). I have a few friends who have been buying in here. Albeit I doubt their investment size would even shift the SP. Whoever is buying here has millions to spend. Suprising no director buys here given Sp? Maybe talks in background locking them out?