Member Info for Gotrader

Nothing new but interesting. 1. They are reinforcing public Affairs in a big way and Gentry bought on 3 new clients. 2. They have announced 3 new Publicasity clients since April and another large retail project not announced. Publicasity twitter account is very active now. They are hiring new staff due to extra work. 3. Sompo and Samsonite takeover deals look promising. 4. The fall in the pound by 20% is really helping Asian operations. 1.7m profit can easily turn to 2.1m with exchange rates. 5. Still some stale investors selling out here. Still shares being horse traded but in smaller volumes.Drop from 5-3p was due to a fund? and EK/partner selling out. 6. Still part of the 1m cost savings to come through. So don't write off 2016. Overall the news stream of new business looks very strong. Newgate/Publicasity/Thirteen and Redleaf are pulling in more clients. I think CAG may be too. (Not always announced.) Sort out the debt and reduce D and A and you have a profit in 2017. If They really wanted to support the share price all directors would be buying in. My opinion is they are locked out or shaking the tree.

http://www.gorkana.com/2016/10/feather-black-hires-porta-agencies/ Thirteen and Publicasity have won a joint pitch for Feather and Black. Publicasity seem to be picking up a lot of big brand work lately. Seen 2-3 new contracts for them lately. Plus a lot of Twitter feed too. Seems the fall in share is a mix of traders still swapping shares. 250k trade looks like a buy?

http://www.thisismoney.co.uk/money/investing/article-3832826/Fidelity-Special-Situations-Alex-Wright-ve-bought-firms-pension-deficits.html

One reason they made DW chairman is he is the founder of Porta and has been steering the ship lately. So he can still be useful here. If they force him out they have to find a new chairman and pay him off. There is a good article on this is money from a Fidelity manager how they look for stocks that are depressed but for no good reason. Porta certainly falls into that group.

I think GW has taken a punt here to lower his average. His average would of been 8-13p? There has been about 2.4m buys over 2 days if you include all rounded 200k, 250k and 500k trades. Works out at about 0.8% of Porta. My guess this is GW. I think he will do an TR-1 RNS on Monday or Tuesday to announce 6%. So he would have doubled his stake from 3.13% to 6% or just over. Purely based on the numbers and fact he was responsible for most of the last 7m buys.

Reading between the lines I think Steffan will keep focusing on the talent and DW may focus on the refinance. Mainly due to exec Charman status and comments made about Steffan. Looks like they are using DW to bed him into the role. I suspect the announcement was also made to calm market fear about who long term would have the role. 'This accumulation of talent is allowing us to be considered for and to win ever more significant client assignments. Steffan's initial focus will be to ensure that this positive momentum continues to gather pace.' Gorkana have confirmed the Sompo news. http://www.gorkana.com/2016/10/newgate-advises-sompo-on-endurance-acquisition/ 'Steffan Williams, Newgate group managing director, senior partner Charlie Chichester and associate partner Clotilde Gros are leading on the acquisition brief, which involves the consultancy’s financial, corporate and public affairs divisions. Endurance Speciality Holdings is a Bermuda-based provider of property and casualty insurance and reinsurance. SOMPO and Endurance are listed in Tokyo and New York, respectively. The Endurance transaction is the largest Newgate has worked on this year to date.' So looks like this was a very nice piece of work to pick up. Nearly 40-50% jump in share over 2 days. Based on the management change? The over hang clearing or does someone know something?

Buys still coming in. Helped by fact Porta has been in big mover list for 2 days now.

Up 16%. 1.2m trades. 5-6p likely.

Nearly 750k bought today.LSe is slow to pick up. GW still buying.

N+1 Singer has reiterated Porta Communications PLC (LON:PTCM) to Corporate in a statement released on 10/13/2016. Has anyone seen this broker report?? I think they normally do put a price on it somewhere. Or at least projections on revenue. Hmmmm.

6.25m of more late trades have shown up today for the 11 Oct. This fits in with my idea a fund or someone was selling out. GW may have soaked up most of this stock at bargain prices. Certainly one of the 2m trades was likely a buy. The trade range would of been 3-3.25p. So this could explain where GW 6m trades have come from. It's possible we may get another large trade appear tomorrow if a fund has just cleared out. With overhang gone the share shoots up 20%. We know someone had sold 2.75M share after 29th or so. 3m or so more makes 6m. So they may have sold out now.

So todays changes open up many opportunities. Firstly Bob Morton can buy and sell shares freely. If his health is getting worse then it seems unlikely he would buy more or takeover Porta here. Then again if he sees an investment opportunity why wouldn't he? His sons are also involved in the firm so it is not just about him. Secondly the buys are flooding in now. There are 750k of late trades all at N/A but certainly buys as the price keeps going up. Makes nearly 2m shares bought today across LSE and ISDX. Big amount considering no financial data has really been announced here. Watch out for Gary Wyatt and Fidelity. Remember GW and F only have to do an RNS if they reach 6% now. So Gary could buy 2-3M more shares and make no announcement. the 3x 250k trades could well be him or another investor. Certainly the same buyer. As Adastra keeps saying this looks like a classic turnaround situation. We could get several firms doing an RNS about holdings here. Leading up to the big RNS announcing a refinance deal. This could then be followed by directors mopping up millions of shares. This all looks far too planned to me. Heaven knows why Emma Kane sold out. I said last night that I thought this share had reached a point where millions could be traded. It had 100% been over sold. See what tomorrow brings but I think more news will follow soon,

Who knows if they are friends. I predicted Steffan would take over the moment they hired him. Investor's page has been updated and Bob's holdings are no longer under directors. Gary Wyatt may have timed his buys perfectly. Nearly 750k of buys today. He could still be buying. I think fidelity may too. So now Bob has left this frees Porta to refinance. New CEO who will triumphantly announce the refinance. Pr in motion.

I have no idea. I tried googling him yesterday. Inconclusive results.

I only call Gary Wyatt last night. Based on 1m trades and the fact his holding had edged up 0.09%. Who only tops up such a small amount. The changes made make a lot of sense. Share price here could quickly double.

They have let Bob go and Steffan is in charge. I wonder what Bob will do with his shares. Hmm. I did wonder when bob would step down. Lots of news today.

Gary Wyatt up to 5.2%. I saw that coming yesterday.

I stand corrected. Gary Wyatts % holding has risen from 3.13 to 3.22% from 14/09/2016 to 03/10/2016. Either the website is incorrect or he topped up about 200-300k of shares. I did wonder why his holding was not closer to 3% after the share issues. Porta have been very precise over the % holding on the Investors page. His previous purchases have been 1m at a time. He would need to top up 2-3M shares for a notification to the market.

Why is this share falling??? Has it been hit by Brexit?? A lot of my friends think this share is buy. I wonder what the market knows??

I think we have reached a price point where investors are happy to swap large volumes of shares. In this instance to fill a sell order or arranged trades. A sell order would explain a lot here. It could be a fund is offering the shares to other funds/investors? The softly softly approach has gone out the window. We will reach a point eventually where people wanting to sell gradually fades away at this price point. Then the buyers have the market. This may be one reason to delay any refinance announcement. Let the funds in background finish then make an announcement with directors moping up 10+ million shares. In the grand scheme of things 32k for 1m shares is not much for a business director. Bob paid nearly 470k for 6-7m shares before. So 10-20M is possible here. I also wonder if Fidelity or Gary Wyatt may increase their holdings? So far neither appears to of sold any stock here. Why not lower your average?