Actual Experience Share Discussion Threads

[mark c graham] 14/9/2005 11:32

I topped up this morning on the back of this news. The ratio of market cap to turnover demonstrates the huge potential here. Having a competent activist investor can only help with the delivery of that potential.

[rangerover] 14/9/2005 11:05

23Michaeljc - 14 Sep'05 - 09:52 - 35 of 38


Where did you get info posted about Peter Gyllenhammer , very interesting, wonder where Peter has spotted the value or are we missing something.

Interesing to know who he acquired shares from, looks like a institutional investor

Management have huffed and puffed but so far failed to deliver shareholder value so its not surprising this company is appearing on certain people radar screens.

[wal footrot] 14/9/2005 10:19

nearly bought myself before the spike to 7p. very glad i was sensible (lucky, lol) enough not to. hope you get your dough back but as you say it looks a bit of a tricky one.

you never know though gyllenhammer sometimes comes up trumps for the little man.

rgds

[23michaeljc] 14/9/2005 10:03

Very true actually, best I can hope for with this one is to come out with half of my investment. Never listen to tips from Shares magazine is all I can say!

[wal footrot] 14/9/2005 09:56

i can see his thinking, doesnt change the fact its a dog though.

[23michaeljc] 14/9/2005 09:52

This guy has taken a position in the company. Could be good news.

Peter Gyllenhammar
Swedish activist investor, Peter Gyllenhammar, specialises in companies trading at substantial discounts to net asset value or in need of restructuring, often through his investment vehicles, Erudite, Förvaltnings AB and Silverslaggen. He often seeks board representation and works closely with management. Gyllenhammar has a background as an analyst and corporate finance advisor to several major Swedish corporations. He has interests in a number of UK public companies, and is chairman of British Mohair Holdings, and a director of Browallia International. Current significant holdings include Densitron Technologies, European Colour, The Jarvis Porter Group, Lonrho Africa and The Sherwood Group.

[23michaeljc] 01/9/2005 14:49

Bloody hell, why has that gone back up? There have been some quite positive statements from Seymour Pearce today.

[yump] 01/9/2005 12:00

This has been a dead duck since I bought a small number at the float years ago. Unfortunately I went to sleep in 2003, otherwise would have sold then at 10p. Dont' know why anyone would take it over in the current climate. If I was a predator, I'd wait till its turned the corner, but still out of favour with investors and still cheap and then pounce before the share price rises.

[23michaeljc] 01/9/2005 11:38

This company is a waste of time

[luchan] 01/9/2005 09:54

Cheap as chips , can it get any cheaper??

luchan.

[chapman123] 26/5/2005 14:10

cheap takerover at this level naughty if director buying though

[tonyx] 17/5/2005 13:25

Hope so---Im back in with a few today.

[mark c graham] 17/5/2005 13:20

A £50k director investment comes as a welcome bit of news and seems to have finally cleared the overhang.


RNS Number:3971M
Actif Group PLC
17 May 2005



Actif Group plc


Director's Shareholding

The Company announces that David Brock bought 1,267,777 ordinary shares in the
Company at 4.0p per share yesterday. As a result, Mr Brock is interested in
3,000,000 ordinary shares, representing 4.5 per cent. of the issued share
capital of the Company.

[tony14] 27/4/2005 09:57

adds divisional detail)
LONDON (AFX) - Actif Group PLC said that with challenging market conditions
continuing, it now anticipates full year profits this year to only be broadly
similar to last year.
In a statement alongside first half figures, the group said there is growing
evidence of a major change in demand from consumers and wholesale buyers since
the beginning of March.
In retail, this is reflected in a 4 pct decrease in total retail sales for
the first 11 weeks of the second half to April 16, with like for like sales 1.5
pct down. In wholesale, customer repeat orders for Spring / Summer 2005 are
below expectations, whilst early indications are of a cautious approach amongst
buyers in placing Autumn / Winter 2005 orders, the group added.
Actif's first half figures also demonstrated the tough market conditions
with pretax profit falling 9.8 pct to 248,000 stg from 275,000 stg. Turnover for
the group was up 5 pct to 14.8 mln stg.
Actif also managed to reduce its net debt in the period by 54 pct to 0.6 mln
stg.
At ELLE Retail, sales in the period amounted to 8.1 mln stg, down slightly
from 8.6 mln a year earlier and accounting for 54 pct of total group turnover.
Retail gross margins at ELLE increased by 1.6 pct to 64.8 pct.
First half retail sales to end January in total were 1 pct down on a like
for like basis and down by 5.8 pct on a total basis following the
rationalisation of the store portfolio last year.
Actif said an encouraging sign within the retail business was that prime
stores were up 7 pct on a like for like basis across the same period, providing
evidence that the actions taken to improve the product offer are having a
positive impact on retail performance.
Overall wholesale sales in the first half amounted to 6.8 mln stg, up from
5.6 mln, reflecting an underlying increase of 14 pct of Elle sales.


[e-mail]
slm/




COPYRIGHT

Copyright AFX News Limited 2005. All rights reserved.

The copying, republication or redistribution of AFX News content, including by
framing or similar means, is expressly prohibited without the prior written
consent of AFX News.

AFX News and the AFX Financial News logo are registered trademarks of AFX News
Limited

[chapman123] 16/4/2005 22:11

wasnt there talk of at bid at 15p somewhere ???

[chapman123] 16/4/2005 22:06

was hoping would build on 7p not fall back toward 4p clearly cheap if the can get it right two seasons in a row fingers crossed for results at end of month

[mark c graham] 24/3/2005 14:32

Never trust the chart.

[barnetpeter] 24/3/2005 14:03

On the other hand, perhaps the bid is back on?

[barnetpeter] 21/3/2005 18:54

From the chart, looks like it was all a rumour and going back to 5p.

[barnetpeter] 10/3/2005 00:42

Rumour of the day

Maurice and Michael Bennett, the entrepreneurs who made about £7 million from the sale of Phase Eight, are rumoured to be considering a bid for Actif Group, steady at 7p, the AIM-listed retailer and wholesaler that owns the licence for Elle clothing. The shares have risen 44 per cent since the start of February.

[barnsey] 09/3/2005 22:52

Not in these myself but for your information link below for the times.
Enter Actif in top left hand corner and see latest rumour, should make you happy.

[chapman123] 02/3/2005 11:07

results due 31/03 they had good first half last year with autum range perhaps they could have good summer range in the same year and 10p would look cheap then in my opinion esp with mkt cap at 4.5M they were tipped about 12 months ago in shares mag clearly a kiss of death

[chapman123] 02/3/2005 10:58

couple of buys moved it 10% on big ish and one small MM clearly want to get this away even with no news