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Ashley House Share Chat - ASH

Share Name Share Symbol Market Type Share ISIN Share Description
Ashley House LSE:ASH London Ordinary Share GB00B1KKCZ55 ORD 1P
  Price Change Price Change % Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00 +0.00% 7.25 7.00 7.50 7.25 7.25 7.25 0 07:39:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 8.3 -4.7 -7.2 - 4.23

Ashley House Share Discussion Threads

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Just seen this tweet User Actions Follow Hardman & Co ‏@HardmanandCo $ASH #AshleyHouse +ve tradg update re funding: the key issue. So great relief -hence doubled share price recently. Mkt cap <£5m. Interestingqackers
Thanks Norbert.oregano
these things take time, Ash can't push people like M&G and NatWest on timing. when a business is this small it is all about cashflow, so selling the LIFT asset is the right way forward. When the last of the Invesco stake clears, this is going to fly.oregano
Considering the share price discount to NTAV, a large write down was probable at some stage. I think drastic action is required & if it is selling LIFT to the highest bidder; that's life we have to move on. I am disappointed that they have not got all the funding in place yet. As the BoD state, it is crucial to the pipeline.russman
I am surprised at the negativity here, i appreciate long term holders are not happy with management, but the issues holding this back are close to being resolved, M&G are providing assurance to equity providers that there is demand for the projects, so the pipeline can be released. The LIFT sale probably eliminates debt. Tax losses £8m. 2015 numbers will are going to be kitchen sinked but '16 get the benefit of the Grimsby completion and the new projects. Why were directors clearing this thing out at under 4p? This has multiples of upside. the best ideas always feel a bit uncomfortable.oregano
The last interims seem to value the LIFTCo at circa GBP 9.2m - what is the consensus re: the likely offer price should they dispose of it?norbert colon
Lift scheme is not a done deal yet. They may be able to get more cash too. On the whole I welcome this outcome as it clears the deck of encumbrances. Their expertise will still be needed on a consultancy basis which means they still have potential to profit from LIFT without vast sums being tied up. I think there is obviously considerable potential nationwide with the extra care schemes as government have been looking to sort out a way forward with this kind of provision. Ashley House neatly fits the bill.irenekent
Changing LIFT for cash seems a good deal to me. Besides they'll still be profiting from any LIFT scheme being realised as advisors. I believe this is a far better way than raising equity.greedfear
One other thing. We now know that they are in discussions to sell the LIFT business. We also saw a nearly 100% increase in share price recently over a couple of weeks. Any proper board would have released the news on the possible LIFT deal at that point. Maybe they just liked the increase in price and didn't want to talk about a "substantial writedown " at that time. It does now feel like this news leaked.goliard
Just same old story imo. Shareholders being missled and board whi are clearly not up to the task in hand.my retirement fund
By the way results in September are obviously contingent on getting 1/2 of the deals away. No doubt there is doubt over whether they are a going concern so its the last chance saloon!topvest
Personally, I think there is a 50:50 prospect of this turning good. Selling the LIFT assets to get them through a funding hole is a better prospect than trying to raise equity. Overall, it looks better than it has for a while although the 2015 results will look very poor. I'm not going to throw any more money into this as it's difficult to be confident in the Board's ability. I will hold my few shares with optimism that they have a plan to move forward on a bigger scale. The first scheme working out so well will give confidence for investors, so fingers crossed!topvest
So is this good news or bad? Big write down on LIFT, but we all knew it wasn't worth what they said (all of us except the board obviously). Development funding progressing, but the previously announced fund was described as funding development in places, so poorly described and misleading. Extra care scheme completed, but it's just one development and they need more. For me it is still about trust and I don't trust the board to give it to us straight, but others may see opportunity.goliard
Great! Now all that's needed is the share price getting back to 30p or so in order to break even. It's a growth market for sure. Onwards and upwards!greedfear
Move has started at the 60 bed Grimsby extra care scheme. The good news is that the scheme is oversubscribed and will be full by mid August. hxxp://www.ashleyhouseplc.com/files/7414/3712/6473/ECH_press_release_AH_160715.pdfscburbs
Most of the posters here seemed to have forgotten about the health side of the business. With new medical centres being put on hold while the govt got its act together. But things are now starting to happen: http://www.investorschronicle.co.uk/2015/06/18/shares/sectors/is-there-a-doctor-in-the-house-y33KnO4ap1QZ0Z1IqpFE9M/article.html Maybe this is the reason behind the sharp spike in the share pricemathewawood
The level of oversold status should be immediately known once a couple of PI buys come in. If the share price rises on small trades then a classic squeeze is on and I would envisage a meteoric rise. As ASH is such an unknown stock amongst the masses its just as likely we could sit for hours without a trade at all. (It has been this situation that has caused the dramatic decline in share price to start with) With transformational news just around the corner, building work improving and a much more focussed and higher emphasis on care for eh aged the stock really is only likely to be going one way. "With schemes now starting under the Company's new model, interest and enquiries have increased. The pipeline of work is likely to show a healthy increase when published with the preliminary results. The Board's focus continues to be on long term financing for this pipeline, securing this will transform the Company's outlook."whites123
Oregano, As you say something is brewing and coupled with the volume possible to sell its clear as daylight we have a buyer. 1,000 maximum online buy vs 200,000 possible to sell... No one, no one at all with a brain cell can deny there is a squeeze on. I entered a dummy sell for over 200,000 and that was directed to market, but if it were the level playing field on both sides it would have directed that way at the same poxy 1,000 There is a group of gamblers / traders who follow forums and if they get wind of it it could and will have the effect of propelling this northwards with huge gusto. That wouldn't bother me in the slightest as far from that being a pump and dump it would force the hands of those who are seeking to accumulate at what is a knockdown price even at double todays share price These guys don't have the inclination to buy £10k each and more, but they do swarm en mass.. therefore whoever it is that is accumulating and wanting many hundreds of thousands of shares will have no option but to up the anti and pay the going rate at that time. I suspect there could be fun next week as more and more private investors (traders and gamblers) start to notice this stockwhites123
this move has to be about finalising the funding. As per their last statement, their pipeline was £175m. they budget to make 10% margins. So £17.5m of value to shareholders. No tax to pay for some time due to £8.2m of tax losses. NTAs £14m. Mkt cap £5m.oregano
Originally bought these at 33p after Directors lumped in (from memory also at 33p) Bought more on the dips and then more on the dips. Then bought as it rose and more as it rose. Core holding @ average 18p now. Holding has become substantial enough that whilst no declaration is required if entering a buyout then I would be required to declare. Over the years I developed a line into the company and whilst never ever being entrusted with price sensitive material it is often that we can glean answers to questions that are not price sensitive but can assist us in adding up. Today I can sell 200,000 @ 7.9p I can buy... 5,000 @ 8.5p You do not have to be a rocket scientist to understand that there is a buyer in the background who is happy to chase the stock price higher to ensure stock is obtained. At what price would this stop? The company is clearly without a shadow of a doubt about to turn the corner, and the 100% rise we have witnessed very quietly in the past few weeks will be repeated again just as easily. Gamblers, traders and investors would be well positioned and advised to fill their little booties here.. Sure, its not oil :-) but its a goldmine in its own rights. Work out directors average holding price to get a rough idea about what the share price would need to reach just to allow them break even point, then call and speak and gauge the optimism in their chat..whites123
Despite my small stake here, I don't really understand the business model (so why did I buy them doh ?) and in general I understand a lot of models. So my guess is that the buying is from folk who actually do understand it properly and can respond to what they see in the future and not the current newsflow. On the other side of the coin I can imagine that a fair bit of the selling is from folk like me who thought the story sounded good a while ago, especially with the price rising or stable, but haven't really grasped it at all, so just sell out with it falling. I still would probably have no idea whether news was good or bad, apart from actual figures posted on results.yump
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