Hamleys Share Discussion Threads

[ostra] 20/5/2001 02:18

A

Sorry for the delay. I was busy getting on the outside of several glasses of beer
Anyway to answer your query

These are all Sunday Telegraph BUYS

Symphony Plastic Technology
Newport Holdings
Premier Asset Management
Paragon Group
Singer and Friedlander
Rank

Cheers

[aquila] 19/5/2001 23:56

ostra - what else will the T be tipping ? regards, A ;)

[danielie] 19/5/2001 22:54

Prelim June 15.

[ostra] 19/5/2001 21:15

Tomorrow's Sunday Telegraph will be tipping Hamley's as BUY and says bid is likely

[gerard j] 19/5/2001 19:28

Bidders about!?!?

[gerard j] 19/5/2001 19:28

Bidders about!?!?

[gerard j] 18/5/2001 14:10

ok.
2 trades BUY 10,000 and 20,000 not mine.

[niggle] 18/5/2001 13:12

That's three of the trades sorted

[gerard j] 18/5/2001 11:24

niggle
I got another 2900 at 123.5p!!

[niggle] 18/5/2001 11:22

Wouldn't it be nice to have the names of the bb,ers along side the trades being made!. Thanks for pointing this one out Gerard J.

niggle

[gerard j] 18/5/2001 10:51

On the move!

[gerard j] 18/5/2001 10:47

Buyers about!

[gerard j] 18/5/2001 09:26

I would not rule a takeover at a good premium.

Institutions would approve: 83% of the stock in their hands.(and this figure doesn't include holdings of below 3% undeclared!!!!!!!!)

[gerard j] 18/5/2001 09:25

..also, I would not rule out a takeover as Institutions hold 83% of this stock.
(and this figure doesn't include institutions with less than 3% interest)

[scripophilist] 18/5/2001 09:20

I'd argue that the Hamleys brand is worth a fair bit more than accounted for but the economics of the business are currently poor. If they choose to be agressive in their outlook then certainly there is some value to be realised here. Currently bumping along the bottom so certainly an opportunity if you have a fair mix of investments.

[gerard j] 18/5/2001 09:19

Signs of recovery of toys, gifts and games retailer Hamleys.

1- Mar 2001: 3 Directors ( John Atkinson, Ian Parker, Simon Burke) increases their holdings.

2- 15 May 2001: Phoenix Asset Management increases their holdings to 2,570,952 shares.

3- 16 May 2001: Phoenix Asset Management increases further their holdings to 2,900,952 shares.

4- Long list of Major Shareholders remaining faithful with this stock:Major Shareholders:
(17 May 01) 21.07m 5 5/9p Ords - Phoenix Asset Mgmt Ptnrs Ltd 13.77%, Prudential 13.21%, FMR Corp & FIL 9.46%, Schroder Group 9.36%, Phillips & Drew Ltd 8.57%, Jupiter Asset Management 8.48%, H Dyer 5.56%, Baillie Gifford & Co Ltd 4.88%, AXA Sun Life Investment Mgmt 4.64%, Deutsche Asset Mgmt 3.49%, Other Dirs 0.15%.

As the retail sector recovers, and interest rates drops, so will Hamleys share price which at a 12-months low. JOIN IN !!!!

Gerard J

[gerard j] 18/5/2001 09:05

1- March2001 : 3 Directors increased their holdings.

2- 15 May 2001 : Phoenix Asset Management increases their holdings to 2,570.952 shares.

3- 16 May 2001: Phoenix increases further their holdings to 2,900,952 shares.
Major Shareholders:

4-Long list of Major Shareholders:
(17 May 01) 21.07m 5 5/9p Ords - Phoenix Asset Mgmt Ptnrs Ltd 13.77%, Prudential 13.21%, FMR Corp & FIL 9.46%, Schroder Group 9.36%, Phillips & Drew Ltd 8.57%, Jupiter Asset Management 8.48%, H Dyer 5.56%, Baillie Gifford & Co Ltd 4.88%, AXA Sun Life Investment Mgmt 4.64%, Deutsche Asset Mgmt 3.49%, Other Dirs 0.15%.

The fall is obviously overdone and as the retail sector will recover, and interest rates drops, Hamleys share price should also recover.

Gerard J
PS: I have just purchased 3000 shares at 121.8p.