Henderson Opportunities Share Discussion Threads

[nimbo1] 06/1/2017 14:27

Too big a discount here now...

[mad foetus] 21/12/2016 11:54

Bought some more today, trade doesn't show up of course. Looking at 5 year record, there have been 12 month gains of 50% and 70% in the recent past and this year the NAV is up while the share price is 10% down. At a discount of over 20% this could be very well placed for a rally IMO.

[racg] 07/10/2016 19:31

Ooops just noticed you been waiting 8 years for me to reply. Better late than never, huh.

[racg] 07/10/2016 19:30

Nice enough concept but all the schemes I ve seen have guarantees from entities with no covenant strength, opaque charges and are illiquid tertiary properties. If you were buying a hotel, I d be far more positive but buying a room, is a hiding onto nothing imho.

[essentialinvestor] 04/10/2016 12:51

Had a quick look at some of their top 10 holdings and most are again well ahead
today.

Then again just about everything is well ahead atm.

[my retirement fund] 04/10/2016 12:44

Took some too

[mozy123] 04/10/2016 12:23

HSL a similar Henderson trust is flying.

[essentialinvestor] 04/10/2016 08:31

Joined you guys, and hopefully girls, this morning.

[essentialinvestor] 03/10/2016 20:30

The ongoing charge figure appears high, if I am loking at the correct number.

[racg] 03/10/2016 19:43

Mmmm, am tempted too. But have enough of a lump as it is.

[mad foetus] 03/10/2016 12:38

I've bought in today, and despite the quoted 800/830 spread I paid 810.32p just now (not reported yet, typical HL).Anyway, the NAV has outperformed its benchmarks, the U.K. all companies, for each of the last 5 years. The NAV over the last 12 months is up 3.3%. The share price is down 14.7%. Now at a discount of 20%, which is daft. Happy to buy more if the discount stays here.

[18bt] 27/9/2016 07:18

Yes - thinking of topping up again at these levels

[racg] 26/9/2016 20:32

Hefty discount and what I thought was a manager of repute. So, why so quiet a thread? Spreads somewhat nasty, I suppose.

[18bt] 06/8/2014 10:25

Have sold 25% of my holdings in these through 2 trades as they've had a very good run and now stand close to NAV. Suspect that the discount may widen slightly as the markets get choppier

[bigwilly1986] 11/6/2014 09:29

Back to normal now?

[huttonr] 11/6/2014 08:52

Very odd trading today - one small AT deal at 866p - by mistake, possibly?

[bigwilly1986] 14/5/2014 13:56

Is something going on yesterday/today?

[huttonr] 12/2/2014 16:02

127tolmers
Thanks for the reminder re the discount - I'd been keeping an eye on this but had neglected it during the last few weeks. Sold out as well.
Also noted that their 2 biggest investments - Hyder has just issued a profit warning and Retroscreen seems to have flattened out (fully priced, perhaps?)

[127tolmers] 11/2/2014 09:20

This one has had a good run over the last 12 months up 50% but discount is now too small so yesterday was time to get out for a bit.

[huttonr] 03/9/2013 09:42

I see the discount is now down to about 14% - this decline has been a major contributor to the share price rise, but it can't contribute much more - my guess is that it should flatten out at the 10 to 12% discount level. However, the NAV is still rising nicely and noises about the economy are getting better, so perhaps 800p by Christmas - or am I being too optomistic?

[topvest] 05/8/2013 20:30

Yes, looking great. Henderson is a top-drawer manager. This investment trust has been overlooked!

[huttonr] 05/8/2013 16:44

This looks to have had a good run in NAV and still a high discount - and the portfolio looks very interesting - so I've had a dabble today.

[harry the haddock] 04/4/2013 10:04

am looking at this one along with mercantile and schroders uk mid cap. any views on these?

[topvest] 08/2/2013 07:54

Good set of results today.