Share Name Share Symbol Market Type Share ISIN Share Description
Herald Investment Trust LSE:HRI London Ordinary Share GB0004228648 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 916.00p 915.00p 922.00p 916.00p 915.00p 915.00p 27,028.00 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 9.5 0.7 0.6 1,579.3 664.30

Herald Investment Trust Share Discussion Threads

Showing 51 to 73 of 75 messages
Chat Pages: 3  2  1
DateSubjectAuthorDiscuss
24/3/2017
10:09
Strange how one of top performing investment trust is at a 19% discount when the average discount in sector has fallen. Anyway fabulous performance since 2008 and since Brexit stupendous.
amt
13/10/2016
03:08
Agree. Had 284 holdings on Jan 1, reduced to 259 at Sept 30. So 25 gone, just under a 10% reduction.
rambutan2
12/10/2016
19:10
It is definitely a good strategy if the trust can sell out from their large number of holdings the non-performing laggards and use the proceeds to buy back their own shares. This will surely enhance greatly the performance as the likelihood of those laggards to appreciate more than 25% which is what the buyback instantly returns is very low.
riskvsreward
12/10/2016
18:05
Has bought back and cancelled 2.38m ords in 2016 up to close today ie approx 3% of shares it started year with. And all at 15-20%+ discount. Nice value add.
rambutan2
23/9/2016
08:03
Good record, good value and I like the buyback which gets £10.5 by paying £8.16, instantly enhancing the value by about 30%. The only thing I am not so fond of is it has too many holdings, about 260 shares in the portfolio, which maybe too cautious and shows lack of conviction. However as long as it delivers, who cares.
riskvsreward
23/9/2016
07:58
There has always been a wide discount on HRI, but this does seem anomalous, given the track record.
tiltonboy
23/9/2016
07:21
Why is it that Scottish Oriental trust has same net asset value but the shares are one pound higher. All the money from the ARM sale has to find its way into tech shares so perhaps give a boost to UK tech and help Herald increase its Net Asset value along the way. Discount over 20%
amt
31/7/2016
21:36
LT breakout
luckymouse
04/5/2016
22:38
I noticed John Baron has sold out today, Not much happening here!
noiseboy
30/3/2016
08:20
Massive discount and yet nav has done very well over the last few months. Seems to have been overlooked by the market
amt
18/2/2016
17:59
HRI back to a very juicy discount on NAV, just bought in. I think Katie Potts knows what she is doing after seeing her at Mello in Derby. Mr Market just offered an interesting entry point. I'll take a steady 8% NAV growth from Katie and let the discount shrink to add some jam on top.
wokingblade
08/5/2015
10:56
20% discount to net assets here. Seems very odd for such a good long term performer.
amt
08/2/2014
06:34
I just saw this and decided to add this piece in case anyone looks in. I do not hold any at present. hxxp://citywire.co.uk/wealth-manager/a-dozen-investment-trust-picks-for-2014/a728348?ref=wealth-manager-shooting-gallery-list#i=5
hawks11
10/4/2013
13:02
At around 20% discount to NAV, looking interesting? G
garth
20/2/2013
18:52
Thanks. Good results. I didn't realise they could purchase their own shares when they were about to release their results. Just shows that you learn something every day!
sbs
20/2/2013
18:10
finals are out
ukinvestor220
18/2/2013
17:07
Some share repurchases today. It looks like the discount to NAV was near the limit the fund manager was prepared to accept.
sbs
09/9/2012
20:22
Primed To Take Off HERALD: HOT INVESTMENT TRUST PRIMED TO TAKE OFF By Fiona Hamilton | Mon, 03/09/2012 Herald Investment trust (HRI) invests in smaller companies specialising in technology, communications and multimedia. It boasts the best three- and 10-year portfolio returns in the technology sector, yet it stands on much the widest discount. Its annual fee is modest and it has no performance fee. Katie Potts, lead manager since launch in 1994, has a large personal stake. She says smaller technology companies have the potential to do well regardless of the economic situation because they are exploiting the emergence of new internet-related activities across a wide spectrum, including cloud computing, software as a service and virtualisation. Nearly two-thirds of the portfolio is in companies listed in the UK, which she describes as a fertile country for innovation. The US offers a wider choice of companies, but valuations are less appealing, so it accounts for just under a quarter. The rest is in Europe and Asia. Risks are mitigated by investing in more than 200 holdings, including shares in profitable companies with recurring revenues, and more disruptive companies with higher growth potential. Herald remains our aggressive specialist selection. P.S. Here's some links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?iid=2467508&threadid=256596&mode=2 http://www.euroinvestor.com/community/discussionthread.aspx?iid=2467508&threadid=255276&mode=2 http://www.euroinvestor.com/community/discussionthread.aspx?iid=2467508&threadid=257550&mode=2
northernlass
03/7/2012
19:16
Also big discount at the moment
amt
02/7/2012
21:01
The dividend doesn't concern me... If a technology company can't invest the cash to beat the bank deposit rate of 0.3%, they aren't a very good tech company!
sbs
02/7/2012
09:07
Yes, I'm happy to hold these - just a pity there's no dividend, but that's the nature of Herald's Portfolio I suppose.
beardmore
01/7/2012
19:03
Bought a few of these: I like the strategic attitude to investments.
sbs
02/3/2011
12:19
http://www.heralduk.com/
praipus
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