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Porta Comms. Share Discussion Threads
Showing 10851 to 10874 of 10875 messages
|Twitter is one of many indicators. The latest Twitter post suggests Newgate are still hiring more staff and growing. I would be worried if a PR firm on Twitter was saying nothing.(That's part of what they do.) They do seem to be heavily reinforcing Public Affairs. This can only be a good thing. I follow many PR related sites. Not just Twitter.
End of day if you think this is going nowhere sell up. If you think this is start of a turn around you should be buying. I stand by my projection of this share reaching 6-9p at least in short term after refinance is announced.
Nothing that has been posted here has really swayed me. Porta do have a perception issue to get over on this forum and with the markets.
For now at least the funds have gone very quiet.|
|I don't mind huge salaries if we get huge returns.I feel confident about the returnsIt's just the debt that still concerns me.I need convincing BOD if your reading this!!!!!|
|Well, if they've been active on Twitter then they must be a Buy! Now I understand the need for HUGE salaries.|
|I already explained your first point. COO has been very hands on with Public affairs rebuilding. Guessing his role will develop when Porta start to expand again in 2017. I have no doubt that will happen after a refinace is announced.
The point is that Porta's strategy is to hire the best in the industry globally. To me it looks like they are picking up many high profile clients now because of this. They have some very profitable parts of the business. The profit on Asian operations and Redleaf was over 2.1m last year. Many parts of the business are now starting to do joint pitches. Lots of cross selling of products. This can only be good for 2017. The Asian business were 11% in H1.
What were you expecting to happen in last 3 weeks?? How many PR firms are actively announcing everything they do?? That is not how business works. However the feed on Twitter, Gorkana and their website has been pretty heavy lately. There has been a steady flow of client news too. Many of which have not been posted on ADVFN.
They also appear to be hiring more staff. Publicasity is taking on new staff due to new clients. Public Affairs with 3 new hires. Also a lot of these new hires approached Porta first. Not Porta chasing them. Why would so many be so eager to join a company not doing well?? With clients following them too?
I am very positive about my position here. I won't be selling any time soon as I think this share will likely double in next few months.|
|You have always been a bull Guildedge all the way down to 4p and below. Why is Porta so special that it needs an Executive Chairman, a CEO and a COO? How hard is it to run a PR business? With all the fat salaries no wonder they are miles off making real money.
There is nothing that has happened in the last few weeks, other than rearranging the deck chairs, that changes this screaming sell.|
|I think the directors are all locked out here. That is why non are buying. My guess is a refinance deal that will happen at some point in next month or so. Now Bob is out of the equation this becomes much more likely. They do like to leave 2-3 weeks between RNS news. PR timing.
Gary Wyatt has just purchased nearly 7m shares here. He must be very close to the board. GW was investing from day 1 into Porta and is still here. From what I can see Ruffers and HH have stopped selling too.
My figures this year suggest various funds have snapped up over 24m Porta shares. The sold shares are being mopped up in large volumes. The majority of shares bought and sold here are by funds or large investors. I still expect 1-2 of these funds/investors to reveal their hand sooner or later with a holding RNS. Unless they decide to stay below 3%.
Porta is also starting to win more contracts.Publicasity and Thirteen helping in the one below. Publicasity has won 4 briefs since April. (They only had 7-8 clients from start.)
We know the current work figure in the 6M accounts is almost 60% higher than last year. That is a huge jump.
Think about the DW Exec Chairmain thing more. If they have to pay off DW how much would that cost?? He is probably heavily involved with a lot of current discussions. Remove him now and you have to start from scratch. Also Steffan is still deeply involved with many clients too. They may want to replace him before he fully takes on all aspects of the CEO role. Also consider the logisitics of hiring a new Chairman here.
That Public Affairs article didn't really mention anything new but it shows progress is being made reinforcing the Public Affairs part of the business. Are more hires still to follow?
I rate this a strong buy. I think come 2017 this will be a turnaround story. 4p is way too low. Even today there were more buys coming in. PI or funds throwing small trades in? Can't decide yet. Mix of both?|
|Dilution yes, and yet another desperate attempted to boost the share price. They obviously don't get it. Its the bottom line which is always on the horizon. They give no hope to share holder they will ever get there. Even directors aren't purchasing at this price. Is it so hard for them to work it out.|
|..and SW need to buy bucket loads of shares to show he has confidence going forwards. Otherwise he is just milking the salary until the next job comes along.|
|will be interesting to see what happens with this Exec Chair / CEO relationship / pay etc, but also whether Steffan will stump up to buy shares or not as you say, or indeed any of the board at this price...let's see. if you have lots of free options you probably don't need to but then that doesn't help sentiment! need to sort old chairman's loan out as a priority IMO..|
|Surely DW can not be being paid 300k+ now that SW is running the show. They need to get DW out.|
|Given his vast experience, I wonder how many times Steffan Williams has advised a listed CEO that holding zero shares in your own company is a sign of confidence to the city!!|
Old news but a £4bn acquisition that is the largest Porta has worked on this year.|
|hopefully new CEO will have a plan! let's see....|
|Wonder what BM will do with the loan and how they will cover the £1M interest.|
|And looks like buying and momentum IMO/DYOR is continuing (again I stress whether you are a long term holder or not), this may see 5p today, let's see....gla|
|well, this Gary bloke is piling in by the looks of it and shares being marked sharply higher following RNS this week....may be back at the 5-6p level it was over summer IMO, momentum at least is with it whether you like the long term story or not IMO...DYOR etc...BM being out of the way does help perception IMO. Whether new CEO can make a tangible difference who knows. Need to deliver a decent H2 performance IMO for this to carry on with this momentum.....and that cannot be taken as a given if you look at H1 or indeed past performance....a trading play IMO not an investment at present|
|Emma Kane must be delighted she sold a load of shares a few weeks ago!!
I can't understand why this news has triggered the price rise. DW is still running the show and SW has moved from MD to CEO. Cue imminent bust up as the power struggle starts and couple this with their long term financier and backer leaving this all sounds more like a sell than buy.|
|At long last a turnaround but I am certainly not getting carried awayI have a long way to go in my efforts to break evenMy fault but I've always felt that this stock had potential.My concern was the debt position however I now believe this is under control so we move onPlease BOD no more start ups or stupid advertising company purchasesKnuckle down, build organically,don't upset the Australian arm of your business and then we could hit the dizzy heights of 10p plus very quickly imho|
|Well he is no longer the Chairman. No one is forcing Porta to borrow from Bob. I don't agree that no one will touch it. Who is to say they are even going to a bank? Porta will have a lot of business contacts and many new investors have been buying in lately. The tide seems to be turning here.
Has anyone seen the broker note from N +1 Singer today. They have reiterated corporate. I always found their ratings frustrating. I assume their is some report to go with this?
Trade wise with those 6m late trade it still leaves nearly 20m or buys this year unaccounted for. I still expect more firms to increase their holdings here.|
|Removing BM does not allow refinancing. The group still owes him several million at high interest rates with a primary charge over the assets. No bank will touch that until the loan notes have gone. More importantly a bank will insist on a primary charge, and why would BM relinquish it?|
|Gary Wyatt has bought up 6m shares today(?) and not a single mention of this. Is he still buying?
There are 3 late trades from the 11th October worth 2m, 2m and 2.425m. I think this is partly a fund and maybe part Gary Wyatts trades. Could see more late trades tomorrow?
There was nearly 2.25m shares bought today. Someone bought 750k worth. I think this could shoot up to 5-6p quite quickly here. No idea why salpa sold out so cheaply. I think they were shaking the tree here knowing big buyers were waiting in the wings.
I don't think DW has been the problem here. Exclude D and A and the cost for closing an old business and the loss for H1 is about 200k. Factor in exchange rates and this will add 200-300k+ to end of year results. Factor in further cost savings and any refinance to 3-5% and you have a profit come 2017.
I think this share could at least double/triple by Jamuary. Remember the directors appear to be locked out here.
Removing Bob allows Porta to refinace. New CEO also is very positive. Allow time for Steffan to bed in.
I think this is a strong buy and badly under valued.|
|Would have been happier to have seen David Wright being cast overboard.|
|too much! Pay drops would be the order of the day IMO to help restore profitability and put variable incentives in place instead....pigs might fly....be interesting to see what happens now though.|