W.h. Ireland Share Discussion Threads

[gargoyle2] 24/7/2014 09:01

Yes, paleje. That puts him on a similar structured share package to the CEO now.

I thought yesterday's post-market close holdings announcement was interesting too. 10% shareholding bought (by way of CFD) by Polygon. Their strategy is here:

Note the reference to "event driven equities" and, in particular, (1) M&A: favouring hostile, cross-border or otherwise complex transactions more likely to be misunderstood by the market, and (2) special situations: "piggybacking" on corporate activism and/or pre-deal opportunities.

An 'event driven' approach to investment is the same terminology adopted by Oceanwood Capital, who took a 5% stake last November. See my posts at 1642 and 1667. I reckon they are banking on some corporate activity. Wouldn't surprise me at all if this was taken out. Really cheap on an AUM valuation – see Paul Scott recently. Definitely think we'll be back up to and past the March highs pretty soon.

[paleje] 24/7/2014 08:27

Nice opening option package for the FD, let's hope he gets to exercise them at nil cost.

[gargoyle2] 21/7/2014 14:48

Good commentary by Paul Scott (in the other place) today. WHI still pricey on a PER basis, but looking cheap on an AUM basis. I'm happy to remain a holder here.

[hgr] 21/7/2014 13:44

Nice write up in the investors chronicle:



Should see the share price heading north

[paleje] 21/7/2014 11:55

It's a good article and thanks Gargoyle2, agree ready and waiting in the main part but still, good research. Odd thing is people are selling when it seems to me that numbers are going to continue to improve and, barring some catastrophe (I don't think Labour is as big a threat at they make out) the best will come in FY2015 which kicks off in just over 4 months. Look ahead:)

[peter27] 21/7/2014 10:59

Most of this very interesting article smacks of having been written beforehand. If they had been at odds to previous signals there might have been a delay in publication. I think these results were anticipated which is why there has been some profit-taking.

[meijiman] 21/7/2014 10:22

These lads are fast workers -results only came out at 7am. Or perhaps they have done a bit of work before having had access?

[paleje] 21/7/2014 08:33

Happy enough with interims, market disinterested:)

Revenue up over 12%, corporate client numbers up from 84 to 92, repeat revenue up over 9%, reorganisation going well, FY 2015 to see the full benefits of cost savings with additional growth reflecting in bottom line.

[paleje] 07/7/2014 09:17

Express has a small piece about the strength of IPOs in the year to June although they don't mention that some have been pulled and some have under-performed expectations. If the trend is weakening then the fat success fees will too but the corporate broking should still prosper and, in our case, wealth management seems to be flourishing with IoM now up and running, a new office in Milton Keynes and additional hires to London office (poached from the competition).

I noticed in this morning's press GS are expanding their private client wealth management division globally.


Published: Mon, July 7, 2014

Aim market, stock exchangeLondon's junior stock exchange has enjoyed its best year yet[GETTY]

Some 82 firms raised £2.4billion in initial public offerings (IPOs) in the year to June compared with £834million from 46 companies floating during the past year according to accountants UHY Hacker Young.

Businesses joining the exchange over the past three months include shoe retailer Shoe Zone and cake and coffee chain Patisserie Valerie.

The number of companies delisting from AIM was 70 providing a net gain of 12 – the first time that there has been growth since before the credit crunch.

UHY partner Colin Wright said: "Investors are more willing to put money into AIM-listed companies than at any time over the past five years. They appear to be more confident of a return on investment from these junior market companies."

[paleje] 23/6/2014 11:10

Modestly worded but good to hear 2013 growth pattern is continuing I thought, probably overshadowed by the Cenkos announcement which was very bullish. Interims next month should provide a better indication.

[gargoyle2] 12/5/2014 18:03

5.12% -- that's a nice chunk that JPM have just taken. Bodes well imo. Nice buy point on the chart too imo.

[investigative journalist] 14/4/2014 20:40

Hi,

My email is [e-mail]

Thanks and regards,

[investigative journalist] 12/4/2014 16:33

I am following a lead that W.H.I. are exposed to a potential legal dispute with a leading London city broker over a failure to deliver contract claim.
This may explain the recent fall in the W.H.I. share price.
I am seeking to make contact with anyone that may be able to assist me in obtaining more information.
I am not a shareholder and not a shorter.

Thanks

[tanelorn] 31/3/2014 17:00

Having sold at 137 , i've bought a small amount 9000 @ 120.90 as i think this is good for a short term (one year or less punt). Don't like HL. and reckon this has good growth prospects now it has settled down a bit. Wary of others in this sector.

[gargoyle2] 20/3/2014 14:08

Why does that piece of news 'say it all'?

[hvs] 20/3/2014 13:57

Says it all really.

Pump up and soon will dump dump dump .

Basic earnings per share of 4.80p (2012: loss 0.89p)

[gargoyle2] 20/3/2014 13:31

Appointed as joint broker to Sirius Minerals.

[tanelorn] 07/3/2014 16:07

Sorry i, popped the bubble and sold at 1.37, not showing.
Might buy back.

[courant] 07/3/2014 15:48

My fair value on this one is in excess of 200p, largely based on the value of the wealth management business alone. Lots to go for still!

[gargoyle2] 07/3/2014 14:02

This is having a cracking run. Still getting bought today at 138. Not bad for a pretty dull day in the market. Anyone have any thoughts on how much further it can run?

[tanelorn] 27/2/2014 18:55

Nice post, thankyou!