Actual Experience Share Discussion Threads

[jeff_v] 04/11/2003 15:22

About time the climb resumed?

[jeff_v] 30/10/2003 15:23

Lent is the former CEO who left in 2001. He we will know nothing about the current business. Where's the next RNS, come on! Probably hadn't even noticed that the shares had moved from 4p to 9p until he got a call from his broker.

[terry91] 30/10/2003 14:59

All getting very interesting.

[jeff_v] 30/10/2003 14:51

So that was our seller who came to the aid of the MMs yesterday afternoon. Who is he anyway? Should be another RNS for the buyer who took a couple of Million on Monday and close to 3 Million on tuesday morning.

[terry91] 30/10/2003 13:58

RNS Number:4919R
Actif Group PLC
30 October 2003



Actif Group plc ("the Group")

30 October 2003

The Company was informed today that following the sale of 3,815,237 ordinary
shares of 1 pence each on 29 October 2003, Mr Martin Lent is now interested in
6,000,000 ordinary shares representing approximately 9.2 per cent of the issued
share capital of Actif Group plc.

[terry91] 30/10/2003 12:14

Bit slow today lol

[diogenesj] 30/10/2003 11:04

I'm sure you'll look very nice in them, Jeff. :-)

[jeff_v] 30/10/2003 10:33

Confirmation that the Bullring store is open:



Never thought I'd have shares in 'cute shoes and bags'.

[terry91] 29/10/2003 21:11

Another great day just read the results again how long can this go on though?

[jeff_v] 29/10/2003 16:14

Don't know much about ELLE other than what's in the finals but as you've said on another site with 16/17 stores by March 04 its begiining to establsih a presence and might look attractive to competitors. It's that market cap to turnover ratio thing isn't it? If it can grow turnover from 25M to 50M in 12 months the PE (as long as it isn't negative) is less important than the brand name. (IMO)

[diogenesj] 29/10/2003 15:46

As far as I can see, the only director with a substantial holding is the Chairman DM Brock, and he only has just over 1m shares (1.5%).

Large holders listed in Refs are:

Martin Lent 15.6%
Ted Baker (Jersey) Ltd 13.5%
Hatzioannou Hdngs SA 10.7%
Susan A Tisdall 4.76%
M Benjamin 4.51%
Oakdown Ltd 3.56%
Universities Superannuation Scheme 3.27%

Refs is not comprehensive, so there may be others. Question is, are they just shuffling shares amongst themselves, or is there some purpose to it? We should know in a day or two.

[jeff_v] 29/10/2003 15:22

I'm assuming the 2x1M yesterday were buys - had to be because they were above mid. The 2x1M this morning also buys. I don't think this is a P&D because even finding a seller to dispose of 4.5M hasn't calmed things down. I'm guessing the buyer still wants more.

[diogenesj] 29/10/2003 14:56

Whoever's selling is certainly making them pay for it. Must be an RNS soon.

[jeff_v] 29/10/2003 14:33

MMs did well to get the 4.5M sells to cover a similar amount of buys else price would have shot up considerably higher. Another tick up suggests the big buyer ain't done yet. More tomorrow or an RNS. Wonder how long they spent on the 'phone/knees to get some stock back?

[diogenesj] 29/10/2003 14:26

Lol, Jeff_V. There's definitely something up. Now 9m shares traded today (by 2:20 PM). That makes 18m shares traded so far in October (about 15 times the average of recent months). There are only 65m shares in issue. Either someone's bailing out, or someone's piling in. The dramatic rise in the price suggests the latter.

[jeff_v] 29/10/2003 13:30

What the Elle is going on here? Arf arf.

[diogenesj] 29/10/2003 11:29

Actif Gp, designers and retailers of leisure and sports-related products, is a tiddler which may be beneath the attention of many readers of these boards. There are, however, a couple of interesting things about it. It has restructured, and appears to be recovering after a couple of bad years. House brokers Seymour Pierce are forecasting earnings per share growth of 96% this year and 36% next. Ted Baker, another retailer, holds 13.5% of the shares. And the price has been rising strongly on exceptionally heavy volume. 3.8m shares (6% of the total in issue) have been traded this morning alone, causing the price to rise another 12%.

Something seems to be up: I don't quite know what, but it looks as though it may not be bad news for holders. I've bought a few, and await events.

[terry91] 29/10/2003 09:36

This stock just keeps going up yet no up to date thread?

L2 showing another tick up soon. It is mad.

[gosgos] 15/10/2003 13:23

Looks positive to me

[jcrabbers] 15/10/2003 08:30

Any views on these>?

[royaloak] 18/12/2002 09:30

...still looking quite good, cautiously optimistic as per agm statement.

[royaloak] 16/10/2002 08:15

After todays results on a pe of around 6'ish, worth a few I would have thought!

[market_leader 2002] 19/7/2002 00:53

Check out NWD for a quick profit. MMs obviously short of stock, worth buying a few for a quick 20% gain.