Ashley House Share Discussion Threads

[mrx9000] 03/10/2013 07:37

protean/First Things: how do you go about getting the latest updates from WHI ?

[protean] 02/10/2013 13:56

hxxp://popfolio.s3.amazonaws.com/applications/74/downloads/whs/2013_10.pdf

[first_things] 02/10/2013 13:42

The October publication, WHI SPY mentions Ashley House in it article on 10 Attractive AIM stocks with the comment "Recovery play and low valuation".

They say there has been a significant increase in interest in many companies listed on the junior market of the London Stock Exchange due to their eligibility for ISAs.

Maybe we could see the shares trade around 30p in the short term.

Jonathan Holmes, Chief Executive purchased £99,000 worth of shares in Ashley House a few years back at 30p, which should give an indication of what the directors think the company is worth.

[first_things] 01/10/2013 18:47

"The government has announced today it is handing out £122 million to build homes across the country to help older and disabled people live independently."

hxxp://www.insidehousing.co.uk/development/doh-hands-out-%C2%A3122m-to-build-new-homes/6527872.article

[greenroom78] 30/9/2013 17:52

Nice, just seen that. Let's hope they get to exercise them soon.

[cockneyrebel] 30/9/2013 17:50

Isn't 37p the broker target too?

Issued at a tad over the share price at the AGM date.

CR

[the ghost who walks] 30/9/2013 17:33

Wonder what second part is

[adam] 30/9/2013 16:42

That's a lot of options, so extremely interesting threshold price is at 37p. They obviously think they are going to make a lot of money!

[mr dexy] 30/9/2013 16:04

If Carling did options.....

;-)

[cockneyrebel] 30/9/2013 15:50

Director options RNS:
.
" The options, which have an exercise price of 15p (which was approved at the AGM) will not be exercisable unless and until the Company's share price equals or exceeds 37p for a period of at least 20 consecutive working days and upon exercise is at or above the 37p threshold."

CR

[first_things] 29/9/2013 14:40

Ashley House has built up an Extra Care Pipeline of £128 million over the past couple of years, a market set for growth due to the changes in demographics (more old people) and the fact most people want to maintain their independence. It's quite an unusual business due to the earning visibility, which looks increasingly strong over the next 2-5 years. If any further contracts are announced within Extra Care housing the upside looks very interesting. WH Ireland have forecast earnings this year of 2.3p, so a PE of 12 (conservative given growth prospects and potential dividend yield) would equate to a share price of 38.4p. I will be watching with interest.

"Outlook
The Board is optimistic about the progress already made although much of the growth will be realised in subsequent years as the new schemes pass the relevant stages for revenue recognition."

[little minx] 27/9/2013 16:11

Yes definitely a good one to be in and sit

[nick nak paddywhack] 27/9/2013 16:04

I agree, great looking chart and profit taking along the way is to be expected. I own a small amount here. One to hold for the pension imo.

[little minx] 27/9/2013 16:03

Good buying opportunity

[greenroom78] 27/9/2013 14:51

A bit of stock around now.

[russman] 26/9/2013 17:40

Out the barrel of a Gunn.

[sven2006] 26/9/2013 16:35

another nice rise today

[eezymunny] 26/9/2013 16:09

Only forecast I've found is WH Ireland 25th June for 3.2p this and 3.8p next year. So purely on a P/E basis quite cheap.

The value of the LIFT assets remains a mystery to me after quite a long look!

[irenekent] 26/9/2013 09:11

At last the market is recognising the value in this company. They have very experienced management and advisors. Having survived the downturn and the state of stasis imposed on the health care industry by NHS 'reforms' an opportunity has presented to be a leader in high quality construction of housing for elderly people needing an element of care. Within its ranks there are professionals with much experience of this sector. A very carefully run outfit. Been in for ages and nice to see a healthy recovery.

[greenroom78] 26/9/2013 09:00

Have you tried limit orders and making them in smaller lumps? I did get filled eventually yesterday.

[little minx] 26/9/2013 08:29

Will not let me buy a £1000 worth today -amazing

[greenroom78] 25/9/2013 15:41

Managed to get 2200 at 18.5p, other orders have been unfilled.

[mrx9000] 25/9/2013 15:41

First Things: Forecasts are from Sharescope... only 1 broker, date forecasted was 25/6/13 and date confirmed was 23/9/13... forecast of 1.90m for Apr14 with forecast EPS of 3.20, Forecast turnover of 23.40. Hope that helps.

[little minx] 25/9/2013 15:41

Must be a big demand for themMy order took ages to fill

[highcommissioner] 25/9/2013 15:39

Asking for 19 for 5000