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Share Name Share Symbol Market Type Share ISIN Share Description
Ashley House Plc LSE:ASH London Ordinary Share GB00B1KKCZ55 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 1.20 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 18.5 1.8 2.9 0.4 1

Ashley House Share Discussion Threads

Showing 2326 to 2350 of 2925 messages
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DateSubjectAuthorDiscuss
05/1/2018
17:20
We can certainly be thankful we don't hold Carillion, possibly Debenhams and a host of other so called safe investments. As you say smaller companies move faster, albeit not always in the right direction.
nextlink
05/1/2018
17:09
Nextlink Interesting, I've got OMIP as well and several other small 'risky' shares. One thing I was told years ago was that you never know which ones are going to fail or shine and therefore not to lose heart if they get onto a downward path and not to waste original research, because its the original research which tells you the significance of any developments that might change things completely. That significance means that if you're brave (or foolhardy!) and you see a positive change, then average down, but only when you know its a proper change, not just because the share price has dropped again. Its painful to do though. Also assumes management are not a load of PR fluff generators. I averaged down on DEMG and anticipate losing that stake. However, when the cap announcement and the recent deal with MS were announced I did take more shares here. Similarly when the 'watershed' type statement from OMIP appeared, did the same there. Hopefully, those will more than cancel out the other losses. Turnarounds in small companies are certainly more exciting than larger ones.
yump
05/1/2018
16:56
Quality score of 24/100 on Stockopedia is why it fails the Quality test for me. Management are trustworthy though. As I say good luck. At / near the top of the market I am focusing on moving my cash position closer to 20% and so the inferior quality is going, as and when the opportunity arises. I didn't want to risk the bad interims here. Interestingly, this share seems to spike on Friday's - like it did a month or so back.
topvest
05/1/2018
16:55
I'd not dwell on him selling too much. Unless he has sold a load and it's still yet to show because delayed the biggest sale today has been 15k or less than £2k So time to move on
dave4545
05/1/2018
16:47
I was recently in a similar position with One Media. Although they had never had any debt, for around three years their cash surplus was dwindling and i was sat on a loss approaching half my investment As they began to recover, rather than sell, i increased my holding and am now showing a sizable gain.
nextlink
05/1/2018
16:43
topvest - this is an example of where investors get it wrong. Hanging on to what has been a poor investment and waiting in frustration to try and get your money back. The fact its been a poor investment for you is not entirely down to the company management as you are no doubt aware who were severely constrained by govt policy. Often its just bad timing when you buy - thats not the companies fault. I suspect you are already realising you may have made a mistake. And I definitely take issue with you on the 'insufficent quality' comment. Thats a bit below the belt given the goodwill you've been shown. Explain what exactly that is supposed to mean? In any case Mr Market doesnt agree with you today and we've finished on a high. I can see this rally extending further next week.
dibs61
05/1/2018
16:40
Yes, you may be right - maybe too anchored to my average purchase price. I would have held if it passed my quality tests, but it doesn't. Profitability is non existent, the balance sheet terrible and it has questionable durable competitive advantage. Think management have done well though to keep the show on the road. Many other companies would have gone bust in their situation. They have been on the wrong end of poor government decision making for years and that will no doubt continue to a lesser extent.
topvest
05/1/2018
16:31
I've learned from the past that when you sell a stock for break even after for a long time sitting on a loss is a mistake. The relief of getting your money back clouds the current sentiment of the company and it's share price. But as others say well done in getting out with your money back because that means when it was 6p you were sitting on a very big loss.
dave4545
05/1/2018
16:25
I will reassess after the interim results but with getting on for £4M of debt at the half year stage. I think the company urgently needs the £4m to repair its balance sheet. I get £2.5m net debt at the year end +£0.5m interest + at least £1m or so cash outflow in H1. Obviously this will improve with the JV transaction post period end. Not convinced F1 Modular is going to be a profitable investment and we are years away from a dividend, so that's why I lost my patience! Held for too long. Good luck to those that remain. Managed to get out at close to break-even which isn't bad for a very poor investment. Run your winners, cut your losers! Insufficient quality.
topvest
05/1/2018
16:21
Never wrong to take a profit topvest, good luck with your other investments. My own opinion is that you've sold at least 18 months too early. Not sure what delay you are talking about. They acted swiftly to unlock the vast majority of the portfolio by negotiating the deal with Morgan Sindall, once the cap was lifted, and that will have taken a great deal of management hours. With the Christmas break over, no doubt they will turn their attention to the other two projects. As to the upcoming results, yes we know they will not make great reading, but that was for a period before the cap threat was taken away, and it is going to mark the start of a very positive future imho. 25p remains my bottom end of 2018 target, and much higher beyond. Timeframes are always tough to get right though in the stock market and it may come more quickly - or slowly - than i envisage, but i can't see any current reason for me to offload shares in 2018.
microscope
05/1/2018
16:15
topvest - a slightly baffling decision but there you go, all the best. Re the interims the company have already notified the market there will be a loss and unless its a much worse loss than expected it will have no impact. I am very confident the market is now looking FORWARD here not back and the future looks very promising indeed as witnessed by the now improving share price
dibs61
05/1/2018
16:13
Each to everybody that decides to sell but how can you lose patience with a stock who's shareprice is flying ??? It's went from 6p to 14p in about 2 months, not sure why anybody would find a fault with that. I'd lose patience with a stock that has a shareprice drifting or trading sideways not one with a price that seems to be going places fast.
dave4545
05/1/2018
15:57
I've sold out. Good luck for those that remain. Too much delay for too long. Lost my patience and don't really want to be holding when the interims get announced at the end of the month. May have sold a little early, if they reach financial close on the two other schemes.
topvest
05/1/2018
13:45
James, post away, voted you up :)) Good to see the renewed buying interest, as I've said before i think the journey here is just beginning. Nice article Norbert, thanks. If anyone remembers Elliott Wave theory, we have only done two(of five) legs up! Obviously this is AIM and a very small company, the usual caveats therefore apply!
microscope
05/1/2018
12:24
Do not give me grief microscope but it's good to know when there is a squeeze now and again in Ash. You cannot even buy 5000 shares at 14p online.
dave4545
05/1/2018
11:58
Interesting article Norbert - thanks for sharing. I wonder, in view of the anticipated take off in this sector, whether ASH will use some of their cash to invest further in F1Modular? Any idea how many homes they build at present and whether they are anywhere near capacity?
dibs61
05/1/2018
11:38
Looking rather good today. 13.9p paid. Wonder if we can retest the highs of 15-15.5p this week ?
dave4545
05/1/2018
09:05
More press coverage of modular housing:https://www.thetimes.co.uk/article/how-modular-homes-could-solve-the-housing-crisis-t5l95mmk7
norbert colon
05/1/2018
09:00
Overhang must have cleared. 37500 max at 13p or smaller at 12.9p That is my lot microscope do not panic :-))
dave4545
01/1/2018
18:29
I think we are all generally on the same page and supportive. Not sure they would have got a placing away at anything like 10p though as at that stage they needed cash. On that score, I think you have to give management lots of credit. To have come through the last few years without a very dilutive placing has been very skillfully delivered. Most companies would have decimated minority shareholders already, so well done!
topvest
01/1/2018
18:28
Any of the press tipping these for 2018?
irenekent
01/1/2018
17:42
Hopefully by the time I might need to live in one of the homes, the profits will have multiplied lots !
yump
01/1/2018
17:35
I'm supportive of the management and the route taken to raise funds to develop the pipeline - just stating there has been a dilution. I agree it had to happen to enable development of the pipeline. You could though make a similar argument that the pipeline would have increased potential had a placing been carried out to raise £4m at 10p for example taking the share count from 60m to 100m. Hopefully bringing in MS will add more to the venture than other sources of funding would have done and doesn't change the 'social' ethos of ASH which they suggest is helpful in gaining projects. Anyway here's to a successful year for Antony and the ASH team in 2018.
cockerhoop
01/1/2018
16:38
With respect to the 'dilution' aspect one needs to consider that although investors will only see profits on the retained 50% of the housing pipeline, the expectation going forward is that the pipeline has increased potential to grow under the JV than it had previously so that will offset in part (or perhaps over time in full) the dilution of the previous profit expectations.
norbert colon
01/1/2018
15:02
Be interesting to see if they closed the couple of big schemes at the end of December. Interim results as we all know will be fairly terrible, but good H2 profits already in the bag as the stake has been sold presumably significantly above book value.
topvest
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