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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 0.00 0.00 0.00 - 0.00 01:00:00
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 2451 to 2475 of 2900 messages
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DateSubjectAuthorDiscuss
09/5/2018
09:59
Excellent update, looks to me like that Peterborough meeting in April which I mentioned and which discussed a young people's social needs unit was indeed the one, meaning it reached financial recognition before year end, and enabling the numbers to April to be met, as the statement refers to (at least pre-tax). Slight shame we have to wait until October to get that done and dusted, but by then there should be more scheme closures to be reported, more new schemes and the outlook on the basis of today's report should imho be pretty stellar!! Also the full £4 million has been received from MS, which is great news The valuation at 11p is still under £7 million. With now over £200 million of projects on the go, albeit the majority 50/50 with MS, the derisking is pretty much complete and the outlook very exciting. No doubt we've picked up a few 'traders' this morning, but that's the way of the AIM world, and I'm only interested win the medium or long term, and, from memory with WHI predicting 3p eps (share price 11p!!) for the next financial year, that's rosier than it's been for many years.
microscope
09/5/2018
09:39
Hope not...
yasx
09/5/2018
09:20
Will Mrs Moy make an appearance today?
podgyted
09/5/2018
08:05
Very pleasing update. This is too cheap at current prices
junior21
09/5/2018
07:22
That'll do for me. Anticipation of more schemes closing seems to have come to pass quite quickly !
yump
09/5/2018
07:20
Nice update
elited10
01/5/2018
14:30
Time for the announcement of an exciting development I think...
yump
18/4/2018
09:03
All rather quiet...
yasx
03/4/2018
14:41
Anyone know the address of the Peterborough project? Planning meetings today and 24th... hTTp://democracy.peterborough.gov.uk/ieListDocuments.aspx?CId=117&MId=3918
microscope
29/3/2018
10:15
Buys appearing as sells at the moment
3500sr
19/3/2018
21:49
Could pick up again now.
cuthbert77
19/3/2018
21:35
Let’s hope so. Is always nice to have a share or two bucking the trend on what has been a poor day for the market. Still think these could double and still be cheap, but a lot of work has to be done first to turn the pipeline into hard figures.
junior21
19/3/2018
16:11
tide turned?
spursspurs
12/3/2018
10:20
The drift continues....
yasx
10/3/2018
19:24
Managing expectations is not necessarily a bad thing in my opinion. Potential for under promise and over deliver. MS partnership provides a platform. Still got to execute though.
rp19
10/3/2018
19:03
Yes historically revenues have been lumpy not helped by the fact they are at the mercy of Govt decision making (or lack of). With the LHA rent cap now lifted and increased impetus from Morgan Sindall I am hopeful that revenues / projects going forward will be somewhat smoother.
norbert colon
10/3/2018
17:58
The problem here is that their projects are always delayed.
topvest
10/3/2018
15:20
To illustrate the point, WHI last year penned a note on Sirius Minerals , then in the high teens with a target of 60p. They offered a target price anticipating a more than 100% increase increase in BKY, 440p on JOG against the current 180p and so on. Of course, these targets are rarely met as I explained and the analysis that accompanies them is in my experience plainly jaundiced. I just point out that I found it rather odd that in the case of ASH not only was their tone and language more reserved but so too was the price projection.
yasx
10/3/2018
15:10
Microscope, I confine the bulk of my investments to largecaps and other instruments. However, I do hold a significant number of smallcaps which form a fraction of the overall portfolio. I rarely if ever pay any attention to broker notes on largecaps other than using them as a contrarian signal. BUt, in my considerable experience, house brokers in tiddlers tend to have targets multiples of the existing price and glowing reports (WHI no exception as you will note from their coverage of a plethora of other plays in the tiddler space). These broker targets are rarely if ever met, but, my point was that if even the company broker is not particularly ebullient, and the wife of the non exec is periodically reducing, perhaps there is some sort of impediment going forward. We will see. Like I earlier pointed out, am sticking with the stake I currently have.
yasx
10/3/2018
14:00
Not to me, not atall. 50% is hardly to be sniffed at either. The 'risk' would be as ever the same, getting new deals. Same for most companies i'd say in all walks of business life. And £4 million recently agreed from MS in my view has removed the worst risks completely, while Scarborough was already known about so hardly a need for them to change the 50% gain target. If only all my shares had 50% broker target upside, perhaps you have holdings where the brokers are predicting even bigger gains?
microscope
10/3/2018
13:33
WH Ireland are Company broker and their comments are not particularly encouraging. I ordinarily ignore broker comments since they are almost invariably useless, but when their own broker refers to this being 'not without risk' and with a target price of a mere 15p, it is not very optimistic (and their own broker must by definition be as optimistic as possible). The purchase of a paltry 31,000 shares the other day does not inspire much confidence either. I continue to hold since on the numbers it looks rather cheap, but the comment from WHI does make one wonder if there is something amiss.
yasx
09/3/2018
13:54
WH Ireland comment on Scarborough: Ashley House (ASH) – Corporate – Financial close of Scarborough Extra Care scheme Market Cap £5.9m Price 9.85p Ashley House has this morning announced that it has reached financial close on its Extra Care housing development in Scarborough. The facility comprises 63 apartments plus communal areas and will be owned and managed by Home Group, with Ashley House and Home Group working in conjunction with North Yorkshire County Council and Scarborough Borough Council to deliver the scheme. The development is being built on a site already owned by Ashley House with residual plots allocated for a housing development and a health scheme expected in due course. The project has a gross development value of £10m with construction due to commence shortly and completion expected Spring 2019. This was one of the two schemes previously identified that sits outside of the Morgan Ashley JV and an initial payment has been made to Ashley House on reaching financial close. We view this as positive news for Ashley House, not least given the fact that this is the Group’s first scheme to reach financial close since the Government relaxed its plans to cap housing benefit to the Local Housing Allowance. On the back of the announcement, we leave our 2-year forecasts unchanged (WHI FY 2018E PBT £1.8m/EPS 3.0p, FY 2019E £2.0m/3.5p). Whilst not without risk, with the shares trading on a lowly FY 2018E PER of 3.2x, we see scope for multiples to expand as management executes on its strategy. After a number of challenging years, the future now looks much brighter for Ashley House given the pent up market demand and new found strength through the tie up with Morgan Sindall, which should not only enable the Group to deliver on its existing pipeline but also attract new schemes. Our estimate of fair value for the shares remains unchanged at 15p.
18bt
06/3/2018
10:28
what do pi's here make of the £10m development value on this asset?
euclid5
05/3/2018
19:17
Another piece of the jigsaw. Good stuff :)
microscope
05/3/2018
11:29
This is what AR says about loan on Scarborough: "The Lloyds Bank borrowing on the land at Scarborough is held on a six year loan, which is reducing at the rate of £17,500 per month, although the land will be used in a forthcoming extra care housing scheme at which point some of the loan may be repaid." Loan was £527k at 31/4/17, so presumably only £350k or so now.
18bt
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