Conduit Share Discussion Threads

[it_trader] 27/6/2013 16:07

Or our greek friends Houmas.

[madengland] 27/6/2013 15:57

Could be our middle eastern friends at work

[it_trader] 27/6/2013 15:32

Could also be a big order being filled too we don't know about yet.

[madengland] 27/6/2013 14:58

Yes Hamas better have plenty of camels to trade for a bigger stake in this

[rivaldo] 27/6/2013 14:56

Well spotted Madengland - just moved up again purely on a 7k buy.

Not much stock around it seems.

[qs99] 27/6/2013 14:50

Hehe oops....fat fingers on the key board...made me giggle re-reading it tho...

[madengland] 27/6/2013 14:44

You can sell 25k + at 107p......107.8p on 10k. Just a few buys is moving this.

[madengland] 27/6/2013 14:27

Think we are close to a bit of momentum upwards

[smithie6] 26/6/2013 14:57

BTW
anyone interested in CRE may want to take a look at Western Selection on ISDX market

about 80% of Western cap. value is NBI shares
but also has large chunk in Creston (3M shares) which currently looks to be in a solid uptrend
(Naked Trader has increased his holding)
and also has a chunk in blue chips and some unlisted items

Western price is 52-57p (while can probably buy at 54-55p if leave a 'take it or leave it' order) (recent trades have mostly all been inside the quoted prices)
while NAV is currently 92p according to my calcs. ..so quite a significant discount.....if NAV goes up a little then it will be half price....

almost half price while holding large amount of NAV in NBI and CRE and blue chips...and some SWL....looks to give a good risk/reward profile

(if you put all your money in just NBI or just CRE and they did well then you would make more than putting in Western, since it is less concentrated, ....but Western provides lower risk. If one Western share sees a fall the share price would fall a smaller % than if you had all your money in the share that falls.
Divi is probably around 1.7-1.8p....on 54-55p buying price...so a fair yield.

[rivaldo] 25/6/2013 14:46

New highs now - looking at the 5 year highs of 120p or so.

Hopefully this climb might speed Havas' decision up a little :o))

[harry the haddock] 25/6/2013 13:58

would love to be a fly on the wall during the negotiations between some puffy advertising execs and 'representatives' from hamas!

[funkmasterp12] 25/6/2013 13:31

Havas ;) If Hamas bought in, I think that would be something very different!!!!

[qs99] 25/6/2013 13:28

Looking v strong imo... Maybe buy back has hoovered all spare stock up? Will Hamas have another look do you think?

[rivaldo] 24/6/2013 10:26

Good to see the buybacks continuing here per today's RNS.

Meanwhile, another new client win just announced:

hxxp://www.prweek.com/uk/news/1187206/dreams-begins-rebuilding-brand-fever-pr-things-wings/

"Dreams begins rebuilding brand with Fever PR and Things with Wings
Lynsey Barber, prweek.com, Friday, 21 June 2013, 10:30am,

The Nelson Bostock Group agencies will begin working on creative campaigns and a social strategy to help what was once the UK’s biggest bed retailer regain its market-leading position after a four-way pitch.

Fever will handle creative campaigns and press office duties, while sister digital agency Things with Wings will lead social and community management.

The majority of Dreams stores and the brand name were acquired by private equity group Sun European Partners earlier this year.

Dreams marketing director Robert Beck said the new PR drive would ‘help reinvigorate consumer perception of the Dreams brand’.

Fever MD Frankie Oliver, who will lead the account, said: ‘Our brief is to help Dreams re-establish category leadership. Our activity will centre on showcasing to consumers how Dreams "shares their love of beds" across national, interiors and social media while using local media to drive footfall in-store.'"

[madengland] 24/6/2013 08:06

Looking forward to another good week here, closing 5-10% higher

[smithie6] 21/6/2013 15:39

NT

according to his text he bt. more...I think at 85p or 95p....
but it doesnt appear to have been put into his table of buys

his prev. buy was around 55-60p area.....
(some of us got in a few p lower down a few days before him......
but then sold due to boredom !....or to hop on to another bus which went X 3 in a few months ;-) )

[madengland] 21/6/2013 12:35

150p is my target to re evaluate position. I think trading statement end July

[12at] 21/6/2013 11:13

Im tempted to buy in here, where do other see CRE by year end, realistic predictions?

[markie7] 21/6/2013 11:03

Ruffer selling now - bit misleading though, as it is just a wrapper for private clients. Weird they have ended up with 11% though.

[rivaldo] 21/6/2013 10:15

it_trader, I read the other day that Havas recently made an acquisition of a company two years after it first came across their radar.

Havas invested in CRE almost a year ago from memory, so perhaps their "wait and see" approach will bear fruit soon.

In the meantime CRE trades on a current year P/E of only 8.7, and much less if you strip out the cash pile.

[madengland] 21/6/2013 08:39

Well after our small sell off yesterday, i wonder if some patient watchers will be buying in today.

[it_trader] 20/6/2013 14:33

Does anybody think Havas are going to make their move anytime soon whilst still undervalued?

It seems odd that they've not even added to their position. Any thoughts?

[madengland] 20/6/2013 13:23

Looks like trades at 105.6 ish are buys possibly. A pause for breath after a nice little jump yesterday.

[madengland] 20/6/2013 11:14

Quite a few sells, but cre holding up better than market.

[madengland] 20/6/2013 08:15

Yes Riv, would do me nicely also