Green & Smart Share Discussion Threads

[hanoversquare] 18/6/2007 16:19

Cisk,

The initial contact email would be: [e-mail]

Can we leave it with you to send the initial email and you can then let us know the response. I am sure the last thing they want is a flood of similar looking emails when there is no further share placing in the immediate pipeline !!

Depending on the response perhaps a few of us can then follow up at the appropriate time.

[cisk] 18/6/2007 13:46

I'd like to think that also as it would prevent me from having to top up in the market and paying the (relatively) large spread... Who do you think is the best person in the company to contact?

[hanoversquare] 18/6/2007 13:39

Hi Cisk,

I would like to think that the Company and perhaps even Ian Scarr Hall would set aside a small number of shares over which existing private shareholders can have priority in a future placing. If we take up our allocations then that is fine. Any shares that are not taken up can be passed over to the institutions who would be participating in a much larger share of the placing at that time anyway.

I believe that if the Company and Scarr-Hall realise that there is a pent up demand from existing shareholders then this would facilitate a quicker and perhaps larger divestment that the likes of Simon and Charterhouse are looking for.

[cisk] 18/6/2007 13:04

Hanover, I think that is an excellent idea. It always annoys me that institutions get first call for placings rather than us shareholders. The only thing that might prevent this for GSH is the relatively small number of us ( circa 100?). So the administration cost would be high as the amount raised from us would be small compared to an institution...

[hanoversquare] 18/6/2007 10:48

Charterhouse3,

Agree with you that this relatively small placing was a sensible idea.

Interested in your comment regarding PI participation in future placings. Do you reckon it might be a good idea to contact the Company (via email or whatever) and exert gentle pressure towards the smaller shareholder having access to future placings ?

[alter ego] 16/6/2007 10:12

yes, musn't get carried away just yet. need more free float to create an active market but this provides opportunities to tuck some away at this level. Personally, I'll wait for some glum days to depress the price, if I'm lucky.

[simon gordon] 15/6/2007 18:05

ISH selling 600,000 is less than I'd hoped for - still it is a start. I think a liquidity problem will continue and GSH will remain an obscure stock. Maybe needs 5 million shares to be released to get the ball really rolling.

The trading update was fine but did not state that earnings are to beat expectations - it was a sort of obtuse update.

[charterhouse3] 15/6/2007 10:44

Scarr-Hall has sold 600,000 reducing his holding to 83% or so.

Fantastic news as this results in institutions coming on board.

Superb trading update is a wonderful bonus.

It is still a relative bargain (I know I've been saying it for months but it just is !!!!!!!)

CH3

[alter ego] 15/6/2007 08:59

I'm slightly confused about the pacing. Are these new shares or are some of them ones that belonged to Ian Scarr Hall?

[theophilus] 15/6/2007 08:16

The news today is mainly about the placing which we have been waiting for, but hidden among it is a useful trading statement.

Early trading was up 27.5 at 495


Trading update


As reported on 23 March 2007 in the interim results statement for the six months ended 31 January 2007, GSH entered the second half of the year with a record order book and a very healthy order pipeline in all of its key markets. Since then the Group has enjoyed a steady flow of new business and the order book ontinues to be very strong. Trading conditions during the second half of the year have remained buoyant and the directors look forward to providing an update on developments and reporting the Group's full-year performance in October.

Cheers

Th.

[alter ego] 13/6/2007 15:20

Simon, thank you for your sterling efforts to keep us informed. Much appreciated.

[simon gordon] 13/6/2007 13:38

From the BIFM website - 11/6/07:

GSH wins shops maintenance deal:
GSH Group has won a three-year contract with designer shopping outlet company McArthur Glen.

GSH wins bank contract:
GSH Group has won a multi-million pound contract with National Australia Group.

[simon gordon] 12/6/2007 12:33

FM World, (15/6/07), report that GSH will deliver FM services to the Allied Irish Bank.

[alter ego] 01/6/2007 16:54

Sounds a good value acquisition especially if synergies and growth ensue.

[charterhouse3] 01/6/2007 14:51

GSH Group PLC
01 June 2007


GSH Group plc
Acquisition of KMH Systems


GSH Group plc (AIM: GSH) ('GSH' or 'the Group'), the international provider of
bespoke facilities management and energy management solutions, today announces
the acquisition for $1.6m of KMH Systems LLC ('KMH'), a building management
controls business based in Metuchen, New Jersey, USA. Profits attributable to
the business acquired were $227,000 in the year ended 31 December 2006 on
turnover of $800,000 and KMH had net assets of $450,000 at 31 December 2006. The
acquisition of KMH Systems will be effective from 1 June 2007.

Founded in 1997, KMH specialises in the installation and servicing of Andover
controls equipment which is an advanced microcomputer-based building and
facilities management control system. KMH will be integrated into GSH's existing
North American operations.

Jamie Reynolds, President of GSH Inc commented: 'We share a number of mutual
clients with KMH and there will be considerable opportunity to expand our
service offering and to grow contracts through our market-leading energy
conservation product, energyplus. KMH also provides us opportunities to expand
our technical offerings in new geographical areas.'

In addition, in recent weeks GSH Inc has been awarded a $30m contract to manage
the world-class Biomedical Research Centre on Johns Hopkins University's
Baltimore campus, secured a $8m order to provide an energy conservation solution
for Newmark Knight Frank in the Group's first Manhattan tower project, and won a
further order in respect of a technical services contract for the Holocaust
Museum.

GSH Group Chief Executive Officer Colin Tennent added: 'This acquisition is an
excellent fit for our business and together with the increasing organic growth
of our American business demonstrates the Group's commitment to expansion and
success in the North American market.'

[simon gordon] 21/5/2007 19:37

As of tonight GSH are number six hundred and sixty.

[charterhouse3] 21/5/2007 15:41

Simon

The party is livening up now !!!

[simon gordon] 21/5/2007 14:16

At last GSH are joining the stock market party:

[charterhouse3] 21/5/2007 10:09

Cisk

Completely agree.

The London Eye contract is, naturally, a very high profile win (against some very high quality opposition I have no doubt !!)

This is proof, as if anyone on this board needed it, how highly regarded GSH is.

However, from an investment point of view, the Company is still very little known in the City. Once that begins to change I genuinely believe the shares will be far far higher than they are now.

I have been recommending this share since the end of last year, have added to my holding several times and, despite being in a very healthy profit already, added some more at 468.75p last week.

The strange thing is that, were I to have any more spare funds, I cannot think of a better home for my mney than GSH even after the rise this morning.

It is still extremely good value.

CH3

[cisk] 21/5/2007 09:45

CH3

I think these two new contracts, especially the London Eye, will be worth far more to the company than just the monetary value, because they will give the company massive exposure and 'free' advertising. These's a massive market in the city - I'm not sure how many clients they have in the city at the moment, but this should be extremely positive for them.

Regards

Cisk

[charterhouse3] 21/5/2007 09:01

A great start this morning !!!!!!!

CH3

[hanoversquare] 21/5/2007 08:18

These are two highly prestigious contracts.

GSH are quietly getting on with business and still look cheap compared to the peer group.

Additionally, with the Ian Scarr Hall holding beginning to be slowly released into the market, I believe GSH still has the potential to be one of the outstanding share price performers for the rest of the year.

The Company is still valued at less than £100 million - a bargain.

The balance sheet is very strong, a fast growing dividend and top quality management. A class act.

[charterhouse3] 20/5/2007 15:38

...........and Fujitsu :

Fujitsu Names GSH as New FM Provider
07 May 2007

Fujitsu, the international computer company, has announced its northern property portfolio is to be maintained by facilities and energy management provider GSH Group.


The five-year contract win was awarded this month with a go-live date scheduled for 1st June, 2007.

A dedicated team of engineers will deliver hard facilities management services for Fujitsu covering mechanical and electrical work on a twenty-four hour, seven day-a-week basis across numerous technical sites in the North of England and in Northern Ireland.

GSH was successful in securing the contract because of its expertise in the niche data centre environment. Fujitsu's management, financial, processing and support operations rely totally on the availability of these sites on a 24-hour, seven day-a-week, 365 day-a-year basis, so it is vital because of the nature and complexity of these critical environment sites that engineering solutions of the highest calibre are provided with an around-the-clock service.



"We have not worked with Fujitsu before so we are particularly pleased to have been awarded this contract," said GSH UK Managing Director Neil Murray.

"Our considerable experience and technical capabilities have stood us in good stead in winning this contract and we are ready to self-deliver our full range of technical services to Fujitsu, in line with our recognised commitment to first class customer service," he added.

[charterhouse3] 20/5/2007 15:36

Here is the London Eye announcement:

Eye-Opener for GSH Contract Win
09 May 2007

GSH Group, the international provider of bespoke facilities and energy management solutions, always has an eye open for a great opportunity and it's paid off with a contract win to manage one of London's most iconic buildings.


GSH Group is set to manage the London Eye for the next three years! Neil Murray, GSH UK Managing Director, said: "You can't help but be excited about winning the contract to look after one of the capital's city's most iconic buildings.

"You cannot take any chances with such a high profile building; you have to know it is in safe hands and I'm pleased to say that at GSH, we have the expertise and skills to provide that specialist attention.

"We were delighted to be awarded the contract as it is recognition of our reputation for excellence in FM delivery and customer service," he added.



GSH will provide a number of hard FM services for the London Eye including mechanical and electrical, drainage, fire alarms and power for both the office and hospitality suites and the ride itself.

The three-year contract, which was awarded by the Madame Tussaud's Group, will be managed from GSH's new London office located in the City which will ensure a dedicated team of professionals is located on-hand at all times.