Gresham House Share Discussion Threads

[aclelland] 29/1/2021 10:55

Gresham House plc (LON:GHE) CEO Tony Dalwood joins DirectorsTalk Interviews to discuss its trading update for the financial year ended 31 December 2020. Tony explains driven the increase in AUM to over 40% / £3.9billion, what the company is aiming to achieve from the acquisition of Appian Asset Management in Ireland, maintaining the momentum and where growth will come from. https://www.directorstalkinterviews.com/gresham-house-over-40-increase-in-aum-despite-a-very-tough-year-interview/412956974

[notbitcoin] 28/11/2020 18:58

I use to be Soy soy who started this thread still holding and bought some more old and wiser now.

[energeticbacker] 17/9/2020 15:22

Plenty of future growth appears to be factored into the £232m valuation. Featured in Investor's Champion's latest Coronavirus update

[aclelland] 02/7/2020 13:52

Join an interactive session with senior members of the Gresham House plc team as they discuss and reinforce the importance of Real Assets in an ESG portfolio, providing insight into Gresham House’s sustainability proposition. Hosted by CEO, Tony Dalwood, with Rebecca Craddock Taylor, Director of Sustainable Investing, Ben Guest, Managing Director, New Energy, Olly Hughes, Managing Director, Forestry and Ed Simpson, Investment Director, New Energy. Gresham House plc (LON:GHE) is a London Stock Exchange quoted specialist alternative asset manager offering funds, direct investment and tailored investment solutions, including co-investment, in public equity, private assets, forestry, new energy and housing. To register your interest, please visit: https://greshamhouse.com/webinar-gresham-house-plc-esg-investing-sustainable-real-assets/

[aclelland] 05/3/2020 14:44

Gresham House FY19 results and acquisition of Trade Risks Ltd announced today https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/GHE/14448619.html https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/GHE/14448786.html

[tomps2] 27/1/2020 09:10

Video: Gresham House overview of 2019 relseased to coincide with today's trading update Https://www.piworld.co.uk/2020/01/27/gresham-house-ghe-review-of-2019/

[cf456] 21/10/2019 11:21

"I not only reiterate my 700p target price, but now rate the shares a strong buy" hTTps://www.investorschronicle.co.uk/comment/2019/10/21/profit-from-green-energy/

[westofengland] 16/9/2019 13:13

Much more sensible! Good set of numbers from Gresham House today and sound statement. 'An asset to covet'

[topvest] 16/9/2019 12:57

Correction RNS - its Gresham House asset management taking the holding rather than the company itself. Maybe someone is reading this bb!

[topvest] 13/9/2019 18:04

This is an odd way to spend £1m or so. https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/other/14226272.html Not the typical Gresham House plc investment!

[skyship] 28/7/2019 09:58

TV - difficult what to make of that LMS statement. Very well known that they find Robert Rayne a total waste of space; they need to find a way to buy him out so that LMS can move on...

[topvest] 26/7/2019 17:59

Yes, looks good. Sounds like they might lose the LMS mandate though, as per today's RNS.

[gargleblaster] 26/7/2019 17:30

Amazing chart. You would have thought that some punters would have altitude sickness by now and start bailing out. Doesn't seem like it!

[skyship] 24/5/2019 17:28

Thnx for that...

[westofengland] 24/5/2019 16:13

Skyship, This was a result of the Strategic Public Equity partnership announced by Gresham and SLA on 21st March so SLA have actually added £6m cash to Gresham's Balance Sheet. It seems a very good attractive partner for Gresham and will probably provide more assets for Gresham to manage in early course. This business is one of the winners in the fund management space plus the deal to manage assets for AXA in Irish Forestry announced earlier this week.

[skyship] 24/5/2019 14:01

Standard Life / Aberdeen now hold 1,365,256 shares (5.15%)

[mw8156] 16/5/2019 20:41

irish management contract letter of intent to manage on behalf of an institution over multiple forests on small parcels of land say, 75ha each, announced for today's AGM also something in the wind in the UK?

[sf5] 22/3/2019 10:43

This sounds positive hxxps://www.investmentweek.co.uk/investment-week/news/3072958/asi-and-gresham-house-form-jv-to-launch-small-cap-fund

[topvest] 07/3/2019 20:21

Yes, progressing nicely indeed. Happy to hold long term.

[cf456] 07/3/2019 12:45

"profits are set to scale up sharply as last year’s underlying operating margin of 20 per cent ratchets up towards the board's 40 per cent target rate" "I would recommend staying fully invested in Gresham House though given that the shares offer potentially 41 per cent to my 650p target price. Buy."

[cf456] 07/3/2019 12:05

hTTps://www.investorschronicle.co.uk/comment/2019/03/07/gresham-house-on-course-to-treble-profits/