Gresham House Share Discussion Threads

[astonedt] 23/9/2020 12:41

Read our exclusive Q&A with Tony Dalwood discussing the increase in Assets under Management, their five-year plan GH25, maintaining momentum, ESG and the investment strategy going forward: [...]

[energeticbacker] 17/9/2020 16:22

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 14:52

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/

[astonedt] 12/3/2020 14:31

Interview with Tony Dalwood discussing their 2019 Annual Results, how new acquisition TradeRisks fits within the Group’s platform and what Gresham’s vision for the next 5 years means for the team and shareholders - http://bit.ly/2Q9ck1S

[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 12:21

"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 14:13

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

[topvest] 16/9/2019 13:57

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 19:04

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 10:58

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 18:59

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

[gargleblaster] 26/7/2019 18:30

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 18:28

Thnx for that...

[westofengland] 24/5/2019 17:13

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 15:01

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

[mw8156] 16/5/2019 21:41

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

[astonedt] 12/3/2019 08:55

Why 2018 was a superb year for Gresham House on many levels - http://bit.ly/2Hehtml

[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/

[topvest] 25/11/2018 21:31

Yes, they have real critical mass. The Livingbridge deal looks a win:win situation to me. They have really now transformed this old investment trust. I purchased a small shareholding in Gresham House when it was in wind-up phase as I thought that someone would step-up given its heritage (the 871 company no. from 1851!!). I actually got this spot on for once. Nice to see them hit £100m market capitalisation. I can see them continuing to be very successful and Asset Management remains my No. 1 chosen sector, so I will be in for the long-term ride!

[astonedt] 23/11/2018 10:35

Written Q&A for the DT interview with Tony Dalwood - http://bit.ly/2Ks0Kee

[westofengland] 12/11/2018 17:34

I agree. This business continues to do great deals- to achieve a £100m IPO and buy the Livingbridge business in the same week is most impressive. It gives the Energy Storage business further critical mass and the Strategic Private Equity Business too. Good that the Livingbridge team are incentivised with a significant position in GHE stock.