Gresham House Share Discussion Threads

[topvest] 04/10/2018 11:30

This looks like very good news.

[mw8156] 21/9/2018 07:53

they're doing good business on the Hazel vct solar funds; taking 1.4% for managing it and 30% of any dividend declared above 10p if the nav is above 100p; seems generous indeed for a fairly simple to run business? suggests ghe shares may be a better investment than the fund itself.

[topvest] 17/9/2018 12:34

Starting to look pretty encouraging here. They could do with some better organic growth mind. Happy to hold long term.

[mw8156] 06/5/2018 21:26

would be good if HMRC's/office for tax simplification's inheritance tax review leaves forestry concessions untouched and of GHE doesn't try to put up the management fees on the FIM forestry funds which are trying to raise more money all the time.

[topvest] 06/5/2018 09:47

The FIM deal does look good from reading the circular. Effectively doubles their size in one go and puts them into profit. Like it!

[topvest] 02/5/2018 19:16

They do seem to be making progress. Happy to hold rather than to add more at this stage though. Have some warrants to convert down the road as well.

[mw8156] 02/5/2018 08:20

might be tempted to buy following this morning's acauisition news were it not for the asymmetric nature of the rewards with warrants, share options, LTIPs and executive pay all issues.

[kenmitch] 27/12/2017 15:57

Yes. And completion of their property realisations. Got back more than GHE market cap when new Managers took over. Also positive update today.

[topvest] 27/12/2017 15:48

The final land asset sold at £2.1m versus £2.25m valuation last year-end. Welcome additional cash from a non-performing legacy asset I suppose.

[kenmitch] 27/12/2017 15:44

Agree re current valuation, but GHEW look a great lockaway as long as GHE news remains good.

[topvest] 26/12/2017 21:05

Yes, got a few of those and they are flying. It will be interesting to see what the next division does. Valuation probably a little ahead of itself, but happy that the direction of travel is correct and building a good business.

[kenmitch] 26/12/2017 17:48

Topvest.

Don’t forget the warrants (GHEW).I bought them in October rather than the share.

Speed of share price growth likely to slow. Even so target 20% share price rise between now and Dec 2019 expiry and GHEW should double. Exercise price is 324p so at £5 GHEW worth 176p compared with 90p to buy now and 50p to buy a couple of months ago.

A shame they didn’t call the warrants subscription shares, as sub shares can go in to ISAs and despite being exactly the same thing warrants can’t!

[topvest] 24/12/2017 21:13

Just noticed the big jump in the share price here. Looks promising. Quite like the look of the Gresham House New Energy Division, albeit its early days.

[topvest] 14/9/2017 19:58

Please take your bad language elsewhere. Interims were very encouraging in my view. Think Gresham House are starting to gain traction. Interesting.

[muffster] 14/9/2017 17:22

Note to all.. Chimers consistently loses money on MXCP. Clown

[chimers] 14/9/2017 06:26

And dont forget creaming off all profits in fees and wages

No................never forget that!!

[chimers] 19/6/2017 18:45

SLIDES wtf.....do you live in 1971 ?

[sharesoc] 19/6/2017 18:30

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