Hansard Global Share Discussion Threads

[simonevans] 21/7/2004 21:51

looks like i sold out too early - selling this morning would have been a bit better on the timing front, rather than back in May - when to take a profit?...so difficult to get it right!

[dogmist] 21/7/2004 21:18

Hi I'm in almost doubled my money in the last few months..don't know much about the company though..has this guy got a niche??

[squareroo] 21/7/2004 18:00

The canadian serial entrepreneur who bought a chunk of hansard, DC Newton writer of books such as "how to be a small cap investor" just bought a chunk of share price holdings yesterday.Can he preform the same magic there????

[shortermer1] 21/7/2004 17:13

Immediate Release: 21st July 2004

Hansard Group Plc

("Hansard" or the "Company")

Movement in share price

The Directors of Hansard note the movement in the share price of the Company
and confirm that they are in talks with regard to a number of possible
transactions and a potential placing of shares in the Company. The Directors
will provide more information in due course.

For further information please contact,

Adam Reynolds, Chief Executive

Paul Foulger, Finance Director

Hansard Group Plc

Tel. [phone]

[shortermer1] 21/7/2004 16:44

Blimey, a 25k T buy at 47p. Indicates that this is going higher tomorrow too.

But does anyone know why???!!!

Thanks,

ST.

[smileymiley] 21/7/2004 15:29

No but being that Hansard act for NWD - I wish that they could actually have an impact on their share price as well. :-(

[angel of the north] 21/7/2004 14:50

Anyone alive on this board? 15% rise and no comment on this board?

Hansard Group : Changes adviser
Wed 21 Jul 2004 10:08
Hansard Group plc said today that it has appointed Daniel Stewart & Company plc as Nominated Adviser and broker to the Company with immediate effect.

Any comments anyone, as to why this should have as great an impact?

Angel

[angel of the north] 20/7/2004 15:04

Well it is nice to see a new purchase covering costs and showing profit after only 2days. The movement seems steady and fully justified on trades. Long may it continue.
Good luck all
Angel.

[angel of the north] 19/7/2004 19:17

In April the group announced a turnaround from losses of £106,000 to profits of £140,000 on turnover up by 213 per cent to £1.3m. At the annual general meeting on 23 June chairman, Tony Caplin, said he was delighted with trading in the first three months of the current financial year. House stockbroker, Seymour Pierce, is forecasting profits climbing to £330,000 this year (to end February 2005) and to £590,000 next year.

[acgm33] 19/7/2004 18:37

Bought in here in April when they were 15p, purely based on a positive note in the Daily Mail.

Seems to have been a good decision so far. A bit of action last week and this week on the up again. Long may it continue

[habayyut] 19/7/2004 17:12

interesting angel. what are the forecasts for this and next year?

[angel of the north] 19/7/2004 17:03

More.....

Clients signing up in droves
Clients seem to agree since they are signing up in droves. A year ago the group had 26 clients on retainer paying monthly fees. A year later that number has grown to 42. Better still the average fee, helped by some bigger clients, has risen from £16,500 to £21,000 a year. A growing proportion of the clients pay by standing order. On top of this regular fee income there are one-off fees for extra work involved when clients are engaged in fund-raisings or acquisitions. This wild card in the income for financial PR businesses can become hugely lucrative when markets are active.

While group revenues have been on a strongly rising path overheads have been falling. The group has used some of its spare cash to buy a leasehold in Belgravia, which has cut rental costs by £40,000 a year while giving the group a classy address.

Financial Data
Fiscal Year Proj Turnover £m Pretax Profit Change % EPS Change % DPS Change
%
2004 1.32 0.14 NA 0.79 NA 0.00 NA
2005 * 1.40 0.33 135.7% 1.60 102.5% 0.20 NA
2006 * 1.70 0.59 78.8% 2.95 84.4% 0.40 100%

EPS - Earnings per Share
DPS - Dividend per Share


The combination of falling costs and sharply rising revenues is having an electrifying effect on profits. In April the group announced a turnaround from losses of £106,000 to profits of £140,000 on turnover up by 213 per cent to £1.3m. At the annual general meeting on 23 June chairman, Tony Caplin, said he was delighted with trading in the first three months of the current financial year. House stockbroker, Seymour Pierce, is forecasting profits climbing to £330,000 this year (to end February 2005) and to £590,000 next year. On those numbers the PE ratio falls to 11 with the shares at 32.25p.


£1m in cash and investments
Arguably even that overstates the rating since the company has net cash and investments of £1m worth nearly 7.5p a share. It is also possible to make a case for the profit forecasts being conservative given the rate at which the client list is growing. Last but not least is the potential for a bid. The group has already turned down two approaches made earlier in the year.

An obvious risk with a people business like this is that the people will pocket all the trading surplus before it reaches bottom line profits. However with Reynolds and Newton sitting on nearly half the equity and other employees owning shares the management have the incentive to make sure this does not happen. Another consideration is that with such a tiny tightly held company a spate of buying could quickly drive the price to unrealistic levels. Subscribers intending to buy the shares should be careful how they deal.

Gan canny oot there!
Angel.

[angel of the north] 19/7/2004 16:58

The Share Weekly
In stock market terms, financial PR and advisory group, Hansard, is tiny with only seven employees. However the business has attracted the attention of a powerful backer with Monaco-based multimillionaire, David Newton, building up a 17 per cent stake including injecting £176,000 in a placing of new shares. It has an attractive business model, cash in the bank and a soaring client base which is sending sales and profits shooting higher. For subscribers prepared to accept the risks that go with an exciting ride the shares look attractive.

The article goes on very positively - so I'm in here.
Good luck all

[cockneyrebel] 01/7/2004 11:56

40k BUY - I wonder if that's another director buy after their recent bullish words?

CR

[johnnyad] 24/6/2004 13:49

Thanks CR I'll look again and make a decision on whether to invest.

J

[cockneyrebel] 24/6/2004 13:16

'client fees granted to Hanson in equities' I guess.

I think they take payment in shares rather than cash? Should mean the shares go on the balance sheet at the price issued but perhaps have subsequently grown. The balance sheet shows £403K in investments, I presume these are worth more than this now if they were cashed in.

CR

[johnnyad] 24/6/2004 12:56

Looks interesting CR.

Any ideas on what this means "Furthermore, the Group currently has substantial unrealised gains." (from final results.)

Cheers

J

[cockneyrebel] 24/6/2004 12:23

Everyone seems to be ignoring these it seems.

Anyway after the company yesterday said it was "delighted" with the first 3 months trading today a director has bought 50K, upping his stake by 25% from 200K to 250K.

"Immediate release 23 June 2004
Hansard Group Plc
("Hansard" or the "Group")
RESULT OF ANNUAL AND EXTRAORDINARY GENERAL MEETINGS
At the Annual and Extraordinary General meetings of the Group held today all
resolutions were duly passed. Chairman, Tony Caplin, informed the meeting that
the Board was delighted with trading in the first three months of the financial
year.

CR

[simonevans] 25/5/2004 16:10

Decided to sell out on these - good little company, but a profit is a profit is in these "turning-down" markets (and I bought most of mine below 8p!). I'll be back if the price drops back to £2m MV or so. Good luck to remaining holders.

[simonevans] 08/5/2004 17:57

Tipped in Shares Magazine this week as well.

[simonevans] 26/4/2004 22:09

very encouraging results today. No interest?

[the shuffle man] 16/4/2004 14:13

The outlook statement is what we need to look closely at, this should be very positive. There doesnt appear to be much stock around in this one so could move up strongly if results are good

[cockneyrebel] 15/4/2004 12:04

Results in 10 days time:

From the interims:

Chief Executive's Statement


As highlighted in our year-end statement, we have already taken on a number of
new clients which has contributed to higher than expected revenues and shows a
healthy improvement on our final results for the twelve months ended 28th
February 2003. We have continued to take advantage of the positive trend in the
small to medium cap sector by winning several high quality IPO mandates.

During the period we announced the end of discussions with Sky Venture Capital
Inc. in respect of an offer for the entire share capital of Hansard Group Plc.
After careful consideration the Boards of both companies decided that this
transaction was not suitable at this time.


The Board is now pleased to be focussing on growing its client and revenue base
and, if this momentum continues, I look forward to reporting much improved
year-end results.


CR

[bazwold] 19/3/2004 17:25

I'm not in yet but have released some funds this week. I'll look in again on Wednesday.

Have you any history/info on DN? I'm in the dark re his previous activities.

Baz.