Hansteen Share Discussion Threads

[pillion] 08/3/2017 22:32

Ah BKG, my largest holding is CRST
A long long time ago CRST had some kind of bust up with BKG

After the feud Crest Nic started on their own, did very well then took it private
Now back on the stock exchange

I notice that BKG delayed the latest interim for 3 months or so

My second in value holding is Telford TEF
I may sit on the side-line a while before investing further

Just annoying that £££; on deposit does not attract interest

[essentialinvestor] 08/3/2017 18:12

Had a quick scan, longer term demographics the main driver for MCS,
however they are reliant on the wider UK housing market. The IC likes it
with a recent Buy rec. BKG longer term is my sector favourite, Pidgley a genius.
MCS still nowhere near it's pre June plunge level, so you could make a case there is
more leeway for a further rise than much of the sector.
Very rudimentary take on my part. A longer sector view is determined on
whether you subscribe to the post Brexit dire predictions, which I don't.

[essentialinvestor] 08/3/2017 17:10

Risk on/off sentiment perhaps impacts more on the daily price.

You have headlines today.. UK growth rates slashed, consumers under pressure etc,

My Dad sold 65% of his holding yesterday, and I have just under 65% of my
holding from a couple of weeks ago.

Under 1.17 will add a few back, if available.

[pillion] 08/3/2017 17:09

MCS

btw EI remember when I asked if you would research MCS ?

Over on that thread speedsgh has found an excellent article, it almost matches the quality of your take on DEB ; with a similar debt troubled history

[pillion] 08/3/2017 17:00

Might have a knock-on effect with the share price when the penny drops ?

[essentialinvestor] 08/3/2017 16:58

You have to marvel at governmental ability to increase the tax take.

Many of my friends work on an SE basis and there are always ways and means,
one two, miss a few ).

[pillion] 08/3/2017 16:53

HSTN's tenants won't happy today


Many will be self employed have got clobbered in Hammond's budget

[essentialinvestor] 08/3/2017 10:38

lol, well done, thought it may be nicely up and then some selling as
mentioned yesterday, very decent set of results but sector sentiment poor atm.
Should get some decent press mentions, however locked in a quick turn as well.

[badtime] 08/3/2017 09:31

EI...took the turn (thnx)...you are off the hook :)

[essentialinvestor] 08/3/2017 08:39

Please don't mention MCGN Pete, held 130,000 of those last year and
sold for less than £1 a share below the current price, probably ranks
as one of my worst investment decisions in 30 years, trying to smile.

[petewy] 08/3/2017 08:30

Yes. Good results in LOOK. MGCN had good ones although expected.

[essentialinvestor] 08/3/2017 08:16

Hoping for a dip today.


bt, nice quick profit in LOOK available if you want it ).

[essentialinvestor] 07/3/2017 17:51

Hi bt, about 20% cash atm, more reliant on divi income these days,
so won't go too much over that. Added DLG, some value
there longer term imv, however may be available lower down.


Not sure how BBOX sells at that NAV premium, specialist area perhaps
with long lease length.

[badtime] 07/3/2017 17:43

Hi EI..sorry busy working..some of have too! :)Yes..nice nudge up on LOOK...and agree due a significant down day ..but when..

[essentialinvestor] 07/3/2017 16:23

A few more back.

Someone posted on the FX board SPX has has gone 99 trading days without a 1% fall,
must be due a few down days for markets imv.

[essentialinvestor] 07/3/2017 15:49

bt, LOOK on the move if you are about.

[essentialinvestor] 07/3/2017 14:54

Added a few back.

[essentialinvestor] 07/3/2017 13:07

Was hoping for Houston.. we have a problem, but not today.
Well not a big problem obvs ).

In fairness EURO/GBP is supportive, in perception as well as likey NAV benefit.

About 80% of what I want to buy is above my target price,
really could do with a bit of market volatility.

[pillion] 07/3/2017 12:28

Hooston we have lift- off !!

...sans Pillion ....sad face

[essentialinvestor] 07/3/2017 11:49

bt, got 43K left, was hoping for a down day, appears to be in demand atm.

EURO v GBP may be helping atm.

[essentialinvestor] 07/3/2017 11:37

Whooosh, bloody lovely.

My Dad owes me for this one!.

[essentialinvestor] 07/3/2017 08:32

It was threatening this for a long time.

[essentialinvestor] 07/3/2017 08:21

Looks like it's break out!, hopefully ).