Share Name Share Symbol Market Type Share ISIN Share Description
Harvey Nash Grp LSE:HVN London Ordinary Share GB0006573546 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.25p +0.24% 103.75p 100.50p 107.00p 107.00p 105.00p 105.00p 4,269 16:35:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 885.7 5.4 4.8 21.6 76.20

Harvey Nash Grp Share Discussion Threads

Showing 4376 to 4400 of 4400 messages
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DateSubjectAuthorDiscuss
11/5/2018
10:09
Alexander Mann Solutions just been sold for £820m! Interesting development in the recruitment industry.
heapos
02/5/2018
15:22
Should move up to 110-120p area soon
its the oxman
01/5/2018
11:05
Mike Allen talks through the preliminary result highlights, explains how the market is performing, how the results affect forecasts and in terms of company value the key things investors should consider http://bit.ly/2FsGogO
astonedt
30/4/2018
14:22
I can't remember when HVN last did a Capital & Markets Day. Maybe I'm mistaken, but not in the last few years. Perhaps a sign of increased confidence and bodes well??
mongrels3
27/4/2018
12:20
If you go back far enough there was if I recall a discussion some of were having on the restructuring and the fact that there really needed to be belief that the management were a)capable of making the right changes and b)being honest and transparent with the numbers. I was so convinced that this one one was cheap that I was willing to take a long term (for me anyway) view and hold through that un-certainty. It now appears that the cost saving, closures and repositioning are now bearing fruit. The market generally does not like uncertainty and obviously the previous rating was a result of that fact. Moving forward with a more transparent view I suspect the market will start to see the benefots and potential for strong returns here. If I am not mistaken the normalised EPS are significantly ahead of the consensus forecasts and thus I suspect future forecasts will be revised up. The forward PEG is going to look pretty cheap I suspect. In the meanwhile we do have a potential significant technical breakout also very much on the cards. Breaks above a £1 are also quite significant but HVN has recently seen the level as significantly resistive so a breakout here would be doublely positive.
thorpematt
27/4/2018
09:29
Good chance it could attract a bid for as well given its low price and prospects.
its the oxman
27/4/2018
09:26
Absolutely, Oxman. I am not selling just because we have finally breached 100p again. If I may be permitted to mix the old metaphors a little, with renewed vigour at the helm, this one could have legs...
edmundshaw
27/4/2018
09:14
Hoping this can push us through 100p and keep us there. Scope for much more if we get a bit of a rerating.
its the oxman
27/4/2018
08:08
Zeus note incomplete Harvey Nash has announced full year results for the 12 months ended 31st January 2018. The year has proven transformational for the Group with a successful migration to AIM, completion of two acquisitions and the launch of a savings initiative anticipated to deliver annualised savings of c.£2.0m. The benefit of the restructuring being undertaken is already paying off, with a meaningful pick up in profitability seen in the second half of this year and good trading momentum continuing int...
slopsjon2
27/4/2018
08:04
The massive 'transformation program' is the key. Its is quite a piece of work!! If the new FD is the prime cause, then I am thinking he has been very busy, what with two additional acquisitions on top!
edmundshaw
27/4/2018
08:04
Div up and good positive outlook seem key at first glance.
its the oxman
27/4/2018
08:01
"Board is confident the Group will continue to make significant progress in the year ahead" For me those are almost the most important words. Pug, note to the headline results says "core results exclude non-recurring items and the impact of offices closed during the current financial year. The impact of these closed offices is described as 'non-core'. There were no office closures in the year ended 31 January 2017. For further details see notes 8 to the financial information." So read note 8, it is all there.
edmundshaw
27/4/2018
07:43
Results out - Curates egg - https://www.investegate.co.uk/harvey-nash-group--hvn-/rns/preliminary-results/201804270700063141M/ Need to dig deep to determine massive difference between core and statutory Is it a smore and mirrors job or is there REAL potential going forward.
pugugly
26/4/2018
12:24
I think the activist investors are going to help draw more earnings from Harvey Nash. Tomorrow's results could make HVN look very cheap, with a definite possibility of a re-rating. Looking at last year's finals and the recent trading update gives me confidence to hold on to my overweight position here. But of course it is tomorrow's numbers that will drive the share price...
edmundshaw
26/4/2018
10:30
Maybe a hint of good news too going by the rise today...
chartsworth
24/4/2018
08:52
Not too long to wait now. Results Friday...
edmundshaw
12/3/2018
17:36
Nice 54k trade @ 92.6 reported after the close. Not currently holding but looks poised to move away from 90p?
gleach23
09/3/2018
04:15
good keeping thinking like that all year round lol
jon123
08/3/2018
09:03
This is heading up because I was thinking of selling a couple of days ago
chartsworth
07/3/2018
14:08
Q&A now available - http://bit.ly/2D7htya
astonedt
06/3/2018
11:55
Mike Allen, Head of Research discusses Harvey Nash Group's pre-close trading update Interview - http://bit.ly/2FJXXKW
astonedt
02/3/2018
15:13
If outlook stays good, Zeus are basically looking at a share price of 207p in three years time (adding back the time-cost discounting). Plus of course another perhaps 14p in dividends. Compelling indeed! Total CAGR by my reckoning of around 36% p.a. over the next three years.
edmundshaw
02/3/2018
11:40
Looks very cheap and likely to be bid for at this price.
its the oxman
02/3/2018
10:37
Thanks dave.
shauney2
02/3/2018
10:20
Zeus; Harvey Nash has released a trading update ahead of final results for the year ended 31 January 2018 this morning. Overall trading was in line with market expectations, with adjusted profit before taxation up c22% compared to the prior year. We are maintaining our headline forecasts on the back of these results, and continue to believe the valuation remains compelling at this juncture. § Trading update: UK & Ireland gross profit (38% of group NFI) is up 6% year on year, which we believe is above average for the sector, with demand improving through H2 in particular for technology recruitment despite widely reported Brexit-related market volatility. Mainland Europe (40% of group NFI) continues to be the key driver of organic growth in the Group, with Gross Profit up 5% overall year on year. The performance in the ROW (22% of group NFI) was weaker, driven by the groups restructuring efforts during the year. The company has reduced contractor numbers, closed loss-making offices and focused on its core markets. We would expect to see the benefits of this restructuring programme coming through in 2019E. § Performance drivers: Adjusted PBT growth of c.22% implies a full year number marginally ahead of our forecast of £10.6m. Full year net debt is expected to come in higher than forecast as a result of higher working capital commitments driven by the normalisation of debtor days during the year after a strong performance in 2017A. The business model is highly cash generative, trading cash generation has funded two acquisitions during the period, and financed the international restructuring programme. Acquisitions made during the year are expected to be earnings enhancing. § Forecasts: We leave our headline P+L forecasts unchanged following this update, we expect a 3-year EPS CAGR of 17.3% out to 2020E which we believe compares favourably with the sector average, albeit we note that we remain at the upper end of consensus for 2019E onwards. Clearly trading uncertainty remains across the sector, we will review our longer-term assumptions following the full year results announcement, when the company provides some more detail on the outlook. § Valuation: At last nights close price, Harvey Nash trades on an FY19 P/E of 6.4x (falling to 6.1x in 2020E) and an EV/EBITDA of 3.8x (falling to 3.3x in 2020E), a compelling valuation alongside an attractive 4.9% dividend yield. We remain comfortable with our blue-sky analysis in our initiation note (12 September 2017) showing the Group delivering an EBIT of £17.5-20.0m in the medium term, which implies a share price range of 154p-172p discounted back by 3 years at 10% applying a modest through the cycle P/E of 12x.
davebowler
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