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
  +0.50p +0.52% 97.50p 97.00p 98.00p 97.75p 97.75p 97.75p 21,710 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 676.5 9.1 -10.5 - 71.61

Harvey Nash Grp Share Discussion Threads

Showing 4301 to 4324 of 4325 messages
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DateSubjectAuthorDiscuss
13/7/2017
15:53
I think DBay are n for the long term and will buy you out
abcurtis
13/7/2017
15:14
I'm in for the long term.
heapos
13/7/2017
13:40
My average price here is negative as it happens after selling high and buying back low, but I try not to consider that one way or the other. It is the future prospects that count. Success here is always balanced by failure elsewhere anyway, and what you originally paid for a share should be irrelevant. I only want to be in if I would be happy to buy at or a bit below the current price. I still see some upside in dividend and absolute gain terms, so I stay in.
edmundshaw
13/7/2017
13:38
Ironically one of the frustrations I have tended to find with HVN is that, whenever one geographical outperforms, it is held back by another region underperforming. Also outperformance being counteracted by FX movements. But I suppose it could be argued that this is one of its attractions. A smoothing out of performance. The frustration is that it never really seems to make any real headway. There's always something holding it back. Perhaps DBAY can help address this.
speedsgh
13/7/2017
12:59
that maybe the yield at this price abcurtis but my yield is on an average buying price of 36p at the beginning of 2010 I bought for capital growth then but I'm holding for the yield now
jon123
13/7/2017
12:46
Mixed feelings about DBay. They were involved in Creston, for I think a year before taking it private at a time when it looked to me that things had started to turnaround. That meant DBay benefitted from the ongoing improvements. We all got a one off uplift in the buy out, the uplift was not as good as other buyouts I have had. My crystal ball says DBay do buy out the company to take all the improvement benefits and we end up not being the happiest people with the price
abcurtis
13/7/2017
12:12
speedy, my thoughts pretty much; though I think HVN have got a lot right in the past. The issue is how much of that success gets passed on to shareholders, hence potential upside from activist shareholders.
edmundshaw
13/7/2017
11:19
abcurtis - History would suggest that there is nothing exceptional about the HVN board's abilities that would lead to outperformance against peers imo. The question is whether the stake built by DBAY offers further upside either via their influence as an activist investor or by them taking over HVN; remember they took over Creston at the end of 2016 so there is a precedent there. "Low unemployment should help but low growth GDP won't." I assume your comment relates to UK only? Worth bearing in mind that HVN operates globally with UK & Ireland representing just over 37% of total gross profit in recent results.
speedsgh
13/7/2017
10:56
Yield is 4.17% at this price, there are other bond proxies offering this yield. So new buyers will be looking at it for capital growth. Low unemployment should help but low growth GDP won't. Does the management have exceptional abilities to grow the business? Don't know, but they did write off/dispose of something last year. Hopefully Hays comes along with a bid in my view or DBay are active on the board and improve productivity.
abcurtis
13/7/2017
08:32
mmmm motoring this am my short term bowl target is 110 but there is a longer larger bowl to 125 which is an all time high I'm in no rush to sell I like the income too much lol
jon123
10/7/2017
15:43
I've decided to take a profit. Bought at just below 60p and sold at 98p. Not bad for 9 months given there's been dividends as well. I bought it as a QVM Stockopedia trade with a view to holding 6m or so. Was going to sell before it went XD but the price was holding up well. Think it may be looking a bit overbought after today's strong rise. It's not a sector that I want to hold long term, but its a good solid company. Will keep watching as may be worth buying back if it drops to low 80s and the upward price trend holds-up. Think there is a relatively high possibility of a bid from DBAY and I would guess that 125p or so is a likely price.
topvest
10/7/2017
13:21
YES! well spotted. This give us a remarkably low forward PER and consequently a very low forward PEG
thorpematt
10/7/2017
12:55
Looks like broker forecasts have recently been upgraded from 9.1p to 10.4p.
topvest
05/7/2017
09:38
Yep that looks nicely priced...but then again it depends on the exchange rate you use when converting your numbers. No-one else noticed the errors? I was rather hoping for a correction RNS. I suppose I could ring em up.
thorpematt
03/7/2017
21:13
Nice little bolt-on, price seems very reasonable on the face of it.
edmundshaw
03/7/2017
14:40
A small acquisition for HVN in Sweden just announced.
mongrels3
29/6/2017
20:47
I thought that was a positive statement today. Good indications for outlook, confident earnings narative and potential for acquisitions (which given the strong balance sheet is not a bad thing at all). Growth here is always steady but the divi payouts even through tough economic environments, proves the cash generating ability of the model. The margin always looks low but that's the nature of the business. When you look at the ratios for price to sales of course (one of the least-known but best-predictors of share price perfomance)it is stupidly low (because it's a low margin business). Other key markers such as EV / PBT and price to book and PER itself are all rather dandy. I incidentally really like EV / PBT as it gives me a valuation for if I was to buy the whole of the business (I wasn't going to BTW... but someone might). As I believe I may have discussed here prior, this is a stock which is valued for a business with problems - as opposed to one with good opportunities in front of it. I think today's statement rather indicated it was closer to the latter then the former and I think a re-rating is highly likely.
thorpematt
29/6/2017
14:23
Looks like Panmure Gordon have upgraded their forecasts following today's AGM statement, at least according to this link on Research Tree: hxxps://www.research-tree.com/companies/uk/training-recruitment-services/harvey-nash-group I don't have access to this yet, does anyone know what the revised forecasts are?
malc999
29/6/2017
14:23
Dbay at 26.1% ownership - from aim listing document
touche
29/6/2017
13:53
Positive write up from Paul Scott hxxp://www.stockopedia.com/content/small-cap-value-report-29-jun-2017-utw-hvn-purp-196687/
zoolook
29/6/2017
08:16
Seems like a pretty positive AGM statement this morning. Also, good that they are addressing the central overhead level. If HVN can start to leverage better profitability from their strong turnover, the share price ought to respond positively. I wonder if DBAY has had any influence yet? It seems like they might.
mongrels3
06/6/2017
15:16
Many thanks to both dangersimpson2 and speedsgh.
mongrels3
06/6/2017
14:33
Thanks for responses. Win win each way. HVN get a long overdue kick up the backside and improve preformance or PIs get taken out most likely at a premium.
zoolook
06/6/2017
13:29
They definitely have form for building up a large stake in an unloved company and then making an offer. See Creston. When they have the large stake I would imagine they would approach management about changes they would like to see, e.g. better cost control, lower management pay, improved strategy. If they engage and the business performs better they get their return through dividends & share price appreciation. If they management refuse to implement their suggestions then they make a takeover offer for the whole of the share capital and manage the business directly. As long as the business is sufficiently undervalued and responsive to change then they get a good return either way.
dangersimpson2
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