Harworth Share Discussion Threads

[dekle] 27/10/2017 10:37

Any news released for HWG?

[from8to800] 25/10/2017 06:32

Well thank you Google translate. You did your best.

[bogdan branislov] 24/10/2017 23:04

Bogdan here. Harworth it looks like the great of value at this price. Growing pressure on availability of the build land set to the increase, this good niche of sector to be in. Market value of assets it be the well above the value of book, Bogdan prefer small of dividend in this the case, more of the money it go to buy the sites for the clean of up and regeneration, more of value in this than in dividend. Did I see Inland mention. Stay away, well away. Broker in the pocket, forecast hugely ahead of actual, broker even more wild in this of year forecast, IC say this achievable as only a little ahead of last year broker foreast - doh!but last year of actual 30% less than moron of broker forecast, so what is the relevance of last year broker forecast when it so the wrong. Bogdan he was Inland investor from about of the 2014 to 2015, near double of money - but then incident in Telegraph, remember of that, where chief threaten local resident who the object to planning with the open of Traveller camp on the site to spite, very the nice, very the PC - you remember. Then in the 2014 Inland the claim that they upping the build rate, only for it to drop off cliff with none the warning, increase a little again now, but the now Inland into the blantantly false of forecast with no explanation of and we all the happy with that it seem. If you lose the shirt investing in those clowns you get all you the deserve. Bogdan

[dazzaa] 22/9/2017 19:43

Well it's a start

[dekle] 13/9/2017 09:51

How can you buy & sell at virtually the same price GBP1.025?

[wynmck] 08/9/2017 11:41

don't panic ...it's just a reiteration of previous tip

[skyship] 07/9/2017 19:57

Tipped in Friday's IC.....

[dazzaa] 07/9/2017 08:29

The reason is that exchange-traded funds are subject to supply and demand, which can drive share prices above or below a fund's net asset value. That said, the market price per share of an exchange-traded fund is usually reasonably close to its net asset value per share.

[solarno lopez] 07/9/2017 06:57

It does, but there must be a reason

[skyship] 07/9/2017 06:55

Tilts - INL too have their Finals this month. They might turn that ship around as at 53p they are on a discount of 46% to the projected end Jun'17 NAV! Looks way out of line...

[tiltonboy] 06/9/2017 20:09

I might have a closer look at INL following the fall...but no way selling HWG. I was looking at the Numis note on SMP today, and I think they look interesting, and could make an interesting fit with HWG.

Might take a year or so, but I still see HWG nearer 200p than 100p.

[skyship] 06/9/2017 19:48

Tilts - seems as though I made a poor decision backing INL in preference to HWG!

[tiltonboy] 06/9/2017 14:28

SV,

Not necessarily so. HWG is in effect an enormous land bank that is being built out. Whilst in this phase I see little point in paying a dividend, then issuing equity to finance acquisitions.

meijiman,

Yield is important to some, and if that is the case, you do not buy HWG. I'm interested in total return, and happy to forego income in the short term, in the pursuit of capital growth.

[meijiman] 06/9/2017 13:14

Yes it would as yield is seen as important in the property sphere so investors will be looking to weigh up the merits of Harworth v other potential investments.

[semper vigilans] 06/9/2017 12:42

Tilton - guessing, but a better yield would help.

[dazzaa] 06/9/2017 11:40

Sorry share price back down again!

[dazzaa] 06/9/2017 11:39

Me too but there are no large buyers so far though the price has moved so lets see over next few weeks.

Thanks for the reply.

[tiltonboy] 06/9/2017 11:27

Dazzaa,

There has been a constant seller around for months which has held back the price, so obviously somebody else is taking a different view. Cannacord suggest a large uplift in NAV in the second half and believe the shares are trading at a 28% discount to year-end NAV.

I'm still a buyer!

[dazzaa] 06/9/2017 10:51

No not but a reaction, can some one explain why the NAV is so significantly higher than the share price and with the net debt reasonably low, why, and with the constant stream of positive news it seems to be so unloved, is the relationship with the past such a burden to shake off, will the incoming Chairperson make a difference?

Are my comments so unworthy of debate or response ?

[dazzaa] 01/9/2017 17:34

Next week then will see the renaissance of the share price perhaps

[solarno lopez] 04/8/2017 07:28

Sorry wrong company

[folderboy] 26/7/2017 17:33

I also thought it an excellent RNS not sure, judging by the share price movement, that the market agrees.

[meijiman] 26/7/2017 15:56

Excellent RNS. Wish Hargreaves could do something like this.

[tiltonboy] 16/7/2017 07:56

There has been a consistent small seller around. I've mopped up a fair amount of stock, but it's not been enough. Hopefully the company will do the business, and there will be a natural re-rate.