Hat Pin Share Discussion Threads

[cockneyrebel] 25/3/2004 16:08

Just got myself another 10K at 61p while it's quiet.

What was IC saying last week? I reckon they are bound to come out with a buy rec next week and Shares Mag too.

Look at it this way - 1.3p eps in H1, 2.2p eps in H2. These could be well on course for 3p+ in H1 this year, way ahead of broker forecasts, 6-7p for the year perhaps.

Great exposure to the media sector which is going toi benefit from the US election, the Olympics and Euro 2004 this year.

These also have a habit of singing at the AGM so come that on May 1 approx these are going to get another burst of newsflow - they will have 4 months of H1 under the belt by then too.

Probably a forward PE less than 10, growth in the circa 100% range.

Buy when it's weak and a seller around imo - you'll never get a look in when its roaring away, 5 k moves it and that's all they'll sell you without a premium when they are in demand.

CR

[longsider] 25/3/2004 15:31

Approximate calculations since 15th March, buys are 168K, sells are 77K and unknows are 46K

Surely someone would be mad to be selling a large quantity after those results, IMO

[smow1] 25/3/2004 13:49

Strange price action today. We appear to have 55K buys vs 14K sells yet the price is down slightly. Large sell in background or just MM's holding back price to try and fill a large buy order ?. Hopefully the latter.

[gd150772] 25/3/2004 11:24

Looking forward to what Evos say about HTP. By the tone of HTP's report I think they will want to make a huge impression, which should hopefully translate into an uplift in the share price.

In a normal market I think HTP's share price would be well into the 70's by now. I'm sure once a bit of sentiment returns holders will be rewarded accordingly.

GD

[smow1] 25/3/2004 11:16

No chance of me selling anytime soon as needs a serious re-rating upwards. Will buy more if dips down.

[bridggar] 25/3/2004 10:56

Bloody hope so!!!

[cockneyrebel] 25/3/2004 10:50

Seems to be a seller around - a few 15K trades going through - up to them, I'll keep holding as I have done.

CR

[gd150772] 25/3/2004 10:37

Just picked up an old estimates directory from may 2001 and HTP was 190p on 0.4 million profit and eps of 3.4p.

Not only have HTP exceeded these figures, but the prospects are outstanding.

Funny things markets are!I think people will be well rewarded for their patience.

GD

[bridggar] 25/3/2004 10:11

Also, I'm no chartist, but when CSV showed a similar pattern, it broke upwards within a few days.

[bridggar] 25/3/2004 10:10

As above - noted that profit up, 33% growth predicted by Evo (house broker) and that market hasn't factored this in.

It'll be interesting to see if we get any coverage in the Sundays....

I'd have also thought Evo will be on the tout - although a director buy would be a good starting point.....

[volvo] 25/3/2004 09:46

what did the Mail have to say?

[bridggar] 25/3/2004 08:10

Interesting comment in the Daily Mail today - Evo stating the market hasn't priced in future earnings. But I guess they would be bullish.....

[smow1] 24/3/2004 11:31

Not a clue what that 20K sale was about as results spoke for themselves. Buys are now out numbering sells despite the 20K. Sure as results are absorbed we will see buy recommendations coming from some of the tip sheets. Both HTP and NRG are currently undervalued compared to the rest of the sector.

[volvo] 24/3/2004 09:58

20k sell first thing did not help.

[longsider] 24/3/2004 09:11

Excellent results IMO and the price has been holding up well after recent events and general market falls.

Picky I know, but given that we knew results would be good, due to the previous trading update, why weren't the release of the results publicised, I wasn't aware of when they were released until I read CR's post last night.

Maybe this would have given us some extra impetus, or maybe it's in EVO's interests to hold it back for the time being?

[smow1] 24/3/2004 07:52

Very positive results. Like the comments about "The communications industry is poised for an upturn", "the potential to open an office in Greater China." and "explore all opportunities to grow the business aggressively, both organically and through acquisition"

Should be an excellent year ahead of growth and further profits.

[lafiamma] 24/3/2004 07:24

Fantastic results! The new broker, EVO, has got plenty of juicy stuff in here to send out a strong buy recommendation to their clients, IMO.

laf :-)

[cockneyrebel] 24/3/2004 07:16

Nice - matched next year's eps this year :-)

Enjoy

CR

[cockneyrebel] 23/3/2004 20:22

Yes, I think Porsche got teed off with them but I'm not sure.

Used to get mine serviced at their place at Hatfield, in fact my car came from there when it was Charriots. The service was diabolical - came back as it went, if not worse. Always use AFN in Reading now - Porsche GB on their doorstep too - hand for parts.

CR

[bridggar] 23/3/2004 17:59

OK, thanks.

BTW - were you aware HR Owen sold their Porsche franchise?

[cockneyrebel] 23/3/2004 17:16

Well I phoned my brokers to buy another 5K late this afternoon. They refused to deal within spread saying that results are out tomorrow.

I won't buy anything at the full price when the spread is this wide so I refused them.

If they are not out tomorrow the mm's have it wrong.

CR

[bridggar] 23/3/2004 16:51

RU sure???

[cockneyrebel] 23/3/2004 16:29

Results tomorrow.

CR

[badtime] 23/3/2004 08:00

Anyone know actual results day?

[cambium] 22/3/2004 08:28

Harvey Nash reporting Friday, should see vsomething on the back of Nash's good no's.