Hat Pin Share Discussion Threads

[cockneyrebel] 27/1/2004 08:24

Nice statement from Harvey Nash :-)

CR

[cockneyrebel] 13/1/2004 07:24

Nice trading sfatement - and recently these have not moved, unlike the sector which has progressed well.

Undervalued by half imo.

CR

[cockneyrebel] 03/10/2003 17:54

Yep, new high on the Dow would be significant - I'd like to see it though before wading back in. Could be we are just forming a big double top on all 3 indicies too. We've go one month's numbers here , could be a fluke in which case if it rights itself next month there's some real disappointment coming.

I think I've leared that if this is a bull market I won't be that worse off for missing a few weeks of it. Will wait to see wha the like of Yahoo and GE have to say next week I think.

Have a good weekend too D.

CR

[diogenesj] 03/10/2003 17:25

So am I, although being less sure of my own judgment I went for 2:1 (2/3rds cash, 1/3rd shares), and for similar reasons. If the Dow were to close on a new high I think it would be significant, though. If there is a further setback, I'm pretty well counting on a recovery through Christmas and the New Year. Meanwhile, today's rise means I've had quite a decent week after all. Have a good weekend, CR. :-)

[cockneyrebel] 03/10/2003 15:59

I'm not convinced this market is going up D.

If everyone was expecting dross results next week from all the big techs and the like then I think we'd all be pleasantly surprised. But the market is expecting so much that I think the best the market will get is what it expects. Markets don't race away when companies deliver on expectations only imo.

Of course I could be wrong but I don't think even if I'm wrong these markets are going to go racing away. S&P up 25% since March, have we really seen earnings prospects grow 25% since then, and it wasn't cheap then.

The competition between these tech too. 20 years ago there were a few tech companies with little competition. The Tech boom and Y2K created so many companies slushed with money that they must be killing each other - loads have got to go to the wall or merge yet imo.

Director buys - 40 sells to 1 buy in the US. I've noticed most of the director buys in the UK have dried up too - except HTP of course :-)

If the stock market was a murder scene there would be lots of clues laying around imo. I think there's a lot of talking the market up by funds now becuse they are all holding a tot of stocks - are they really going to talk it down now they are back in up to their neck?

If I had to quantify the Pain/Gain likelihood over the next month I reckon its 9/1 - I'm a percentage sort of guy :-)

CR

[diogenesj] 03/10/2003 15:37

Thanks, CR: didn't read it properly. Big wobble in CUC today (I'm still holding). As for the market, I'm wavering after those US figures...

[doolittle] 03/10/2003 14:28

so you've tasted the cream eh?

[cat] 03/10/2003 11:20

90p target once its thro 60p

[diogenesj] 03/10/2003 10:05

57p today: it's that new high you were talking about. Are you still there, CR? This has been one of your better tips. :-)

[cockneyrebel] 03/10/2003 00:17

Up again today, new closing high soon?

CR

[diogenesj] 02/10/2003 14:37

Still holding, CR? Thought you had moved into cash...

[cockneyrebel] 01/10/2003 10:05

On the up today - which is nice in a carp market :-)

CR

[diogenesj] 30/9/2003 14:40

Well, well. Someone shares your confidence, CR!

[cockneyrebel] 30/9/2003 10:51

Hat Pin director Peter Walker and Steve Raven buys 50K shares each.

CR

[cockneyrebel] 25/9/2003 00:18

Little tick up on the bid, profit takers gone hopefully.

With a bit of luck Shares or Investors Chron will tip these over the next few days and wake the wider investment community to them

CR

[cockneyrebel] 19/9/2003 21:15

Cheers - yes, 'sticking to your knitting' is a favourite motto of mine. Seems I get tempted into other things so at least I can say I tried it and I am carp at it, otherwise I wouldn't know.

But I think small caps are my forte and where I make my best money so happy to keep biting them off.

CR

[badtime] 19/9/2003 19:26

Richard..know how u feel about giving IG ya wallet..had that experience.

Personally i would say stick with ya small caps ya brill at that.

[cockneyrebel] 19/9/2003 17:29

spread betting - not that well I'm affraid.

I'm hopless trading indicies and I just don't seem to be able to pick or time the larger stocks. I may as well have given IG Index my wallet and let them help themselves.

Trying to be diciplined with it but it seems I pick FTSE 100 dogs or miss-time 250 buys - often hold too long and give back my profit.

Certainly cheaper than buying stocks and I think you have to avoid wide spreads like TOX otherwise get those wrong and you're well into losses at apace. SETS stocks go all over the place too - makes me too edgy.

Keeping it there as a hedge tool in case the market dives and looking for safer buys. The limited stop loss is a good feature but the stocks available are more resticted.

Will keep at it.

Cheers

CR

[cockneyrebel] 19/9/2003 11:21

Mentioned in the Mail, small piece by Geoff Foster.

I remember Shares Mag and Sunday Times tipping these in the past - perhaps they will wake investors over the next couple of weeks.

CR

[cockneyrebel] 18/9/2003 22:22

Looking at the trades I think that 10K is actually a buy, I think it may have been initatied, the price moved up, then published by the way the price moves quick on this one.

Looks like 25K buys, 25K sells.

More action over the next week perhaps, a good press tip would get it really rolling imo.

CR

[cockneyrebel] 18/9/2003 16:03

Yep CHW doesn't seem to have lived up to what Tim Bell was saying in the US unless he expects a bumper H2, but that never came across in the results. I had a nice profit too. Might see that bounce yet tho - seems to be a big buyer lurking.

As for HTP, looks like net 20K sells but the price up nice so I guess there's a bigger buy to be filled?

Geoff Foster in the Mail follows these - I think he'll mention them tomorrow. Past experience of these is delayed reaction. I think when there's a tick up then more buyers will follow, at the moment they are waiting for a confirmed bottom of the dip imo.

Get HTP mentioned in the shares press and the numerous small buys are sure to push it a fair bit further imo.

CR

[diogenesj] 18/9/2003 15:39

Nice one, CR. Makes up for the slight disappointment with CHW this morning (still made a decent profit, though).

[cockneyrebel] 18/9/2003 09:57

Worth taking a look at last year and these results a bit closer.

While Hat Pin made 1.3p in H1 compared to 0.0p in H1 last year, they actually lost 2.2p in H2 last year. The improvement over H2 last year is therefore 3.5p. That is some momentum, especially when you compare it to those larger companies in the sector. If that momentum was maintained Hat Pin would make 4.8p for this full year which would work out at a PE of around 11.

Robert Walters saw eps of 1.2p in H1 over 0.9p last year, far slower. In fact
Hat Pin have shown a sales increase too whereas Robert Walters sales fell ariund 20%

CR