Helios Underwriting Share Discussion Threads

[grabster] 10/12/2024 13:00

cashed in mine for now (nothing negative - merely wanted the cash elsewhere)

[rolo7] 03/12/2024 09:17

IC magazine tip by ST

[bscuit] 02/12/2024 22:43

Stepped aboard in June@£1.76-- What drove today's rise? Anticipation of NAV improvement?

[2magpies] 29/11/2024 22:52

"Dividend Policy

The Board has agreed an increase in the annual base dividend from 3p per share to 6p per share to be paid in 2024 and subsequent years."



"Dividend and total return of capital of 19p of which a base cash dividend of 6p will be paid (2022: 3p)"

TR of C takes into a/c share buyback.

That's probably why IC is saying what it is. Misleading.

If share price 200p+ the div is less than 3%

[rolo7] 29/11/2024 16:17

stockopedia have 2025 19.7p dividend eps 26p pe 5.7 yield 9.45% watch presentations on investor meets and company website already stated to be above expectations for 2025.
seller cleared always good when this man buys
Mr Michael Spencer

Michael Alan Spencer

7.920000

[clive7878] 29/11/2024 14:38

For 2025 I.C. Says dividend yield of 15% and pe of 4.9 -
advfn on quote currently says dividend of 3.8% and pe of 9
that's why the share price is up 12p.
Good buy or not ?

[grabster] 21/11/2024 14:05

Nice break.
"Helios expects to publish its updated Net Asset Value as at 30 September 2024 per share in early December 2024."

[mello2024] 12/11/2024 21:16

Just to let shareholders and prospective investors know that HUW will be presenting at Mello's 10-year anniversary show on Tuesday 19th November 2024 9am - 7pm.

The Budget is out, Mello is in! To celebrate our 10 Year Anniversary, we have created a two-day investor conference that will include top quality keynote speakers including but not limited to Peter Pereira Gray, Paul Hill, Ben Rogoff, Rosemary Banyard and Gervais Williams. Also featuring panel sessions such as our popular Mello BASH (Buy, Avoid, Sell, Hold) with professional investors and analysts such as Leon Boros, Mark Simpson and Paul Scott. There will be over 40 exhibiting companies and over 60 presentations from companies such as The Property Franchise Group, Time Finance, Brave Bison, Mortgage Advice Bureau, Aeorema and many more! Get 50% off your ticket with code MMTADVFN50. Tickets are still available:

[grabster] 17/10/2024 14:29

Watching for breakout beyond 187.5p

[grabster] 27/9/2024 08:32

The underwriting result totalled £10.9m, down from £11.7m the year before, but investment income from syndicates jumped to £5.8m from £3.2m. This helped drive operating profit up to £6.5m from £6.0m previously.

Gross written premiums surged by 45% year-on-year to £230m, reflecting a 62% increase in the retained Lloyd's syndicate capacity participation to £397m.

"The Lloyd's market is experiencing exceptionally good market conditions, as increased underwriting discipline combines with strong growth and sustainable price increases. Helios' financial performance so far this year reflects the strength of our proposition as well as the overall health of the Lloyd's market," said executive chair Michael Wade.

"We remain confident that our spread Lloyd's syndicate portfolio strategy will continue to generate attractive returns for shareholders."

-----------------------------------------------------

(Share price is about 57% up on same date last year. Not expecting a repeat, but even a third of that would do nicely)

[spooky] 23/7/2024 13:57

Looks like a 2,500,000 share trade at a big discount. Strange.

[2magpies] 09/7/2024 11:14

ssoc

Thanks for highlighting.

Just listened to it: all sounds good to me.

Quality people too.

[sharesoc] 25/3/2024 14:33

In case you missed our webinar with Helios Underwriting plc #HUW, the recording can be found on our YouTube channel:

[donald pond] 06/3/2024 20:04

I'm hosting the presentation tomorrow so come with questions

[gilston] 05/3/2024 17:14

Let`s hope this Thursday we get a full explanation from Manners as to why share price has fallen recently & on why such a large discount to published nav. Increase in dividend from 6p would be welcome as buybacks seem to have achieved nothing.

[sharesoc] 19/2/2024 21:20

ShareSoc Webinar with Helios Underwriting plc (HUW) 7/3/24 - 11am. Arthur Manners (CFO) will present a full overview of the company and give an update on current performance and future plans. Click here to register:

[sharesoc] 17/10/2023 21:18

ShareSoc Webinar with Helios Underwriting plc (HUW) 7/11/23 4pm. Martin Reith (CEO) will present a full overview of the company and will give an update on current performance and future plans. Register now: [...]

[gilston] 02/2/2022 17:17

An updated NAV is now a must have for shareholders.

[gilston] 15/11/2021 19:37

I.D. see today`s RNS on capacity increase expected by end of the year to £175.8m with a value of £60.2m bases on latest auction prices & consequent uplift in NAV.

[ian davenport] 21/10/2021 16:35

Interesting thought, surely they'll only get capacity at value they pay for it, barring occasional scoops of cheap capacity. Would be surprised if many of the shareholders follow things that closely, unless their name begins with H!

[gilston] 20/10/2021 11:06

Lloyds capacity auctions round one taking place this week. Potential impact on NAV.

[ian davenport] 20/10/2021 10:08

Sorry Gilston, I did watch it, not really anything v exciting as I recall but I've had a difficult summer and last May(?) seems a long time ago