Share Name Share Symbol Market Type Share ISIN Share Description
Hend.Opp LSE:HOT London Ordinary Share GB0008536574 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -19.25p -2.08% 908.00p 909.00p 936.50p 908.00p 908.00p 908.00p 15,106 16:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 2.1 1.6 20.5 44.4 72.65

Hend.Opp Share Discussion Threads

Showing 676 to 698 of 700 messages
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
DateSubjectAuthorDiscuss
19/6/2017
16:15
Half Year report out today and as I have previously suggested PRSM is now the top holding in the portfolio. Top Five Contributors Share Price Return % Blue Prism 122.3% Keywords Studios 86.0% Serica Energy 129.0% Conviviality Retail 50.6% XP Power 58.8% Interim Dividend of 6p
29palms
12/6/2017
18:54
Tremendous value here(Including Income)on NAV with discount today @ £2.18 per share. As always DYOR
29palms
30/5/2017
13:51
Serious re-rating is due here IMHO PRSM continues to scale new highs again today. DYOR
29palms
22/5/2017
20:35
I think they also have Keywords as one of their bigger holdings, up 5% today. I may shift some funds from HSL into this, though I like HSL too...
mad foetus
22/5/2017
19:10
At the last Company update PRSM was showing as second largest holding having bought at 75p as IPO. With the recent stellar move up by PRSM wouldn't surprise me if this is now the top holding in the portfolio. NAV discount now sitting at £2 per share, can't be long until HOT gets a rerate IMO
29palms
11/5/2017
12:24
NAV now at 1151, up sharply the last couple of days, great entry point
mad foetus
03/5/2017
13:03
Just bought back in at under 950, discount looking tasty again, NAV up 50p since I sold and share price down 25p. Fingers crossed.
mad foetus
04/4/2017
10:53
Sold my last lot here, bought at 8.30 in December so happy days
mad foetus
27/3/2017
13:36
I sold mine at c.9.50 - a little too early. I don't like the high percentage holding in dddd. However it looks like it has been reduced somewhat. I will buy again if another opportunity presents itself.
nimbo1
22/3/2017
09:34
Wasn't expecting such a drop here. Any further decline and I'm a buyer.
mad foetus
17/3/2017
15:40
Sold half of mine and put it in hsl which is on a bigger discount
mad foetus
16/3/2017
13:10
and Questor did analysis of another of my holdings MNL last week and that resulted in a similar rerating
robow
16/3/2017
13:03
As Long as mr Henderson grows the portfolio Nav faster than the all share - thats all i want him to do.
mozy123
16/3/2017
12:57
Thanks Robow, that explains things. They did a similar write up on RMMC a few months ago and that led to a sharp rerating. James H was on Citywire recently talking about how he was going to explain the trust more widely and referring to the fact that it traded on a premium a couple of years ago. Let's see.
mad foetus
16/3/2017
12:53
Questor this morning has helped this along http://www.telegraph.co.uk/investing/funds/questorbuy-top-managers-highconviction-trust-adiscount-17pc/
robow
16/3/2017
09:50
Top sliced one of my larger holdings on the rise
18bt
16/3/2017
09:43
It is today of course but I suspect the board will win....
steve3sandal
16/3/2017
08:21
Nice pick up today, wonder whether it is linked to the continuation vote?
mad foetus
07/2/2017
12:19
Fair enough but what I would personally like is for the company to stop paying a dividend and use the cash to buy back shares. When the shares were at a 20% discount, that would instantly have been value accretive without reducing the size of the fund. But I know some people like dividends.
mad foetus
07/2/2017
11:33
The trouble is, doesn't a DCM limit the freedom of movement of such a small trust, to be constantly having to attend to the level of discount? Doesn't it mean the manager has to keep larger cash reserves, in order potentially to buy back shares rather than investing in promising assets or offer a larger dividend? Plus if the trust kept buying back shares because there is a discount, it could just keep getting smaller and smaller and diminish into insignificance. Arguably the manager should just be left to focus on what really matters - growing NAV for a "growth" trust like HOT - and supply and demand will look after themselves. If there's a discount, then clearly the market is nervous about the prospects for small UK companies generally, and perhaps Henderson are not marketing the trust sufficiently too. In which case once market sentiment improves, and NAV performance is good, then the discount should narrow. This is all to the good of existing shareholders, and is one of the reasons people invest in investment trusts; otherwise, if discounts are such an issue, why not just buy a unit trust and there's nothing to worry about?
matchmade
06/2/2017
09:56
It feels shocking when you own an IT but discounts for us humble PI's can provide very good money making opportunities. I am quite happy buying at huge discounts in sectors with poor sentiment - you get a double uplift when the tide turns. I will vote for it to be wound up...they should be trying to narrow the discount in some shape or form.
nimbo1
06/2/2017
08:47
Don't get me wrong - I want this trust to continue. But I think it shocking that the discount can widen to 20% and the board do nothing about it. Still, as that was what prompted me to buy I suppose I shouldn't complain!
mad foetus
06/2/2017
08:44
Well I will vote for this fine trust to continue.
topvest
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