Henderson Opportunities Share Discussion Threads

[robow] 03/10/2018 17:39

from Investment Trust Insider

Switching back to the UK All Companies sector, Henderson Opportunities Trust (HOT) is a worthy bet for a contrarian investor on a 17% discount to NAV. Fund manager James Henderson (pictured) tarnished his reputation somewhat after his portfolios were hit by the collapse of Conviviality, the off-license retailer, whose business was sunk by over expansion and poor financial controls. Henderson says he has learned his lesson and with performance having stabilised, his previous track record of finding superior growth stocks may resume, whatever happens in Brexit.

[29palms] 29/8/2018 14:40

Today - £2.52 per share v NAV
Onwards and upwards.

[29palms] 28/8/2018 18:31

Discount widened once again to £2.42 per share v NAV
PRSM & KWS providing stellar returns to the trust.
SP should easily be trading around £12.50 IMO

[29palms] 15/8/2018 19:22

Discount now widened to £2.29 per share v NAV
IMO - Outstanding value here

[robow] 07/8/2018 17:25

and at a 16% plus discount to NAV

[cordwainer] 07/8/2018 17:16

about HOT:

www.trustnet.com/news/829881/james-henderson-my-trust-does-better-when-im-not-there

[29palms] 17/7/2018 23:31

New all time high for holding PRSM today.

Onwards and upwards here and fantastic value with NAV currently showing discount of £1.94 per share.

[davebowler] 06/7/2018 15:02

As at close of business on 5 July 2018, the unaudited
net asset value per ordinary share calculated in accordance
with the AIC formula (including current financial year
revenue items) was 1321.8p.

[29palms] 30/6/2018 10:46

2 top holdings -
KWS
PRSM
Providing stellar returns to the trust to drive NAV northwards.
Super value here IMHO

[18bt] 14/6/2018 18:17

18.3% discount vs HSL's c8% but HSL has much better performance over 1, 3 & 5 years. No similarity in holdings - I hold both. HOTS is too small and has an odd mix of AIM cos and HSBC

[mozy123] 14/6/2018 16:53

Moving in the right direct but i wish henderson would do something about the discount. Merge it with HSL or something.

[29palms] 17/5/2018 13:10

NAV today is a massive discount of £2.50 per share(Including Income)
Fantastic value here IMHO

[cordwainer] 01/5/2018 13:47

anyone else think top-3 holding KWS looking expensive?
I know last FY revenues and adjusted eps up by approx 50%, but I'm a tad circumspect about the number of acquisitions and adjusted p/e of 100.

[belgraviaboy] 21/3/2018 15:52

Held MCRO as well

[mad foetus] 21/3/2018 15:22

Sold out today. Don't like the chart and the speed at which NAV is falling.

[belgraviaboy] 15/3/2018 10:25

CVR exposure pulling this down? Seems to be a 2.4% top ten holding for them

[davebowler] 02/11/2017 15:23

on 1 November 2017, the unaudited net asset value per
ordinary share
calculated in accordance with the AIC formula (including current financial year
revenue items)
was 1272.1p.

[mad foetus] 01/11/2017 18:10

I sold half of mine today at 1092. Good luck all.

[janeann] 01/11/2017 14:08

Back in Jan 2014 this was trading broadly in line with NAV. Since then the discount appears to have gradually widened. Any reason for this that anyone is aware of; did something change in early 2014? ta

[davebowler] 30/10/2017 13:08

Still at 15% discount to NAV -
..........on 26 October
2017, the unaudited net asset value per
ordinary share calculated in accordance
with the AIC formula (including current
financial year revenue items) was 1260.8p.

[mozy123] 30/10/2017 13:06

Seems that people are taking note of the insane discount and the performance of the NAV

[davebowler] 17/10/2017 12:08

on 16 October 2017, the unaudited net asset value per ordinary
share
calculated in accordance with the AIC formula (including current financial year revenue
items)
was 1250.9p.

[mad foetus] 12/10/2017 11:58

1241.4 today. Lovely run in recent weeks.

[davebowler] 12/10/2017 11:53

10 October 2017, the unaudited net asset value per ordinary
share
(including current financial year revenue
items)
was 1236.5p.