Henderson Smaller Compan... Share Discussion Threads

[mad foetus] 02/2/2017 13:07

Nice 10p rise in NAV yesterday

[davebowler] 27/1/2017 10:44

Good article;

[mad foetus] 10/1/2017 18:05

NAV passes £8 for the first time. UP £1 since last march. At some point the sector will come back into favour and we'll have a 30-40% year.

[mozy123] 12/12/2016 12:52

Good News - Has HSL ever bought back and cancelled stock?

They dont like doing it as it reduced AUM doesnt it?

[mad foetus] 12/12/2016 12:01

The takeover of E2V will both boost the NAV and provide cash that could be used to fund buybacks. I intend to email Hendersons to make that suggestion and would urge others to.

[its the oxman] 09/12/2016 11:09

Surely share buybacks at this level of discount must also be a compelling consideration.

[mozy123] 09/12/2016 09:31

2011 mr Oxman!

this is cheap for sure

[its the oxman] 09/12/2016 08:52

Actually c.20% discount. Not sure it's reached that level before?

[its the oxman] 08/12/2016 14:16

Added as well, decent basket of stocks and c.18% discount can't last forever.

[shavian] 03/12/2016 10:16

Added some more at this tempting discount.

[mad foetus] 02/11/2016 15:04

Back to a crazy discount. Sector is being marked down indiscriminately IMO, not for the first time this year.

[robow] 29/9/2016 08:35

tipped by Questor in the Daily Telegraph this morning on the basis of of its 18% discount

[mad foetus] 13/9/2016 10:17

sold some at 641 last week, made a quick 4% on BGS and have put the proceeds back in here at 632. Always nice to increase the number of shares you hold at no cost and I still can't see any better value in the market. When I get kicked out of SVI (which had an offer yesterday of 15% above its previous price) I may buy even more here.

Just wish Neil would get a proper buyback programme in place. No excuse for a double figure discount here.

[shavian] 01/9/2016 18:23

...and at a ridiculous discount

[luckymouse] 25/8/2016 19:14

Like HSL - always been one of the strongest smallers

[shavian] 12/7/2016 08:43

Stability returns to the Goverrnment. Should be good for smaller companies. Back into HSL with gusto!

[mad foetus] 11/7/2016 08:54

NAV should be up sharply today after bounce in builders. I would like to see some buying back of shares while they are at this discount, though HSL seem reluctant to do this.

[its the oxman] 08/7/2016 12:26

Bought initial holding here. Wide discount c.15%. Good long term record. Yield approaching 3%.

[8w] 01/7/2016 15:08

Yes, saw the dividend growth story, long may it continue.

[mad foetus] 01/7/2016 13:34

yesterday's nav shows 14p of accrued income being held at the moment.

[mozy123] 30/6/2016 16:36

HSL has grown its yeilds fairly rapidly over the past few years. It will be 4-5% on cost in the next few years im sure.

[8w] 30/6/2016 16:29

Bought in here today, normally chasing income but these are a good diversifier, giving exposure to companies not normally on my radar and at a discount. Hopefully a long term hold

[shavian] 27/6/2016 17:36

Picked up another £1000 this afternoon.

[shavian] 26/6/2016 08:19

Yes but only £500-worth. Will see how it pans out in the days to come and continue buying selectively.