Henderson Smaller Compan... Share Discussion Threads

[its the oxman] 23/11/2020 12:03

Discount to nav rapidly closing , back to c.3%

[dr biotech] 17/11/2020 16:45

Standard life smaller companies also down heavily today - nearly 5%. Guess it must be a day of poor sentiment as well as the underlying assets falling.

Had a bit of a strange day myself lots of shares moving by +/- 5% or more. Still better than all falling I guess.

[ec2] 17/11/2020 16:25

Correction my purchase @ 915 not 115.

[ec2] 17/11/2020 16:24

Very odd what's going on in these this afternoon. FTSE Mid250 down 0.6% yet these are off over 4%. No large buy orders seem to be going through the system. My purchased at 115p had to be done direct via the dealer. Perhaps something going on in the dark pools.

[quepassa] 10/6/2020 09:56

Everyone is sitting on cash.

Interest rates are rock bottom.......what are the alternatives....

It is however interesting to compare lacklustre performance of Henderson Smaller still down some 22.5% since March 1100p peak against Herald Investment Trust ( small-cap media-tech) which had raced back to achieve a new all-time high of 1550p since the March sell-off.

Although yesterday retraced to 1450p but still on par with pre-crash peak.

ALL IMO. DYOR.
QP

[dr biotech] 10/6/2020 09:29

Discount to NAV is about 10% here, that’s wider than recently but about the long term average. I’m sitting on a pile of cash - may add here soon. Not sure which way markets are going to go.

[its the oxman] 01/5/2020 14:07

Kind of hoping this revisits 700p so I can add a few more.

[its the oxman] 29/4/2020 14:31

HSL almost traded in line with nav at market peak. Suspect 5-7% discount could be the new normal. HSL is known for its decent track record so not expecting a double digit discount anytime soon. But just my view. Still c.50% gains from here c.750p if HSL can nudge back to old high just over 1100p

[masurenguy] 06/4/2020 07:58

Current shareprice is just 5% below NAV !

[lindowcross] 03/4/2020 10:15

bought today at 665. Good points made by recent posters - and useful link to Masterinvestor. Thanks.

[johnhelme2704] 02/4/2020 18:52

I am in at 664. An apparent professional on another board suggested there was value in the market at these levels. He said trying to catch the bottom was too difficult, and that it risked missing the value...so his suggestion pick an IT that pays a dividend and get paid that 3-4% dividend for a year or so while you wait for share prices to recover

Seems eminently sensible to me

HSL has fallen about 40% in the last couple of months...very similar to some of my direct holdings. So selling those, and moving into HSL seems a no-brainer, and far less risky

If you do pound cost averaging like the previous poster is doing it might even be better still

[dr biotech] 31/3/2020 11:54

Im in at 665. Only a small amount I'm going to add 3k a week for the next 6 months across a few different sectors.

[its the oxman] 28/2/2020 11:07

Added today 865p. Surely a buy buy buy.

[samwn1] 12/4/2019 11:03

Yippeee now in positive territory!

[jimcar] 08/11/2018 15:42

No entiendo

[quepassa] 08/11/2018 12:08

Eh que pasa amigo, tiene un dolor en tu cabeza?

[samwn1] 06/11/2018 00:23

Added today at 862

[its the oxman] 03/9/2018 14:41

Added today 891p

[robow] 03/9/2018 12:40

and at a nice buy point on the chart

[henryatkin] 01/9/2018 09:44

15% discount to NAV whereas its usually around 8%. Looks attractive compared to BRSC 9% discount to NAV and SLS 8%.

[its the oxman] 30/8/2018 08:23

Xd today 15p has taken us sub 900p , buying opportunity possibly.

[davebowler] 09/5/2018 11:38

As at close of business on 4 May 2018, the unaudited net asset value per share
calculated
in accordance with the AIC formula (including current financial year revenue
items) was 1017.8p.

[davebowler] 24/4/2018 12:41

As at close of business on 23 April 2018, the unaudited net asset value per
share calculated
in accordance with the AIC formula (including current financial year revenue
items) was 1008.5p.