Herald Investment Share Discussion Threads

[quepassa] 07/6/2019 08:47

I hope that HRI are in active discussion already with Woodford in order to cherry-pick any juicy blocks of shares in small-cap media-tech which will likely be on offer at highly attractive prices.

The vultures are apparently already circling and hungry to pick any remaining meat off the bones. At the right price....

Against this dismal event at Woodford, highlights just what a well-run and highly professional outfit Herald is.

ALL IMO. DYOR.
QP

[robsy2] 18/5/2019 12:32

The rest of it seems to be working ok.
R2

[slicethepie] 18/5/2019 08:44

I hope the office junior attends the eusp agm on the 30 May, happy to give him directions, and reports back how well eusp are doing and how stupid he was to sign an irrevocable.

[slicethepie] 11/5/2019 17:51

Can only assume KP is on holiday and the office junior signed this off! As one of the brightest people in the city can't believe she would have agreed to this. It is exactly what herald does, often being the only provider of capital to small companies. Less than a year ago they backed a premium placing in eusp to fund a micro procurement solution at 15p. What's changed ? The company is now profitable, has no debt and is seeing explosive growth at 100% margin. So sad!

[slicethepie] 11/5/2019 10:04

Can't believe herald have backed the low ball bid for EUSP, having backed this company for many years they capitulate at the point of inflexion! Co has just got £600k of recurring revenue in the first 5 weeks of launch of a new product ...you have made some Norwegians very happy and some long term holders very sad

[quepassa] 30/1/2019 08:21

strong rebound from a heavily oversold situation.

Plus 15% in the month.

[amt] 25/1/2019 06:29

The discount has reduced to 12%.

[amt] 19/12/2018 20:47

The Dow is well down ytd now. Let's hope Trump comes to his senses soon and gets back to follow Obamas incredibly successful policies.

[amt] 12/12/2018 08:29

Discount well over 20% now and fall in sterling will help alot. The political situation couldn't get much worse and a collapse of the economy if it happens probably wouldn't matter that much to many of the companies invested in here. I invested more as worried about cash in sterling becoming worth less and less by the day.

[sbs] 06/12/2018 07:37

If the discount gets big enough, KP may start buying back shares again.

[amt] 05/12/2018 09:55

Discount well over 20% so another 6 or 7 % fall in market already priced in.

[amt] 23/8/2018 07:15

Looks like the recent investment in D4T4 is paying off. Well done Herald. VRS and Zoo also shooting up again.

[sbs] 09/8/2018 18:18

Excellent fund manager - and has the pick of the bunch when it comes to new share issues.Success breeds success!

[quepassa] 03/8/2018 15:51

For lovers of the smallcap financial sector....


Sit up and take note that Slater Investments ( of Jim Slater fame) has just UPPED its stake in AFH Finanncial from 9.37% to 10.04%.

ALL IMO. DYOR.
QP

[slicethepie] 18/7/2018 08:28

Agree, excellent return. Comments by JC on mifid 2 are spot on, the effect of this on small cap companies is not understood by the regulators.

[quepassa] 18/7/2018 07:41

Great half year figures from 31Dec 2017.

A stunning uplift in NAV of +9.6% against a tough UK market whereas the benchmark Numis smallcap/Aim index produced a negative return of -1.7%.

This is great/astonishing outperformance.

Although it must be admitted that Herald underperformed against the Russell 2000 smallcap Tech index by a smidgeon which returned +15.6%. - Food for thought perhaps for the fund managers about their country weightings.


The Herald share price has increased a highly satisfactory 14.9% over same period.


Great set of half-year results.

Total net assets now confirmed as having surpassed the £1billion mark at £1.046bn.


Onwards and upwards for Herald.

ALL IMO. DYOR.
QP


ALL IMO. DYOR.
QP

[rambutan2] 11/6/2018 13:16

QP, as always, ADVFN figs unreliable. Due to the value accretive buybacks when the shares have been at near 20% discount, the shares in issue is down to 69,485,583. So we need approx £50m to reach the magic billion ie 1450p. Yes, it will be quite an achievment.

[quepassa] 11/6/2018 10:46

Potentially stimulate institutional demand for Herald with certain investors having minimum mkt. cap criteria.

[quepassa] 11/6/2018 10:43

RED LETTER DAY.


ADVFN analytics now showing Herald as having surpassed the £1 billion market capitalisation milestone mark.


Wow!!

Well done Katie and team.


ALL IMO> DYOR.
QP

[weatherman] 06/6/2018 08:24

More than 200p below nav

[amt] 06/6/2018 07:22

Good you got Zoo. I have also. I like your comments about Herald also.

[quepassa] 05/6/2018 08:47

Wow. Zoo has done fantastically as well. Congratulations.


Not a tech/media company and not in HIT's portfolio but one of my top picks in the small cap sector for long-term multi-bagging potential is little know AFH Financial (ticker AFHP) - which just produced yesterday the most stunning H1 figures. A real GROWTH stock with a large holding by the Slater clan.


ALL IMO. DYOR.
QP

[amt] 29/5/2018 07:59

Yes like Zoo and Versarien. I have direct holdings in both those as well as HRI exciting times (especially for VRS this morning) .

[quepassa] 22/5/2018 09:50

A VERY IMPORTANT milestone appears to be on the immediate horizon for Herald.

Any day now in my reckoning, currently at c. £985 million, they will break the psychologically important £1billion market cap threshold.

Could well bring significant institutional buying and a well overdue narrowing of discount.

My guess is that tucked away in their small-cap portfolio, they may well have some hidden gems which become the tech titans of tomorrow.

By the way,Herald are up more than a jaw-dropping 40% over 12 months and going strong.


ALL IMO. DYOR.
QP

[quepassa] 11/5/2018 12:00

There is no good reason in my view why Herald trades at anything like a 10% discount.

A not dissimilar small cap Trust- Chelverton Small Companies Dividend Trust- trades at zero discount but its recent performance can't match Herald in terms of Total Return.

And let's not talk about the sorry tale that Woodford is.

ALL IMO. DYOR.
QP