Herald Investment Share Discussion Threads

[dplewis1] 13/12/2019 08:56

Yes great stuff. Closing that discount!

[quepassa] 13/12/2019 08:55

Wow.

Look at that graph today after the election result.

New all-time high again for Herald.

Up 5.4% at 9am at 1490p

[davebowler] 10/12/2019 17:29

Net Asset Value as at 9 December 2019

Net Asset Value - including current year income 1600.54p

[quepassa] 25/11/2019 17:11

Today's close marks a

NEW ALL TIME HIGH

for Herald.

And deservedly so.




Well done Ms. Potts and team!


ALL IMO. DYOR.
QP

[weatherman] 22/11/2019 13:35

NAV is around 1600p - price at 1350p, nearly 16% discount.

[rambutan2] 01/11/2019 20:16

Goodness knows what Katie Potts thought as the watched the Woodford Patient Capital saga from start to finish. HRI is run in a truly patient capital manner and should be lauded for it.

[quepassa] 01/11/2019 07:50

The small-cap sector is generally a little under the cosh at the moment - and the Woodford affair is a major contributor to negative sector sentiment- but the quality and resilience of Herald continues to shine through and impress.

Just how wise to have a truly diversified portfolio with no oversize investments in illiquid holdings.

When you consider that NAV is 1563p versus a current share price of 1295, the discount of 20% leaves a lot of room for compression and the share looks attractive.

ALL IMO. DYOR
QP

[shavian] 01/11/2019 07:36

Increasingly good news from ITM should feed through to HRI share price before long.

[robsy2] 16/10/2019 05:46

Thanks for that dave. A good detailed argument for holding.

[dplewis1] 19/7/2019 09:28

I've held this for donkeys years now, has been a great investment. Still trades at an 18% discount as well!

[spangle93] 19/7/2019 08:47

Great results out this morning. 17% NAV rise in last 6 months

[quepassa] 24/6/2019 09:31

The last two months have seen Herald repeatedly breach several new ALL-TIME HIGHS.

Against a very indifferent market - and especially so in the small-cap sector- ,this is outstanding and remarkable performance from an excellent fund manager.

At this morning's near 1370p offer, yet another ATH all-time high.

Well done indeed to Herald.


ALL IMO. DYOR.
QP

[gilesy] 07/6/2019 10:10

long term holder in ths well run trust with an impressive track record
topped up today

[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.