Share Name Share Symbol Market Type Share ISIN Share Description
Herald Investment Trust LSE:HRI London Ordinary Share GB0004228648 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +5.00p +0.38% 1,335.00p 1,335.00p 1,345.00p 1,345.00p 1,330.00p 1,330.00p 109,746 16:35:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 10.8 0.7 0.7 1,963.2 968.16

Herald Investment Trust Share Discussion Threads

Showing 126 to 150 of 150 messages
Chat Pages: 6  5  4  3  2  1
DateSubjectAuthorDiscuss
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.
rambutan2
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
quepassa
06/6/2018
08:24
More than 200p below nav
weatherman
06/6/2018
07:22
Good you got Zoo. I have also. I like your comments about Herald also.
amt
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
quepassa
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) .
amt
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
quepassa
11/5/2018
11:32
Nice 7% rise in NAV over past 30 days, with the discount narrowing from about 15% to 9% today. Still a bargain imho
shavian
28/4/2018
08:14
Very happy with the performance of this trust and it is very well and professionally run. Deserves a big narrowing of discount in my view. QP
quepassa
28/4/2018
07:15
QP I agree. This trust has a fantastic record over short and longterm. It should be at a premium not a discount. Up 6 fold since 2008.
amt
24/4/2018
07:46
They certainly know how to pick 'em! Herald have a c£8.5million position in CityFibre which has received a recommended Cash BID this morning at a 93% PREMIUM to yesterday's close. A nice little early morning £8m PayDay for Herald - but seriously it shows that they have some great prospects within their small-cap portfolio.... ....and one of the reasons why I remain gung-ho on this IT and reiterate my personal view that it is undervalued, under-appreciated and under the radar. ....and the big discount-to-NAV represents a real bargain. ALL IMO. DYOR. QP
quepassa
23/4/2018
12:55
NAV is now a tad under 1400p compared to an share price of 1230p. A whopping discount to NAV of 12%. In my view, wholly undeserved and meriting a re-rating by the market on grounds of excellent multi-year performance by this excellently run Investment Trust. In my view, this discount represents a great bargain. ALL IMO. DYOR. QP
quepassa
22/4/2018
09:51
New ALL TIME HIGH this week. Great recovery since the small cap sell-off early in the year. ALL IMO. DYOR. QP
quepassa
20/4/2018
08:42
Discount should also reflect the performance which in Heralds case has been absolutely brilliant over both short and long term so should justify a premium.
amt
09/4/2018
18:14
The difference seems high compared to historical records. If the net assets have risen strongly, then the balance of buyers and sellers may not yet be in balance. Which looks like a good buying opportunity - all imo.
weatherman
05/4/2018
14:28
Always worth remembering to take into account, and the reason why HRI will usually carry a double digit discount. From pg64 of the annual report: Equity Securities The Company’s unlisted investments are not readily realisable, but these only amount to 1.3% of the Company’s total assets at 31 December 2017 (2016 – 1.4%). In practice, liquidity in investee companies is imperfect, particularly those with a market value of less than £100 million. To reduce this liquidity risk it is the policy to diversify the holdings and generally to restrict the holding in any one company to less than 10% of the share capital of that company. Furthermore the guideline is for no single investment to account for more than 5% of the assets of the Company. The market valuation of each underlying security gives an indication of value, but the price at which an investment can be made or realised can diverge materially from the bid or offer price depending on market conditions generally and particularly to each investment. 20.1% (£178 million) (2016 – 22.8% (£158 million)) of the portfolio is invested in listed stocks with a market capitalisation below £100 million, where liquidity is expected to be more limited. If these stocks had on average a realisable value 20% below the bid price the value of the total fund would be adversely affected by 3.7% (2016 – 4.0%).
rambutan2
12/3/2018
11:00
NAV up to 1407p on Friday, giving us a 17% discount. What a bargain. Buying some more for the kids' ISAs this week.
shavian
06/3/2018
09:31
After several months of poor investment sentiment towards the UK small and micro-cap sectors, it seems to me that sentiment is firming again. ALL IMO. DYOR. QP
quepassa
27/2/2018
15:41
Fantastic recovery to 1220p from the late January market correction which saw HRI fall to 1100p. I believe that today marks a new All-time-high. however with a NAV of 1375p, the discount-to-NAv of 11% makes this Investment Trust a real bargain, especially considering its outstanding pedigree, track-record and excellent stock-picking. ALL IMO. DYOR. QP
quepassa
21/2/2018
07:43
The annual report is an excellent read. The fund is well run and a long-term hold for me and the discount is quite an opportunity in itself. This is a hot, focussed fund that looks and finds opportunity on a global scale. R2
robsy2
15/1/2018
08:18
The phenominal rise of Versarian and Zoo should help a bit here.
amt
12/1/2018
08:34
Probably more due to biggest holding IQE being hammered by shorters on the back of unrelated bad news in semiconductor sector. Great time to top up on HRI and IQE imo. Also VRS due another surge as the market wakes up to little gem.
shavian
10/1/2018
17:54
NAV continuing to rise, discount growing, share price starting to trend sidewise having broken out of its seemingly inexorable rise. Concerns about the wider market looking toppy? G.
garth
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