Share Name Share Symbol Market Type Share ISIN Share Description
Hml Holdings LSE:HMLH London Ordinary Share GB00B16DFY89 ORD 1.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.00p -6.06% 31.00p 30.00p 32.00p 33.00p 31.00p 33.00p 65,401 15:01:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 26.0 1.5 2.6 11.9 14.17

HML Holdings Share Discussion Threads

Showing 651 to 675 of 675 messages
Chat Pages: 27  26  25  24  23  22  21  20  19  18  17  16  Older
DateSubjectAuthorDiscuss
24/9/2018
15:42
Stock offered at 32p. I wonder what Christopher Mills makes of this appalling performance ? Oryx paid 37p for 3m shares in the Dec 2016 Placing. At 29p bid, he has lost over 20% of his money. Business Growth Fund bought 2.2m shares at 37p in the Nov 2016 LTC Placing and another 2.2m at 37p in the Dec 2016 Placing. Ouch
graham1ty
24/9/2018
08:59
Blimey, there is no bid in HMLH. 29p, that is all that you can get for them...... Until HMLH show they can integrate and make money from the stream of acquisitions,this is just going to stagnate. Their statement was nothing: neither positive or negative, and the disappointing performance ( margins, gross and operating falling every period) means investors are just not going to give them the benefit of the doubt.
graham1ty
20/9/2018
17:02
Sorry it was just too awkward a start time as I would have to leave Manchester at about 6.30am and needed to be in London at 12 noon. I was also tempted by the Sosandar Agm which was in Wilmslow nearer to Manchester but that started too late lol
davidosh
19/9/2018
15:17
David, You didn't pop into Nottingham on the way back from Manchester then? Thought you may come bearing Mello awards for Kevin & Rachel :-) Shame to have missed you in Manchester (I usually attend) but the family had tickets for the Arctic Monkeys in Sheffield.
cockerhoop
19/9/2018
11:05
I had to be up in Manchester yesterday as I was hosting the ShareSoc seminar up there. I had committed to that well before I knew the Agm date unfortunately. I will try to set up a presentation if nobody managed to attend the Agm or maybe they could come and meet investors at the MelloLondon event in Chiswick on the 26th or 27th of November as it is only a brisk walk from their offices in Richmond ?
davidosh
19/9/2018
11:05
I had to be up in Manchester yesterday as I was hosting the ShareSoc seminar up there. I had committed to that well before I knew the Agm date unfortunately. I will try to set up a presentation if nobody managed to attend the Agm or maybe they could come and meet investors at the MelloLondon event in Chiswick on the 26th or 27th of November as it is only a brisk walk from their offices in Richmond ?
davidosh
18/9/2018
11:16
The policy will have been agreed with the auditors presumably on the basis of matching such improvements with future revenues/usage. As an outsider I know much less about their software development than they do, so am prepared to go along with it. Others may be more cynical :o))
rivaldo
18/9/2018
11:07
So you think that software costs (largely property management software), which are a recurring business expense and on which they have spent £861,000 in the last 4 years, should be ignored in calculating earnings and EPS?
stemis
18/9/2018
10:04
The 4.3p adjusted EPS - which to clarify is from Finncap - is fine imo, as: (1) I'm fine with the amortisation policy, although (2) I agree that the interest charge shouldn't be added back. I can't see any justification for that - however, it's completely immaterial at £57k (2017 - £39k) so doesn't make any difference at all. Hopefully davidosh has made it to the AGM and can report back.
rivaldo
18/9/2018
08:50
Note that expectations are for 4.3p EPS, giving a P/E of 7.8. To be honest I have always had a bit of a problem with how they calculate adjusted earnings. Whilst adding back goodwill type amortisation and the share option charge is fine, they also add back the interest charge and the amortisation of software costs, which I think is wrong. If you adjust for that the EPS in 2018 is 3.6p, so P/E would be 9.3
stemis
18/9/2018
08:05
I have been moaning for about three years !!!
graham1ty
18/9/2018
07:44
GrahamITY, I understand that originally they weren't going to issue any trading update at all today. Be grateful for small mercies :o)) Today's statement reads well. I always use the core, adjusted EPS. Let's be positive and take today's news at face value. If so, HMLH are very cheap at the current price. If they don't deliver, that will be the time to moan.
rivaldo
18/9/2018
07:33
But Rivaldo, that 4.3p is adjusted earnings. Last year they produced fully diluted, adjusted eps of 4.1p. Statutory eps was only 2.5p, flat year on year. So, the forecast is for an increase in eps of only 5% on a like for like comparison. [The Stocko forecast of 71% is absolutely misleading as they are comparing adjusted (4.3p) with statutory 2.5%]
graham1ty
18/9/2018
07:25
On 26 April 2017, Rob said “With the integrations of the acquisitions well underway we look forward to an exciting 2018.". The price then was 41p. Was it exciting ? Well gross margin FELL from 14.9% to 13.3% to its lowest level since 2010. Operating margin fell from 6.4% to 5.9%. Exciting indeed. It will take more than an “inline” statement to wake this up
graham1ty
18/9/2018
07:18
Rivaldo, we got our statement. The blandest, dullest, least informative statement you could imagine. Bit like the Company
graham1ty
18/9/2018
07:12
It worked :o)) Well done HMLH....a very satisfactory and succinct AGM statement today: "The business continues to perform well with a positive start to this year. Management remain confident that trading remains in line with expectations." Note that expectations are for 4.3p EPS, giving a P/E of 7.8.
rivaldo
17/9/2018
15:42
I can't attend davidosh. However, I did get in touch with the FD to request that instead of a bland "resolutions are passed" RNS they should include an H1 trading statement, as they did 2 years ago. Assuming all is well - which it should be given the last outlook - the this should at least wake up the market a little from its slumbers. Will you be there?
rivaldo
14/9/2018
10:04
It is the Agm in East Croydon next Tuesday at 11am. Any of you planning to attend ?
davidosh
27/7/2018
11:31
15k just bought at 34.96p, and an immediate response with a tick up on the spread, which is now a silly 32p-37p. I'm guessing you can still buy/sell well within that published spread. Plus any more buying would probably have a decent effect again. But it is a ridiculous spread on the face of it. EDIT - and a further 35,000 buy at 35.8p just reported.
rivaldo
02/7/2018
07:27
Igoe, they did a big MELLO presentation in Beckenham about three or four years ago ( when the share price was higher than now, and HMLH was seen as a growth stock). Since then they have disappointed. Until they can show that the acquisitions add value, and can show economies of scale working through the business, then people are being cautious. From their presentation last week, costs continue to rise faster than revenue. So margins fall.
graham1ty
29/6/2018
16:11
My IG sharedealing platform indicates 3.1p spread, that's nearly 10%, which seemed a bit nuts, but the quoted prices are even worse. Quotes for 50k shares, buy is 38.9p and sell is around 32p! Can't even place a market order on IG to try and get a better price. Could see this putting some people off.
psync
29/6/2018
08:36
This is the type of company which would benefit from a mello presentation, it would put them in the shop window.
igoe104
26/6/2018
22:45
Looks like a 25k buy at 35p reported late was the catalyst for the rise. Imagine what just a little attention here would do for the share price.
rivaldo
26/6/2018
15:34
Here we go....:o)) It's been over a year since the last acquisition. The Balance Sheet is sound, and the tome of today's RNS suggests to me that the centralisation and integration process is almost complete. I would like to see another acquisition or two, especially as multiples payable at the moment are probably not very high at all.
rivaldo
26/6/2018
12:29
I think the last thing we want to see are any more acquisitions.
horndean eagle
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