Huntsworth Share Discussion Threads

[darlocst] 17/3/2017 09:56

Results due on Tues 21st March.

[interceptor2] 17/3/2017 09:09

EPS estimates were increased 6% after the positive update, brokers often like to leave room for company results to come in a little ahead.

The main interest will be the outlook statement and following RNS releases later this year, now that the the last problem division Grayling has now been restructured.

HNT have 48% of revenue from the USA, which is a nice position to be in at this time imo.

Looking forward to reading the results report on Monday.

[markie7] 17/3/2017 08:52

Obviously the consensus has now moved on. So, it was true, but no longer may be true. In other words, the better news could well be priced in.

[susiebe] 17/3/2017 08:06

'The Group traded well through Q4, led again by strong growth at Huntsworth Health. As a result of this, together with continued favourable exchange rates, management expects the Group's full year results to be ahead of consensus*.'

[markie7] 17/3/2017 08:00

Er, by definition, results cannot be 'expected' to be ahead of consensus....!

[csmwssk12hu] 17/3/2017 00:06

Yes very cheap considering that they have already flagged they will be good results

[susiebe] 15/3/2017 20:18

Yes just 3 trading days til results which are expected to be ahead of consensus.

[cfro] 09/3/2017 13:16

Sp ticking back up again.

Results due 21st March.

[cheshire man] 09/3/2017 09:46

Some very large trades over two day's,,,,,buys or sells ?

[csmwssk12hu] 01/3/2017 12:04

This has got about to break out written all over it

[cheshire man] 24/2/2017 12:12

May well be right interceptor, just nice to see the share price moving north to end the week :-)

[interceptor2] 24/2/2017 10:44

Large buy of 485k at 46p this morning, larger institutional investor have had time now since the update to go through the numbers and decide to build positions?

A bit of idle speculation on a quiet day really, buy it often works that way.

[interceptor2] 23/2/2017 15:39

And looking like the price is strengthening into the close.

Two year chart is interesting which shows a long tight trading range between 36p and 48.5p, last weeks trading update was I believe an important catalyst, yet the chart hasn't reflected this yet, maybe that is changing now.

It can take a week or two for the price to reflect the change in tone as significant news is digested.

[csmwssk12hu] 23/2/2017 14:44

This is starting to pick up now think 50p will be cleared soon imho dyor

[cfro] 21/2/2017 14:59

Yes and no ic2, if im being honest.

As i say i was never a fan of the old huntsworth having been invested in the distant past. Maybe the 'new' Huntsworth is different?

Not sure also whether HNT has the growth credentials of PEL but would be happy to proved wrong by the management..

[interceptor2] 21/2/2017 14:54

I wondered if HNT might appeal to you cfro :o)

As another poster here pointed out they have the feel of PEL when they were turning around a few months ago, if the share price advances just half the rate of PEL I would be very happy.

[cfro] 21/2/2017 13:41

Opened a small position here today. Think it may have been you who convinced me interceptor2! ;-)

Never really been a big fan of this company but fully accept the premise that there is new management in place and a turnaround is in prospect.

Could be a case of just trusting management and seeing what they come up with.

[interceptor2] 21/2/2017 08:49

Since buying in here last week after the positive trading update, my conviction has grown that HNT are a classic turnaround recovery situation, where all the hard work has been completed and it is now at the start of a new profitable stage of growth.

All of the directors including non execs are relatively new to their positions, mainly from 2014 and 2015, and have been actively restructuring the company. Their confidence in future prospects was shown last year when the Chairman, CEO and CFO all repeatedly purchase stock between July and December between 38p and 42p, so not much lower than is possible to buy at today.

Very surprised that it is still possible to buy yesterday at 43p, maybe there is a seller in the background, it is impossible to know, but whatever the reason it gave me a chance to buy again yesterday now that my conviction has increased.

Most of the exceptional charges were taken in 2015, but there will be some smaller exceptionals this year after the final division Greyling has finally seen restructuring completed. But after the full year results next month I think we will see a much clearer picture and cleaner results, 2017 should be a rather good year for HNT as the new management team are now able to turn their attention to driving growth and profits.

[spooky] 20/2/2017 11:29

Not sure about the seller, could be the stub end of Freud. I suspect that we will work our way through the loose stock between now and the figures next month. The undervaluation revolves around the US healthcare business, that will be even more obvious when the numbers are out. Any improvement in Grayling would be icing on the cake IMO.

[miti 1000] 20/2/2017 11:05

spooky , QS99 ,
Dipped toe in here as well with 50k at 43. Lets hope we have as much fun as coa.
Recovery story looks like it could play out here if Grayling can pick up .

Clearly a massive seller here but that's nothing new with HNT. Any idea who he is ? Only seller I've seen still active from RNS's is perhaps Miton but its probably someone else

[susiebe] 20/2/2017 10:08

Think you could be right.Sustained buying so far this am...

[csmwssk12hu] 20/2/2017 00:02

Great statement this week usually find start to move about a week after statement so look forward to 23rd onwards imho dyor

[cheshire man] 17/2/2017 09:16

I thought the update yesterday was very positive so dipped my toe in,,,,,,,

[battlebus2] 17/2/2017 08:56

How long will it remain Spooky ;))

[spooky] 17/2/2017 08:54

The US healthcare business is worth a lot more than the current market cap.