Huveaux Share Discussion Threads

[ckafetz] 04/5/2005 00:35

Good call. FT comment always welcome

[jlabrey] 03/5/2005 20:14

Two great articles recently. IC a couple of weeks ago pointed out that David Horne, the FD, has added to his personal holding at 44 pence just after the results. The article suggested that the company may overshoot revised forecasts for 2005.

Today, an excellent half page in the FT about the impact of the election on demand for the company's services. Mainly a reiteration of John van Kuffeler's ambition to take HVX to the FTSE 100 within ten years. Some good broker comment and a reminder of the strong position within its core market.

Certainly the share price has been punishing to holders and supporters of the company recently. How many of us have cursed as the price moved down through the 50s, then 40s and now 30s?! I would expect some movement at the interim stage when it becomes clear whether the education and training division has recovered.

The strategy is also supported by acquisitions, so I expect this to drive growth when they come.

At least the dividend will ease the blow later this month!

[chesty1] 17/4/2005 19:57

Taken from shares mag.

The publisher of political reference books last month reported 2004 pre-tax profits up 75%.

Fund Manager Peter Long says

After aquisitions, Huveaux doubled its profits & ended the year with no borrowings & 3.1 million cash. Three quarters of the shares are held by directors & Institutions. Net asset value is 30p & there is support at 40p. Margins & profitability are excellent: PE is fairly low. STRONG HOLD.


Good luck to all holders........

[milbo] 15/4/2005 18:35

Don't think I like to see this increased volume so soon after the xd date. Seems like a gathering of momentum for a further drop. Well, like you say Chesty1 - into the drawer, out of sight and out of mind.

[chesty1] 14/4/2005 20:25

Agreed Milbo

Well done with your Bioprogress gains....

I will be doing the same adding little & often & having fun trading around with the rest of my funds. (if you can call it fun at the mo?? CSH is my biggest holding which is getting hammered).

Still like with HVX happy to hold longer term.

I find if you have done your research & are happy with the co "HOLD ON & HOPE" most of the time they bounce back.

Every1 has been seeing mostly red on there screens at the mo!!.

Good Luck to every1 out there & be lucky.

[milbo] 14/4/2005 19:44

Not to worry Chesty1, they maybe just fancied re-investing some of the holding in a more exciting stock. Must admit, I've lost a lot of interest in Huveaux recently and dumped almost a third of my holding yesterday in order to buy some Bioprogress when the bid was sub 29p. Cursing myself for selling Bio at 34p, given current sp, but it just seemed too risky to remain in - and I wanted to put the profits back into Huveaux (still like it, after all, but plan to add in small amounts each month rather than rush back in with a big wad of cash. Less frustrating by far).

[chesty1] 12/4/2005 20:10

Oh poo...!!

I thought I was posting good news, I thought they might of increased there holdings, still atleast that explains the low share price???

Oh well keep em in me bottom drawer then & get em out in 6 months time.

Good luck to all holders.

[milbo] 12/4/2005 10:15

Chesty1 - that means that between them Jupiter AML & SST dumped around 1 million last Friday. In late Feb/early March they held in excess of 17 million Huveaux shares.

[chesty1] 11/4/2005 20:12

RNS Number:9177K Huveaux PLC 11 April 2005

Huveaux PLC ("Huveaux" or "the Company")

Shareholder Notification

Huveaux has today been notified from Jupiter Asset Management Limited ("Jupiter") dated 8 April 2005 that following a recent transaction in the ordinary shares of Huveaux, Jupiter Second Split Trust PLC now holds 6,244,998 ordinary shares and Jupiter has an aggregate holding of 9,323,054 ordinary shares in the Company. This represents 5.80% and 8.66% respectively in the issued share capital of Huveaux.


END



This information is provided by RNS
The company news service from the London Stock Exchange



END

[ckafetz] 10/4/2005 00:19

Doesn't seem that the calling of an election has had the desired affect which we would have liked. Thought as much !!!!

[milbo] 04/4/2005 15:15

Slight delay to the election announcement? So what?! Amazing if that was the reason for today's drop, but there doesn't seem to be any other remotely relevant info. Just shows how the market can get away with seizing any old excuse to push a share price down to its next stop loss trigger.

[chesty1] 04/4/2005 14:50

She's recovering slowly!!! ssshhhhh

[milbo] 04/4/2005 14:25

Oh sh*t dr kilmore, those stop loss orders are a bad, nasty business. As far as I can see they serve little purpose other than to get rid of the patient small investor at or near the bottom.

[ok,yah] 04/4/2005 12:06

Yes - a bit harsh i'm in today the - divi isnt bad at these prices either

[bald sparrow] 04/4/2005 11:27

Tony Blair has delayed the election date announcement out of respect for the Pope's death. Is this the reason for the drop - seems a bit of a harsh drop.

[dr kilmore] 04/4/2005 11:22

well what the #### is going on here, ignore previous post as i've just been chucked out of this share via stop loss. might stay out for a while.

[dr kilmore] 03/4/2005 00:30

personally buds i wouldn't add at the mo as any share price hike is likely to be nullified by going ex div. we are i think all agreed that this has good longer term prospects though and i wouldn't want to sound negative as to the medium term potential for significant movement as milbo suggests as i too think this a possibility. Management have reiterated there desire to acquire other businesses that are cash generative from day 1. In short:
I like the management
I like the strategy
I like the balance sheet
The share in my opinion at this moment in time however is a HOLD.

[milbo] 02/4/2005 18:35

Agreed. I still think that there will be a price surge in about 5 or 6 months time, but we could see further slippage before that - especially if it turns out that public has been misled re the likelihood of a May election. As it is, people are viewing a May election as being more or less a certainty - but nonetheless Huveaux remains in a trough. Frustrating, but it does at least provide an opportunity to add at a very affordable price.

[jlabrey] 01/4/2005 20:24

I like this one for the long term, but with a p/e of around 20 and EPS growth running at 10%, it is fully priced at the moment. The dividend is a nice bonus.

If it can sort out the education and training division, we should be on course for accelerated growth this year, particularly given the election. We should know at the interims whether the existing businesses are growing.

Long term success will depend on the acquisition strategy and I am betting on the experienced board being able to make shrewd additions to the group's titles.

The political titles are excellent, but it's an increasingly competitive environment.

I certainly wouldn't invest in this company for anything other than long term (3-5 years +) gains, which should be significant. The Chairman has ambitions to take this company all the way to the FTSE-100 in 10-15 years - which is what he did with Provident Financial.

[chesty1] 01/4/2005 19:37

Over the past few weeks you can feel election fever around the corner suprised to see people selling off at the mo, surely there all doing it at a loss???

LONG Term bottom drawer & adding along the way....

Good Luck to all & happy weekend.

[dr kilmore] 01/4/2005 17:08

ckafetz, They own dods parliamentary communications. This includes complete biographical references for ALL the candidates form ALL the parties contesting. Obviously with mp retirements and new candidates for the challenging parties there will be hundreds of new ppc's that nobody knows jack about. Hvx SELL that information via one or more of their communications. Its must have information if your looking for the weak points in your opponents.

[ckafetz] 31/3/2005 21:41

I don't confess to know much about this share but I can't see a General Election having any affect on the share price at all.

Have I got totally the wrong view here?

[chesty1] 31/3/2005 12:39

Come on announce the elections date & give this co some life!!!!

Good Luck to all & aint it boring.......

Long term bottom drawer

[chesty1] 23/3/2005 17:32

HVX may be painful with no movement!

BUT atleast its better than all of the red I am seeing on my p/f....

Good Luck to all.

DOW was up when we closed today NOW its falling back again!!!!!

Sad end to the week me thinks.

Be lucky