Impact Holdings Share Discussion Threads

[still waiting] 27/6/2011 19:29

bod should turn the co.into a listed vehicle for legal practices and start to consolidate the sector..

[sheldontrainers] 27/6/2011 10:56

I see that the results were on 2 July last year.

Does anyone know when they are expected to be this year? And any views on the performance or cash held?

[still waiting] 15/6/2011 10:59

news can't be far now.

[bozzy_s] 11/5/2011 10:06

Well that 5k sell @ 108 should make buying easier!

[still waiting] 10/5/2011 22:19

we may have news b4 then, it's been a long wait but these are in my sipp so no hurry.

we do seem to move in jumps of 20p and no more so that no one can trade it.

just need a massive reverse t/o business to be lined up and we'll be quids in..

[bozzy_s] 10/5/2011 22:14

I reckon the next £2k buy might do so. Should have that to spare in a month if the price is still sub-130p and prospects remain the same.

[still waiting] 10/5/2011 22:10

good man.

surprised you didn't cause it to tick up.

[bozzy_s] 10/5/2011 22:08

Added today within my target price range (as per post 606).

Might take months, might take years, to reach a fair valuation. I'm very happy to sit and wait, and add when finances allow.

[still waiting] 10/5/2011 17:41

awaiting results and hopefully a reverse t/over or special divi..

way too cheap imho.

[andrewbatchelor] 08/5/2011 11:59

Does anyone know what's happening with this one?

[bozzy_s] 06/5/2011 22:04

Don't care about ADT. Looks pumped to me. IHUK a better investment.

[still waiting] 05/5/2011 11:26

with no trade showing yesterday looks like the mark down was simply to encourage selling.

no joy there, bring on some news.

[still waiting] 04/5/2011 14:25

our time will come.

[spacedust] 04/5/2011 14:14

i hope some of u have looked at adt up 25% approx today on a red day on most stocks

[spacedust] 04/5/2011 10:18

another ihuk in the making is ADT

[still waiting] 04/5/2011 09:45

tick down with no trades showing yet?

[still waiting] 27/4/2011 11:07

aussie reverse gold miner.

£10.00 ps

[bozzy_s] 25/4/2011 23:46

I hope I didn't come across as nasty in my assessment of ADS. Just a gut reaction looking at recent history and results vs IHUK. Hope you get a surprise on results day grlz.

As for IHUK, net tangible assets are £3 per share, nearly all cash. So that's an absolute baseline for fair value with a profitable stable company.

Actually forgot that the latest acquisition should lead to a slight improvement in FY results compared with last year. And we might be sitting on £3.10 net tangible assets per share now.

Question is, what's the endgame? Is it taken private at £1.50 a share? Is it taken over by a 3rd party at £3 a share? Is it reversed into an Aussie minerals exploration company at ????? per share? Does business suddenly drop off and it stagnates into nothing?

[still waiting] 23/4/2011 20:11

locked down for a rerating and "new business opportunities"..........

about time Justin brought something to the party:-

Board Appointment

I was delighted to announce the appointment of Justin Bates to the
Board on 1st November 2010 which was part of our continued strengthening of
the Board allowing us to pursue our broader strategic objectives.

[craftyspeculator] 21/4/2011 13:34

"aren't doing anything interesting" is what I love...they are just sticking to the knitting (under the general investors radar) and generating cashflow from it...I put fair value at £4-£5 a share rather than £2....I reckon tangible net asset value alone is about £2.50. As long as they stick to the knitting I will stick to being patient.

[grlz] 21/4/2011 09:11

IHUK imho should get a NAV boost as the acquisition of Daresbury was undervalued - the only prob is IHUK aren't doing anything interesting, there has been no dramatic increase in the registration of mortgage charges in any of the subsidiaries so the business is progressing inline with management statements.

£2 looks like fair value to me - based on the full utilisation of the Sutherlands funding lines imho

DYOR

[grlz] 21/4/2011 09:01

bozzy - ADS was suspended due to takeover talks, fell out on price. The board didn't want to sell out on the cheap and the share price enjoyed a significant rise.

ADS has since raised a decent placing - well capitalised and the results should show the turnaround, which imho is ahead of the brokers estimates = opportunity for a results day bounce from the current sp, down from the highs ;)

add in sector consolidation after Close Brothers offered terms for Cavanagh Group and its an interesting investment from a very low entry point

DYOR

[bozzy_s] 20/4/2011 23:01

ADS results? Cor don't hold your breath. Looks a complete basket case of a company! Recent RNS's include 'statement re suspension' and more than one of 'issue of equity' Loss making no-hoper. And still valued at more than IHUK.

Sorry that you invested there instead of IHUK.