Nahl Share Discussion Threads

[kop202] 18/3/2020 16:07

Lombard Odey rides to the rescue

[kop202] 27/2/2020 12:46

Just shows how oversold this isOl Odey just topped up again

[aleman] 25/2/2020 16:51

It's remarkable that these are up this week when the main indices are down over 5% so far.

[master rsi] 23/2/2020 23:10

A BREAKOUT last Friday

[loglorry1] 11/2/2020 18:23

Oryx International Growth Fund is run by a guy called Chistopher Mills. One of his funds NAS which I own a bit off is up 100x in 30 years averaging over 10% anualised over that time. Info on Oryx here https://www.oryxinternationalgrowthfund.co.uk/fund/oryx/information

[ali47fish] 11/2/2020 17:40

Oryx International Growth Fund adds form 9 to 10pc- is this significant?

[master rsi] 05/2/2020 15:05

There is some interest in the shares once again, and about time for the bounce to take charge

[dfarmer] 05/2/2020 14:24

Wondering if it’s to hedge a spread bet they took. Seems doubtful though as not sure who would bet big on this going up. Probably a trainee in the trading room.

[sbb1x] 05/2/2020 14:01

Big spread

[kop202] 05/2/2020 13:43

The clue is in the name.......xxxx betting

[ali47fish] 05/2/2020 09:30

who is spreadex- they are buying- please comment

[someuwin] 05/2/2020 08:47

Will be moving up soon. Can buy £2k online. But not £3k. EDIT: or maybe not.

[sbb1x] 04/2/2020 14:44

That move 53p to 65p was excellent for anyone that banked there profit...

[sbb1x] 04/2/2020 13:22

Lombard buying to lend to shorters ?

[master rsi] 04/2/2020 12:50

On the bounce and Strongly Why? Bouncing strongly after the very large fall yesterday with the trading update. 1 - But 2 Directors were buying soon after the update 2 - The Lombard Odier Asset increased stake from 14.24% to 17.02% the same date. 3 - The dividend suspension was expected but badly received by the market 4 - With the large share fall NAH has become a BARGAIN.

[kop202] 04/2/2020 12:48

This whole episode is Od-ius

[sbb1x] 04/2/2020 12:41

Just keeps going up

[loglorry1] 04/2/2020 11:33

Lombard Odier are smart cookies. If they see value here then there probably is.

[someuwin] 04/2/2020 11:12

I see that Lombard Odier Asset Management have now increased from 14% to 17%.

[someuwin] 04/2/2020 11:07

Yup. The Critical Care division is growing strongly (up 10%) YoY and makes the current valuation cheap on its own.

[loglorry1] 04/2/2020 10:52

I think this is pretty good value down here. Bush is going to do 5.5m EBIT at least in 2020 and its a high quality growing business. Put that on a multiple of 10 and you have £55m value there. Take off the debt of around £20m and you have £35m left vs 25m current market cap and the PI business in for free. I think 100p a share is achievable soon enough so I've bought a few. The total dividend cut not welcome but obviously they needed to make some sort of cut due to volatility of business in PI and HMG dragging feet on legislation. I guess a total cut is the most prudent. I'm a buyer down here.

[fenners66] 04/2/2020 10:04

To be fair having read reams of company RNS's, missed targets , reduced targets for bonus schemes , profit warnings one after another, changes on policy on dividends et al. I don't believe a lot of directors give 2 figs for shareholders opinions. This is their job , they do it to get remunerated , not to be popular.

[fenners66] 04/2/2020 09:26

So by not piling in seriously, shareholders would be more forgiving of the profit warning and dividend cut ?