Nahl Share Discussion Threads

[danieldruff2] 17/4/2019 17:26

The glory of break-even is fast approaching!

[keith95] 17/4/2019 15:48

I've taken good profits today ....

.. back to a comfortable level of hold.


GLA.

[mister md] 17/4/2019 14:47

well, in 2015 the share price was 4 times higher and the p&l not too dissimilar, so you never know ;)

[aleman] 17/4/2019 14:04

4 or 5 times higher over 5 years is a nice comment, if highly speculative.

[someuwin] 17/4/2019 14:00

Cheers for that link. I'll listen to the whole interview later.

He certainly seems to like NAHL "...One of my highest conviction stocks" and "...One of the best restructuring stories on AIM".

[basem1] 17/4/2019 13:54

Thanks for that...Sees 3 or 4 or 5 times upside from current levels. Wow

[yupawiese2010] 17/4/2019 13:31

Favorable Discussion in respect of NAHL from Investment Director Stephen English of Blankstone Singleton, scroll in to 24.36 min to hear his comments.

[someuwin] 16/4/2019 12:56

Sums it up well...

"...NAHL has a c.19% share of the £157m claims management market but its move into claims processing increases the addressable market to £3.9bn."

[someuwin] 16/4/2019 07:53

Ex-dividend day is next Thursday (25th April) to get the 5.3p divi. (currently 4.5%).

And that's just the final dividend. total for the year is 8.9p.

[riverman77] 15/4/2019 21:37

I'm confident this has now turned the corner and see meaningful upside. Still very cheap.

[someuwin] 15/4/2019 21:13

Just updated the list of significant shareholders in the header.

Very reassuring that so many big name institutions believe in the NAH recovery story.

[someuwin] 15/4/2019 10:15

finnCap last month...

NAHL (NAH): Corp

Profitable ABSs illustrate the potential

NAHL has reported FY 2018 results in line with our forecasts (revised after a slower Q4). The transition towards the new, digitally enabled platform is progressing well and the Alternative Business Structures (ABSs – effectively the mid-way between the old and new model) are profitable. This validates the concept and the new 100% owned platform will launch in April 2019. Investors are being paid to wait during this transition phase with an FY 2019E dividend yield of 8.7%, and we continue to forecast net debt to peak in 2019 and a return to EPS and DPS growth in 2020. As the return from the new model drives increasing free cash flow we see very significant share price upside, with downside risk protected by the value of the growing Critical Care business.

[loglorry1] 15/4/2019 10:12

National Accident Law well placed to capture the small claims court litigation that will come from legislation changes. With good IT support this could be a very profitable arm of a great business.

Very happy to hold a big position here. Management so far have delivered on what they said they would do which is pretty rare on this market.

[basem1] 15/4/2019 10:06

Anything upto 1.50 looks terrific value. 6 percent yield at 1.50 very happy to hold and accumulate here. You cannot beat a good turnaround story.

[aleman] 15/4/2019 08:45

If these forecasts are anywhere close, there is a long way to go yet.


Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Growth Div Yield
2019-12-31 56.90 14.90 15.00p 7.1 -0.4 -18% 7.95p 7.4%
2020-12-31 66.30 17.50 17.30p 6.2 0.4 15% 8.60p 8.1%

[someuwin] 15/4/2019 08:23

More +Ve news today. Recovery well on the way now.

[basem1] 11/4/2019 18:22

Not quite got all mine BUT 13 percent of my wealth in here is maybe enough. I had rainy day savings earning 1.5 percent, thought it was a no brainer buying these instead.

[keith95] 11/4/2019 15:49

Cup and handle ... small dip after ex divi then up and away.

GLA.

[bc4] 11/4/2019 15:40

Yeah no props another nice rise today

[kop202] 11/4/2019 07:12

Ooeerrr.....yes

[bc4] 11/4/2019 06:25

Do you mean ex divi?

[kop202] 10/4/2019 15:09

Divi on the 25th

[basem1] 08/4/2019 21:13

70 percent of shares in institutional hands bet theres not much free float

[basem1] 08/4/2019 18:12

I've been building a position took 2 more tranches todayToo many positives to ignore