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Share Name Share Symbol Market Type Share ISIN Share Description
Nahl Group LSE:NAH London Ordinary Share GB00BM7S2W63 ORD GBP0.0025
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -8.00p -6.53% 114.50p 114.00p 115.00p 120.00p 115.00p 117.50p 169,346 16:35:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 49.0 9.8 14.5 7.9 52.87

Nahl Group Share Discussion Threads

Showing 1201 to 1225 of 1225 messages
Chat Pages: 49  48  47  46  45  44  43  42  41  40  39  38  Older
DateSubjectAuthorDiscuss
24/4/2019
18:51
Loglorry has explained it well. Expect a 5 or 6p drop tomorrow as we go ex dividend
basem1
24/4/2019
18:26
Aleman, loglorry1, thank you for your helpful explanations. I'll take a closer look at their accounts and the turnaround story.
mr. t
24/4/2019
17:55
Mr T that's a very good point and it is in my mind where the opportunity lies. The market looked at the poor cash flow, dividends being paid while net debt increases and just says Yuck! As Aleman points out though when you dig deeper and understand how they are transforming you start to get really much more excited. Simply put NAH used to generate legal claims and sell the leads to law firms. They still generate the leads but now they process them themselves (and also sell some) which means it takes on average 2 years to get paid. That explains the blow out in receivables and poor cash generation. BUT it now means they have a pipeline full of valuable legal claims which pretty much offset net debt if they just let them run down (which they are not doing). Better still they actually get a better NPV from processing them than selling them as they did before so are potentially going to come out of this much more profitable. Also Bush a smaller part of the group has been growing profits well and applying a conservative p/e for a growth business to that business just about covers the market cap anyway. I think something else that is overlooked is how resilient earnings are to a recession. People still have accidents in an recession and need legal redress. This company should do just as well in a downturn as in a bull market. Log
loglorry1
24/4/2019
17:55
You see most of the time they do not answer we will see
bc4
24/4/2019
17:49
Well I did can you read? What you obviously do not know is, when a share price is rising, unknown people come on the BB boards with negative comments for whatever reason, it happens every time.
bc4
24/4/2019
17:26
bc4 If you don't have anything to say, do not answer then easy!
zangdook
24/4/2019
17:21
MR T. do not invest then easy!
bc4
24/4/2019
16:15
There is a very compelling reason for the cashflow pause. Setting up legal firms consumes cash! Impending legal changes mean it's gone from a company that handles marketing and generates leads for legal firms, to setting up 50% owned joint-venture legal firms to now setting up a 100% owned legal firm. It takes time after the investment in legal cases for the legal settlements to come through and generate cash. However, if they get it right, profits, cashflow and dividend could eventually be even higher than before. The first joint venture is generating cash and the second one is starting to come on stream. The wholly owned subidiary has only just lauched and will take 12-18 months to become cash generative but cashflow overall looks to be back on a rising trend again and could end up better IF they choose the cases they take on well. Crucially, NAH have great experience in filtering out unwanted cases when it was generating leads for other firms; the legal changes are causing some competitors to withdraw from its market; and the new 100% owned company is using modern online systems to engage with clients which could make it more efficient than some of the stodgier competitors that remain. The shares fell because the market thought the legal changes might damage NAH's business. There are signs that the business has made the right changes and is going to recover and might even come out stronger than before - but we won't be sure of that for another year or two. It's clear the market is starting to believe the story, though.
aleman
24/4/2019
15:13
I've just come across NAH following a tip from basem1 on the RRE board. NAH looks good value from an earnings point of view, so I can see the attraction. However, cash flow is poor. In 2017 12.4m of operating profit turned into 2.8m of cash generated from operating activities. In 2018 the numbers were 10.0m and 4.5m respectively. Over two years, that's less than a third of operating profit turned into cash. Trade and other receivables has increased from 2.5 months of revenue in 2016 to 5 months of revenue in 2017 to 7 months of revenue in 2018. This is a bad trend, and a high overall number, which puts me off investing - unless there's a compelling explanation. I've seen the comments in the 2018 results on increasing receivables, but they don't give me comfort. What are other investors thoughts on the low cash conversion and increase in receivables?
mr. t
24/4/2019
12:41
The real free float is now very small. Most of the stock is in pretty safe hands now I think. I know one PI with a very substantial holding in seven figures who expects to see 300p plus dividends as the new business model takes hold. I see no reason to doubt that at all.
loglorry1
24/4/2019
12:19
Ticking up on small buys
someuwin
23/4/2019
16:56
Long term trend reversal or not?
aleman
23/4/2019
12:45
Following the Stephen English interview on PI World, researched the stock and indeed it does look promising. Bought an initial £10k.
caterham88
23/4/2019
09:22
I would like to be in the 120's come ex dividend day and finish the week at this level after going ex Div. The dividend is a 4 figure sum for me as I am sure it is for a few other people.
basem1
23/4/2019
09:14
All buys so far today.
someuwin
18/4/2019
16:58
...Yes - good point.
someuwin
18/4/2019
16:55
Do you not mean Thursday. Wednesday close of business ex divi Thursday
bc4
18/4/2019
14:38
A bit cheaper now. Buy before next Friday to get the 4.8% final dividend.
someuwin
17/4/2019
18:26
The glory of break-even is fast approaching!
danieldruff2
17/4/2019
16:48
I've taken good profits today .... .. back to a comfortable level of hold. GLA.
keith95
17/4/2019
15:47
well, in 2015 the share price was 4 times higher and the p&l not too dissimilar, so you never know ;)
mister md
17/4/2019
15:04
4 or 5 times higher over 5 years is a nice comment, if highly speculative.
aleman
17/4/2019
15:00
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".
someuwin
17/4/2019
14:54
Thanks for that...Sees 3 or 4 or 5 times upside from current levels. Wow
basem1
17/4/2019
14:31
Favorable Discussion in respect of NAHL from Investment Director Stephen English of Blankstone Singleton, scroll in to 24.36 min to hear his comments. hTTps://www.piworld.co.uk/2019/04/17/navigating-the-markets-with-stephen-english-part-2-of-2/
yupawiese2010
Chat Pages: 49  48  47  46  45  44  43  42  41  40  39  38  Older
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