Nahl Share Discussion Threads

[smallcapinvestor1] 21/7/2016 15:48

Market finally realised how cheap this stock is. 9% yield!

[kingcashbilly] 20/7/2016 10:55

"..earnings growth of 10% in FY16 as the cost plus model minimises the downside from reduced Solicitor Income and growth at Critical Care mitigates its impact on group earnings. The shares have recently been hit by post Brexit sentiment on UK small caps and now trade on an FY16 rating of under 8x and yield of approaching 9%. Given resilient earnings and the strong track record of the management team within evolving markets, we firmly believe the upside opportunity outweighs the downside risk..." - Arden Partners

[kingcashbilly] 20/7/2016 10:54

Trading update seems to be inline with expectations

[touche] 15/7/2016 08:52

Doubled holding at this level. Too cheap.Waiting for trading update

[pippin6] 30/6/2016 11:00

Come on NAH light the blue touch paper.

[pippin6] 24/6/2016 14:16

Part of Nah's business is conveyancing, this will take a hit with Brexit. The house builders are all off sharply.

[djbilywiz] 16/6/2016 18:40

Thanks Marben

[marben100] 31/5/2016 07:42

Pleased to see that the company has followed through on my suggestion that they appoint an NED with a legal background!: (as those that read my report will have seen). Obviously, this was in the pipeline when I asked that question.

I have to say that my experience of communicating directly with the company, as a shareholder, has been entirely positive, increasing my confidence in the quality of the company and its business (with the exception of the poor choice of AGM venue and timing)

[marben100] 27/5/2016 18:08

I was the only private investor attending NAHL's AGM on Wednesday. I've written a report on the AGM, at which I asked 9 questions, which is available on ShareSoc's member network, here:

To access the report, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here:

Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the report (and reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here:

One of my questions was aimed at resolving an issue much debated here:

Q2: What proportion of revenues & operating profit arises from RTA related work?

A2: ~25% of revenues relates to RTA claims. Within this, 18-20% is whiplash related. However, most of this relates to 3rd party claims (passengers & others), with little arising from drivers themselves.

On further questioning, the board confirmed that the margin on these revenues for NAHL was similar to that for other business lines, so any impact from a fall in RTA related revenues can be assumed to have a proportionate impact on operating profits.

My comment: The trading update issued that morning, states that demand for NAHL's services has been impacted by the regulatory uncertainty surrounding this. Despite this, the company states: "We expect the Group to report continued progress in the six months to 30 June 2016." (i.e. new business lines should more than offset any impact from the regulatory uncertainty).

Cheers,

Mark
Twitter @marben100

[qs99] 25/5/2016 07:24

decent update IMO

[touche] 11/5/2016 14:58

Why is the spread so wide and the bid never seems to move up?

[wilk1] 22/4/2016 11:30

Just the chart playing out, it was well overbought in the 280's, I'm surprised it got that high, the rise was meteoric. The RSI was at 80 ( overbought ) when the price was 260 and it carried on up another 20p after that. Ex Div has been the perfect opportunity for a shake.

[ali47fish] 22/4/2016 10:15

why the fall though on no news???

[corrientes] 22/4/2016 09:38

Well I sold for a 20% profit a few days ago. I go mainly by gut instinct/chart and at the moment I win more than I lose. Is this, however, only because the share environment is friendly at the moment, which increases your chances of success,which therefore kids you on into thinking you've got it sorted ?

[wilk1] 22/4/2016 08:15

Crazy market, some investors are idiots, chance to be out of this in the 270/280's now selling in 230's for a 12.5p divi. Clueless. I'll be buying back in again today.

[visacard] 21/4/2016 22:57

Ex div I suspect

[ali47fish] 21/4/2016 22:48

why has the share price tumbled 9pc today?

[wilk1] 18/4/2016 07:31

The chart is now saying " time to exit for now, I've had a very good run "

[battlebus2] 15/4/2016 15:07

Don't know but i suspect the market has realised the governments plans may not have the impact they expected, or maybe we are on the acquisition trial again...

[ali47fish] 15/4/2016 15:05

please does any one know threason for the rise in share price for a number of days- has there been any news that i have missed?

[hawaly] 13/4/2016 15:43

I keep meaning to add - wait and then miss the next rise...the spread looks huge, until the price moves and then it's too late.

[battlebus2] 13/4/2016 15:35

Moving higher today :))

[corrientes] 12/4/2016 16:41

Miracle, but why did it take so long ?