Nahl Share Discussion Threads

[scottishfield] 12/2/2015 16:17

just had a few more just now

[battlebus2] 12/2/2015 16:14

Not a great finish to the day on a few sales...

[battlebus2] 04/2/2015 16:46

Great, i hope you mean up..... :))

[scottishfield] 04/2/2015 16:42

yes I took some yesterday bb, onwards & --wards.

[battlebus2] 04/2/2015 16:41

I see a few buyers got in at 253 over the last few days but that looks to be coming to an end with 255 paid, onwards from here imv...

[battlebus2] 31/1/2015 20:15

Here's a link to a recent Edison note where they increase their estimates, it also gets a mention in Shares this week where they say it's cheap and the price has much further to go.

[battlebus2] 30/1/2015 15:41

I totally agree QS99 and have been buying since the positive update, i fully expect these to hit £3 and meantime we get a tasty dividend.

[qs99] 30/1/2015 12:43

note sure if you are looking on other thread as well, but NOMAD appnt today IMO is +ve, as is the clearance of sellers...still a 7% yield so think this will start reducing IMO as buyers push price higher...

[qs99] 29/1/2015 16:09

They have Moved on and taken profits me think....but IMO with 7%+ yld me thinks there is a good way to go yet on the share appreciation.....IMO!

[topvest] 26/1/2015 16:54

Significant news today with the two early backers fully exited at 225p. Stock overhang now gone. This bodes well for the future share price, but looks like it's already been reflected in the recent strength. Still looks quite cheap for me, but both these early backers clearly wanted to crystallize their gains. I suppose it always begs the question as to why they want to sell a growth stock on a near 7% yield, but maybe they just want to move on and take a profit.

[qs99] 20/1/2015 09:16

hi HVS....didn't realise there was a thread already....probably waiting to be shorted, but so far am sitting on a 20% gain...so I'll wait until I get the yield and maybe £3 before exiting..

[123prezzie] 05/1/2015 16:36

Can NAHL benefit from the turmoil at Quindell?

[topvest] 14/11/2014 12:05

Well I've bought in. There is regulatory risk and the founding shareholders may place some more shares when ready. This appears to be factored into the share price. I don't like this type of company, and compensation culture business in general. Nevertheless, the business model is sound and the market leader is here to stay, whether you like it or not. I've put my personal dislikes aside. Return on capital is fantastic as is dividend yield and most other metrics.

[snadgey] 28/10/2014 22:02

Beware the stock overhang may start to play out next month...

[arlington chetwynd talbot] 18/10/2014 02:23

Keep quiet, we don't want them in here.

[oniabsta] 17/10/2014 23:47

Very strong performance in these mkts.

[oniabsta] 26/9/2014 09:53

Jonwig
I may, or may not have convinced myself "it's a great income stock" but it's off to a good start :-)

[1samus] 26/9/2014 09:22

Sorry - slightly bad wording on my part

I meant that the fact the market perceives there to be higher regulatory risk is causing the low rating.

Looks like people are slowly becoming more comfortable with the business / its market / regulation, and this is positive for the SP

[pcourt] 26/9/2014 09:06

Hi 1samus...why would "low regulatory risk" mean low rating? Surely High Regulatory Risk would lead to low rating? ...Thanks

[1samus] 26/9/2014 08:14

There are two main reasons why NAHL has less regulatory risk than the market currently perceives (hence the low rating)

1 - As mentioned above, it is one of the larger and more reputable firms, and has already adapted its business model - which the MoJ has approved. Most of the firms to go out of business are the smaller firms

2 - Most of the regulatory focus is on RTA (in particular whiplash), RTA is 25% of NAHL's business and whiplash is 6%. That compares to the market where RTA is 75%.
So NAHL is more insulated than most from regulatory change.

The recent strong results are reassuring investors of this, and that is helping the stock to re-rate. I expect that to continue - somewhere towards 300p

[jonwig] 26/9/2014 06:51

My observation was based on there being no comments on the thread about regulatory risk.

It may be that investors here don't see it as so serious. And of course, if regulators get tough, it will be the semi-crooks who go to the wall, not the more serious players such as NAHL.

I'd better shup up here - might start convincing myself it's "going to be a great income stock"!!

[snadgey] 25/9/2014 22:21

Jonwig - I think the looming stock overhang is the most immediate risk here, something I've mentioned in my previous posts...when do you expect your perceived risks to kick in?

[pcourt] 25/9/2014 20:50

These are Main Tip in IC tomorrow. ..wheelie