Nahl Share Discussion Threads

[keith95] 23/4/2017 15:18

.... UAI group is another one hit hard post Brexit ... just about back to pre-Brexit levels having spiked last thursday/friday ....

[loglorry1] 22/4/2017 10:15

Indeed basem1. I like the story here but clearly R&M don't think a good divi is maintainable. We are effectively taking the opposite stance so let's hope they've got it wrong. I'm sure as such large shareholders they'd have talked to NAH management so I do wonder why they were unconvinced. Let's hope they don't sell out completely and the overhang clears quickly.

Personally I don't care where the share price goes as long as good earnings and divis are maintained.

[keith95] 21/4/2017 23:47

River and Mercantile Asset Management LLP have come clean with their bail ...

[qs99] 21/4/2017 15:04

well nudging up nicely at mo....

[basem1] 21/4/2017 09:57

Insti's offload for all sorts of different reasons, it's just like us PI's moving funds about. I've seen it plenty of times before, seller cleared, then whoosh. Let's just see how this plays out, I'm of a glass half full mentality. I'll be the first to admit it if I'm wrong.

[loglorry1] 21/4/2017 09:47

basem1 why would institution offload if we NAH is on a crazy valuation? What is it that they don't like? Normally they are better informed that PIs

[linton5] 21/4/2017 09:47

Keep an eye on Vgas guys if settles over resistance at 58.5 next resistance is 76.5. divi is early may 5p. Bounced off 58.5 2or3 times now

[basem1] 21/4/2017 09:43

I know, but I think this is an exceptional case of an institution offloading holding us back. We are at a crazy valuation at present. £2 doesn't even touch the sides.

[linton5] 21/4/2017 09:36

I'm in Nahl so I hope your right,but nearly all on coming ex divi stocks have been behaving like this just check oot pfc,Ipf to name but a few

[basem1] 21/4/2017 09:32

Ha ha, we will be well above this level come next Friday. Back to £2 and settle at £1.75/£1.80 after the divi.

[linton5] 21/4/2017 09:25

Going down mate into 140s after divi date

[basem1] 21/4/2017 08:43

It will go up when we least expect it, still a chunk to clear, then fireworks. It takes time to prepare an RNS so we may get one mid morning or this afternoon. I'd prefer our seller to clear before it was issued if possible.

[qs99] 21/4/2017 08:27

market doesn't seem to think much of it though! Let's see how things unfold as well when it goes xd next week and whether they can give a TU at the AGM

[keith95] 20/4/2017 22:43

Kam5lc - Yes thanks for that & to danieldruff2 for posting the link.

[qs99] 20/4/2017 17:37

glad I topped up as well....just been got email and heavily tipped by Master Investor as a compelling yield case over next 2-3 years. Makes interesting reading, DYOR, they like management and how they have reacted to changing reg. environment goes x-div next week, making investments to re-focus model, committed to paying out decent chunks each year....return to growth expected in a year or so time....DYOR but housebrokers looking at £2 short term then £3....IMO...etc etc

[basem1] 20/4/2017 16:12

Just had another 10000

[basem1] 20/4/2017 16:00

Just working there way through the last 2-300k of the seller, and then we are done.

[qs99] 20/4/2017 15:56

well if it is true, wouldn't it be material to the business? Surprised market not picked up on it, maybe it is not material?!

[kam5lc] 20/4/2017 15:56

The lack of price movement is concerning but I've just got myself a few more at 159.25 . Fingers crossed for tomorrow.

[basem1] 20/4/2017 15:30

Wonder if they will RNS it tomorrow ?

[basem1] 20/4/2017 15:11

Kam what price did you get, I've just bought 5000 at 159.25 ? Can't see too many buys today ?

[basem1] 20/4/2017 15:06

Yes and we are nearly through that seller too. Imo, back to £2 as soon as seller cleared.

[linton5] 19/4/2017 12:39

Constant seller here I've noticed aw well back to the day job