Share Name Share Symbol Market Type Share ISIN Share Description
Nahl Group Plc 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
  0.10 0.11% 93.90 93.80 94.00 93.80 92.00 92.00 36,655 16:35:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 49.0 9.8 14.5 6.5 43

Nahl Share Discussion Threads

Showing 1001 to 1025 of 1300 messages
Chat Pages: 52  51  50  49  48  47  46  45  44  43  42  41  Older
DateSubjectAuthorDiscuss
03/4/2018
16:56
I’m awaiting the Annual Report. May top up later in the year.
topvest
03/4/2018
08:29
My entry here would be around £1.
rcturner2
29/3/2018
20:43
"I am waiting, there is no rush to buy stocks like this." More than happy for you to buy my shares when I've finished with them. :)
keith95
29/3/2018
16:25
I bought back in today at 135p, previously sold at 193p, would be delighted if I could repeat the trick although my recent track record has been patchy to say the least. wllm
wllmherk
28/3/2018
07:35
I am waiting, there is no rush to buy stocks like this.
rcturner2
27/3/2018
23:06
Aleman "Just to be clear, one of the reasons I bought NAH is because I thought it would not be affected by the economic cycle that I think is now turning. When people get financially stressed, they are more likely to make claims." Agreed - and a low wage low regulation hire and fire Prof Mindy Minford type of Tory Brexit will help too. Kept half profits from last year .. started buying back at 148 grabbed some more today at 132.5 ... .. will we see 100p? Maybe after ex-dividend date but a 10p dividend covered twice over for a stock at 130p is excellent value.
keith95
27/3/2018
20:19
Price now seems to be assuming a few years of dividends and a decline to bankruptcy - a tad pessimistic surely?!
westcountryboy
27/3/2018
19:34
@ RCT indeed it does. Buying now when factor in 10p dividend looks attractive, but looks like could drift lower and my 145p top-up was early. Would expect some buying in run-up to 26th Apr ex-div date.
mnomis
27/3/2018
11:59
Price action looks very weak to me.
rcturner2
22/3/2018
14:31
I can't fault you on wanting value. I just think it is a type of business that normally commands a higher p/e since it normally has less capex demand on its cashflows than, say, an airline and much less cyclicality than, say, a housebuilder, and should be far better off than a company that suffers both as in, say, a car manufacturer. These all tend to get lower P/Es. I was disappointed there was not a forecast for 2020, as there should be less start up cost for and more cashflows from ABSs. I'm thinking it might be set for a strong rebound number. Good luck getting below 140p. Markets are unhappy with central banker overkill this week and getting more volatile. You might well get your chance.
aleman
22/3/2018
14:03
I don't think there is any such thing as a typical rating. Most companies trade at a PE somewhere in the 10 to 20 zone. A company that has just seen a steep decline in profits and has cut the dividend will normally be towards the bottom of the range. To take on the risk I want a discount. So I can see eps 14p, PE 10 gives 140p. I want a discount from 140p.
rcturner2
22/3/2018
14:00
This is a low overhead, people business with generally low capex and high cashflow and a business that tends not to follow the economic cycle. It would normally have a high P/E and higher payout ratio on profits. Why do you think it should trade at a 50% discount to a typical rating? There is regulation to come on 30% of the business but they have prepared for it and it should hit competition more. A 50% discount seems harsh.
aleman
22/3/2018
13:52
Aleman, I would say the market is priced correctly for those forecasts, but they look a bit optimistic to me.
rcturner2
22/3/2018
13:34
Forecasts for next year, including a 3rd ABS, are better than I expected and then there is an increase after that. The first two ABSs must be starting to produce already. The market seems to have overreacted. P/E is only around 7.5 or so and the yield around 6.5%+ and expected to rise. Forecasts for this year were on the money so updated forecasts should be believable and make the shares look good value. 2018 2019 Broker Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus ............ 13.35 18.74 9.44 ....... 18.28 19.72 9.93 Arden Partners 20/03/18 BUY . 13.10 18.07 9.18 .. 17.75 19.04 9.66 FinnCap 20/03/18 CORP .......13.60 19.40 9.70 .... 18.80 20.40 10.20
aleman
22/3/2018
13:10
I think after the XD date they may well drop away as there will be a lot less clarity about the size of the dividend going forward.
rcturner2
22/3/2018
12:36
RCT2,Fair play.
garycook
22/3/2018
10:12
Definitely under 130p. As low as possible really.
rcturner2
22/3/2018
09:48
RCT2,What price do you have in mind,to get back in ?
garycook
22/3/2018
08:46
I sold mine quite a while back, but I would buy back if the price pulls back more.
rcturner2
21/3/2018
11:28
Interesting discussions; I took some profits at £1.92 a little while back on a portion of my holding, and have bought back in with that money plus dividends at £1.45. Good value here imho (but short-term who knows where the market goes) and prudent capital management re dividend decision. Still decent yield and seems well managed to me.
mnomis
21/3/2018
09:37
You hit the nail on the head there. B of E is withdrawing liquidity and deposit rates are rising slightly. It all helps us on our way to recession. Http://www.cityam.com/281203/withdrawal-bank-englands-term-funding-schemes-cheap-money Https://moneyfacts.co.uk/news/savings/notice-accounts-seeing-improved-rates/ Stop Press - UK Claimant Count rose 9.2k last month, continuing its gradual 2 year rise, and possibly accelerating. ILO unemployment rose 24k in the last quarter - the second month it has shown a rise. Poor numbers on government borrowing in February. Spending surged as revenues were weak. No increase in VAT revenues and petrol and alcohol duties fell. Start of recession or bad weather?
aleman
20/3/2018
22:07
Article and readers comments might answer some questions. Https://www.learningmarkets.com/understanding-overnight-index-swaps-ois/ Again, apologies for off-topic.
aleman
20/3/2018
21:50
Thanks for trying - again I can understand the HK$ carry trade and its implications - though really talking about a multi year low when the rate varies between 7.75 and 7.85 seems a bit over dramatic; but again no mention of what OIS really is based upon.
fenners66
20/3/2018
21:12
I actually do not know but I might have some background information that helps. I recall LIBOR/OIS blowing out in the Great Recession and the PIIGS crisis of 11/12. It got bad in the Great Recession until Congress, Fed and regulators started running around making special arrangements. In the PIIGS crisis, I recall liquidity became tight everywhere until the Fed provided some extra liquidity for US banks yet Libor/OIS remain elevated as the crisis rumbled on in Europe where banks had no access to it. Eventually, after the crisis intensified, the Fed and ECB arranged liquidity swaps so that ECB could provide $ liquidity to banks it supervised in Europe and things improved. I can't remember what article I read recently but I gather repatriation of US companies foreign-held profits under Bush tax changes could be contributing to the problem. They are selling short-medium term liquid assets held in foreign currencies for cash and short term $ assets that can be repatriated immediately or allowed to mature soon into $s. This leaves less $ cash and short term $ assets in the market for foreign financial insitutions to meet interest on longer-term $ liabilities. It is perhaps a rerun of 11/12 but I suspect not centred on Europe this time. Given that rising US interest rates will be causing similar stresses in the Far East/Asia where main forex and interest rates are linked to the US, this reduction in short term liquidity is likely to be hitting home there more than in Europe. Europe has its own currency and rates that are not exhibitting the same sort of bubble pattern as the $ yet. Less bubble should mean less stress on tightening. Some European banks will be short of liquidity, and European sovereign and bank debt is undoubtedly still fragile, but I suspect stress will be occurring more in Asia just now. Now, ask yourself which Asian banks.financials have been taking too many risks to borrow short and lend long (or similar gambles such as interest swaps) and now cannot get back the liquidity they need to service the long (or meet maturing contracts). I don't really understand it yet but look at the chart in this article that shows stress on the Hong Kong $ peg - it was last this stressed in 2008/9 and 2010/11. I think the Fed is ignoring the stresses that are appearing and might be about to raise again when maybe it should not. The black swan might not pop up in Hong Kong but it might appear somewhere else in Asia that has been milking the links to ultra low US interest rates for lots of financial speculation. If and when it starts, it will see junk bond yields and rates on riskier sovereign debt blow out rapidly in a flight to safety, which would quickly lead to global recession and probably reignite the European debt crisis which has never really been resolved as indebted entities have also milked low European rates to allow debt to rise even more - but that will be a Euro problem in future. The Libor/OIS spread is indicating $ liquidity stress now. http://www.scmp.com/business/money/money-news/article/2135737/hong-kongs-dollar-weakens-three-decade-low-testing-citys I hope that helps. I don't pretend to understand it all and might be barking up the wrong tree. Some say elevated Libor/OIS is nothing to worry about as there are ameliorating/special circumstances. Given I am seeing deteriorating signals all over the place in the economies of several countries - bad corporate news, rising defaults and weakening housing markets in US, UK, Canada, Australia and India, amongst others - and central banks are STILL talking about raising rates as long bond yields fall and flatten yield curves, I tend to a pessimistic view.
aleman
20/3/2018
19:59
Aleman - I followed the link to the explanation of the spread between OIS/LIBOR I get what it portends and why. What I didn't fully get was the use of the term "swap" in the OIS and what exactly they are therefore pricing to come up with the comparative rate. LIBOR is pretty self explanatory. If OIS was based on a feds fund rate I would follow that - but there's a bit in the middle I'm not getting - can you explain ?
fenners66
Chat Pages: 52  51  50  49  48  47  46  45  44  43  42  41  Older
Your Recent History
LSE
NAH
Nahl
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20200125 11:18:26