Netplay TV Share Discussion Threads

[trentendboy] 14/10/2014 10:24

Is there a link to the Chairman gone and CEO part time? Must have missed that RNS for surely one would be needed

[speedsgh] 14/10/2014 10:14

Have Hwenderson finally reversed their position? Appears they have increased from below 12% on 2/9 ( to over 13% as announced this morning (

[buffetteer] 13/10/2014 17:33

Directors have jumped ship -Chairman gone and CEO now part time chairman to 'pursue other opportunities' -hardly bodes well does it when you consider the difficult environment they are entering -operational cut backs they need to make Poc pressures ?
You want to see commitment not jumping ship .

[casabella2] 13/10/2014 17:31

Looks that way.

[joe_satriani2] 13/10/2014 17:17

I was expecting a trading statement soon, there was one on 16th october last year. Can a director buy before the company announces news, i.e. does this mean there is no trading statement coming?

[orchestralis] 13/10/2014 16:11

I dont think director buying will stop the fall, until Henderson stop selling

[casabella2] 13/10/2014 14:00

Noticed Henderson selling from BHR.Are they balancing the books

[richaims] 13/10/2014 13:58

cas, if it was Henderson selling those 12.76m shares, it will be good news IMO. Whereas it will still leave a big overhang, the overhang will be substantially reduced.

[casabella2] 13/10/2014 13:46

Could be.Notice how share price is suddenly heading in the right direction.

[richaims] 13/10/2014 13:44

Should also be an rns soon for the 3 sell (8.00) trades totalling 12,760,000 shares which were shown just before close on Friday?

[casabella2] 13/10/2014 13:36

At last, director buying.

[dragonsteeth] 11/10/2014 16:03

this from simon gordon on another thread :

FT - 10/10/14
Legal blow takes Ladbrokes to 30 year low

Ladbrokes hit a three-decade low on Friday after a legal defeat added to the bookmaker’s problems.

The High Court rejected a legal challenge to new online licensing laws brought by an association of Gibraltar-based gambling operators. The new regime, due to take effect in November, will mean businesses wanting to advertise or provide remote gambling services to UK punters will be required to obtain a licence from the Gambling Commission.

Ladbrokes and William Hill both moved their online sportsbook and fixed-odds games to Gibraltar in 2009 to avoid tax. In response to the High Court’s rejection, Numis Securities cut its above-consensus 2015 earnings forecasts for the bookmakers by 33 per cent and 18 per cent respectively.

“There is scope for appeal, but we acknowledge that the balance of probabilities has swung in favour of the licensing regime coming into force,” said Numis. “If this is the case, we believe that compliant operators’ share of the UK online gambling market will shrink, and the market will become more competitive and less profitable.”

[hastings] 11/10/2014 12:57

A few thoughts may be of interest to others taking a look

[lord gnome] 11/10/2014 10:56

richaims - I sure hope it was Henderson and that we are coming to the end of the overhang. They might just have a few millions more to go but the tap will be turned off sooner or later. Historic PE is now less than 6 and the yield is fast approaching 6%. I originally but mine as a short term punt (oops) but they now look like a good income stock with the added bonus of a possible substantial return of capital. The trick here will be timing the bottom for a large top-up.

[trentendboy] 11/10/2014 10:23

Really poor share price performance. Not simple to understand.

POC is a killer of course to bottom line.

It will thin out the competition but NPT already had a niche.

Can't help thinking this is a buying opp but markets somewhat volatile

[richaims] 10/10/2014 21:49

3 sell (8.00) trades totalling 12,760,000 shares just before close. Henderson?

[richaims] 10/10/2014 12:40

Excellent post, NC.

[paleje] 09/10/2014 16:56

Cheers NC.

[norbert colon] 09/10/2014 15:32

Henderson bought Gartmore in Jan 2011 and with that they bought a 20%+ holding in NPT.



Seems they added a few during 2012 and then from June 2013 they have been constantly offloading.

Their "strategy" could be no more than NPT no longer meeting their own internal investment criteria or the fact that NPTs valuation rose 243% from Jan 2011 to the climax of Jan 2014 so not a bad investment for them.

The overhang has been a constant drain on the valuation. Their selling does not necessarily mean they are negative on the business although its been a rough ride for any PI's. Overhang cleared will be a good thing for all involved.

[paleje] 09/10/2014 15:04

M/cap 26m, forecast cash by Dec 16m, forecast pbt 5m.

Strip the cash away 10m buys 5m pre-tax profit for 2014 and the same for 2015 even with POC factored in.

Unless there's a bombshell to come, which they know and we don't, I can't see Henderson's investment strategy.

[richaims] 09/10/2014 14:26

The problem as I see it is Henderson.

[richaims] 09/10/2014 14:22

Sp is now one third of Simon Thompson's target price!

[orchestralis] 08/10/2014 12:54

Its Madness

[paleje] 08/10/2014 12:16

Online gambling growth in Britain is looking good. Despite the much-feared Government point-of-consumption (PoC) tax, turnover for the industry is well on pace to surpass £3bn in the next two years.

[norbert colon] 08/10/2014 11:41

Small cap market has turned sour though!