Porta Communications Share Discussion Threads

[guildedge] 22/4/2016 19:37

The volume would of forced the low price. The reality is while the directors are locked out the buyers in the background seem able to pressure whoever is selling to sell at really low prices. Whoever is selling seems desparate to sell. Maybe for tax reasons??

Wait and see if we get any RNS on Monday. The Porta investors page has not been updated since Jan 2016. So HH is still 5.58%.

At some point Porta need to clear out these stale investors. We may well see that happen before the results. After which I wonder if some new major shareholders will be announced?? With directors buys in May this could push up the share price

[markie7] 22/4/2016 19:13

That shows where the market really is for any sort of real volume. That is only £100k worth. Less than 1% of the share capital

[cottoner] 22/4/2016 18:22

Late reported 2,625,500 sell @ 4p from Wednesday 20th.

[guildedge] 21/4/2016 17:58

Yeah some crazy trades today. Large 576k trade has showed up. Looks like a buy.

Someone is soaking up all the stock here. The MM probably lowered the price. Strange 2 days.

[salpara111] 21/4/2016 12:40

Heavy volume on both sides today.
Given the sensitivity of the share price to even moderate volume I can only assume that at some point when the selling abates the share price will bounce back strongly.....well heres hoping!

[karm] 21/4/2016 11:31

I notice this is being targeted now by a frequency trading system today with lots of small trades. This may mean we have some news coming.

[speedsgh] 21/4/2016 11:13

2yr chart currently looks like the heartbeat of a dying animal. Going to need a defibrillator soon. Bob Morton must be pulling his hair out (assuming he's got any left).

[salpara111] 21/4/2016 09:33

well, I guess that given there will be results in May I will hold for now, I guess it can only drop another 5p!
The fundamental issue still appears to be one or more large seller desperate to liquidate their position at any price.

[guildedge] 16/4/2016 17:39

Just noticed that Redleaf have won the UK Stock market award for 2016. They won it in 2015 too. They beat 4 other nominated firms including Camarco, FTI Consulting, Hudson Sandler and Walbrook PR.

hxxp://www.redleafpr.com/media-centre/awards/2016/april/redleaf-communications-voted-best-adviser-financial-pr/

That with PPS expansion, Blue Prism IPO/Samsomite IPO for Newsgate, the Siemens/Bosch contract for Publicasity and small contract win for Thirteen comms things seem to be going reasonable okay here. The three acquisitions seem to be doing well. That with the small contract win for Thirteen.

[guildedge] 13/4/2016 17:57

@ Oldie - Hard to tell what is happening as we can't prove who the buyer or seller are.

Looks like Newsgate picked up a small IPO contract and PPS have expanded their SW team by 3 staff. They are looking to expand.

So some good news today.

[oldie52] 12/4/2016 17:46

I am sure a blue chip company like Porta wouldn't dream of flouting the rules and delaying announcements of changes to significant shareholders.
Changes have to be announced immediately

[guildedge] 12/4/2016 16:51

Jeff - I suspect they wll delay the HH announcement. Website still shows 5.58%. The new buyer certainly has over 4m if it's all the same buyer. Like all things this company is great at timing announcements. Maybe time them together? In any case I think this is a great time to buy in as there is solid support at 6p from a unknown buyer.

Wednesday would be a nice day for an RNS. Acquisition or hire news would be nice.

[jefftwo] 12/4/2016 07:06

I am surprised we havnt seen a holdings update given the amount of dealing activity over the past few weeks

[guildedge] 05/4/2016 17:27

To follow up on Kimboys post.

hxxp://www.gorkana.com/2016/04/publicasity-wins-bosch-neff-and-gaggenau-briefs/

'Publicasity has had its PR work with BSH Home Appliances extended to include its Bosch, NEFF and Gaggenau brands. The appointment comes a week after the agency was named as the UK PR agency for Siemens Home Appliances.'

@ Oldie - HH made the decision last year to start clearing its stock. Have we heard anything to suggest the firm is not doing as well as last reported by CAG and the TS? No! I really doubt they would be getting client news on a weekly basis as there are many areas Porta still does not cover.

We should get at least 1 RNS tomorrow following and or before the general meeting. Pends if they use it to announce an acquisition. I don't think they can release financial information before the results now??

Overall I expect the directors to pile in here once acquisitions complete.

[oldie52] 04/4/2016 13:57

Don't worry about the ever falling share price. Guildedge will explain why institutions and private investors seem to be ignoring his calls to be patient and leaving the sinking ship.
Kimboy2. It looks like a nice win but they should be winning big clients like this every week.

[kimboy2] 31/3/2016 21:35

German appliance brand Bosch has appointed Publicasity as its newly retained PR agency for its range of home appliances, following a four-way pitch. Publicasity will deliver a digital and social media campaign in the spring, along the theme of Every Day Wins with Bosch. It will form part of a wider marketing campaign across the year. The account will be led by Publicasity associate director Barbara Normile

[guildedge] 30/3/2016 13:46

Actually the cag broker report suggested debt would fall for next year. You also don't know what cash the acquisitions have in the bank.

Looks like our mystery buyer chirped in again today.

Looks like Porta picked up another client today. Dyor.

[pelliot] 30/3/2016 10:30

More bank debt to fund acquisitions, whoopee!

[guildedge] 29/3/2016 20:31

@ Oldie - I doubt the acquisitions will be based on the share price alone. Look at the deal they did for CAG? That involved no cash. Why would they even mention acquisitions if they did not intend to do this?? Why hire a COO? I think you are purely looking at this based on a share price. I see opportunities here. Overall I expect the acquisitions to follow soon. I hope for the first one in April. This is same time they did Redleaf deal 2-3 years back.

[kimboy2] 29/3/2016 19:44

They managed to get 51% of the Australian operation for virtually nothing.

[oldie52] 29/3/2016 19:25

Still can't understand why you keep going on about acquisitions Guildedge. How are they going to fund them? They can't issue new equity at under 10p and only an idiot would take paper at 10p when the market price is 6p.
Unless they surprise on the upside when they announce their results they will have to rely on organic growth in the medium term. Cant see much track record to give me any confidence that will happen

[guildedge] 29/3/2016 17:40

@ Pelliot. Not suprising the VCT is selling up given the Malborough fund linked to HH sold £480k worth last year. In the VCT account they mention Porta as their worst performing share down 53%. Someone has suggested the flurry of trades today is to beat the end of tax year. They can offset these loses against other profits. Makes business sense tax wise.

Not even sure the VCT had a 3 year lock in?? Where did you find that??

Someone else is clearly buying here. I count 3.75M buys since Feb 2nd on LSE. If you go back to Feb you can see a string of 50k and 100k share purchases. Mixed in with that large 556k purchase on the 16/02/2016. I excluded some random figures. Buying for a director or another institution? I figure they must be close to an RNS if same buyer as in Jan.

This is the main reason I think the share will hover around 6p. You do wonder if it was a II why they don't simply just do a large trade with HH? My guess is management are holding back announcemnets after April 6th.

The acquisitions will be timed around the new COO position. So July. I think an announcement in April after the renumeration is voted in and any new II announced. They know what they are doing.

All this talk of this renumeration package is meaningless as the Chairman Bob will vote for all those that did not return a voting form. Plus his 15% share too. The directprs will also vote in the measure along with Stephen Byfield. Be amazed if the vote fails. A lot of people with ISA's would need to request the voting forms.

Anyway roller coaster day. Down 12% and now back to where we started.

[go_baby_go] 29/3/2016 16:13

looks as if someone is buying 2 x 200k buys. strong reversal on the day.

[kimboy2] 29/3/2016 15:46

This is what I calculate their package to be;

SP Shares (m) Cash (m) Bonus val Mkt Cap13p 0 0 36.320 14.6 2.9m 55.830 23.7 7.1m 83.740 28.2 11.3 111.650 30.96 15.5 139.5100 30.96 5.44 36.4 279200 30.96 16.3 78.2 558