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Share Name Share Symbol Market Type Share ISIN Share Description
1PM LSE:OPM London Ordinary Share GB00BCDBXK43 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.00p -2.88% 67.50p 66.00p 69.00p 69.50p 67.50p 69.50p 72,322 13:39:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 5.5 1.6 3.7 18.1 35.46

1PM Plc Share Discussion Threads

Showing 2226 to 2250 of 2250 messages
Chat Pages: 90  89  88  87  86  85  84  83  82  81  80  79  Older
DateSubjectAuthorDiscuss
20/4/2016
10:06
Agree fully Maddox. I did not realise Business's still paid circa 20% interest/or lease, for soft assets at an average of £9/£12k per finance deal for average 2 to 3 years. Its is much higher than I thought. I wish Id asked the question about threat from Funding Circle and such like, or did I miss it? Cheers PJ
pj 1
20/4/2016
09:56
An excellent ShareSoc event and company presentations last night. What is far more useful than the opportunity to pose whatever questions you have yourself - it's the insight you gain from the other expert investors' questions. Their penetrating questions highlight areas you probably haven't even thought of. OPM's Ian Smith stood up to this inquistion extremely well. Although, he was unable to answer the question that's been puzzeling me? Which is to explain why their share price has tracked sideways despite their strong results. Nothing was revealed that might give cause for concern. Regards, Maddox
maddox
15/4/2016
09:23
Ron's buying more @ 67p
owenski
14/4/2016
19:43
A positive update from Private and Commercial today which should be a good read across Http://www.investegate.co.uk/private---38--comm--fin---pcf-/rns/trading-statement/201604140700071363V/ OPM are presenting next Tuesday at Sharesoc Http://www.sharesoc.org/seminarapr2016.html
davidosh
29/3/2016
11:12
Hi David, Just signed up for the ShareSoc seminar and really looking forward to meeting 1PM's management. 1PM appears to be trading very strongly: 'Commenting on the acquisition and current trading, Chairman John Newman, added: “1pm’s trading performance in the first nine months of the current financial year, which includes a six month, contribution from Academy Leasing, continues to be strong and in line with management expectations for the financial year ending on 31 May 2016, This latest acquisition will help to enhance the trend of profitable growth delivered over recent years.”' So with only a couple of months to go to the year-end it appears that a really good set of results are in prospect. We'll probably also get some further confirmation of this on the 19th. Its a great opportunity to judge the mood of the Directors - but the fact that they've made two acquisitions suggests that their confidence is high. See you on the 19th, Regards Maddox
maddox
24/3/2016
11:46
Yes probably a little unrealistic to have got to 80p. IMHO the biggest issue facing OPM, now seemingly solved, was that funding its growth, and the previous acquisition, required discounted equity placings. These made it impossible for any EPS growth to be translated into improvements in the share price Unfortunately, it was not at all apparent from RNSes, other than those associated with raising equity funds, that this was a major issue for OPM. The considerable growth in lending in the last six months or so, and the fact that yesterday's acquisition was also debt funded, suggest that OPM's market credibility means that obtaining debt funding at reasonable rates is no longer an issue. I would like to think this will be a major catalyst for the share price to start reflecting OPM's operational progress. All the above IMHO. DYOR.
shanklin
24/3/2016
11:37
Shanklin....that is a wee bit unfair. The eps has been increasing steadily since Jan 14 and is forecast to be nearly 50% higher than the 2014 numbers when announced in July so I think the rating was probably too high when it got to a share price of 84p in 2014 but it can certainly get back there this year.
davidosh
24/3/2016
06:57
Just pleased there was not another discounted placing to finance the acquisition. These need to stop until management deliver increased shareholder value, something which has not happened share price wise since Jan-14.
shanklin
23/3/2016
15:18
Nice bolt on acquisition but no market reaction. I guess value will eventually out but not today!
salpara111
26/2/2016
12:48
Hmm, I can exit for b/e again but feel that this is an unfair valuation given the growth I would expect it to be able to trade on a mid teens p/e multiple which would give you a share price of around 84p which is pretty close to WH Ireland estimate. I guess I will hold for now and see if we get a decent bounce back
salpara111
26/2/2016
11:25
Sorry Maiken, taken a day or two to get round to this. WHI forecasts are PTP next two years £3m then £4.2m giving eps of 4.9p then 6.3p. They have divis of 0.5p in 2016 and 0.7p in 2017. At today's 56p offered, that is a multiple of 11.4x the year we are in, falling to 8.9x next year. If you private message me yr email address, I can forward the note to you
graham1ty
25/2/2016
12:59
Thanks Shanklin,would appreciate anything else you can tell us from W H Ireland note,especially forecasts for profits,divs etc.
maiken
25/2/2016
09:48
I can only assume that there is a big seller in the background. Profits have doubled over the last 2 years so there is no logic in the share price being lower than it was then. The interest rate environment is very stable and no one is projecting it to rise over the next 12 months so I dont buy that argument. I guess I will continue to hold as I am not ready to realise a substantial loss just yet!
salpara111
25/2/2016
08:21
FYI, WH Ireland issued a lengthy, and IMHO measured, broker note on 22-Feb-16 with a target price of 87p. On the subject of bad debts, it states "Bad debt provisions and write-offs as a percentage of the total lease portfolio have decreased further and are now well below management expectations." Presumably broker forecasts will take account of management expectations rather than recent bad debt experience. Cheers, Martin
shanklin
24/2/2016
21:14
Lot of people trying to second guess the price drop. My guess is nothing is wrong at all, merely selling begets selling.
stegrego
24/2/2016
16:22
And soon, 2 plus 2 will equal 5... perhaps :-)
shanklin
24/2/2016
16:14
I keep a watching brief here but no longer hold shares in 1pm. Cant help but notice the fall today and especially after a presentation to investors. As discussed above, i wonder if a few bad debts are beginning to creep in, although it might not be enough to really hurt the company. One potential problem might be access to credit markets. I wonder how liquid these currently are and whether money is getting tighter?
cfro
24/2/2016
14:27
I understand from a third party that yesterday's presentation went well. It was recorded so should be available, at least to ShareSoc members, at some point. Cheers, Martin P.S. I missed the bottom but did add a few just under 55p.
shanklin
24/2/2016
13:28
I don't often top up on an original investment but with profits having doubled over the last 2 years and trading on a p/e of about 10 I am sorely tempted.
salpara111
24/2/2016
10:20
Going by the share price the seminar went well then...
darlocst
24/2/2016
10:18
Just bought some more at 54.48!!!!
webclick99
23/2/2016
08:51
Thanks to all for your thoughts on this. Definitely on my watch list...
holiday6
22/2/2016
16:28
Last chance to get registered for our seminar tomorrow! 1PM will be presenting at our growth company seminar in Altrincham near Manchester tomorrow. Get registered at: hTTp://www.sharesoc.org/altrinchamseminar.html
sharesoc
19/2/2016
20:13
interesting points all well made.Thanks to you all.
maiken
19/2/2016
17:35
Hi, agree with Davidosh One other thing to add, unlike a bank which tends to lend purely on profile scoring - ie; computer say yes - or no, 1PM tends to interview clients and obtain a more informed perspective as to the risk they are taking on, a truly personal service. This would underscore why delinquency is low. The market 1PM operate in is SME, and from all I read, the demand for finance in this segment is still strong and banks are not stepping up probably because they've moved in the opposite direction from pre 2008, and are now so risk averse they have cut themselves out of a lucrative market. IMO Regards
owenski
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