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Beazley Share Discussion Threads
Showing 576 to 599 of 600 messages
|BEZ been upgraded to Buy and new TP of 450 by Canaccord G.|
|From BREXIT lows I should add|
|Continuing its bounce|
|Recovering nicely now.I bet some people wish they had purchased at 320 like me.Also LRE recovering in the same sector now.|
|'If You thought there was a juicy takeover in the offing would you sell 500,000 shares.'
........wasn't expecting an offer come Monday........|
|I am also watching from the sidelines. I bought Beazley in 2011 at a low ebb in the insurance "cycle", and both the market and the company performed well, and sold in the high 300s. I am hesitant to buy back in at the momnts. The ducks are certainly not all in a line right now...|
|If You thought there was a juicy takeover in the offing would you sell 500,000 shares.|
|Like others, looking to top up but seems no hurry :(
Banks, HBs etc I can understand re brexit woes but here.....?
On my list of 3 takeovers for the 2016 so here's hoping........zzzzzzzz|
|I think the Finance director made the right choice here selling 500,000 shares at £3.52. A good indicator. I reckon if he bought back in now he would have had a nice 5% dividend.
If he thought there was any chance of the shares going up he would not have sold.|
|I think Beazley always underperforms from the period of going XD after its year end results through to around its half year results. (That's just my impression - perhaps someone with better skills than me could compare to FTSE350 for March - August for say the last 5 years?)
Anyway, if it gets much lower, I'll be looking to top up for the long term....|
|There should be an Interim Management statement on May 6.The company needs to clarify a few things,seeing the share price is down 16%,from its yearly high of 402,but the FTSE 250 is roughly the same around the 17,000 level.Yes it is a good time to top up.Now yielding around 8%,if the Dividend is maintained at around 28p a share.|
|Yes why the recent weakness here? Taken the opportunity to add.|
|Does anyone know if the move from Ireland to the UK has any affect on either taxation of dividends or tax the company pays?|
|Aye, on the same day Angela Crawford-Ingle (a NED on the Board) bought £28,856 worth, dwarfed somewhat by the sale but still..........
Shenanigans around end/new tax yr blah blah not uncommon.......|
|Just an exercise of nil cost options. Wouldn't have any concern about it.|
|Always concerning when a director sells a considerable holding. What does he know? Maybe weakness leading up to Brexit vote and then buyback at a lower price, or maybe worse.|
|Target price £4 plus.And the possibility of being taken over in the future.Also in the meantime you can pick up 7% on your money with growth.|
|Feels like an obvious buy right now. What are some contrarian opinions out there?|
|Hopefully reached a bottom here.LRE also in the same boat,But both paying excellent Dividends,of 7% and 10%,if maintained,and they have a good year.|
|Benign claims environment leading to pressure on rates plus 25p of divis.|
|Not been in these for a while. Anyone know why share price has dropped from £4. I am stalking at the moment but looking for a suitable entry point.|
|XD today: hence fall.
Despite that Digital Look reports BEZ 'stumbling on proposed move to UK shores', obviously not bothered to check facts, poor journalism.
payment date 31.03.16|
|Beazley’s ‘excellentR17; results could make it a takeover target
Specialist insurer Beazley (BEZG) has reported strong 2015 results but they could make it a target for predators.
Shore Capital analyst Eamonn Flanagan retained his ‘buy’ recommendation on the shares but does not have a target price. The shares were flat at 361.4p yesterday.
‘Beazley reported an excellent set of results for 2015, nicely above both our and the market’s expectations,’ he said. ‘The figures reflect Beazley’s ability to innovate, the careful husbandry of its assets, smart underwriting and a well-reserved book of business.
‘These are all complemented by a focus on capital discipline, as evidenced by a further special dividend. The payment of an 18.4p special dividend in 2015 was well ahead of our 12p forecasts, with the market on 11p. Adding this to the 9.9p ordinary dividend paid in 2015 amounts to 16.6% of the 2015 net assets, a very impressive outcome.’
Flanagan added that the group was right to ‘highlight the virtues of its position as an independent’ and the diversification of its speciality book but it ‘does make it a highly attractive proposition for a potential predator’.|
|Indeed that's a nice 6% return on holding until the end of the month plus any upside from the positive performance|