Share Name Share Symbol Market Type Share ISIN Share Description
B.P. Marsh & Partners LSE:BPM London Ordinary Share GB00B0XLRJ79 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +3.50p +1.72% 207.00p 202.00p 212.00p 207.00p 203.50p 203.50p 61,901 15:47:48
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 13.1 10.7 29.8 6.9 60.45

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Date Time Title Posts
28/4/201715:38B.P.Marsh & Partners -- Growth Potential278.00
08/9/201607:53*** B.P. Marsh ***-

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BP Marsh Daily Update: B.P. Marsh & Partners is listed in the General Financial sector of the London Stock Exchange with ticker BPM. The last closing price for BP Marsh was 203.50p.
B.P. Marsh & Partners has a 4 week average price of 197.50p and a 12 week average price of 187.50p.
The 1 year high share price is 216.50p while the 1 year low share price is currently 149p.
There are currently 29,204,040 shares in issue and the average daily traded volume is 27,102 shares. The market capitalisation of B.P. Marsh & Partners is £60,452,362.80.
skyship: The long anticipated disposal of Besso provides BPM with £18m of firepower; but adds less than 2p to the Jul'16 NAV: Not very surprised that no mention of a Special Dividend!
paleje: ST covered these in June just after the results, his conclusion pasted below, obviously pre the Besso speculation:- Needless to say, I remain positive on the investment case, having last updated the investment case at 157p (‘Primed for investment gains’, 10 Feb 2016). In fact, I have nudged up my target price from 190p to 200p a share. Analyst Barrie Cornes at broking house Panmure Gordon is positive too, having raised his target from 180p to 194p post yesterday's full-year results, implying a 20 per cent share price discount to book value. With the shares in blue sky territory, and prospects of corporate activity for its investee companies, I feel both our targets could yet prove conservative. On a bid-offer spread of 167p to 170p, valuing BP Marsh’s equity at £49.5m, or 30 per cent below book value of £70.8m, I continue to rate the shares a value buy.
thirty fifty twenty: I was expecting NAV to be >235p, 243p is a fantastic result - underlying equity valuations growing at > 20%, and after July share price will be supported by c.70p of CASH. So adjusting for CASH the investment portfolio is at a discount of almost 50%!!! Simon Thompson will defo pick up on this and I think set a price target of closer to 200p. For me an overall discount of 25% is a minimum so today that gives fair value of 182p, but would expect another 10% NAV growth over the next 12 months so 200p likely, which represents >25% growth including divi (share price backed with 40% CASH!) I wonder any chance of a CASH return when they get loan repaid in July?
thirty fifty twenty: I think the recent disposal of RQIH is a very good signal for the following reasons: 1. it is converting a volatile and illiquid asset into CASH 2. the disposal price is ahead of book value thus adds (very modestly to NAV) 3. the fact that it is BP Marsh himself that is buying the shares is good news.....Why did he buy and BPM not just sell into the market? I doubt if RQIH will continue to surge in price as this would be very embarrassing for him personally. If there was no buyer in the market for 1% of RQIH then similarly we have done well as BPM shareholders. Thus I conclude that he paid a fair price for something he believes that over time will be a good investment. 4. So why sell at all? Well as is stated in the RNS it is because it is 'non-core'. To me the important aspect of this sentence is that 'they care'. They care how the group is perceived (remember Mr Marsh and directors owns >70%) which is an indication I think that they care about the discount, believe it is unwarranted and are taking action to reduce it. it is quite significant that Mr Marsh has spent well over £1m of his own money to increase his effectively holding in RQIH from 0.6% to 1% - why do it? I can only come to the conclusion that its because it will add value to his 60%+ shareholding in BPM. 5. Overall, this indicates to me that the NAV at results will be good and there might be some surprise announcements over the remainder of the year that will give the share price a decent nudge upwards. They have still not spent any money on buying back shares. Time we tell..... All IMHO, DYOR + BoL BPM is in my top5 hldgs
ramridge: Guys - So Helium increases its holding to over 6% and the share price drops by 5%+. Can anyone care to explain to a bewildered investor?
tom.muir: If Brian Marsh packed in, as suggested here, the share price would tank!! I have been here since 2012 at an average price of 89p. Seen a rise of 50% and a prospective yield of over 3%. Happy to hold it as part of my 'Long Term Economic Plan' :) Tom
pavey ark: Not very informative or constructive comments here today. I'm fairly new to this share having bought in late August at 140p. It's a fairly natural and certainly very common reaction on these BBs to turn negative on a share immediately after selling and then we have those who just like being negative, does it make them seem more worldly ? I don't know. The business seems to be moving along quite nicely and like the bit where they appear to be criticised for having lots of cash coming. Good solid rise in asset value and as I said earlier a 20% compound growth in share price over the last three years with a rising asset value. I obviously did some research here but this is not a large investment for me. Almost all of the longer term holders will know much more than me but there has been nothing said on here today that suggests that this company is anything other than the one I thought I was buying into. I certainly will restrict the number of times I post here as it is not a large investment but I will read the posts in the hope of picking up some info. Edit: I see the substantial rise in the dividend as an obvious sign of the management responding to shareholders but I don't have all the background information.
pavey ark: "On turning to the effect of these measures, on 25(th) September 2012, our share price stood at 86p with a 48% discount to NAV, whereas at the time of writing it stands at 145.5p and a 35% discount." I make that a 19% compound increase in the share price over the last three years (21% if you include today's figures) Where did it all go wrong !!!???
corrientes: Judging by share price inactivity subsequent to yesterday's AGM, it has to be assumed that it was a short formal affair. Surprised that, prima facie, share price hasn't really moved for a couple of years now.
azalea: 31/1/2013 S. Thompson's last analysis/trading strategy(post the disposal he may comment tomorrow). "In my view,news of a confirmed sale of the Hyperion stake could see BPM share price move sharply up to around 150p, of which 117p would be fully backed by cash. It would also mean that the investment of those eight other investee companies, worth 57p a share, would be attributed a modest value of 33p".
BP Marsh share price data is direct from the London Stock Exchange
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