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CMC Share Discussion Threads
Showing 26 to 48 of 50 messages
|Topped up this morning.|
|indeed, I added some yesterday - quiet here|
|excellent news. This is an e-commerce company with substantial leverage (can add revenues without adding costs). Valued like a bricks and mortar company|
|The revenue uplift of A$25m should replace any revenue lost as a consequence of the FCA Review.|
|nice RNS this morning|
|The FCA consultation period ends tomorrow.New rules due 'Spring 2017' ie May-June|
|very very slowly but perhaps recovery in full swing now|
|moving up nicely|
|PJ i also believe Cruddas is likely doing the sums re a buy back. He is NO fool.Would guess 140-150p in such an event|
|Interesting article richie666, thanksWe can speculate endlessly that CMCX is a bid target, but even if it is the gate-keeper remains the 55% shareholder, Peter Cruddas.He was happy to float a minority stake at 240p earlier this year, but is he now happy to sell a controlling stake at a big discount to 240p?And if the answer is 'yes' at (say) 200p then it would be out of the reach of all of the companies mentioned (GAIN, US, Spreadex).For the record I think the valuation of CMCX is exceptionally pessimistic, and made the following assessment on Stockopedia four days ago:"There's definite value emerging in this sub-sector.I was working through the CMC Markets (LON:CMCX) numbers this afternoon on the back of an envelope.For y/e March 2016, the company had current assets of £205m & total liabilities of £55m i.e. net current assets of £150m.Subtracting this number from the market cap of £273m gives an adjusted market cap of £123m.This compares with a net profit of £42.5m i.e a historic p/e of 2.9xSure, the regulatory climate may be more hostile in the future compared to the past, but a degree of pessimism appears to be embedded in the share price.Who knows maybe Peter Cruddas, the majority shareholder, may take the company private again, 10 months after IPOing it at 240p/share"|
|PJ - http://www.alignresearch.co.uk/spreadbetting/searching-for-value-amongst-the-spreadbet-companies-post-the-fca-bombshell/|
|CMCX hardly a viable target.. the CEO owns the majority of the shares (& IPO'd the rest at 240p earlier this year)|
|10% up...imo CMCX is a target more than IGG|
|it's on the move|
|They may well snap cmc up as well and it won't be below £2|
|Playtech bidding for IG rumour. IG share price taking off.
Talk of a Playtech bid and it makes sense considering their recent aquisituon of CFH.
CFH gives Playtech access to the market at better rates thereby offsetting some of the hit IG will have from new regs.
If its true everyones a winner!
|Wants to break up big time|
|This looks like it's going to fly|
|coz there is plenty waiting to sell|
|800k buys to 200k sells and the prices has gone lower. How is that?|
|Alchemy - hey?
looks to me as if GS went from 4.999% to 5.03?|
|GS completely out, look @ volumes they've put big downward pressure on s.p.
Taken a small long to see if there is now some recovery. Will cut tightly though.|
|Numis have a recent sell on this and a recent buy on IG. At the same time, on the same news.|