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H&T Group Share Discussion Threads
Showing 776 to 798 of 800 messages
|Tipped in shares mag and IC as buy|
|Gotta be long on Gold at moment.|
|Zopa's projected default rate for 2016-originated loans has risen again. At 4.01%, it is closing in on its 2008 high of 4.25%.
The Bank of England report rising personal and corporate default rates in Q4. Mortgage availability shrank for the 4th consecutive quarter so one wonders if the sharp rise in unsecured credit over that period is out of desperation:
Indicators of changes in loan performance on consumer credit were mixed in recent months. Lenders responding to the CCS reported a second consecutive significant increase in the default rate on other unsecured loans in Q4.
Following falls in recent years, respondents to the CCS reported a rise in Q4 in the default rate on loans to medium PNFCs and a slight rise in the default rate on loans to small businesses.|
|Tipped in the Mail will be a good ride with assets backed by some p2p leading against them hopefully.|
|trading at asset value, upgrades, 10x earnings with 20% EPS growth. The gold price also helping.|
|All looking very good here.|
|Fincapp talking about 10% upgrades and increase target price to 400p.|
|Ahead of expectations - again. This one seems to be gaining momentum. It would be nice if the dividend is ahead of expectations, as well.|
|UK personal insolvencies accelerating:
|It's a bit disappointing to see gains being given up as gold falls back but credit markets are seeing default rates rising significantly..
I cannot honestly claim to have got all my recent top up at as low as 235 but as I said at the time I though it oversold. I achieved mostly below 240 so I am happy with that.
I am guessing a little delay at 300 before any further move up (which could be a quite dramatic one IMO). Historically 320 and 360 are levels which might be ceilings but I think sentiment here is very positive so running this position for a little while....|
|HAT did well out of the last downcycle, with eps peaking at 36p and the dividend at nearly 12p for the year 2012. There are signs the UK (and US) are starting to slow (and some recent mixed signals in Europe) - with general debt levels right across the globe much higher than in 2008. I think there might be scope to beat the previous numbers around 2021 if next year turns out to be the one where the next recession shows up. Whether or not, holding some HAT makes me feel a little less uncomfortable when considering if some recent weaker news is the end of the current 7-year bull market. The average bull maket is 6-7 years long.|
|Would expect healthy continuation of dividend profile|
|Kicking myself for not topping up at 235|
|Near 4-year high of £1053.|
|Gold still tending to creep up slowly, despite the £ not falling any more for a few weeks. £1047.|
|Gold still creeping up. £1043 after nearly hitting £1050 overnight. Lots of profit warnings from UK smallcaps this week and UK car sales were up last month but private sales fell and they tend to lead fleet sales in the cycle - and talk of exceptional levels of preregistering by dealers unsustainably inflating the numbers. Both of these trends previously occurred just ahead of the last recession..|
|£ down and gold up again. £1039. Weak retail sales and rising unemployment, reported this week, suggest this one could also be moving up this year as the economic cycle looks like it might turning down, despite the weaker £. There aren't many shares about that hedge an economic downturn. Maybe the £ is falling due to the UK entering recession as much as Brexit.|
|I felt the recent fall and profit taking was a nice opportunity to purchase some more stock at a very fair price. And so I did. I am not wholly sure as to the reasons why so many shares have been sold of late. I may be missing something of course bnut mid - term I have a lot of confidence in this one. I have finished buying for now FWIW.|