Numis Share Discussion Threads

[leeson31] 07/5/2014 13:28

i think wehave 2 more quartters to go yet of rising Sp's, but, we shall see. may look into TP, what sthe ticker tho ? cheers

[tom111] 07/5/2014 12:57

Looks like this sector has peaked out Leeson CNKS and NUM both with muted reactions after results,caution is the word It is getting difficult to find good value stocks now,one that comes to mind is Tullet Prebon imho

[leeson31] 07/5/2014 07:51

sweet:


07 May 2014

Numis Corporation Plc

Half Year Results

for the six months ended 31 March 2014

London, 7 May 2014: Numis Corporation Plc ("Numis") today announces results for the six months ended 31 March 2014. Numis is the holding company of Numis Securities Limited, the independent investment banking and stockbroking business.

Highlights

-- Revenues up 59% to GBP51.5m (1H 2013: GBP32.4m)
-- Adjusted profit before tax increased 125% to GBP20.7m (1H 2013: GBP9.2m)
-- Adjusted basic earnings per share of 16.0p (1H 2013: 7.8p)
-- Statutory profit before tax increased 85% to GBP16.7m (1H 2013: GBP9.0m)
-- Statutory basic earnings per share 12.6p (1H 2013: 7.5p)
-- Interim dividend up 25% to 5.00p per share (1H 2013: 4.00p, total 2013: 9.00p)

-- Strong balance sheet comprising net assets of GBP115.3m (31 March 2013: GBP100.7m) and cash balances of GBP67.9m (31 March 2013: GBP54.8m)

-- Added 16 new corporate clients during the period bringing the total to 165 covering a wide range of companies across 16 sectors of the market, including 36 FTSE 250 corporates

-- Completed 23 equity issuance transactions during the period (2013 full year: 38) including 5 IPOs (2013 full year: 7) with a further 3 IPOs completed during April 2014

-- Combined institutional commission and trading gains increased 24% to GBP23.5m (1H 2013: GBP19.0m), the highest level in the firm's history for a half year

------------------------


the Sp imo should be more like ~500p/share...

[gifted] 06/5/2014 10:39

Bought 3000 at 8.03. Showing as a sell. Results on Wednesday expected to be very good after March IMS

[burkedavid] 22/4/2014 12:19

auction at 280p. crazy

[leeson31] 01/4/2014 09:52

showing signs of bottoming with the spikes..

top high 348p, low so far after high is 308p, drop / retrace = 11.5pc

seems about right...

theres still a shed load of IPO's in the pipeline...

[its the oxman] 01/4/2014 09:49

A little surprised this has come back as much as it has.

[madmix] 26/3/2014 11:14

Clearly the likes of CNKS and NUM will run out of steam at some point once IPOs and fundraising drops off, but I agree that there is still be some way to go yet.

Looks like there's a seller here, as this morning's rally has fizzled out. Might have to top up with a few more.

[leeson31] 26/3/2014 11:08

I think this IPO buzz will easily go until ~oct./nov this year.... in which time we should see really good trading updates etc.. I think NUM can easily achieve ~450p/share, and CNKS ~250p/share.

[shanklin] 26/3/2014 11:06

madmix, Very true.

[madmix] 26/3/2014 09:17

Shanklin,

Looking at the numbers from 2013, I'd say 24p is conservative.

H1 : Rev £32.4m PBT £9.2m eps 7.8p
H2 : Rev £45.3m PBT £15.8m eps 11.5p
(I've used the adjusted numbers)

So, if they're "comfortably ahead" of the 2013H2 numbers, we could be looking at H1 eps of 13p+. With a bit of growth in 2014H2, I'd say 28p is more realistic.

Look at the numbers from Cenkos this morning - they delivered 14.2p eps vs 9.95p forecast!

[tom111] 26/3/2014 09:17

cnks brilliant results today,divi up 100%

[leeson31] 26/3/2014 07:26

pretty OK :-)

[shanklin] 26/3/2014 07:13

Nice trading statement. EPS of at least say 24p for the current year? Could be higher.

All IMHO, DYOR.

[leeson31] 19/3/2014 15:50

i think we're back on our way to top now.. good vols today and share price above prior low.

[leeson31] 10/3/2014 11:27

yeah, I think its very interesting to see MM's actually being a PLC.... :-) get a bit of insight into their businesses..

my gut says NUM will perform better than Cenkos, but, im in both, equally Value holdings..

cheers

[cockneyrebel] 10/3/2014 10:31

Fab chart, and steepening - agree these and CNKS look like they are doing a tone of float and refinance business imo.

CR

[leeson31] 02/3/2014 10:12

breakout on friday, past the 320p mark, next target now ~345 then 360

[leeson31] 13/2/2014 10:31

chartwise Tom, theres a longer term breakout afoot at the ~315p level.. >>



post clearing 315p I think this will have legs for ~345p area...

but yes, CNKS OK too... IMO, the two stcks will both trend up, just not move identically..

cheers

[tom111] 13/2/2014 10:02

Missed the train here Leeson,ill wait for the next one out of the station CNKS I hope.Well done

[leeson31] 12/2/2014 10:38

et voila :-)

[leeson31] 12/2/2014 09:43

this'll be 310p end of day min :-)

[emeraldzebra] 12/2/2014 09:16

not many monkeys fell out either by the looks of it