Vector Capital Share Discussion Threads

[shallwe] 22/5/2023 07:44

Very reasonable trading update considering the macroeconomics prevailing at the moment, they obviously have a good senior management team in place.

[km18] 18/4/2023 15:03

VCAP issued full year results for the year ended 31 December 2022. The Group’s momentum of good performance continued despite uncertain economic conditions. The group revenue increased by 12.4% to £5.9 million (FY21: 5.3m). The profit before tax was the same £2.8m (FY21: 2.8m). Despite of good results, the share price opened down by -2.63%, The Group has experienced growth despite uncertain economic conditions. They have seen a 14.9% growth in their loan book to £53.2m, a 12.4% revenue growth to £5.9m, and a consistent profit before tax of £2.8m. The company has also continued to grow shareholders' equity while implementing a consistent and progressive dividend policy. Net Asset Value has also increased annually, with the latest value at £25.1m as of December 31, 2022. The Group has proposed a final dividend of 1.53 pence per share. Their focus in the near term is to maintain the quality of the loan book amidst the current uncertain market backdrop.... from WealthOracle

[melloteam] 24/3/2023 13:53

Just to let shareholders and prospective investors know that Vector Capital (VCAP) will be presenting on the MelloMonday webinar at 5pm on Monday the 27th of March.

The programme for the evening is as follows:
5.00 pm Interview with Georgina Brittain, portfolio manager of JPMorgan UK Smaller Companies
5.30 pm Company presentation by Vector Capital plc
6.10 pm Company presentation by Fintel plc
6.40 pm Special guest interview David Cicurel
7.00 pm Company presentation by CentralNic Group plc
7.30 pm Mark Bentley introduces ShareSoc’s ‘Bank failures and their broader implications’ in-conversation event
7.35 pm Mello BASH with Damian Cannon, Kevin Taylor and Mark Simpson

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

Tickets are still available and if you would like one at half price then enter the code MMLINK50.

[tomps2] 10/10/2022 11:23

Sell it to The City – October 2022

University undergraduates pitch their best UK small-cap stock pick to leading Fund Managers Andy Brough, Schroders, Judith MacKenzie, Downing, and Stephen English, Stellar Asset Management.

Kai Pannwitz, St Andrews University pitches Vector Capital (VCAP) to leading Fund Managers.

Watch the video here:

[blackhorse23] 21/7/2022 08:54

MCB looks very attractive mcap 6 millions but loan floating 250-300 millions

[rainmaker] 17/2/2022 12:25

After the initial mad rush to buy late last week after they appeared in the IC Bargain Portfolio and traded as high as 62.90p, now currently 53p/56p with a constant stream of buyers and IMHO a good entry point for long term holders.

AIMHO, DYOR as I have done mine

regards

RM

[ga_dti] 14/2/2022 08:14

Latest DT interview with CEO Agam Jain discussing their trading update for the year ended 31 December 2021:

[snadgey] 11/2/2022 13:11

Yes, nice rise today....
All the best everyone.

[pinemartin9] 11/2/2022 12:03

Good to have some activity -thanks both and an excellent post. Happy holder here!

[rainmaker] 11/2/2022 11:32

Excellent Waterloo and congratulations for recognising a great opportunity and grabbing it with both hands.

best wishes

RM

[waterloo01] 11/2/2022 11:25

cheers rainmaker. Excellent foresight. Thanks.

[rainmaker] 11/2/2022 11:23

Thanks Pinemartin, I thought it would be good idea to reproduce my post last night on The Value thread to enlighten holders and inform potential shareholders from my perspective-see second paragraph.

Correct me if I'm wrong but if I remember correctly Walker Crips have FUM of £5.4bln and £3.4bln was the average FUM but maybe you're just building a further margin of safety by using a conservative figure. However regardless of which figure, I'm sure we can both agree that the WC Fund Manager business affords us a substantial margin of safety that all Value Investors demand whether it be £5.4ln to give an intrinsic value of £216mln or 468p a share or its £3.5bln to arrive at a figure of £140mln or 303p a share.With a CEO who owns 29.20% of the Company, I expect them to be taken private this year. I will try to buy more with a further 15,000 tomorrow.

I would urge Arthur to rethink and fellow Readers to investigate Vector Capital(VCAP). I predicted that they would be included in the IC Bargain Portfolio and its absolutely no surprise its there, as its a strong and profitable niche business with a good returns and 5/6% dividend yield yet trading at less than liquidation value as measured by net working capital but IMHO has a bright future. It provides bridging loans to developers converting commercial/retail properties to residential. With the increasing success and dominance of e-commerce and the widely reported death of the High Street has meant a glut of unlet commercial premises but there is a shortage of residential properties in a booming msrket. Government legislation introduced last August has made it even easier to cut through bureaucracy and red tape in planning change of use so I expect this established trend to accelerate. Vector Capital had a trading update late last month and is trading ahead of expectations, with an increase in its loan book and borrowing facility.

AIMHO, DYOR as I have done mine

regards

[superplanty] 11/2/2022 11:15

Tipped by Simon Thompson. Bargain shares for 2022.

[pinemartin9] 11/2/2022 11:01

Got to love this board....30% rise and not a peep! This is the second such spike to these levels in this share. Hopefully we can push on from here...any thoughts on what's caused this?

[snadgey] 12/1/2022 09:34

Yes, certainly seems a good time to add.

[f15jcm] 11/1/2022 21:23

I bought more last week. Must be trading at only around 75% of NTAV, a single figure PE, chunky dividend and probably the most aligned management on the London market. What's not to like?

[snadgey] 10/1/2022 16:59

Nice update. The loan book is 1yr ahead of the Allenby forecast made in its September report.

[snadgey] 05/12/2021 14:50

I agree. They've been around doing what they do for some time. One concern I have is the extent they will issue more shares as a route to further funding but they seem to be sourcing alternatives.
There medium term ambition is a £100m loanbook which would make the shares good value. All the best!

[pinemartin9] 02/12/2021 21:21

Nice to see you, to see you nice. Yes, one to tuck away I think.

[snadgey] 02/12/2021 19:35

I'm here, though just got power back after storm outage. TU a nice surprise!

[pinemartin9] 02/12/2021 11:13

Anyone else in this one or is it just me...?

[pinemartin9] 01/12/2021 08:56

Nice announcement today

[angelina arther] 01/7/2021 15:22

Let's go to the disco!

[yus777] 01/7/2021 13:43

whats going big delayed buy popped uo 17,562

[albert arthur] 01/7/2021 13:33

Small float, you probably have to fill a kill.