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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Record Plc | LSE:REC | London | Ordinary Share | GB00B28ZPS36 | ORD 0.025P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
0.20 | 0.30% | 67.40 | 65.20 | 67.40 | 67.60 | 67.40 | 67.60 | 56,508 | 10:13:47 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Finance Services | 44.69M | 11.34M | 0.0591 | 11.40 | 129.34M |
Date | Subject | Author | Discuss |
---|---|---|---|
10/3/2024 17:40 | Picked a few more in the auction on Friday. Record has some spectacular metrics to be capitalised on. P. | peddlers | |
26/2/2024 21:01 | New Head of Software Development appointed - Geoff Poore, as per his LinkedIn and liked by Record | bingobanjo | |
21/2/2024 15:54 | In March 22 NR transferred 2m shares to his charitable trust and a further 1.75m announced 16 March 23 and it was said that over longer term the trust will sell shares in a series of orderly tranches in consultation with Record plc's broker to provide scholarship funds. The financials for The Record Charitable Trust to 5 April 23 are available at register of charities charity commission . Gov. Uk | bingobanjo | |
16/2/2024 20:39 | Thanks konradpuss, he seems to be reducing 1pc a year. Good that you reminded us that as of last March Leslie Hill had 8.23pc | cerrito | |
16/2/2024 19:39 | Cerrito, he has made a small disposal a while back to fund some bursaries. Other than that my personal view he will hold all or sell all as will Lesley. | konradpuss | |
16/2/2024 16:26 | Can anyone tell/remind me what if anything we know about Neil Record's thoughts on how many shares he wants to have | cerrito | |
15/2/2024 22:39 | A small up tick today. I wonder if the I.C. has written the company up online today? | konradpuss | |
09/2/2024 08:03 | If you model the multiproduct at Q2 levels & margin for all of Q3 you get to £45.6m so easy to see £45m of revenue + any Q4 performance fees (none in Q4 last year). | cockerhoop | |
09/2/2024 07:51 | I'm currently looking at £44.5m of revenue for FY24 (with no performance fees in Q4) compared to Edison's £43.4m. I'm conservative on the modelling of the $4bn transfer of funds from multi product to passive in Q3 so it may be a bit higher. | cockerhoop | |
09/2/2024 07:45 | Agreed. There seem to be so many attratively priced stocks in the UK so it is hard to know which ones to own .. Even if you just look across the small pool of UK asset managers you are spoilt for choice. I have 5% of my portfolio in REC. For me that is about right, but if I see serious weakness here, say the stock gets quoted at 60p, then I would consider buying more, if I could sell part of another holding that is trading anywhere near where I think it is worth! | robsy2 | |
09/2/2024 07:09 | Robsy, I think it has been overlooked of late like many other U.K. smaller cap. stocks. I wonder when the analyst at Panmure will upgrade due to the extra performance fees earned? | konradpuss | |
09/2/2024 06:52 | 7% divi looks safe enough. Press that button!! | robsy2 | |
26/1/2024 12:22 | They must have been v pleased with easily breaking their record in AUM and perhaps frustrated in not breaking the 100bn in US terms and their AUM measured in sterling a comfortable record.I note that the higher margin Dynamic Hedging was also at a record and we had the £3.5m in performance fees. Why is the market yawning?? The dominance of lower margin passive hedging?? A lot of this quarter's good results due to the volatile FX rate movements?? Concerned about diversification?? I am trying to explain my reluctance to push through buy button. | cerrito | |
26/1/2024 07:26 | Yes,good stuff. The performance fees are getting more regular; Performance fees FY2022 0.5m GBP Performance fees FY2023 5.8m GBP Performance fees FY2024 5.0m GBP (with Q4 to come) Full year dividend of 4.96p looks safe enough. | robsy2 | |
26/1/2024 07:19 | Good number this morning with a £3.5 million performance fee as well. The market has had a hangover for Record in the past few days. The sellers should not look at the RNS! It would be good to get that infrastructure fund launched - not sure about the Crypto one. I am in the late Charlie Munger camp on that 'asset' class. | konradpuss | |
24/1/2024 11:14 | Trading update friday | johndoe23 | |
24/1/2024 10:37 | Picked up some Record on today's weakness. Good solid fundamentals. | peddlers | |
22/12/2023 11:22 | John it was more interesting when it hit circa 65p which I am calling the bottom. As an old broker mate of mind said "only monkey pickey bottom". | konradpuss | |
22/12/2023 09:57 | Getting interesting at this level | johndoe23 | |
22/12/2023 09:43 | If REC is going to be generous with its options, it needs a minimum shareholding requirement for the recipients. The purpose, surely, of giving out equity to staff is to encourage the holders to have an interest in the long term prospects for the business. | somerset lad | |
07/12/2023 19:25 | With the Bitcoin price ascending, Record's new Bitcoin fund might be a big hit. I will certainly not being investing. I am with Charlie Munger (RIP) on Bitcoin. Currently, I am completely wrong. | konradpuss | |
20/11/2023 15:41 | Yes Robsy2 would that all IMC calls as fun and informative as hers. I continue to be uncomfortable about them going into pastures new without the expertise and interesting that they misread the time it takes to get new funds off the ground. What do they know about infrastructure? Leslie said they were full of drive and determination but what I want is experience. As I think I have said before BOD do not appear to have much experience in such diversification. No intention of selling but making me nervous to press the buy button. Will relisten when recording is out. | cerrito | |
17/11/2023 21:02 | Maybe with the stepping down of Leslie Hill today and Neil Record recently we are closer to a buy out/sale of the company? Do these folk want to keep looking over the shoulder of the new management - no, they want the dosh and a nice retirement. By the way, you don't get better than Leslie Hill and Neil Record. | konradpuss | |
17/11/2023 20:34 | Thanks - good summary. Agreed - positive long-term. Some delay on new funds. Not surprising really. Overall, a tad disappointing but that's been showing in the share price for a while. More than happy to keep holding. | topvest | |
17/11/2023 16:35 | Just attended the presentation, Leslies last most likely . I will miss her. My notes are as follows. Profits down for multiple reasons , while fee income is up , performance fees are down but they see that the "wind is set fair " for more performance fees in H2. Overall the say they are on track for the full year. They have visibility on income to make up the ground. Some performance slippage due to increased costs in general , increased taxation and extra costs associated with expanding the business:new people , new office in Germany, upfront costs of establishing the new funds etc. They are confident in the new funds, the clients are ready and committed. REC expects much higher fees from these funds and long-term scale-up. They remain confident of the 60m turnover target set in 2022, but recognise that the World has changed a bit since then.My feeling is that they are realising how long it takes to get new funds up and running. Turnover at 60m in FY25 is flagged up now as possible, though unlikely. Much more likely they say to be achieved in FY26/FY27. What they do seem particularly confident about is that they will get there saying that " we will certainly hit the 60m target", indeed they see 60m as "a step on the way ". Sounds positive to me. | robsy2 |
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