Admiral Share Discussion Threads

[undervaluedassets] 03/9/2020 08:23

XD today.

Those looking for sustainable yield will surely end up here one would think

Car insurance will continue to be paid COVID or no..

[thewheeliedealer] 17/8/2020 21:04

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion covers ADM. We also chatted about loads of other Stocks and we managed to include a lot of educational stuff in this one – things like how much Research you need to do and what to consider regarding Retirement. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 29) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[imastu pidgitaswell] 12/8/2020 13:49

Ah yes. That too...

They're still that sort of 'storytelling' narrative in their blurb, as if writing for dramatic impact and reader engagement. Must be a Welsh thing...


"A year ago I described our results as 'frankly a bit dull'. With the
benefit of hindsight there's a lot to be said for 'dull' if the
alternative is a global pandemic. "

[penycae] 12/8/2020 13:45

Welsh.....

[imastu pidgitaswell] 12/8/2020 08:32

Yes - not too many FTSE 100 businesses that are largely unaffected by the pandemic - just keeps on doing what it does, very well. Both an investor and a customer here.

We're running at a rate of about 10 posts a year - think of the wasted effort on everything else that just goes down...

[ygor705] 12/8/2020 07:17

Some very good numbers from Admiral this morning with a big increase in the annual dividend and confirmation that the special dividend will be paid. Looks pretty good in comparison with many other announcements being made to the market of late.

[rik shaw] 27/4/2020 07:26

Ord Div confirmed, special div deferred:

[ignoble] 22/4/2020 07:43

Can't disagree, lol

[ignoble] 22/4/2020 06:55

Having said that, doubt if I have driven 100 miles in the last weeks...

[ignoble] 22/4/2020 06:54

Thought that counts....
Ruddy good P. R.

I am with Admiral so thank you very much

[imastu pidgitaswell] 21/4/2020 14:19

Sharing the love (and a tiny amount of the extra profits...)

hxxps://www.admiral.com/stayathome


Bit of a giveaway (boosh!) that they're making an awful lot of money

[pj84] 10/4/2020 15:08

The market seems to agree with your thoughts as Adm seem to have held up very well during the market downturn so far.

[jonwig] 29/2/2020 08:40

Possible virus-related upside for pure motor insurers?

• less economic activity, fewer vehicles on the road;

• increased voluntary or compulsory self-isolation, fewer vehicles on the road;

• increased online shopping: one van tootling about rather than a dozen cars.

(Just a naive thought: I hold SBRE.)

[speedsgh] 21/2/2020 15:16

Numis downgrades Admiral on short-term risk -

Numis has downgraded insurer Admiral (ADM) as it continues to feel the impact of claims inflation and there are further headwinds to come.

Analyst Nick Johnson downgraded his recommendation from ‘add’ to ‘hold’ with a target price of £21.60 on the shares, which dipped 21p to £22.98.

The insurer used its recent trading update to flag the continued impact of higher UK motor claims inflation last year.

‘Although this is completely obfuscated by exceptional back-book profits in full-year 2019 earnings, further front book margin compression has an impact on underlying profitability and extends outwards the likely headwind from reducing profit commission earnings in the coming years,’ he said.

Johnson added that the ‘balance of risk has tipped towards the downside in the short term’.

[lauders] 09/1/2020 04:54

Always keep my eye on ADM but don't hold. Sure I should! Anyway, holders may be interested in this article from page 48 onwards:

[speedsgh] 15/8/2019 09:29

Interim results for the six months ended 30 June 2019 -

Admiral not living up to valuation, says Shore Capital -

Insurer Admiral (ADML) is priced for ‘significant growth’ but this is not reflected in its outlook, says Shore Capital.

Analyst Paul De’Ath retained his ‘sell’ recommendation on the stock despite ‘excellent headline profits’ in its first-half results. The shares rose 3.8% to £21.10 yesterday.

‘Admiral has long traded on a premium to the rest of the UK non-life insurers, but we believe that this is not reflective of the actual outlook,’ he said.

‘The business remains fundamentally a UK motor insurer where Admiral is now a mature incumbent rather than a fast-growth challenger… Admiral remains priced for significant growth but this does not reflect the medium-term outlook.’

[red5] 10/8/2019 12:47

so are we expecting good results or not from this one?

[jonathansidwell] 31/5/2019 15:18

This is admiral thread not adm energy

[jonathansidwell] 31/5/2019 15:18

No volume No interest No ramping No twitter posts No lse posts Nothing Like the tumble weeds blowing in the windThey said 1p They claimed 2pThey claimed many things Dear me

[jonathansidwell] 31/5/2019 15:18

No volume No interest No ramping No twitter posts No lse posts Nothing Like the tumble weeds blowing in the windThey said 1p They claimed 2pThey claimed many things Dear me

[jonathansidwell] 31/5/2019 15:18

No volume No interest No ramping No twitter posts No lse posts Nothing Like the tumble weeds blowing in the windThey said 1p They claimed 2pThey claimed many things Dear me

[jonathansidwell] 31/5/2019 15:17

No volume No interest No ramping No twitter posts No lse posts Nothing Like the tumble weeds blowing in the windThey said 1p They claimed 2pThey claimed many things Dear me

[jonathansidwell] 31/5/2019 15:17

No volume No interest No ramping No twitter posts No lse posts Nothing Like the tumble weeds blowing in the windThey said 1p They claimed 2pThey claimed many things Dear me