||EPS - Basic
||Market Cap (m)
Aldermore Share Discussion Threads
Showing 3401 to 3425 of 3425 messages
ALD looks on P/E 7 next years earnings, so very cheap
OSB looks forecast to make ~50p EPS next year, making P/E around 8, looks cheap to me.
SHAW looks to be on a P/E around 8.5, so maybe slightly more expensive than the others.|
|I'm still sitting on my SHAW for no other reason than a) I'm completely puzzled and b) I don't want the capital gains in this year.
Either someone thinks there will be another bid on SHAW or Pollen's clients are buying loads in order to secure the bid at 333. They can have mine for about 350 which I don't think I'm going to get.
ALD does seem to be pulling up on the back of SHAW but not convincingly so. Happy to hold.|
|Id take £3.30 for my ALD shares.|
|If people are buying SHAW at 338 then they must believe that somebody wants to buy a challenger bank and that they are desperate enough to consider trying to buy out Ms McMurray's stake of 40% in what would be (effectively) a hostile bid. If for any reason that does not happen what would be their next target .....?
But there is a lot of supposition in that!|
|ALD pulling up on back of SHAW? albeit delayed?|
|SHAW have rejected an offer of 332.7 including the dividend. At the price now of 338 I reckon the very simple comps on the historic figures look like this
Price to Book 1.78 1.22
Price to Earnings 13.0 8.9
Return on Equity 15.5 16.2
So - whatever the short-term demand for or liquidity of the shares - and clearly a lot of institutional (and other) traders think the offer from Pollen is pitched too low given today's price response - the valuations are way out of kilter if my calculations are sound.|
|330p bid for SHAW today, may read across to ALD today.|
|As if you can ramp a share with this market capital.
Any way 3.1m shares traded in the closing auction which is rather strange. Can only be good.|
|Not sure these need any ramping, the sector is getting a lot of attention|
|... and help the "ramping" a little along the way???|
|FF, I have been in ALD and OSB long before any brokers started upgrading targets.However, their nonsense moves stocks in the short term, so the upgraded price target this morning is pushing the stock up (the right direction IMHO) today.They are irrelevant in the long term, but it pays not to ignore them - and it's obvious the games they play - I take advantage on that.|
Whilst I am interested in and respect your views and trades as you appear to have a good "feel" for the shares that you comment on - I have not the slightest interest in reading about the "thoughts" of some muppet anal-yst whose "predictons" may well be influenced by a desire to promote trading in the shares! And rarely do their predictions actually influence or bear any resemblance to what actually happens. (There are a very few exceptions to this in some highly specialised shares where equally specialist brokers really do add something to general understanding of the prospects of the company).
|270p target out today:Date Broker Recommendation Price Old target price New target price Notes15 Mar 17 Deutsche Bank Buy 0.00 257.00 270.00 Retains|
|Going to trade these, too cheap.|
|Dendria, Thanks, I stand corrected.Thought it might recover more today, oh well.|
|It's AnaCap selling (via DB).|
|DB desperate for money, their loss or gain|
|And DB is selling. Bit of a pain especially as IBST also done the same today|
|Remarkable that this is the oppo is what is happening at SHAW|
|220p placing price.|
|A late RNS snuck out. Anacap dumping around 15% still leaving them holding 25%. I assume the placing price is going to be at a reasonable discount.|
|Who’s next as Shawbrook battles takeover approach?
Challenger bank Shawbrook (SHAW) has received a takeover bid from the company that originally floated it on the stock market. Is this the start of a new wave of takeovers among challenger banks? Small business and retail bank Aldermore could be the next target, according to some market commentators. Despite announcing a 34% increase in underlying profit for 2016 and revealing it will....
Deutsche Bank AG London Proposed placing of Aldermore Group PLC shares
AnaCap Financial Partners L.P., AnaCap Financial Partners II, L.P., AnaCap Derby Co-investment (No. 1) L.P. and AnaCap Derby Co-investment (No. 2) L.P., (together "AnaCap Funds" or "the Selling Shareholders") announce their intention to sell c. 51.7m ordinary shares (the "Placing Shares") in the capital of the Company. The Placing Shares represent approximately 15% of the Company's issued share capital of 344.7m ordinary shares. The Placing Shares are being offered by way of an accelerated bookbuild (the "Placing"), which will be launched immediately following this announcement. Deutsche Bank AG, London Branch ("Deutsche Bank") and RBC Europe Limited (trading as "RBC Capital Markets") are acting as joint bookrunners in connection with the Placing (the "Joint Bookrunners"). Lazard & Co., Limited ("Lazard") is acting as financial adviser to the AnaCap Funds in connection with the Placing.
Any of the Company's ordinary shares held by the AnaCap Funds which are not sold in the Placing will be subject to a 90-day lock-up (subject to customary exceptions). Assuming all the Placing Shares are sold, immediately following the placing the AnaCap Funds will be interested in approximately 25% of the issued share capital of the Company. The final number of Placing Shares to be placed and the placing price will be agreed by the Selling Shareholders and the Joint Bookrunners at the close of the bookbuild process, and the results of the Placing will be announced as soon as practicable thereafter. The timings for the close of the bookbuild process, placing price and allocations are at the discretion of the Selling Shareholders and the Joint Bookrunners. Aldermore Group PLC will not receive any proceeds from the Placing.|
|Step, Yes, don't think your post is too far off the mark.|