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Share Name Share Symbol Market Type Share ISIN Share Description
Aldermore LSE:ALD London Ordinary Share GB00BQQMCJ47 ORD GBP0.10
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 312.40 312.40 312.60 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Banks 239.4 128.7 25.2 12.4 1,078

Aldermore Share Discussion Threads

Showing 3201 to 3225 of 3675 messages
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DateSubjectAuthorDiscuss
22/8/2016
10:26
Going very well today against the trend of FTSE. Nice. Around 156p required to stay in the ftse 250 with a week to go so that looks increasingly unlikely. SHAW requires 214p
cc2014
22/8/2016
09:03
As I said due a bounce from low 130s; still got a long way to go....
mdw1
20/8/2016
17:07
Hi cancun tango, Thanks again for the detailed timing of Basle. ALD's shareholder funds totalled £ 533.6 at FYE 2015, with earnings projected @ £ 80-90 million p.a. for 2016-2018, ie approx 50% increase in shareholder funds if all retained. Still BEmused....and, as a holder, not Amused ! ATB
extrader
20/8/2016
13:39
Came in at the mid 150ish mark. Lavendon group are specialists in power access rentals.
tini5
20/8/2016
12:08
And look at Metro Bank which operates in the same space as Aldermore, share price up again yesterday and virtually back to where it was before Brexit. Aldermore definitely due a bounce from here.....
mdw1
20/8/2016
11:25
Tin,Forgive me, what do Lavendon do ?Also, what was your entry? I'd not say sell, I'd wait, they will bounce, up, down and up again. September to November should be a busy trading period.Sometimes you can spend your life selling at losses and playing catch up. A recipe for disaster. Remain calm, look at the trade patterns and buy when best suits you.
homerdude
20/8/2016
10:40
And remainers were saying being in the EU would help our financial services. Get out, self regulate and put in more flexible regulation that reflects the party being regulated.
bonio10000
20/8/2016
10:39
1) Basel III foresees a gradual transition to the stricter standards, with full implementation as of 1 January 2019http://europa.eu/rapid/press-release_MEMO-13-272_en.htm?locale=enSo only 2 years away.2) 'the Group would be required to hold INCREASED capital'
cancun tango
20/8/2016
08:53
Hi cancun tango, Thanks for the extra info ! However (1) the Basle proposal, if implemented , only bites from possibly end 2019, which seems a bit remote to be affecting sentiment in mid 2016 and (2)AIUI, ALD has plenty of spare capital capacity : from the Mar 2016 presentation, leverage of 7.3x and CTI capital of 11.5%, vs. PRA minima of 3 and 7 respectively. Rather perversely, it seems to me that ALD may be being held back by its current lack of dividend ( which, incidentally, helps protem address any capital adequacy concerns) : paradoxically, it seems, if ALD were to pay a dividend (with negative impact on capital growth potential) and thereby raise its risk profile, it might be rewarded with a higher stock market rating....! ATB
extrader
20/8/2016
08:24
ExtraderYes, you are missing something. This from the accounts on capital requirements:A second consultative document, 'Revisions to the Standardised Approach for Credit Risk', was issued by the Basel Committee on Banking Supervision in December 2015. This document contained proposals to increase the capital risk weights of buy-to-let and commercial real estate lending. If these proposals were implemented as outlined, possibly from 2019, the Group would be required to hold increased capital to support these lending segments under a standardised approach.
cancun tango
19/8/2016
18:01
Hi all, Maybe I'm missing something ? If the BTL 'cake' is getting smaller, through a combination of disincentives and tightening of lending criteria, doesn't this mean that - as a newcomer - ALD is comparatively well-placed to take a bigger slice of more profitable (because less competition) and lower-risked business ? And this before any easing of capital requirements for the challenger banks. ATB
extrader
19/8/2016
17:35
Couldn't have timed my entry any worse, bought at the peak and watched it spiral downwards ever since. Sold half today to get into Lavendon group ahead of results next Friday. Hoping I can recoup some loss there and then sell those to average back down here. That's the plan anyway...
tini5
19/8/2016
16:13
Perhaps Morgan Stanley are continuing to offload?
tini5
19/8/2016
16:03
I agree with you 100% CC; BTL is only part of their lending and the BTL market remains strong even after Brexit. The current share is ridiculously cheap and other lenders will be running their slide rule over the business; as I have said previously Aldermore must be a bid target at these depressed levels.
mdw1
19/8/2016
15:46
I think the world has lost the plot on this one. Absolutely completely lost it. This is my view. Even if times get a bit tough this looks an absolute bargain on the basis of fundamentals Net asset value per share as latest interims £1.371. Making £60m every half year so adding say 12p to this every six months (using 70% of £60m to allow for corp tax etc. etc.) Currently share price is £1.32, so trading at less than NAV per share. Implies a complete and utter meltdown of it's loan book (and by implication the assets secured against the loans) Comments from interims say Brexit won't have an impact and further comments in press say challenger banks my benefit from Brexit as they are currently subject to same capital requirements as large banks which is unfair as they don't have the same risk level related to complex derivatives. Carney is thought to be sympathetic to this and ready to act within next 3 months (not sure how he actually does that until we leave?) No dividends planned until 2017 so that may result in lack of interest from funds and it's about to be relegated from FTSE250 unless the share price can reach about £1.55 by the end of the month
cc2014
19/8/2016
14:14
Ok cheers cancun tango. I had forgoten about that. Makes sense of the fall and doesn't look quite a bargain then. I think ALD may have to look for different lending opps. I'm going to read the BofE link now too. Thanks again.
nick rubens
19/8/2016
13:56
All seems a bit overdone to me.
tini5
19/8/2016
13:48
Nick This from Nationwide's accounts might give a pointer: 'Following the announcement of tax changes relating to BTL income, the Group has made changes to its affordability assessment to ensure borrowing for customers remains affordable. An expected contraction in the BTL market, combined with our underwriting changes, is likely to lead to lower levels of BTL new lending for the remainder of the year.' hxxp://www.nationwide.co.uk/~/media/MainSite/documents/about/corporate-information/results-and-accounts/Interim_Management_Statement_June_2016.pdf There's also BoE's PRA poking their nose in: hxxp://www.bankofengland.co.uk/pra/Documents/publications/cp/2016/cp1116.pdf
cancun tango
19/8/2016
13:32
Whats the worry in the market here? A collapse in but to let loans and subsequent defaults ahead? With rates so low isn't that unlikely?
nick rubens
17/8/2016
19:45
Not necessarily; a lot can happen in 2 weeks......
mdw1
17/8/2016
16:52
Sadly this looks like dropping out of the ftse250 which will mean some compulsory selling :-(
return_of_the_apeman
17/8/2016
13:33
Aldermore to halt bridging lending on 31 August hxxp://www.mortgagesolutions.co.uk/news/2016/08/17/aldermore-pull-bridging-proposition-31-august/
cancun tango
17/8/2016
10:28
Curtis bank CBP taking off now
johnv
17/8/2016
09:58
I can see Aldermore becoming a bid target at these levels with consolidation in the sector increasing.
mdw1
17/8/2016
09:54
Morgan Stanley have just reduced their shareholding by 12%, from 27.3m to 24.0m.
masurenguy
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