Anexo Share Discussion Threads

[tole] 03/4/2020 07:23

Progressive update this morningCash remains kingAnexo's trading update confirms that FY 2019E adjusted PBT will be in line with market expectations but that forward guidance is withdrawn given the current uncertainty over COVID-19 – although trading so far in FY-2020 looks relatively unaffected. Accordingly, we make no changes to our FY 2019E numbers and withdraw those for future years until the outlook is clearer. The timing of the FY 2019E results announcement will be confirmed in due course. Like others, Anexo is taking measures to preserve cash. Crucially, it continues to operate as an essential business under the current government restrictions. Staff are following the appropriate guidelines while providing a service to many key workers. Obviously, there is uncertainty over the long term impact of COVID-19 and therefore the focus on collections remains vital. In our view, the group remains in a strong position to drive cash out of its backlog of cases without necessarily committing further new working capital.

[tole] 31/3/2020 13:47

Yes my understanding is that they have quite a significant case portfolio (at IPO over 18000 unsettled claims) Not sure where they are today as they added quite a few new cases throughout 2019.. but that backlog was advertised as being over 5 years work for Bond Taylor.Am sure that gives them something to work through during this time.."This backlog of cases remains capable of settlement and presents a significant source of potential profit and cash generation."

[74tom] 31/3/2020 13:16

Yes, a definite short term impact - however they do have a large case backlog to work on...although if the courts are closed or only taking essential cases then this will also be impacted. Worth waiting for the final results on the 21st before taking the plunge IMO.

[dan de lion] 31/3/2020 12:24

I assume that with the dearth of vehicles on the road, there are going to be a lot less accidents for Anexo to work on or provide replacement vehicles for?

[tole] 31/3/2020 10:22

Small tick up on the bid. Lots of oversold small caps moving up today..

[tole] 24/3/2020 18:53

Well someone is picking up the sells the last few days 25k, 60k, 25k

[tole] 24/3/2020 09:10

Due a bounce from here.

[tole] 05/3/2020 07:08

Be interesting to see which institution has picked these up.Anexo Group plc (AIM: ANX), the specialist integrated credit hire and legal services provider, announces that, in response to institutional demand, certain directors and PDMRs of the Group have sold ordinary shares of 0.05 pence each in the Company ("Ordinary Shares") as follows:Alan Sellers, Executive Chairman, sold 1,305,000 Ordinary Shares in the Company, at an average price of 150 pence per shareSamantha Moss, Bond Turner Managing Director, sold 1,305,000 Ordinary Shares in the Company, at an average price of 150 pence per shareTina Slater, Sales Director, sold 290,000 Ordinary Shares in the Company, at an average price of 150 pence per share

[tole] 04/3/2020 16:18

What's all those trades about

[tole] 03/3/2020 15:41

Inline earnings from the trading update for 17.2p eps for this year and 18.7p for 2020eTrading on what is soon to be a historic p/e of 9 and current of 8.2And a scsw nap for 2020.

[tole] 03/3/2020 10:07

Taken a few here. Online quotes asking 1.58 at moment.

[gaiusgracchus] 02/3/2020 16:59

Market has obliged

[tole] 27/2/2020 10:45

With all the indiscriminate markdowns on most stocks this has held up rather well. Admittedly Im waiting for market to spike it down to 160 at some point.

[tole] 11/2/2020 20:36

https://www.sharesmagazine.co.uk/events/event/growth-innovation-forum-2020-1https://twitter.com/AnexoPlc/status/1227188204031422464?s=20Anyone attend.. interested to hear if they had anything interesting to report.

[nw99] 24/1/2020 08:23

Seller cleared

[onjohn] 24/1/2020 08:16

rocket at open

🍒

[nfs] 23/1/2020 11:50

Holding announcement today's suggests yes

[tole] 22/1/2020 09:08

Take it those large trades yesterday was the seller cleared out

[tole] 13/1/2020 14:00

March 2020..
Though would hope for a Trading update end of Jan like lasst year.

New broker note out:

hxxps://anexo-group.com/archive/research/ANX-End-to-end-action-130120.pdf

I joined the party here today having had this on my list for a while.

[silverfern] 13/1/2020 13:59

80k buys no sells. More like it

[nw99] 12/1/2020 16:57

When are the next results due ?

[silverfern] 13/12/2019 09:46

Some sanity restored to the share price today, even if the political process seems as mad as ever (other opinions are available!)

[magnus14] 11/11/2019 20:27

https://www-thesun-co-uk.cdn.ampproject.org/c/s/www.thesun.co.uk/money/10313662/driver-pay-400000-hire-car/amp/

[sharesoc] 25/10/2019 15:38

The Anexo presentation from our recent Manchester company seminar can be found in our members area here: hxxps://sharesoc.ning.com/xn/detail/6389471:Comment:54346

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