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Share Name Share Symbol Market Type Share ISIN Share Description
Arrow Global Group Plc LSE:ARW London Ordinary Share GB00BDGTXM47 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.00 0.33% 306.00 305.00 305.50 305.50 305.50 305.50 117,534 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 167.5 -114.8 -52.0 - 543

Arrow Global Share Discussion Threads

Showing 1301 to 1325 of 1400 messages
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
25/8/2020
08:18
Massive write down with likely more to come. Debt now worth a lot more than the assets.
riverman77
25/8/2020
08:11
I can see a massive squeeze here
ammu12
25/8/2020
08:05
Great job done by the management taking on risks of CV19. Opportunities are coming in H2 and management ready to take advantage.
seball
25/8/2020
08:03
100p possibility?
ammu12
25/8/2020
08:00
I also liked this part in forward looking statement We are looking forward to 2021 with optimism. Our analysis of the impact of the pandemic on the balance sheets of European financial institutions shows that the increased volume of NPLs sold into the capital markets in the coming years will eclipse the circa EUR800 billion divested over the last six years in response to the bad loans created by the global financial crisis (GFC). When viewed alongside the pre-COVID-19 EUR1.5 trillion NPL and non-core credit market, we are looking at a potential once-in-a-lifetime multi-decade market opportunity.
ttny2004
25/8/2020
07:43
Decent results.Back to profitability in H2 2020. A lot sooner that most expected.This business will take advantage of improving conditions from 2021 onwards.Expect this to be well over 300p in the next 6 months...
ammu12
25/8/2020
07:39
Well done holders fantastic results. This will absolutely fly today. Cash generative in H1 I was not expecting that. Buy
seball
25/8/2020
07:08
Cash positive in H1 2020 with available cash headroom increasing to GBP166.7 million (FY 2019: GBP153.0 million) - driven by continued strong free cash flow (FCF) generation of GBP82.5 million (H1 2019: GBP115.3 million) and reduced capital intensity from Arrow co-investing with the Fund. Arrow share of portfolio purchases of GBP42.9 million (H1 2019: GBP165.6 million)
ammu12
24/8/2020
15:55
Yes it does. Be interesting to see results tomorrow and forward forecast. Seems significant doom and gloom priced in. Any better situation confirmed think will see a sharp share price increase, but still potential to jump onboard but may miss initial 10 to 20% if good.Also interesting that short positions that were above 12% in 2019 have come down to less than 1% (0.79%) recently.Source: https://shorttracker.co.uk/company/GB00BDGTXM47/Institutions such as Morgan Stanley accumulating recently. They also have a target price of 150p.
ttny2004
24/8/2020
15:51
Total income in Q1 was £77m. It's probably sensible to assume this has weakened a bit in Q2, maybe to £70m. So we are looking for H1 income of not less that £147m About a third of income comes from the relatively steady-eddy business of Third Party Asset Management and Servicing (AMS). H1 income here should be pretty much unchanged at around £46m. The Investment Business income will defintely have taken a hit. The outlook will be critical.
galeforce1
24/8/2020
14:58
This looks undervalued after doing some research. High risk but this could easily be 300p again in 12 months. Buy
seball
24/8/2020
14:49
place your betd for tomorrow boys
scepticalinvestor
21/8/2020
10:23
Tipped by Numis.
davebowler
05/8/2020
10:54
Montynj 4th June - great post. Obviously caveat by DOYR. With a 73% w/off on market cap' since March on the face of it this seems highly overdone. However, the leverage ratio 3.4 versus 3.5 upper limit must be coming under pressure as well as interest cover. The past 4 yr results are stable but more clarity on robustness through this time warp covid would reassure the market. I have built several positions in this stock and would like to add to these but I need to mentally underwrite the covenants. I am sure post time warp this will emerge to be the numbers that we were previously used to.
whentobuy
29/7/2020
13:33
Look at all the single digit sells 😷
linton5
29/7/2020
13:30
Seriously manipulated
brownbear3
21/7/2020
10:06
Yip there not the only ones Devon also think I’ll join them now
linton5
21/7/2020
09:55
Morgan Stanley think its worth a punt at this level
makinbuks
10/7/2020
16:08
How does someone buy 150k no problem and you try to buy 10k and it goes to an order line and end up paying more 🤔
linton5
11/6/2020
10:48
Left orders here and a number of others early morning. Nice to see most got filled at the lows first thing.
tole
09/6/2020
16:09
Time to buy back...50% retracement of rally from recent lows
montynj
04/6/2020
13:55
Just bought some
montynj
04/6/2020
13:11
Looks good upto 200
nw99
04/6/2020
13:02
Lots of stocks racing away today
tole
04/6/2020
10:01
The opportunity in Arrow is recognising the complete disconnect with how investors treat Arrows business and how successful private equity has been and is in attracting capital and managing NPL portfolios such as Cerberus, Apollo, Lone Star etc. Investors in US S&L crisis, Japan and Korean debt crisis in late 90's and GFC made significant returns.  It explains why Arrow has been so successful in attracting some €900million in 3rd party capital in 2019/2020 from a range of international private market investors. A first time fund at over €1bn including capital from their balance sheet is a remarkable achievement and a foundation for further diversifying their business into active management where it earns management and performance fees. It is also shows resounding confidence in their business model. Clearly private market investors have confidence where public markets don't. Q1 saw 94% of estimated remaining collections  In the current environment, business will pick up as European Courts have now resumed. This will accelerate secured collections (42%) where litigations have been suspended. Unsecured collections remain robust and mostly automated (58%)  Debt is high, but cashflow before the virus was strong and there are no bond refinancings until 2024. Average cost of debt is a very manageable 3.2% At these prices it should be a takeover candidate for private equity debt managers to take private.  Current prices substantially discount Arrow's business and cash generation. Q1 free cashflow was at £33m 
montynj
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
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