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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 | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 307.00 | 307.00 | 307.50 | - | 0.00 | 00:00:00 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
0 | 0 | N/A | 0 |
Date | Subject | Author | Discuss |
---|---|---|---|
25/8/2020 07:18 | Massive write down with likely more to come. Debt now worth a lot more than the assets. | riverman77 | |
25/8/2020 07:11 | I can see a massive squeeze here | ammu12 | |
25/8/2020 07:05 | 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 07:03 | 100p possibility? | ammu12 | |
25/8/2020 07:00 | 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 06:43 | 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 06:39 | Well done holders fantastic results. This will absolutely fly today. Cash generative in H1 I was not expecting that. Buy | seball | |
25/8/2020 06:08 | 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 14:55 | 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 | ttny2004 | |
24/8/2020 14:51 | 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 13:58 | This looks undervalued after doing some research. High risk but this could easily be 300p again in 12 months. Buy | seball | |
24/8/2020 13:49 | place your betd for tomorrow boys | scepticalinvestor | |
21/8/2020 09:23 | Tipped by Numis. | davebowler | |
05/8/2020 09:54 | 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 12:33 | Look at all the single digit sells 😷 | linton5 | |
29/7/2020 12:30 | Seriously manipulated | brownbear3 | |
21/7/2020 09:06 | Yip there not the only ones Devon also think I’ll join them now | linton5 | |
21/7/2020 08:55 | Morgan Stanley think its worth a punt at this level | makinbuks | |
10/7/2020 15:08 | 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 09:48 | 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 15:09 | Time to buy back...50% retracement of rally from recent lows | montynj | |
04/6/2020 12:55 | Just bought some | montynj | |
04/6/2020 12:11 | Looks good upto 200 | nw99 | |
04/6/2020 12:02 | Lots of stocks racing away today | tole | |
04/6/2020 09:01 | 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 |
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