Assura Share Discussion Threads

[red army] 27/3/2015 17:16

HypeYou're easily pleased :-)

[hyperboreus] 27/3/2015 16:50

Fantastic finish to this week for Assura with uncrossing trade of 759,081 shares @ 58.75p, think I might treat myself to a XL tipple tonight :o)

[hyperboreus] 24/3/2015 19:41

What a finish.... 56.75p!!!!

[hyperboreus] 20/3/2015 16:44

Closed at 56p again, large volume yesterday and in particular today with around 35 million shares traded (around 3.5% of shares in issue)

[stupidboypike] 06/3/2015 09:14

I love this share!

[badtime] 06/3/2015 09:13

New high ...see rns

[wirralowl] 04/2/2015 10:18

Agreed. A very positive trading update; rental growth, portfolio expansion, and operating in an investment sweet spot, no wonder we're pushing all time highs.

[stupidboypike] 04/2/2015 09:04

nice steady as she goes report. Sleep easy at night share this one!
Best regards SBP

[badtime] 02/2/2015 17:28

Looks ready to go up to a new level

[badtime] 09/1/2015 09:59

Ex div yesterday .5p

[bhavini4] 07/1/2015 08:46

Hello all. Doing some research into the company and would appreciate some thoughts please on why the company is making relatively low profits before tax? For example, on last years PBT figure of c£24, against the MCAP, that's nearly 21 x. And this year PBT is forecast to drop to c£15m. Why the drop?

Am keen to get some exposure to this sector but would like some insight to help my analysis. Thanks in advance all!

[badtime] 02/12/2014 13:53

Hopefully this will build a base above 50p

[badtime] 28/11/2014 22:50

Ye i think they said that last friday

[bscuit] 28/11/2014 22:38

IC says buy.

[hyperboreus] 28/11/2014 16:50

Really interesting end to the day, 2 price monitoring extensions, what is going on?



Heavy volume day for Assura which makes it all the more exciting, particularly for my 'safe as houses' core stockpick :-)

[badtime] 28/11/2014 16:07

Happy days

[wirralowl] 28/11/2014 16:03

Me too shauney, great to see its share price respond accordingly and edge over 50p for the first time too

[shauney2] 28/11/2014 15:54

I love these boring dividend paying shares.

[wirralowl] 27/11/2014 16:54

Quarterly Dividend increase to 0.5p confirmed in today's RNS...

[eekorehc] 25/11/2014 22:06

Thank you for your thoughts. I have just invested here having seen someone on the Medicx Fund BB mention it. We have watched the presantaion and things do look good.

Best regards.

[hyperboreus] 25/11/2014 21:13

Hello eekorehc or should that be cherokee? I am sure you are not thick but a few things puzzle me about this so called 'downgrade' from BUY to HOLD by Liberum Capital.

They issued this 'downgrade' very early this morning well before the presentation to investors and analysts at 11am. Incidentally the webcast available to view on the website, is as always with Assura well worth watching, around 34 minutes in duration, it tells you EVERYTHING you need to know about the guys running Assura whether you are a shareholder or contemplating investing in the Company.

At the close of play today the share price is 49p which is 1p below the Liberum Capital target price of 50p, therefore they might argue why buy at this level when it has almost reached their target price but investing in Assura is not primarily about capital growth as I see it, the yield is attractive at 4%+ with the likelihood of increasing dividends down the line, the board seem pretty confident that the shackles are about to be loosened by NHS England, administrative costs are controlled by Assura's business model and the balance sheet has been considerably strengthened by the recent fundraising exercise last month.

Interestingly the Liberum Capital representative at the presentation asked 3 questions at the end of the presentation by the 3 employees of Assura so as their house broker I find it very odd that they didn't hang fire before rushing out a 'downgrade'.

I first invested in Assura early in 2012 when the share price was around 30p and am more convinced than ever that it was an excellent decision to do so.

You will not get explosive growth from Assura but ANY balanced portfolio simply demands a stock pick such as AGR.

Having said that I still think that Assura will get taken out sometime in the future as Invesco Ltd now hold 26.43% having sold out completely less than 12 months ago :-)

[eekorehc] 25/11/2014 14:12

I may be thick, but does anyone know why it has a downgrade from Liberum.

Thanks

[stupidboypike] 21/11/2014 16:57

ditto too!

[hyperboreus] 21/11/2014 11:08

Couldn't agree more WirralOwl, rock solid, transparent Company with great management and board.