Barclays Share Discussion Threads

[clond] 23/3/2018 09:37

I wouldn't of believed 6 months ago that barc would be holding above £2 when ftse was at 6880 😎

[johnwise] 23/3/2018 09:14

Barclays making house price inflation

Barclays raises the amount first-time buyers can borrow – despite Bank of England warning

Barclays yesterday raised its Loan to Income multiple to 4.49 across all its mortgages, meaning that customers including first-time buyers can borrow up to 4.49 times their annual income.

[smurfy2001] 23/3/2018 09:09

The new activist investor will be pleased.

[manics] 23/3/2018 08:31

203p bid.

1 handle close a strong potential here imo.

[manics] 23/3/2018 08:28

BARC has fallen 5% and climbing since your recent buying right at the very top of the recent spike portside1.

How many more years of truth before you apply due gravitas to my unapologetic postings?

You are 71. You've been calling 300p for nearly 5% of your entire life. Yet still nothing.

You join investors from the last millennium, holding BARC for 25 years who have seen no return, and who have permitted inflation to ravage them.

You promote what you yourself call the Jes Staley "lie" - 300p-, and you do so knowingly and repeatedly and indeed you build on it to 325p and again to 350p.

portside1: your legacy here will be remembered. Only you can chose what that legacy is.

[portside1] 23/3/2018 08:15

ed bransom bought on knowing barcs is going to go over 300p profits going up big time

barc is the top share for 2018/19

[johnwise] 23/3/2018 07:48

Why Your Job Went to China that bankrupted the West

Video Sir Goldsmith discusses the ramifications of free-trade agreements that were about to take place in 1994 (GATT)

[buywell3] 23/3/2018 06:33

Rates around the world are now set to go higher than was planned/thought due to the coming Trade Wars , which have not been built in to current models.


Prices for consumers will rise due to punitive taxation rises


Inflation will go higher


Rates will go higher and faster than markets have thus far allowed for


Markets are now set to FALL circa 20% from here ... as I have been saying on many threads for several weeks , prior to the previous flash crash in the USA.

Which I also predicted


For banks


Exposure to the property market will hurt them all as house prices fall circa 30% over the next 3 years

[johnwise] 23/3/2018 05:07

Some common sense from Donald Trump

Trump signs order to take jobs back from China

Video

[gcom2] 22/3/2018 21:58

buywell you're an idiot.barc is one of the hottest stock picks of 2018.

[smurfy2001] 22/3/2018 20:54

I voted today not to renew the chairman as he has failed to double the share price.

[bernie37] 22/3/2018 20:40

One of Ed Bramson’s biggest investors, Aviva, on Wednesday said the famous activist is unlikely to force through a radical break-up of Barclays’ banking empire.

The influential City fund manager, which owns a near-15% stake in Bramson’s Sherborne vehicle and is seen by many as a kingmaker, said seismic changes such as a sell-off of the investment bank or Barclaycard were unlikely to be pursued.

“Some of the talk around a radical change in direction of capital allocation and other changes at Barclays feels wide of the mark. That is not what the Sherborne’s investment criteria points towards,” Aviva Investors head of UK equities Trevor Green told the Standard.

“I am not surprised he has invested in Barclays because it fits these above criteria well. A year or two ago, the debate would have been different and [it would have been] unlikely that he would have invested, so this is all about timing. I am comfortable as an investor.”

Aviva Investors, a long-standing backer of Bramson, is due to meet the New York-based investor soon to hear more of his plans.

Bramson stunned the City on Monday when he revealed a 5.2% stake in the British banking institution, worth around £1.9 billion.

Aviva Investors is the third-biggest investor in Sherborne behind Invesco Perpetual and Columbia Threadneedle. Both declined to comment.

Bramson’s stake in Barclays has raised fears about what the famously demanding investor will call for. At his previous investments, F&C and Electra, he staged boardroom coups.

Green said it was more likely Bramson would work alongside management this time to improve performance.

Since Bramson appeared on the share register, other investors have followed. Pimco, one of the world’s biggest investors, added £34 million to its Barclays investment this week.

[bernie37] 22/3/2018 20:21

The City poured cold water on Edward Bramson’s attempt to shake up Barclays on Tuesday, seriously doubting his bid to double the bank’s share price has any real hope of succeeding.

The activist investor has built up a 5% stake, it emerged on Monday.

On Tuesday Ian Gordon at Investec, one of the City’s top analysts, immediately advised clients to sell the shares.

He downgraded his recommendation from Buy to Hold and said: “We advise taking profits.”

The shares moved up yesterday as the Bramson news emerged, but were flat at best today, sitting at 216p.

JPMorgan Cazenove thinks the shares are still a buy but believes “self-help measures” will be enough to boost the stock.

“Post a meeting with CFO Tushar Morzaria, we came away constructive on our investment thesis... Barclays remains positively geared to the ongoing resilience of the UK economy,” wrote Raul Sinha. Even JPM, the in-house broker, thinks Bramson’s notion he can double the share price seems ambitious.

The stock hasn’t been above £4 for around 10 years.

JPM has a price target of 250p and says the bank may not need outside help to restructure.

“Any major strategic change would restart the cycle on restructuring and might create costs,” it said.

[clond] 22/3/2018 15:39

Cycle time - bring the whole market down and weed out the limpets and over exposed !

[manics] 22/3/2018 15:32

portside1: you had said by the end of May.

[portside1] 22/3/2018 15:04

mainics , we will be over 300p by xmas

[manics] 22/3/2018 15:02

portside1: you were buying at 215 a few weeks ago when I publicly pleaded with you to liquidate at your breakeven.

[portside1] 22/3/2018 12:14

since jes spoke on Bloomberg yesterday the share price as fallen 13p yet he said to return more cash to share holders so will add soon

[smurfy2001] 22/3/2018 10:35

Ignore this ruthless raider at your peril: A warning to Barclays from boss of firm targeted by activist Edward Bramson

[action] 22/3/2018 09:12

PortsideI am considering averaging down on CNA As well as NG.

[portside1] 22/3/2018 08:44

KEN , if you are on today buy CNA a quick profit over the next 7 weeks

[portside1] 22/3/2018 08:37

going to sell al my holdings in bt vod SBRY and buy more CNA BARC

[manics] 22/3/2018 08:11

6XXX on the FTSE there. Just woeful imo.

[johnwise] 22/3/2018 08:01

Ignore this ruthless raider at your peril: A warning to Barclays from boss of firm targeted by activist Edward Bramson

Rodger Booth said: ‘On a personal level he’s one of the most unpleasant people I’ve ever met – but having said that, he’s obviously a very clever businessman and very effective.

‘He does his research well and my view would be not to underestimate him at all. You could put me down as an admirer but not a lover.’

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