Barclays Share Discussion Threads

[bernie37] 24/5/2018 20:55

But, let’s be real — it’s not going to happen for a good long while. The latest, greatest example has been the notion of Barclays perhaps buying Standard Chartered, replacing, in one fell swoop, the Asian and African exposure that Barclays has spent the last several years expensively extracting itself from.

Both firms swiftly denied formal talks, though, clearly, fantasy M&A becomes more entertaining still if you happen to sit on the board of a systemically important global behemoth.

Since the wave of crisis-driven consolidation in 2007-09, regulators have been fervently opposed to big banks growing any bigger, and, more recently, revamped capital requirements to punish those that increase in size and complexity. The rewards of size have also been cut, with balance sheets balkanised, and capital and liquidity trapped in-country.

FIG M&A since then has been about spin-offs and disposals, pruning non-core exposures and sub-scale regional businesses, as well as in-country consolidation. Retail banking markets in Germany, Italy and Spain could use further consolidation, but it is likely to be driven by the national champions swallowing smaller rivals — and it’s a long way from two international firms, with chunky investment banks, opting to merge.

Barclays, in particular, has just been through a brutal round of prep for ring-fencing, with the separation of systems and reallocation of customers. Even banks without this hurdle to clear are running as fast as they can to rationalise their own tech and cut costs — the last thing any management team needs is a whole other bank to integrate.

At some point in the far future, the cycle has to turn — but, until then, thanks for playing, but it’s just a game.

[diku] 24/5/2018 16:56

They all buying Apples...

[johnwise] 24/5/2018 15:38

USA Economy Hits 3% Growth for Three Quarters Running (First Time Since 2005)

Video

[manics] 24/5/2018 15:37

ACTIVE BARCLAYS TRADERS CLUB -community calls update

portside1
300p, 325p, 350p
By MAR18, SEP18, Christmas'18
(now all pushed back to FEB19)

Ny Boy
220p, 240p
Imminent chart breakout
Now pending 4 months

Manics
BARC will trade on a 1 handle either intra-day or UT by end MAY18

[jordaggy] 24/5/2018 10:24

Lot's of talent added to the banking jobs market too!

[keifer derrin] 24/5/2018 09:58

with all the cuts at Deutsche Bank - won't this be advantageous for Barc to grab Deutsche clients - assuming Barc has any sense to pounce..... :-)

[action] 24/5/2018 09:35

BARC is becoming very interesting now as activist investor will break the MM manipulation and force management who r sleeping at wheel to wake up. I understand the biggest threat to banking industry is block-chain technology?

[action] 24/5/2018 08:51

Support at 202p and resistance 217p

[diku] 24/5/2018 08:27

If you look at that right header chart it has started to make lower lows and lower highs....they shut the door just above 210p...hope I am wrong and some specific company news drives it higher...

[diku] 24/5/2018 08:24

Was that a publicity stunt?...

[manics] 24/5/2018 08:00

"Chairmen, especially those embarrassed by the share price on their watch, feel obliged to examine any old merger or acquisition idea. But there are limits to what counts as credible and Barclays’ John McFarlane was seriously off-piste if he thought shareholders would be remotely interested in a corporate combination with Standard Chartered".

-all he managed was to sucker a few on here yesterday morning imo.

[jordaggy] 24/5/2018 07:33

Summed up quite well...

[manics] 24/5/2018 05:07

I can't lie, my heart skipped a beat this morning when I saw this. I thought "he bloody hasn't as he"?!

Not Jes this time though.

[diku] 23/5/2018 21:01

porty...when they join company they are highly regarded...when they leave company regardless of performance or a non performer they are still highly regarded as they step down but no sacking and walk with a golden handshake...the word sacking doesn't exists in Plc casinos!...


the chart of barcs since jes and mc came to barcs says they have failed , yet taken millions in free hand outs for failure , if the next up date is not good then they must be removed and not allowed to step down sacked them

[m1k3y1] 23/5/2018 20:34

Hi Diku.
It appears that it was just Mcfarlane having a conversation during an informal meeting.
However, I doubt the FT would bother printing it, unless they felt it had some credence.
Personally, I don;t see the benefit but I am not a banker and I can't believe that Bramson proposed this , or even thought of it ?

Not sure eithee, why the share price would shoot up ? it may not unless the figures indicate otherwise.

[diku] 23/5/2018 20:18

By merging how do they ward off activist investor?...I would have thought the activist investor might be in favour of it as the share price would shoot up...


The FT report on Wednesday sites sources close to the talks, saying senior board members at Barclays are considering a StanChart tie-up as part of a wide range of possible contingency plans to ward off an activist investor who has built a stake in the bank.

[manics] 23/5/2018 17:07

I mean you look at it don't you and you say "just what will it take to move this most treacherous of murderous dogs"?

BARC releases fundamentals? -nothing
BARC increases divi? -nothing
BARC releases merger rumours? -nothing
BARC gets involved with an activist investor? -nothing
BARC changes management regimes? -nothing
BARC settles fines? -nothing

Nothing, but Mr. Market violently reaming a veiny phallus of truth into the gaping fiscal sphincters of baby boomers up and down the land who are unfortunate to long BARC in SIPPS, portfolios and estates.

[smurfy2001] 23/5/2018 13:51

RBS is kissing BARC market cap and doesn't even pay a dividend. Once RBS declares a dividend then i'd not be surprised to see RBS market cap ahead of BARC.

RBS Market cap 35.60bn GBP
BARC Market cap 36.11bn GBP

[champian] 23/5/2018 13:04

How about barc & rbs merger.Both failures.May be two negative make a positive!!!!!!

[bernie37] 23/5/2018 09:43

hxxp://uk.businessinsider.com/barclays-standard-chartered-merger-2018-5?yptr=yahoo