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BCA Marketplace Share Discussion Threads
Showing 76 to 94 of 100 messages
|Thoughts on the refinancing?|
|When will three be an update/results?|
|Bid speculation hovering over Northgate with Redde and BCA potential suitors -
|Big 3 million order today. Would be surprised if it was a sell considering the day closed up.|
|It's funny how advfn attributes buy or sell labels to orders. The 100k order this morning looks like a buy (price is actually higher than its preceding order) and yet it's marked as a sell... Weird.In any case, from the weekly chart the stock still seems to be under accumulation.|
|JP Morgan Cazenove today reaffirms its overweight investment rating on BCA Marketplace Plc (LON:BCA) and raised its price target to 220p (from 200p).|
|Strange that Mascronicguy doesn't put the Market Capitalisation into the headers. This value that the market prescribes is the single most important reference point to derive any comparable metric from. The number of shares alone are meaningless without price. You can have a million shares in a company but it does not mean you are a millionare. They are most probably worthless. Its kind of like having a little sack of coins but not knowing what coins they are.
If one has a 14.61% holding in this company, how much is that worth?
If the net debt is £255mn what is the EV?
how much of the MktCap relates to WBAC
Another insight is this Mascronicguy bans posters who differ in opinions to his own. He does this by creating many of the threads for the companies so that he has ownership of the thread. Traits of a bigoted uninformed investor.|
Things are running well by the looks
I am an indirect holder via mvi.
|Here you go robsy2:
‘Amazon of cars’ sees profits motor
November 27 2016, 12:01am, The Sunday Times
British Car Auctions sells a used car every 60 seconds
BCA Marketplace, the company better known by its trading names British Car Auctions and webuyanycar.com, has the industry all sewn up.
From the moment a car lands at Ellesmere Port or Grimsby, to when it arrives at the forecourt ready for sale, and is then resold years later, it’s likely BCA will be taking a cut.
The company sells a used car every 60 seconds in Britain through its 23 auction sites and online. It is also the biggest buyer via Webuyanycar. Hard-charging boss Avril Palmer-Baunack likes to refer to the company as the “Amazon of cars”.
So how has the mega-retailer done in the stormy months since June’s EU referendum?
If City scribblers are to be believed, rather well. The company will reveal on Wednesday that profits for the six months through September have jumped by a fifth to £46m, according to broker N+1 Singer. It reckons better things are to come, having slapped a 220p price target on the stock. BCA’s shares closed at 175p, good for a 4% dividend yield.
BCA is unlikely to hit that lofty goal via acquisitions. It has snapped up several rivals since Palmer-Baunack took over via the cash shell Haversham Holdings in March last year.
She has bought SMA Vehicle Remarketing, car refurbisher Ambrosetti and, in July, Paragon Automotive, which processes and stores cars throughout Britain.
That blitz of deals has inserted the company up and down the car ownership chain.
Now it is up to Palmer-Baunack to squeeze more profit from the empire, which, including BCA’s European operations, sells 1.5m cars a year.
At the heart of her efforts will be growing the finance operation. Four out of every five cars in Britain are bought on finance.
That surge has two effects. It increases the turnover of cars because people swap them every few years when finance deals expire. And the interest payments open up a juicy new profit stream beyond sales fees.
It’s all to play for at BCA. Buy.|
Anything you can post up here ?
|Huge buy piece in the S Times business news.|
|2*250k share buy orders just came through. That's what I like to see.|
|Update from Numis:"BCA Marketplace PLC (LON:BCA) was upgraded by stock analysts at Numis Securities Ltd to a "buy" rating in a note issued to investors on Friday. The firm presently has a GBX 220 ($2.72) target price on the stock, up from their prior target price of GBX 210 ($2.60). Numis Securities Ltd's target price would suggest a potential upside of 25.00% from the company's current price.Other analysts have also issued reports about the company. N+1 Singer boosted their price objective on BCA Marketplace PLC from GBX 198 ($2.45) to GBX 220 ($2.72) and gave the company a "buy" rating in a report on Friday, September 30th. JPMorgan Chase & Co. reissued an "overweight" rating and issued a GBX 200 ($2.48) price objective on shares of BCA Marketplace PLC in a report on Wednesday, July 20th.BCA Marketplace PLC (LON:BCA) opened at 178.00 on Friday. The stock's market capitalization is GBX 1.39 billion. The stock's 50 day moving average price is GBX 189.73 and its 200-day moving average price is GBX 178.48. BCA Marketplace PLC has a 52 week low of GBX 154.00 and a 52 week high of GBX 205.00.In other news, insider Lis,David acquired 25,000 shares of the stock in a transaction that occurred on Tuesday, July 19th. The stock was purchased at an average cost of GBX 171 ($2.12) per share, with a total value of £42,750 ($52,908.42). Also, insider Palmer-Baunack,Avril acquired 11,028 shares of the stock in a transaction that occurred on Thursday, July 28th. The stock was purchased at an average cost of GBX 181 ($2.24) per share, with a total value of £19,960.68 ($24,703.81)."|
|The results will be on 30th November.
Yes, I've been been buying all the way down on this dip.
Numis have upgraded Bca today from add to buy and raised target from 210 to 220 p.
Hopefully the worm has turned.|
|Would be good if anyone cought this falling knife...|
|Does anyone know when the next statements and/or results will be published? Stock is getting rather quiet now. Was expecting a bounce after this pullback to the 10 week moving average.|
|3 decent sized director buys announced today. I suspect the bottom may be in here (and in MVI, by extension). The Paragon buy seems more interesting the more you think about it. Here's hoping.|
|Liberum on MVI -a back door to BCA at a big discount;
Marwyn Value Investors* - Initiation
Target price 185p | Publication price 149p | *Corporate Client of Liberum
Marwyn Value Investors’ unique strategy has delivered 199% NAV return since 2006. Marwyn partners with proven management teams to implement a private equity investment strategy in listed sector-specific platforms pursuing buy-and-build strategies. The shares currently trade on a wide 30% discount to NAV (5.6% dividend yield) with potential catalysts including capital deployment and further upside from the existing portfolio. Buy.
NAV TR of 199% since 2006 (vs. 67% All Share return) driven by 2.6x realisation multiple. Marwyn ranks second amongst its PE/small-cap peer group over the time period.
The fund is committed to returning capital with 50% of net realisation gains returned to shareholders. Quarterly dividends currently equate to a 5.6% dividend yield.
The fund backs leading management teams to create value through buy-and-build strategies. Marwyn has constructive influence over strategy and is often the largest investor.
Marwyn now trades on a 30% discount to NAV. The price implies a 47% discount on Zegona and BCA positions (ex-cash and assuming 50% discount on remaining assets).|
|Here are the BCA results. If interested, the Northgate results can be accessed via the link below.
RNS Number : 4190C
28 June 2016
BCA Marketplace plc ('the Group' and formerly Haversham Holdings plc)
Preliminary Results for the 15 months ended 3 April 2016
BCA Marketplace plc ('the Group' and formerly Haversham Holdings plc) which provides customer-centric solutions along the automotive value chain, fuelling the largest used-vehicle remarketing exchange in the UK and Europe, today announces its maiden results for the 15 months ended 3 April 2016, reflecting the 12 month trading period following the acquisition of the BCA Group.
· Revenue of £1,153.1m
· Adjusted EBITDA1 of £98.5m
· Operating profit of £16.3m stated after acquisition costs of £27.4m, depreciation and amortisation of £17.0m, amortisation of acquired intangibles of £34.4m and other non-recurring costs of £3.4m
· Net debt2 of £170.7m
· Statutory earnings per share of 1.2p and adjusted earnings per share of 7.1p
· First year dividend of 6.0p per share (including a proposed 4.0p final dividend to be paid on 30 September 2016)
· Completed equity raise of £1.0bn
· Acquisition of BCA Group, SMA, Stobart Automotive and Ambrosetti
· 783,000 vehicles sold in UK Vehicle Remarketing (excluding SMA), up 7.9%
· 333,000 vehicles sold in International Vehicle Remarketing, up 6.4%
· 172,000 We Buy Any Car vehicles sold, up 15.4%
· Over 11m unique visitors to webuyanycar.com
· 1,002 live BCA Partner Finance customers
· BCA Dealer Pro valuation tool rolled out to over 1,000 dealers with 463,000 valuations
· 893,000 MarketPrice valuations across Europe
· c.1.5m (per annum) vehicles transported via current fleet of 540 vehicle transporters
· Full service outsource remarketing contracts launched
Commenting on the results, Executive Chairman, Avril Palmer-Baunack, said "We are pleased to announce this strong set of maiden results, exceeding market expectations and delivering an attractive dividend. Our physical infrastructure, market-leading IT systems, valuation tools, data and most especially our customers and experienced and committed employees are at the heart of our business and have supported this strong performance in our first full year as a listed group. The BCA Group is the UK and Europe's largest used-vehicle remarketing exchange, with our continuing development of the Exchange, remarketing products, enhanced full service offerings and market-leading true transactional data, we continue to be the partner of choice in the automotive sector. The new financial year has begun well and the Board remains confident of the Group's performance. The team will continue to focus on our recently launched T4G programme (Together for Growth) delivering exceptional service and innovation to our customers, a positive working environment for our employees and a financial return for our shareholders."