Beazley Share Discussion Threads

[essentialinvestor] 12/6/2021 16:13

THis is an extraordinary situation as if you look to consensus estimates 2 years out, BEZ might be among the best value shares on the entire LSE. Obviously they are consensus only, which can alter dramatically on some disaster, but putting this to one side, it is still remarkable.

[spooky] 11/6/2021 11:25

I would agree with that.

[blackdown2] 10/6/2021 20:32

You’re probably right. Could do with a bit more volume.

[spooky] 10/6/2021 08:19

Some encouraging signs beginning to appear, likely to move with the market but i'm becoming more confident that the bottom is in.

[alex1621] 04/6/2021 05:18

Your exposure is more customers and higher premiums.

[huncher] 03/6/2021 14:13

Cyber attacks have increased dramatically and are the latest in thing linked to bitcoin and geopolitics. What is our exposure here.

[topvest] 03/6/2021 12:57

I've doubled up. With all the hot money flying around decent insurers are being overlooked.

[casino444] 25/5/2021 02:09

if it dips back into the low 290s will get a few more

[volvo] 21/5/2021 17:30

Expect a 340p-350p bounce

[frishare] 21/5/2021 14:35

It’s a good sign

[laptop15] 21/5/2021 14:10

Maybe a few more directot buys today

[its the oxman] 21/5/2021 12:20

Big time oversold. Hopefully that will change soon.

[volvo] 21/5/2021 11:51

Bought a few here looks well over sold

[hopan] 21/5/2021 05:07

very good entry price for the Director

[alex1621] 20/5/2021 21:31

£50k buy ... not small.

[boozey] 20/5/2021 19:52

Nice Director Buy to send a signal

[essentialinvestor] 20/5/2021 14:49

Agree and good fortune.

[spooky] 20/5/2021 11:33

EssentialInvestor - As i said it makes no sense to me, but i learned a long time ago that its better to let others pick the bottom.

[salpara111] 20/5/2021 11:20

Insurance is cyclical. We are at the end of particularly brutal cycle so sentiment is overwhelmingly negative. I have had this along with a few other insurers, eg Lancashire, on my watch list. I do believe we are pretty much at a turning point so I have set a few limit orders pretty close to current prices. The important thing with insurance stocks is to trade in/out on the cycles for good returns.

[frishare] 20/5/2021 10:51

It’s very strange, despite COVID the specialty insurance market is in a much better place than 2016 to 2019 when the price was well above £5

[essentialinvestor] 20/5/2021 10:48

spooky, nearing the 12 month low here and lower now than the March 2020 wider market plunge.

[spooky] 20/5/2021 09:16

The share price move does not make sense, the shares should bottom around here or the chart will begin to look pretty ugly. The only thing i can add is that a weak dollar is a negative but that in itself is not enough to warrant the move we have seen. I am not long but have been waiting for the first sign of some positivity in the price action before buying, still waiting. I am surprised.

[essentialinvestor] 20/5/2021 08:44

I had an industry contact back in the day who was a lead underwriter, unfortunately these days it's very much a case of do my own research, or at least attempt to. Would be very helpful if anyone who has sector knowledge could give a view?.