Beazley Share Discussion Threads

[nellie1973] 18/2/2011 13:26

Broker upgrade

[edmundshaw] 14/2/2011 16:03

Well I'm in now. With the 4*earnings gearing on the investment returns (the latter currently a meagre 1%), and as I expect interest rates to rise appreciably from here, there is a lot of protection for earnings against softer rates.

Beazley has in any case an excellent track record for its combined ratio. And soft rates are inevitably followed sooner or later by harder ones...

It is also clear some investors/buyers view this sector as invitingly cheap. As evidenced by Chaucer being now under offer, and the Brit takeout last year.

[hvs] 14/2/2011 13:54

Looking very good in a weak market.

[boros10] 11/2/2011 08:33

Good results

[nellie1973] 09/2/2011 14:15

Another broker upgrade

[luchan] 08/2/2011 16:44

Chaps,

broker target price 140p ... a little conservative I think.

luchan.

[nellie1973] 08/2/2011 16:40

Broker notes out

[hvs] 08/2/2011 14:09

It going places now.

Just hang on.

[fuming fred] 08/2/2011 13:08

Hi Chaps,

Only got into this on the 1st of this month looked a good yield stock with growth potential. Good figures and the special dividend looks a right Brucie bonus.

Was quite happy with 5-6% final divi so this really is good news!

[s34icknote] 08/2/2011 12:50

Looks well cheap!
Could have been over looked big time. Ive picked some up before they get rerated.

[hvs] 08/2/2011 09:45

I agree with you.

[luchan] 08/2/2011 09:31

Chaps,

162p is my target.

luchan.

[hvs] 08/2/2011 08:09

Very very good results.

Company is very undervalued.

[topvest] 08/2/2011 08:07

Yes, very good.

[don carter] 08/2/2011 08:05

The results look good to me, altho' I'm new to this sector. EPS 27.4, a return on equity of 21% and a special divi on top of a good divi all look very persuasive.

[hvs] 22/1/2011 11:55

Feel at least 130-140p is possible.

Its a very well run business and claims have been subdued.

[don carter] 21/1/2011 16:10

hvs
Agreed. Should rise to at least mid-120's now.

[hvs] 21/1/2011 14:39

Its going places very cheap in my view.

[nellie1973] 14/1/2011 16:12

Broker upgrade today

[rockafella2] 22/11/2010 13:39

BEZ article -

[ursus] 18/10/2010 10:43

they've offerred to buy HDU, and the price offerred is so low that BEZ has gone up on the prospect that they will mug the target

[brucie5] 18/10/2010 10:37

What's going on here - anyone?

[chingman] 27/7/2010 20:00

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