Begbies Traynor Share Chat (BEG)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Begbies Traynor Group	LSE:BEG	London	Ordinary Share	GB00B0305S97	ORD 5P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	69.20p	67.20p	71.20p	-	-	-	0	08:54:21

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Support Services	49.7	0.6	-0.2	-	76.37

Begbies Traynor Share Discussion Threads

Showing 2251 to 2275 of 2275 messages

Chat Pages: 91 90 89 88 87 86 85 84 83 82 81 80 Older

Date	Subject	Author	Discuss
17/6/2018 12:59	Thanks Aleman - interesting points, as ever from you. I do think there is a bit of complacency at the moment. With record low unemployment and 10 years of improving trend, then things could come as a real shock to some. 2019 could be a testing year. I'm fairly well prepared (as I was in 2007 when I partially cashed-up) with 20% of my portfolio in cash. This feels about right to me, albeit there is no right answer. I think that you want to have good cash levels now as at some point the 40-50% drawdown on equities is coming, but we haven't quite had the euphoria stage of a bull market either!	topvest	Read Full Thread Reply
17/6/2018 11:42	Looking at the rate the old-fashioned measure of UK unemployment is rising, it might have already started. Https://tradingeconomics.com/united-kingdom/claimant-count-change Even the dodgy ILO survey says total hours worked has been falling over the last year. People work a bit less as the economy begins to shrink. The job losses follow on a few months later. We're seeing plenty of job loss announcements of late. But it's not just the UK. Australia has seen hours worked fall. Turkey and Argentina are battling debt crises. Brasil has a transport strike. China is seeing much higher debt defaults. Germany and Korea are seeing weakening exports. Then there's Italy, Greece and Spain. US investors are repatriating funds so yield spreads are rising on top of higher rates. The flight to safety is causing some government bond yield curves to get too flat, which makes it harder for banks to lend profitably at low risk. These effects take time to feed in but they are already being felt so central banks are in danger of overdoing it already. While the Trump tax cuts have distorted the short-term trend in the US, rising interest rates and flattening yield curves are causing a lot of volatility and increasing signs of slowdown in emerging markets. A global recession looks imminent. If you google "recession", the number of listed links has exploded in recent months. I'd be surprised if the UK gets to the end of 2019 without recession and it already looks in trouble. Q1's +0.1% could still be revised down. The global economy is much closer behind it than the media are letting on. They want to blame everything on Brexit so much that they are underrporting bad news around the globe which clearly isn't Brexit's fault. There's lots of it about and it is rising. JPM's weight-adjusted global yield curve just hit inverted in some sections, so more or less flat. Https://www.zerohedge.com/news/2018-06-16/global-bond-curve-just-inverted-why-jpm-thinks-market-crash-may-be-imminent	aleman	Read Full Thread Reply
16/6/2018 19:46	When do you think the next recession will hit Aleman? I would probably go for late 2019 / early 2020 at a guess. One thing for sure, is that its getting closer. When it comes we could be looking at a draw-down on share values by up to 50%.	topvest	Read Full Thread Reply
16/6/2018 17:35	Https://www.insurancetimes.co.uk/record-q1-amount-paid-out-covering-bad-debts/1427422.article	aleman	Read Full Thread Reply
12/6/2018 10:03	Latest UK employment numbers show a continued weakening trend. Wage growth slowed. Hours worked fell. Male unemployment rose. The UK economy seems to be continuing to decelerate. Total hours worked would be consistent with negative GDP for latest quarter. It looks like BEG will continue ot get busier. For February to April 2018: people worked, on average, 31.8 hours per week, 0.3 hours fewer than for November 2017 to January 2018, 0.4 hours fewer than for a year earlier and the lowest since September to November 2012 people working full-time worked, on average, 36.9 hours per week in their main job, 0.4 hours fewer than for November 2017 to January 2018, 0.6 hours fewer than for a year earlier and the lowest since April to June 2011 people working part-time worked, on average, 16.4 hours per week in their main job, 0.2 hours more than for November 2017 to January 2018 and for a year earlier	aleman	Read Full Thread Reply
12/6/2018 07:53	This share is so under the radar. One wonders what it will take for it to take off.	ironstorm	Read Full Thread Reply
12/6/2018 07:23	12 June 2018 Begbies Traynor Group plc Notice of Results Begbies Traynor Group plc, the business recovery, financial advisory and property services consultancy, will announce its full year results for the twelve months ended 30 April 2018 on Tuesday, 10 July 2018.	aleman	Read Full Thread Reply
29/5/2018 12:45	speedsgh, thanks for that article. Nothing like hearing landlords squealing, they've been screwing retail for decades. High rents with upwards only rental adjustment terms, and yet at the same time leaving empty premises littering the high streets of the UK. If you have a well placed but under used department store how about approaching some of the internet retailers and persuading them to take some real world space in your under used store? I believe Sainsbury's will benefit from their Argos acquisition as this combines the 'Net' with a physical interface. You can buy on the net and collect from your local store, but the big bonus is that you have a real place to return the product to if there is a problem. It will be interesting to see just how that works out for Sainsbury's. topvest, I believe department stores evolved as a safe place for women to pursue their favourite leisure pursuit of spending their husbands money! I sometimes walk through Cav's in Cheltenham and it's noticeable that the ladies departments are rather more nicely got up than the areas for male customers. So it would seem that Cav's at least know who they need to cater to. But of course they are up against the problem of checking out the goods at the store and then buying cheaper on the net, these retailers need to do a deal with their suppliers where there is a shared relationship about the retail space and the landlords also need to get more involved too.	lefrene	Read Full Thread Reply
28/5/2018 16:58	I personally think HoF is finished. Department stores are in secular decline. Its stores are also truly awful. Management have run the business into the ground through under-investment. There has to be an element of entertainment or excitement in a department store. If you walk into a HoF store you feel like you have entered a time warp. In some stores they even lock the changing rooms closed. Think Debenhams is better managed, but they are both finished.	topvest	Read Full Thread Reply
28/5/2018 10:29	Good business for BEG but I see no rally in CPR's shares when the CVA was agreed at the end of April.	aleman	Read Full Thread Reply
27/5/2018 22:24	CVAs: landlords take on House of Fraser over company voluntary arrangements - HTTPS://www.thetimes.co.uk/edition/business/cvas-landlords-take-on-house-of-fraser-over-company-voluntary-arrangements-9c9l0bnrt Property giants including Legal & General and Westfield have hired the restructuring firm Begbies Traynor and the property agency JLL to engage with House of Fraser as it prepares to launch a company voluntary arrangement (CVA)... ... Mark Fry at Begbies Traynor said the rally in Carpetright’s share price following its CVA showed how value was being transferred from landlords to equity holders. He said landlords wanted to make sure House of Fraser’s CVA provided “a decent return” and to see whether it “could be improved if one was a little bit more inventive or pushed the boundaries a little bit harder”. House of Fraser said: “We would expect that landlords would take advice. We anticipate a good ongoing dialogue with them.”	speedsgh	Read Full Thread Reply
23/5/2018 17:42	Looks a bit like the share price has corrected to a point it can make progress again. 70p to turn to support? But I'm not a chartist! And I think some good results will have to be seen first.	aleman	Read Full Thread Reply
17/5/2018 23:05	Https://insolytics.co.uk/insolytics-league-table/	aleman	Read Full Thread Reply
17/5/2018 22:56	Https://www.insidermedia.com/insider/southeast/begbies-traynor-expands-in-kent	aleman	Read Full Thread Reply
15/5/2018 13:49	Https://www.begbies-traynorgroup.com/news/firm-news/begbies-traynor-appoints-another-director-in-scotland Ken Pattullo, who leads Begbies Traynor in Scotland, said: “With tough economic conditions affecting both consumers and businesses, we are continuing to expand our team and Adam’s appointment will further strengthen our personal insolvency offering.”	aleman	Read Full Thread Reply
15/5/2018 13:21	The recession has landed. Claimant count's 2-year rise accelerates sharply as vacancies fall again. Https://www.fxstreet.com/analysis/the-uk-claimant-count-increase-foreruns-unemployment-ticking-up-201805150905 Adding to the negative side of the report is the above-forecast rising claimant count reaching 31.2K against 7.8K expected in April with a revision for March from 11.6K to 15.7K. Claimant Count bottomed in Feb 2016 at 762.2K. Now 897k and rising fairly quickly. https://www.ons.gov.uk/employmentandlabourmarket/peoplenotinwork/outofworkbenefits/timeseries/bcjd/unem Negative GDP in Japan, slowing German trade. falling house prices in Canada and Australia suggest this slowdown is going global, helped by rising interest rates hitting credit in emerging markets, and rising oil prices hitting everyone but oil exporters.	aleman	Read Full Thread Reply
01/5/2018 13:25	UK consumer credit growth was lowest for 6 years in March. Https://twitter.com/EdConwaySky/status/991242040875810816	aleman	Read Full Thread Reply
27/4/2018 16:43	Back above the 50-day average. It has jumped the last 3 times it has done this.	aleman	Read Full Thread Reply
27/4/2018 11:14	Preliminary estimate of GDP only +0.1%. GDP per capita estimated at -0.1%. Https://www.ons.gov.uk/economy/grossdomesticproductgdp/bulletins/grossdomesticproductpreliminaryestimate/januarytomarch2018 Https://twitter.com/hashtag/gdp?src=hash&ref_src=twsrc%5Etfw Expect downward revisions to Q1 GDP and GDP/capita as more bad March data replaces optimistic assumptions in the first estimate.	aleman	Read Full Thread Reply
27/4/2018 10:34	Corporate insolvencies rise moderately in Q1, to reach highest for 4 years. Individual insolvencies rise more quickly, to highest since 2012. Https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/702370/Insolvency_Statistics_Commentary-_Q1_2018_v3.pdf	aleman	Read Full Thread Reply
26/4/2018 08:22	52nd office opened. (They seem to be opening more quickly now? +8 in 15 months.)	aleman	Read Full Thread Reply
26/4/2018 08:04	Http://www.heraldscotland.com/business_hq/16185461.Scottish_corporate_insolvencies_jump_by_67__as_rising_trend_resumes/	aleman	Read Full Thread Reply
25/4/2018 07:41	Companies in significant financial distress in Q1 +33% to 477,210. (Q4 +36% to 493,296.) Https://www.investegate.co.uk/begbies-traynor--beg-/rns/latest-red-flag-alert-report-for-q1-2018/201804250700129982L/	aleman	Read Full Thread Reply
20/4/2018 19:45	Scottish Q1 business failures up 38%. Https://www.insider.co.uk/news/scotland-business-failures-figures-2018-12384882	aleman	Read Full Thread Reply
20/4/2018 19:36	Https://www.eastmidlandsbusinesslink.co.uk/mag/news/auction-house-expands-workforce-as-uk-insolvencies-spike-in-first-quarter/	aleman	Read Full Thread Reply

Chat Pages: 91 90 89 88 87 86 85 84 83 82 81 80 Older