Begbies Traynor Share Discussion Threads

[pfoleypp] 26/12/2020 18:43

I totally understand where you are coming from. I cannot say too much without compromising trust and regulation. My track records prove my judgment. For example I tipped Synairgen at 6.5p a year ago and it shot up to £2.40 in leas than 6 months ( current 1.45 ).

[zangdook] 25/12/2020 06:22

It helps if you can give something more than a bald assertion. Do you read the entrails of still-born marmosets on the night of the full moon, or do you have a credible inside source?

[pfoleypp] 24/12/2020 21:49

As you can see, im usually right. Buy at this price, and watch the price gradually creep up above £1.00, then wait for the big explosion. Enjoy the ride !!!

[bogman1] 21/12/2020 23:41

Just been checking. His record looks pretty good... on the 2 tips he has given. But they have both been right. Do tell us more!

[zangdook] 21/12/2020 11:57

You seem to specialise in predicting takeovers. How's your track record?

[pfoleypp] 20/12/2020 23:13

There's a takeover bid brewing for early in the new year, around £1.80 / share. Watch this space !!!

[zangdook] 19/12/2020 01:56

The figures on the website are odd


Ric Traynor .......................... 27,178,980 21.25%
Hof Hoorneman Bankiers ............... 9,292,190 7.27%
OVMK Vermogensbeheer ................. 7,111,959 5.56%
Close Brothers Asset Management ...... 6,696,926 6.80%
Amati Global Investors ............... 6,919,437 5.41%

The numbers and percentages don't correlate.

[bogman1] 11/12/2020 22:16

I see Amati also hold 3.5% of Manolete

[bogman1] 11/12/2020 21:58

Is this the violin people? Violins can definitely withstand a recession!

[cravencottage] 11/12/2020 21:31

I hadn’t realised that as the announcement infers previous holding 0% but now Amati hold 5.78%

[daneswooddynamo] 11/12/2020 20:13

It looks like an increase, they owned 5.4 percent as at july 2020 from the report and accounts.

Personally I cannot see why that has triggered a holding announcement, what threshold has been crossed?

[cravencottage] 11/12/2020 19:55

Amati taking a 5% slice of BEG

Catalyst for a re-rating?

[daneswooddynamo] 10/12/2020 13:32

A no deal brexit will hardly be a hindrance to prospects!

[insideryou] 10/12/2020 13:05

Have been a buyer for a few months and added more today. Good value, good prospects.

[indigocarmine] 09/12/2020 15:25

Prices across the sector as a whole seem stupidly depressed. FRP, RBGP, MANO are all down. Not so long ago the defence sector was also sitting at ridiculous prices: BA, SNR, MGGT all down far beyond what they should logically be given the situation - ultimately if nothing seems wrong then just take it as an opportunity to fill up. I have little doubt that BEG, FRP, RBGP et al will all come good at some point. Made a killing on defence, and likely as not I will also make another one here when the market finally turns its attention to the bleedin' obvious.

[daneswooddynamo] 09/12/2020 14:50

I must confess to being surprised that beg is currently trading a little below where it was prior to COVID. Granted insolvencies have been suppressed but they are still happening and beg is performing well. Next year should certainly see activity levels pick up as support is withdrawn. Seems odd to me and continue to pick them up here and there

[cravencottage] 09/12/2020 11:44

Thanks for that Tomps - Will check out later.

[aleman] 09/12/2020 10:53

Thanks, Tomps. That's some unusually bullish commentary from a board which is usually very conservative. I noted the graph which showed appointments peaked 3 years and 1 year after each of the last two recessions, which suggests revenues would have peaked 4 and 2 years after. Given the delays caused by government support, I'd guess insolvency revenues this time will probably rise for at least the next 3 years before cyclical drag kicks in again. Not doubt by then, there will have been a few more acquisitions and other arms of the business will have expanded.

[bogman1] 09/12/2020 09:10

Thanks Tomps. Great report. Fantastic business with a bright future.

[tomps2] 09/12/2020 08:42

BEG H1 presentation to analysts 9.12.20.

[energeticbacker] 08/12/2020 15:37

As has always been the case, Begbies is still counting on an avalanche of new work as government support measures are removed. After more than 16 years on AIM, and management being massivley rewarded for modest returns, will it finally come to pass for BEG!! Covered in Investor's Champion's latest update

[zangdook] 08/12/2020 15:25

They provide a service to help companies which run into difficulties. I suppose you think doctors and nurses are all ghouls too.

[santangello] 08/12/2020 15:06

I certainly haven't waited for any opinions in print/coverage......I have added at crazy prices today......and trust more what is fact and the Company tells me rather than observers words(after the same, the opportunity to buy at lower prices usually evaporates)