Begbies Traynor Share Discussion Threads

[bogman1] 02/1/2021 10:18

Agree totally. Where did you get yer target from? I like it.

[oakville] 01/1/2021 23:03

Seems as I did with GGP at 6p that you give an honest assessment and you get accused of ramping or having inside / illegal motives. Just take all the info you can..BEG is a well run company with no money problems. Target is £2.40 by end of year.

[2vdm] 28/12/2020 09:31

Sad though it will be, we will almost certainly see the fallout from the Covid issues/shut downs in 2021 where re-structuring of businesses and liquidation/insolvency services will be in demand. This bodes well for BEG imo.

[bogman1] 26/12/2020 22:12

The amount of ramping that goes on here is wild. This doesn't sound like a ramp. Good info doesn't necessarily constitute insider info either. I for one am all ears. Fully believe this company will do exceptionally well over the next few years and anticipate great returns

[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 Https://www.begbies-traynorgroup.com/investor-relations/shareholder-information 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. Https://www.piworld.co.uk/2020/12/09/begbies-traynor-beg-h1-analyst-presentation-december-2020/