Begbies Traynor Share Discussion Threads

[melody9999] 11/3/2021 17:33

ah - additional info at the end - thanks

[w1lbur01] 11/3/2021 17:32

Yep sorry see it now thank u

[w1lbur01] 11/3/2021 17:31

Agree not much detail on David Rubin

[mighunter] 11/3/2021 17:29

It's all in the additional information at the bottom of the Proposed Acquisition RNS

[melody9999] 11/3/2021 17:25

No numbers for David Rubin & Partners?? At least make it easy for me to understand what you want me to buy into!

[faz] 11/3/2021 17:21

I could (have used it in the past) but doensnt make sense as I added at 106p earlier this week! As the share price didnt fly today I wonder if they will even get the £12m they are looking for. If they do and there is excess demand price will rise. So, your choice! All purchases go into your dealing not ISA account however

[trainsailing] 11/3/2021 17:17

I’d only bother with primary bid if they were at a decent discount to share price but they’re at a premium.

[its the oxman] 11/3/2021 17:17

Not at a discount but earnings enhancing and guess it will be marked up tomorrow 110p plus.

[w1lbur01] 11/3/2021 17:14

Any comments on fundraising may get some with primary bid not sure as I have quite a few already

[thewheeliedealer] 02/3/2021 21:46

Hi everyone,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and part of our discussion includes BEG which I really like the look of. As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management.

This one covers our thoughts on where the Markets are now and what we think is most likely going to confront us in coming months and what our strategies are. Specific topics in this one include the impact of Storytelling on our Brains and it also has a chunk on reasons for Retirement and we have found lots of Listeners seemed to like that.

Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 43) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the pub (we can dream !!).

Cheers, WD
@wheeliedealer

[edmonda] 02/3/2021 07:48

An excellent growth record across the economic cycle (16% CAGR in adj. EPS over 4 years) and strong prospects (+50% EPS growth forecast in next 2 years) are not yet reflected in Begbies shares rating.

Equity Development see fair value at 140p, full initiation note just published and freely available here:

[boonkoh] 23/2/2021 12:55

PBT keeps going up - this is a classic earnings momentum play! From beating gbp9.8m in the prior trading update, to now beating gbp10.7m.End year might be be £11m PBT I reckon, and a 6.8p eps.

[daneswooddynamo] 23/2/2021 10:23

Very solid update. The reassuring thing is that the core business continues to perform solidly whilst the financial support measures are in place

[boonkoh] 12/2/2021 18:33

Muckshifter, I hope you're right too! I'm a holder but just calling out the likely scenarios good and bad.Just had a read through the FRP results today. Surprised BEG has declined today. Surely a competitor beating market forecasts is a gold sign for other companies in the industry too?

[muckshifter] 12/2/2021 09:27

Hope, and believe you're wrong boonkoh, I think there are far to many targets for the money hose to be successful, and BEG pick up many of the insolvencies of smaller and consequently more vulnerable companies, which don't interest the KPMG type practitioners.

[hawaly] 12/2/2021 07:49

Strong results from FRP

GLA 😎

[bogman1] 11/2/2021 21:29

That's the concern. But we should be taking advantage of the dips. Because when the merry go round stops this will be collecting the fares

[boonkoh] 11/2/2021 17:31

Logically, Rishi should rein in the spending balance the books. Which means more insolvencies for Begbies.However, in reality the taps will probably be further opened, to keep all the zombie companies going. Kick the can down the road, at least till the next election. Begbies revenues stagnate, valuation too high, shares drop back down.

[insideryou] 11/2/2021 15:26

Took another 10k... The story is too compelling.

[insideryou] 11/2/2021 14:47

Back in this week at 103...like many here, I see great value based on the planned attack on the economy which is and continues to cause absolute chaos and economic devastation...

[route1] 11/2/2021 13:39

I don't suppose he has any limits,as long as he has access to "funnymoney ".But, back to reality which the inland revenue and customs and excise live in, they will always want their account settled as preferential creditors,however smart the insolvency strategy may be.

[martinpmh] 11/2/2021 05:32

Exactly..market not making much sense at the moment, everyone chasing the money, bubbles being created everywhere the amount of junk doing well is crazy. If this and FRP are not 30-40 percent up in the next 6 months I will eat my non existent hat

[danvestment] 10/2/2021 22:03

I did notice that BEG is lining up for a very pretty cup and handle - might even be able to drink some tea from it!

In 2009 when the sh1t hit the fan they went 100% in 6 months - believe in your gut and not the charts.

[tightfist] 10/2/2021 21:25

Thanks Martinpmh boonkoh for your views, the movement of FRP and BEG don't seem to reflect the impending reality to me..... Rishi must eventually have limits.

[martinpmh] 10/2/2021 20:26

Look at the buying activity on FRP for the last few days..some significant buys and not many sells..being held for a jump up..ex divi on 18th..I bought 30000 more yesterday..