Begbies Traynor Share Chat (BEG)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Begbies Traynor Group Plc	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
	-1.25	-1.45%	85.00	84.00	84.50	86.00	84.00	86.00	87,195	16:35:18

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Support Services	60.1	3.5	2.2	38.6	107

Begbies Traynor Share Discussion Threads

Showing 2351 to 2373 of 2575 messages

Chat Pages: 103 102 101 100 99 98 97 96 95 94 93 92 Older

Date	Subject	Author	Discuss
11/3/2019 11:42	The website office total has risen by 2 to 74, compared to 44 in Feb 2017.	aleman	Read Full Thread Reply
11/3/2019 11:41	The website office total has risen by 2 to 74, compared to 44 in Feb 2017.	aleman	Read Full Thread Reply
05/3/2019 07:49	Nothing to worry about there. A rather dry Q3 update but BEG tend towards the understated and it sounds like there is ongoing growth in appointments as one would expect. H2 contingencies seem to be settling nicely and it's good to hear the property business is going well. Fingers crossed that results might nudge in just above forecasts. I would not expect the FY dividend to exceed the 2.6p forecast (4.3% yield) since the company seems to be regularly making small acquisitions, but I fancy those acquisitions will see future dividends do better. I think we'll see at least 2.8p next year and 3p for 2021 unless the economy picks up, which seems very unlikely. This still seems good value insurance against all the UK and global uncertainties at the moment.	aleman	Read Full Thread Reply
03/3/2019 11:49	12 Dec 2018:- "We remain confident of delivering increased revenue and earnings in line with current market expectations for the full year. We anticipate a second half weighting to our results, reflecting the completion of current contingent fee engagements together with higher activity levels. "With our strong financial position, we continue to look for opportunities to develop and enhance the group, both organically and through selective acquisitions. We will provide an update on third quarter trading in early March 2019." Interesting to see what the update says this week. I'm generally of the opinion its in a good place at the moment to grow strongly with, for example, blood on the high street. Plus, if hard B happens, its a good hedge.	podgyted	Read Full Thread Reply
06/2/2019 10:39	Interesting article and a crucial point made. Zombies were kept alive by slashing short rates (and using QE to suppress long rates). That can't be repeated to the same extent in this recession so I would expect zombies to go to the wall in far greater numbers. There is already signs of a pick up in insolvencies over the last year or two. It looks like recession is now landing and they are increasing rapidly. Can central bankers stop it again or will it spiral. I don't think we'll have long to wait to find out.	aleman	Read Full Thread Reply
06/2/2019 10:09	Stockwatch: Big benefits for patient shareholders - HTTPS://tinyurl.com/y8foq5vk There is scope for upgrades at this company as Brexit and credit stress take their toll on corporate UK...	speedsgh	Read Full Thread Reply
04/2/2019 16:13	There has been 5 days of pretty much continuous buying here. I'm not complaining but it would be nice to know what set it off. I doubt it's just the IC reference quoted earlier. It looks to have just about regained the 50-day average today. (Chart to follow.)	aleman	Read Full Thread Reply
01/2/2019 09:17	I see the ADVFN chart has the shares down when the mid is actually up 1.3p on the news. (Now 62.4/63 compared to 60.8/62 at yesterday's close.)	aleman	Read Full Thread Reply
01/2/2019 09:12	It looks like it could produce yet another upward revision in the profit forecast. It seems very cheap. Perhaps profit is expected to fall if we are at the top of the property cycle. Year Ending Revenue(£m) Pre-tax(£m) EPS P/E PEG EPS Growth Div Yield 2019-04-30 57.00 1.62 4.35p 14.3 1.6 9% 2.60p 4.2% 2020-04-30 58.77 2.30 4.75p 13.1 1.4 9% 2.75p 4.4% 2021-04-30 60.40 4.17 5.25p 11.8 1.1 11% 2.90p 4.7%	aleman	Read Full Thread Reply
01/2/2019 08:11	Nice little acquisition at a very fair price it seems.	edmundshaw	Read Full Thread Reply
30/1/2019 16:20	edmundshaw - yes, Stockopedia is a useful first stage in filtering out 'time-wasters', not a tool to pursue much further. Aleman - that's interesting, but looks like an expensive fixed charge, hence big operational gearing. I'd want to know more about that.	jonwig	Read Full Thread Reply
30/1/2019 16:19	That did not take long! Https://www.investorschronicle.co.uk/shares/2019/01/30/news-tips-apple-lse-wizz-air-more/ Good news for insolvency practitioner Begbies Traynor (BEG) is rarely good news for the rest of UK plc. This morning, the group is out with its latest 'red flag' report, which suggests that the number of businesses in significant financial distress jumped by almost 15,000 in the fourth quarter of 2018. Sectors hit particularly hard by what Begbies described as Brexit-linked economic uncertainty include real estate and property, while the number of businesses in "critical" financial distress are up 25 per cent in a year. We remain buyers. And also: Https://www.stockopedia.com/content/small-cap-value-report-wed-30-jan-2019-cas-sal-auk-call-beg-yu-botb-tap-441678/	aleman	Read Full Thread Reply
30/1/2019 16:17	A nice run of buying, today. Is it existing investors that understand the implications of this week's insolvency numbers or have BEG been tipped somewhere again? I shall have a look around.	aleman	Read Full Thread Reply
30/1/2019 16:10	jonwig - it sounds like it might be much more than just other accountants used to source information. Https://www.redflagalert.com/solutions-by-organisation/legal Red Flag Alert’s database is updated daily with over 40 advanced fields: Intelligence gathered from 10+market-leading data owners. Over 60,000 data changes every single day. Over 100 indicators of financial health are updated.	aleman	Read Full Thread Reply
30/1/2019 15:10	Quite right jonwig. In the end the first hand ones - in the Annual Report - are the only numbers you can hope to rely on...	edmundshaw	Read Full Thread Reply
30/1/2019 12:41	Aleman - OK, thanks. This is on my "maybe buy" list. The numbers given on Stockopedia (divi, FCF, PER, book value) look attractive, but I still need to go to the first-hand ones.	jonwig	Read Full Thread Reply
30/1/2019 12:00	1)It can be a while between distress and administration and some admins can last a year so there can delay between entering admin and going bankrupt or arranging a CVA. I'm not sure a great deal is known due to confidentiality requirements. 2)I think I read that Red Flag's data is collected confidentially/anonymously from UK accountants.	aleman	Read Full Thread Reply
30/1/2019 09:58	From Aleman's link in #2225: Seasonally adjusted corporate insolvencies fell by 9% in Q4 2018 compared to Q3 2018, but rose by 11% compared to Q4 2017. But today's BEG RNS from their Red Flag Alert: The number of businesses in 'significant' financial distress now stands at 481,000, leaping by 15,000 during Q4 2018 Two questions - 1) presumably there's a time-lag between 'significant distress' and actual insolvency, and the first doesn't necessarily lead to the second. Is anything known about this? 2) Where do Red Flag Alert find their data? If from Companies' House, there can be a nine-month delay between year-end and publication. The FT also points out today that if there's a high amount of equipment dumped onto the market, actually clearing it during a recession won't be easy or very profitable. I'm interested because of my investment in Manolete Partners.	jonwig	Read Full Thread Reply
29/1/2019 16:46	More on today's numbers. Https://www.r3.org.uk/index.cfm?page=1114&element=33082&refpage=1008	aleman	Read Full Thread Reply
29/1/2019 15:24	Good information, thanks Aleman!	edmundshaw	Read Full Thread Reply
29/1/2019 09:57	UK individual insolvencies in Q4 leapt 35% over a year ago to reach levels of the last recession as IVAs hit a new quarterly record of 22.7k. (See Fig 10.) Corporate insolvency trends are cluttered by one-offs but the underlying trend for Q4 was a rise of 11% on a year ago from very low historical levels. (See Table3 and Figs. 5+7.) Https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/773841/Commentary.pdf It looks like BEG probably got a lot busier in Q4 and I very much doubt the economy has got any better since.	aleman	Read Full Thread Reply
18/1/2019 00:21	Another year added to forecasts: Year Ending Revenue(£m) Pre-tax(£m) EPS P/E PEG EPS Growth Div Yield 2019-04-30 57.00 1.62 4.35p 14.3 1.6 9% 2.60p 4.2% 2020-04-30 58.77 2.30 4.75p 13.1 1.4 9% 2.75p 4.4% 2021-04-30 60.40 4.17 5.25p 11.8 1.1 11% 2.90p 4.7% And they keep getting revised up slightly as the economy slows. Anybody think the economy is going to boom any time soon?	aleman	Read Full Thread Reply
17/1/2019 23:36	ANyone know who's selling? I might have to buy more.	runthejoules	Read Full Thread Reply

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