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
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DateSubjectAuthorDiscuss
11/3/2019
11:42
The website office total has risen by 2 to 74, compared to 44 in Feb 2017.
aleman
11/3/2019
11:41
The website office total has risen by 2 to 74, compared to 44 in Feb 2017.
aleman
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
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
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
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
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
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
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
01/2/2019
08:11
Nice little acquisition at a very fair price it seems.
edmundshaw
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
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
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
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
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
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
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
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
29/1/2019
16:46
More on today's numbers. Https://www.r3.org.uk/index.cfm?page=1114&element=33082&refpage=1008
aleman
29/1/2019
15:24
Good information, thanks Aleman!
edmundshaw
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
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
17/1/2019
23:36
ANyone know who's selling? I might have to buy more.
runthejoules
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