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Charles Taylor Share Discussion Threads
Showing 176 to 200 of 200 messages
death by donut
|Bit harsh for an ex divvy day?|
death by donut
|Video interview & presentation by Charles Taylor, (at Redleaf PR "Breaking the Mould" Capital Markets Day).
1. Interview with Charles Taylor Group CEO David Marock (2.5mins)
David Talks about the company’s technology expertise.
2. Presentation (25 mins)
CEO David Marock gives an overview of the company and talks about how their growing expertise in InsureTech is driving growth in the business.
Introduction - 00:24
Overview of Charles Taylor - 00:52
Revenue growth - 03:32
Pace of growth - 04:45
Strategic growth - 05:20
InsureTech - 09:39
The insurance landscape - 10:32
Charles Taylor InsureTech expertise - 14:47
Purchase of Fadata - 17:34
Core products - 19:46
Strategic partners - 21:06
Client case studies - 22:27
InsureTech supporting the wider business - 24:29
Conclusion - 25:41|
|Well my buy yesterday looks good. :-)DbD|
death by donut
|Nice pop today, results should show the value here. Too cheap|
|Great value entry point, director buying with results 9th March and juicy dividend paid in April. Building a position here over the next week or so|
|226p Mcap 152m, Nos 67.4m|
|Looking likely to rise up towards £3 here|
|According to the pre-close TU on 6 Feb the full year results will be announced on 9 Mar. The last director purchase was on 7 Feb, just over 4 weeks before the results. I thought the closed period was more like 6-8 weeks? It was the FD who purchased on the 7th which is usually a good sign. Bought a few myself today.|
|In a recent issue of Growth Company Investor, Gervais Williams of Miton Asset Management described CTR as a stable business and a world leader at what it does on a cheap valuation. The article post-dated the sales warning and at the time the share price was around 250p. I put it on my watchlist and bought in yesterday following the solid trading update.
In the same article he mentioned CROS which was 33p at the time and is now 53p to sell.|
|It means in line with revised expectations. However it looks like it was due to a very benign claims environment (50% of the business is loss adjusting) which won't last forever. There have been a lot of director buys and the yield is approaching 5% so I bought a few at 218p.|
|This has just appeared on my radar.
Tudes10022 Nov '16 - 08:57 - 158 of 158 2 0
8.03am update, warning hidden away, been on my watchlist for a long time but management have just persuaded me not to invest for a long time.
Feel sorry for all holders
When you say 'warning hidden away' do you mean
" This acquisition, together with recent acquisitions and business developments, is expected to support the Group's earnings growth, although this is now anticipated to be somewhat lower than the market's previous expectations for 2017. "
If so then the pre-close TU on 6 Feb said
"The Company anticipates that its 2016 results will be in line with market expectations. The Group has made a solid start to 2017."
The question is, does in line with market expectations mean expectations prior to the 22 Nov TU or revised expectations following it?
Fundamentals look ok, multiple of 15 doesn't look excessive and a decent dividend too. Results on 9th March, this could be good for a quick 10-15% from todays price of 227p.
Quiet board this.|
|8.03am update, warning hidden away, been on my watchlist for a long time but management have just persuaded me not to invest for a long time.
Feel sorry for all holders|
|So why the shift up now???|
|Video interview with David Marock
David Marock, chief executive of Charles Taylor PLC (LON:CTR), tells Proactive he is “absolutely delighted” with the firm’s 2015 results, which were reported this morning.
Revenues rose around 17% in the year to December to £143mln, while adjusted pre-tax profit climbed almost a quarter to £14.2mln.
Looking ahead, Marock says the company has started 2016 “very solidly,” noting that the firm is “building on what has been an absolutely fantastic 2015”.|
|If any of you are interested in meeting Charles Taylor on Thursday then do send an email via this post
|Any views as to why the share price has dropped off so significantly in the last 3 months, other than general market issues ?|
|Thanks. Interesting video.|
|Video interview with CEO Marock
David Marock, chief executive of insurance service specialist Charles Taylor (LON:CTR) comments on the state of the insurance industry and the firm’s plans to extend its service offering.
The London-listed firm claims to makes the business of insurance “work efficiently”. It does this by managing complex insurance claims for brokers, clients and the insurers themselves.
Speaking to Proactive, Marock comments on Charles Taylor’s recent progress, including the acquisition of an international life insurer, acquiring a stake in an insurance software specialist and expanding its office network.|
|The spread is that way because the shares are not often traded. So even a small trade affects the price.|
|Would like some, have been watching for weeks but the spread seems continually horrible.|
|Peel Hunt have a note out this morning where they have a target of £2.85 and upgrades for the next two years driven by generally stronger operating performance. They say that profits in 2015 and 2016 will also benefit from the £1.7m gain on purchase relating to recent Scottish Widows Transaction. They now have: Dec 15 PBT/EPS £14.0m/20.0p (from £12.1m/20.3p), Dec 16 £15.2m/19.9p (from £13.3m/21.9p). We also increase dividend expectations: Dec 15 9.9p (from 8.8p), Dec 16 10.4p (from 8.8p). We estimate net funds raised could generate a further £4.5m of profits, or 35% of current year expectations, highlighting the potential and momentum behind the business. Valuation - Dec 15 Per of 11.2x, yield 4.4%"|
|What do you make of it, speedsgh?
Share price is well below the 238.125p theoretical price following the announcement.
Would it be fair to say there will be some share price weakness for a while as the new shareholdings are shuffled about?
Had no knowledge of this company, but John Lee mentions it in today's FT.
Last year they paid 10.75p in dividends. Must look up what intentions are going forward.|
|Proposed £30.6 million Rights Issue - HTTP://www.investegate.co.uk/charles-taylor-plc--ctr-/rns/proposed--30-6-million-rights-issue/201503180702037422H/
3 for 7 fully underwritten Rights Issue of 19,722,762 New Ordinary Shares to raise gross proceeds of approximately £30.6m (approximately £28.8m net of expenses)
The issue price of 155p per New Ordinary Share represents a discount of 44.9% to the Closing Price on 17 March 2015, and a 34.9% discount to the theoretical ex-rights price after adjusting for the Second Interim Dividend|
|I thought Charles Taylor was in prison|