Charles Taylor Share Discussion Threads

[trav5] 13/3/2019 23:06

Cannot fault thier consistency for delivering uninspiring results.

[its the oxman] 13/3/2019 16:04

Could end up on the day now, missed the opportunity to buy cheap shares. But lacked the belief. If co meetings can reassure major shareholders we could yet see a further bounce in the weeks ahead.

[riverman77] 13/3/2019 13:36

Tempted to get out here - seems such a sprawling mess of a business, virtually impossible to attach a fair value to it, especially given that management makes such a poor job of presenting the investment case. If you agree with all the adjustments - a big if - then looks optically cheap on simple pe measure, but less so when factoring in all the debt and pension liabilities.

[spooky] 13/3/2019 12:54

My brain collapsed before i could gauge anything :-o)

[its the oxman] 13/3/2019 12:49

Hi spooky, did you get a feel on the outlook and current trading as this looks a bit more positive, or management of the debt ?

[spooky] 13/3/2019 12:30

The presentation of the results was absolutely shocking, one of the worst i have ever seen. Almost need a translator to figure out what the hell is going on.

[its the oxman] 13/3/2019 08:07

Results seem ok, this years no's reflected by the share price perhaps but next year comments suggest an in line performance which makes ctr look cheap - and div nudged up. Not sure what was expected really.

[riverman77] 04/3/2019 21:10

Still incredibly weak on no news - really don't know what's going on here. Just holding on till results then will decide what to do with these.

[its the oxman] 01/3/2019 11:36

Shares looking nervous ahead of the results or someone knows something. Seem very weak.

[galeforce1] 13/12/2018 07:32

It’s got be a forced seller into a thin market. CTR looks good value here. Now yielding over 5%.

[riverman77] 12/12/2018 21:44

What is going on here? Quality company on a pe under 9. Am I missing something?

[steve c1] 12/12/2018 12:26

Anyone know what has caused the drop?

[galeforce1] 22/11/2018 08:49

Looking like good value here at CTR. Yield at almost 5%.

I wonder if the Capital Markets Day will lift the share price.

[ugandalad] 21/10/2017 08:51

With all the natural disasters this year should this share not be benefitting from increased claims?

[death by donut] 27/4/2017 18:14

thats better.

[death by donut] 27/4/2017 10:04

Bit harsh for an ex divvy day?

[tomps2] 11/4/2017 07:13

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

[death by donut] 01/3/2017 16:19

Well my buy yesterday looks good. :-)DbD

[touche] 01/3/2017 15:00

Nice pop today, results should show the value here. Too cheap

[touche] 22/2/2017 09:29

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

[spob] 17/2/2017 12:46

226p Mcap 152m, Nos 67.4m

[backtogo] 15/2/2017 19:07

Looking likely to rise up towards £3 here

[housetrader] 09/2/2017 19:32

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.

[ratel274] 08/2/2017 16:45

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.