Esure Share Discussion Threads

[bikeaholic] 21/11/2013 06:22

260 should be easy - trouble is I'm still holding at the float price. Not prepare to average down on this one.

[gutterhead] 20/11/2013 21:24

Think results will be better than expected.
Car Accident rates have been low and this company control repair costs, fraud etc really well. I know repairers who have the contract for esure. Love the management of this company. Good luck all, let's hope recent rise is beginning of the recovery.

[robg968] 20/11/2013 19:17

Can anyone confirm the dividend dates for 2014? Will they pay once or twice in the year?

[mynumber] 20/11/2013 17:21

Lets enjoy the ride up. Good luck every1!!!

[renew] 20/11/2013 17:12

Busy buying

[diku] 20/11/2013 14:21

Nice rise today...where is everybody?....

[diku] 19/11/2013 16:46

Plus a possible takeover candidate for 2014!...

[simon gordon] 19/11/2013 16:33

Tipped in Investment Week - 18/11/13:

Hector Kilpatrick

Chief investment officer at Cornelian Asset Managers

Esure Group

This company is the lowest cost motor and home insurance provider in the market place (operating under the Sheilas' Wheels and esure brands). In contrast to the numerous successful floats recently, esure's share price has fallen by more than 20% since launch.

The reason for this is the company's espoused growth strategy had to be ripped up as the market for car insurance became more competitive following regulatory change.

This price action fails to reflect the quality of the franchise which Peter Wood, the founder of the company (and 30% owner), has built. As the group has eschewed growth at any price, capital will build swiftly at this (already strongly capitalised) company.

Esure has become overlooked and offers an excellent value opportunity, which we believe will become self evident as the regulatory headwinds dissipate, and news of an enhanced capital return policy is forthcoming.

[limit up] 17/11/2013 15:55

bought stock on thursday ,just feel the mkt maybe be missing the intention on the dvd payouts,in the future,i feel a lot of the bad news in the share price .

[diku] 16/11/2013 15:04

That is if it can bypass 240p and stay above it...

[dewtrader] 16/11/2013 13:41

should spike towards 260p

[salpara111] 16/11/2013 13:04

I guess the main issue is that they have clearly stated their their two main business lines are suffering from intensive pricing competition so limiting upside.
I would agree that downside is now limited by the decent divi level but equally it will struggle to rise either given their business environment.

[sar10] 15/11/2013 10:41

The more I look at this the more I think that this has dropped way too much. Just got 4k in my SIPP, even if it stays at these levels I'll be happy with the divi but I reckon this is going north a good 20 percent from here.

All imo and dyor!

[ukinvestor220] 15/11/2013 08:04

the photo at the top is from the Esure website and represents Sheila's Wheels, part of the Esure Group

[dewtrader] 15/11/2013 07:11

consensus eps 22p
dps 11.8p

[diku] 14/11/2013 23:24

Any media/broker comments on trading statement ?....

[dr biotech] 14/11/2013 17:32

It was the results. Particularly the level of the dividend and the flat outlook. It was disappointing that came so close to the IPO as it left a feeling that they were overly optimistic with their prospectus. (thats perhaps a generous phrase!)

[barlick] 14/11/2013 17:13

Scuse my ignorance people but can I ask what the big drop was caused by around August?

Thinking of parking some money here so curious - no mention on the posts.

[dewtrader] 14/11/2013 10:30

Getting stuck in here given the 7% dividend lovely

[diku] 13/11/2013 20:02

I think they track all their clients where the mouse is pointing!....the saying goes the house always wins...

[bad robot] 13/11/2013 18:31

Got out Bdev at 223.9p, down 1.8% something for me.

Funny thing though, I had finger on the sell button from open as there was not marked up, just before I clicked price changed by -2p.


Sometimes I wonder if my CFD broker is tracking my mouse pointing on the sell button.

[diku] 13/11/2013 17:42

I think we all done that....taken a small profit only to see it go much much higher...

[dr biotech] 13/11/2013 15:46

We are all fantastic traders in hindsight. But betting a share that drops 4% instead of one that rose 5% is somewhat gauling. Having said that I bought bdev a couple of years back at 90p - sold at 150. Now 300+