Hargreaves Lansdown Share Discussion Threads

[mikeran] 09/1/2015 14:46

Yanks shorting HL again -- timing says it all

[mikeran] 06/1/2015 10:48

Is there any value left in this share or is it just a shorting Platform for hedge funds ? same old HFT trades

[mikeran] 12/12/2014 16:51

well a good week , and a sea of Red from the computer buttons. Oil up/Oil down just follow the US. Next thing it will be Tankers sitting offshore waiting for the price to rise enough.

[mikeran] 08/12/2014 16:56

Well a good day for the analysts and the market players as following Friday's drop in the Sp another drop based on Analyst interpretation about the intended move by the HL Finance director in June. And a guesstimate about the possible Feb. results of HL. They are becoming more like Politicians with their smoke and mirrors. Evidence to support such guesstimates would be welcome once in a while.

[mikeran] 08/12/2014 12:59

Thanks again Robin Shore Capital and Liberum says a great deal. .

[robinnicolson] 08/12/2014 12:46

I read that Nick Train, who has an impressive track record, increased his holding of HL. in the Lindsell Train UK Equity Fund by 9% in October.

[mikeran] 08/12/2014 12:41

Looks like this is a typical analyst agenda-- WE THINK . And todays drop plus Fridays drop - plus the drop from the summer highs says it all . poor thinking not evidence based and computer greed working to a company agenda., The company does not matter just make easy money. My view.
Growth could actually rise significantly on Government pension proposals next year.

[robinnicolson] 08/12/2014 12:11

More from analysts:

Liberum:

This strikes us as a very strange announcement.

We believe the H1’15 results (June YE), scheduled to be released on the 4th Feb’15, will point to a slow start to the year. Declining interest income is likely to weigh heavy on performance as too will new business levels. The Q1’15 statement cited a 23% YoY decline in net flows. The second most important revenue stream, stockbroking commissions, could also be under pressure. In recent weeks, the likes of Rathbones, Brewin Dolphin and Close Brothers have all reported a slowdown in this activity.

We believe HL/ is a great company but also conclude that it has reached a stage in its maturity where it will only be able to deliver c.10% EPS growth over the medium-term. To that end we believe a CY14 PE of 28x, falling to 25.5x in CY15 is too rich, particularly when one considers this is a 65% premium to the asset and wealth management sector. We re-iterate our Sell recommendation.

Shore:

While Ms Taylor’s departure appears amicable (she had been with the Group for 15 years and CFO since 2008), the suddenness of her exit from the CFO role is the main surprise to us, particularly as she will remain with the company for a further six months, thereby necessitating the appointment of an interim CFO.

We remain impressed by the Hargreaves Lansdown business model but feel the valuation remains too far above our 900p assessment of fair value to be more positive of the investment case. Remains Hold.

[mikeran] 08/12/2014 12:08

Thanks for the input. Sounds to me like players including Citygroup just wanted to emphasise their agenda. Citygroup issued two Analyst downgrades within a short space of time , when the first downgrade saw the HL share price go up instead of in the direction they intended . Seems like HL have two FD s in the interim one to cover the ongoing projects and one to manage the ship . i also see no problem for such a company recruiting the right replacement . they will be queuing up for the appointment.
It is quite normal for anyone leaving to step down from Board positions. Mr 400 gave the clue away this am-- working hard to take it down and the city sheep follow, anything for an easy buck.

[mikeran] 08/12/2014 10:08

If any body monitoring HL this am has any reason as to why again this drop then please post or or are we back to the market players again trashing a company on HFT

[mikeran] 05/12/2014 16:14

I understood that she was staying until June as a handover period. But the drop came well after that announcement and on a US opening. And two US financial houses have been gunning for HL. recently The drop was computer driven and overdone. But typical of todays players.

[robinnicolson] 05/12/2014 16:11

I'm assuming that the sharp reversal this afternoon is the market reacting to the news that the CFO is leaving with immediate effect.

[mikeran] 05/12/2014 15:56

sorry should have added Citygroup to that . Analyst there had two shots at getting a downgrade to move .

[mikeran] 05/12/2014 15:51

Probably RBC again

[mikeran] 05/12/2014 15:47

second day in a row at US open continuous drop ..

[mikeran] 24/11/2014 17:42

I think this nonsense from Citywire analyst says it all "After upgrading their rating on Hargreaves Lansdown just last month, analysts at Citigroup have cut the stock from 'neutral' to 'sell' following the recent run in the share price.

"We upgraded from 'sell' to 'neutral' last month. Recently, however, shares have rallied strongly and there is now 17% downside to our target price Their Target Price is also based on nothing but speculation. But they have ways of Making money. That is what analysts get paid for !!!

[its the oxman] 24/11/2014 15:24

Seems oversold. Market levels on the up so you would think things weren't too bad for them.

[mikeran] 24/11/2014 13:26

Looks like this was known about in advance, and in my view a trial run on Thursday( same players by the look of it) and a Short close to fool on Friday.

[mikeran] 24/11/2014 11:23

It was not that long ago they upgraded HL -- still the concensus is still a hold with 7 analysts rating a buy.
But if you are are in a similar business probably it is best to downgrade the opposition

[mikeran] 24/11/2014 11:08

Looks like we have a Citi analyst agenda this morning to sell, hence the re action from the players.

[mikeran] 20/11/2014 11:55

020 7066 9200

[mikeran] 20/11/2014 11:30

Nice to have the juniors at play this morning as they feed in their 1 2 and 3 certainly no Investors around or genuine trades. presumably a US hedge Fund at US opening to follow.