Intermediate Capital Share Discussion Threads

[its the oxman] 11/11/2021 10:16

Looking strong 2344p today.

[boozey] 06/11/2021 06:28

Results in a couple of weeks.

[mirandaj] 29/10/2021 10:28

"October 2021 - A changing economic landscape

In this report and video, Nicholas Brooks, Head of Economic and Investment Research at ICG, gives an update on how we see the economic landscape evolving over the next year or so and what it means for private markets in particular."

[its the oxman] 01/9/2021 18:18

Pushing up again toward 2350p high, and results not that far away now.

[its the oxman] 09/8/2021 16:59

Nice to see this rise along with hvpe recently, hopefully a return to normality and pre covid discount levels or better is possible.

[its the oxman] 29/7/2021 09:02

Looks a strong trading statement today but market rallied a bit in anticipation perhaps, should see upgrades and still see 2500p soon.

[golf12345] 23/7/2021 14:05

This is an undervalued co .Compared to a similar co such as Lion Trust I hold both but ICP is relatively much cheaper in every way .The right price of this co should be nearer £30

[its the oxman] 08/7/2021 21:36

Even better 2070p

[its the oxman] 17/6/2021 08:23

Back below 2200p today, ex div 39p. Opportunity to top up.

[smidge21] 11/6/2021 15:16

And there it comes: JPM lift PT from £24 to £25.60. FY22/FY23 EPS estimates raised by 5%/9%, respectively

[its the oxman] 08/6/2021 10:29

Think 2500p is nailed on here, hopefully in next few weeks as targets get upped. Another set of quality results and growth in aum. Will look at header by the way. GLA.

[smidge21] 08/6/2021 08:34

From JPMorgan: "As the company grows its third-party fee income, its earnings will become more predictable and sustainable, in our view, and we believe the operational leverage within the fund management business may in time be substantial. We see opportunity for ICG to further enhance its ROE through higher levels of gearing. Given the inherent embedded value , we believe the market is currently underappreciating the longevity of the earnings stream. We remain OW"

An upgrade to their current £24 PT wouldn't surprise

[18bt] 08/6/2021 08:06

SP currently up £1 to ATH reflecting results. Still a 2.5% yield.

[18bt] 08/6/2021 07:40

PS: Oxman - would you mind altering the header to include the newsflow - it's useful not to have to flick to another web-site or have 2 ADVFN pages going at the same time?

[18bt] 08/6/2021 07:38

Cracking results - huge investment gain and dividend looks well above market forecasts. Also upgraded their forecasts for 3rd party inflows over the next few years. Regretting having had to top slice a few weeks ago, but it was just too big a weighting in my SIPP. At this rate, I am going to have the same problem later in the year. It remains my biggest holding.

[its the oxman] 30/4/2021 15:12

Almost 2200p. Looking for 2500p come results if main market stays strong.

[18bt] 13/4/2021 08:27

Clearly some stops placed around 2000p. No great surprise. I suspect it will require a few attempts to break higher.

[its the oxman] 13/4/2021 08:11

Traded through 2000p for the first time this morning. Looking forward to results in June.

[its the oxman] 30/3/2021 08:50

Interesting posts. Hopefully all bodes well. Looking for break higher through 2000p and continued good news on aum.

[its the oxman] 26/2/2021 12:50

Added a few today 1760p

[its the oxman] 26/2/2021 00:35

icp is liquid enough to be sold off / spike down quite heavily in wider market downturns, but can give nice top up opportunities as well.