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Share Name Share Symbol Market Type Share ISIN Share Description
Integrafin Holdings Plc LSE:IHP London Ordinary Share GB00BD45SH49 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  5.00 1.01% 500.00 501.00 506.00 508.00 489.00 508.00 662,429 16:35:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 99.2 56.1 12.1 41.3 1,657

Integrafin Share Discussion Threads

Showing 1401 to 1425 of 1425 messages
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
DateSubjectAuthorDiscuss
22/5/2020
10:59
Transact never set out to be the cheapest platform - simply the best! In fact their fees have been progressively reduced over the years. For any portfolios between £60k - £150k they offer reasonable charges. Over £150k they are not expensive for an advised platform.
shavian
21/5/2020
15:59
Stunning results from the investment platforms highlight the appeal but it comes at a price. We’ve taken a look at AJ Bell and IntegraFin which you can read here: hxxps://www.investorschampion.com/channel/blog/stunning-results-from-the-investment-platforms-highlight-the-appeal-but-it
investorschampion
19/2/2020
11:17
FTSE 250 even
greenrichard
19/2/2020
10:12
How is this chat so quiet with the share performing so well?
bobsa
19/12/2019
23:26
Yeah, great guy and well deserved semi-retirement. If I could correct, IHP is main market, not Aim
bobsa
19/12/2019
23:09
Fortunately he's sticking around in a quieter capacity. He's earned it.
shavian
19/12/2019
07:47
I echo your sentiments on Ian, great guy. Hope they can keep the culture he built going.
davydoo
19/12/2019
07:42
What a stonking set of results in a difficult year. And best wishes to Ian as steps back from his two CEO roles, unusually to "spend more time with the business". I have known him since my firm started using Transact in 2008; such an honest, approachable and fun leader is such a rarity on AIM (the only other one I can think of is Neill Ricketts of Versarien).Great guy, great results, well done.
shavian
18/12/2019
10:13
Wow, since the election they've added more value than rival Nucleus entire market cap
davydoo
17/12/2019
23:55
Crushing it the last 3 sessions.
bobsa
18/9/2019
21:08
Yep consolidated well .
thecashmoney
22/7/2019
14:05
Any one else think we'll see a continuous rise here?
seadra17
18/5/2019
12:41
Can see this pushing alot higher here. £5 maybe more .
thecashmoney
16/5/2019
21:48
Nice close to new highs. May not be all time high, think that was 4.20 intraday, but highest close I think. Let's hope this breakout pushes on and 4.00 is now the support.
bobsa
09/4/2019
15:36
Double bottom in and about to test all time highs. Out performance .
thecashmoney
20/12/2018
08:49
Seems promising: hTTps://cube.investments/integrafin-ihp-new-ftse-250-financial-shows-signs-of-promise/
rndm355
13/12/2018
09:27
Clearly I didn't need to revise down my original expectations and the company has provided another strong set of results that shareholders have become accustomed. So my take: * Much better written than the quarterly reports which came across a bit glum. * Most new shareholders won't appreciate, that whilst market conditions are not ideal, Transact performs comparatively strongly during falling markets given: a) advisers use time to move clients from older products; b) Investors become less complacent and more mobile; c) Transact can hold cash, pays interest albeit low given BOE rates doesn't take a cut on interest earned. Was nice for Ian to touch on that even if not as detailed as I believe would be necessary for Mr Market to appreciate. * Margin expansion is good. * NPAT and dividend is good. * Hoping that some further efficiencies can be found as increase in staff numbers and costs essentially in line with growth could be controlled a little better. * The additional capital requirements for ILINT seems excessive given the relative size and limited, well essential no, risk of the business. 15M on 1.4B of assets. They have the cash so no issue, but sitting in the sidelines earning squat seems a waste. * I expect to see an announcement of a reduction in fees again, likely to be in wrapper fees this time though. Expecting maybe removal of ISA and 25% reductiom in pension wrappers; so maybe 3M hit to revenue. Anyway. Have a good day Sharian and any one else reading.
bobsa
13/12/2018
07:46
Very satisfactory set of results at first glance imho. I agree with Bobsa that IHP is grossly undervalued.
shavian
08/11/2018
23:17
Exane has initiated coverage on IHP. Price target: 370p. Hope this legs us over 300p.
seadra17
23/10/2018
21:33
@thecashmoney - doesn't sound at all like IHP. Anyway, so back to IHP, the results. Clearly some didn't like the Q4 FUD update. I must admit the FUD numbers are slightly below my expectations, I elwas expecting 34M and so I'll need to revise my full year NPAT expectations a bit, however given the share price was already down c. 25% of it's peak, the market reaction is well overdone. I believe this is in part due to Ian's rather dovish tone "what is becoming an increasingly challenging market environment". I would assume he is referring to the ongoimg market correction, however this could be interpreted to mean more challenging competition in the market, which I'm not aware of, so unlikely, however more negative than the natural market correction. Hoping the presentation of information within the annual report is more carefully considered. So what's my expectations? I was expecting NPAT of 35-37M, excluding one off costs for the IPO, but now revising this down the 33-35M. So at 33M, we are currently trading at an historical PE of 28. Excluding the slim possibility (in my opinion) of a full market crash, I'm expecting Q4/19 FUD of 39B and NPAT of 41M. Assumimg my smoke pack calcs are close to reality we're currently trading at a Fwd PE of 23. I personally believe a c. 20-25% growth rate of NPAT should atleast justify a FwdPE multiple of 35, so a market cap of 1.435B or 433p/share, so we are trading at a 35% discount to my fair value. Putting my order in as I type.
bobsa
16/10/2018
19:53
Algw main market listing ,only 3.5m cap. Next big asset manager ,life insurance policies early settlement.100 billion industry in us with former AIG director danny swick at the helm, not made the transition to UK market but they are the first and well positioned for growth imvho
thecashmoney
10/10/2018
23:37
Take your point on D2C. Gift horses like this don’t come along every day
shavian
10/10/2018
22:05
Shavian, probably a stretch to call Transact D2C given they don't accept direct clients, but acknowledge their are orphan clients. Not sure their processes for them these days though, however they used to have different fee scales for orphan clients to encourage them back into advice. Well after that horrible day on the market, thinking it's time to buy more. Unfortunately or fortunately depending on how you look at it, I don't have the cash to double my holding but an extra 5% is significant enough. Seems a little odd for IHP to fall based off Brexit fears or more than the index, but when opportunity knocks.
bobsa
10/10/2018
17:07
Bobsa, agreed, great entry point coming up. In answer to your earlier point about D2C, CEO Ian Taylor made the point to FCA in their recent platform consultation that Transact’s model is already D2C, in that his legendary Mrs Miggins has total access to the platform herself, as well as her IFA. Orphan clients who have lost their IFA can retain a direct relationshaip with the platform, they are No 5 in size, but top in profitability. The gain:loss ratio to rival platforms is an astonishing 9:1. Having been a user since 2008, that does not astonish me. Taking business away from the likes of Elevate, Aviva etc on behalf of very grateful clients has been a breeze thanks to the efficiency and client care from Transact. I gather that the quarterly results are out on Monday. I have Absolutely no knowledge of these, but imho all the indicators are pointing one way. I’m using this dip to double my holding. Disclosure: I hold IHP and I am still a semi-retired IFA user of Transact
shavian
09/10/2018
21:20
Decent pull back of late. Might be the perfect time to start buying leading into the first full year results. One can understand the pull back as it has been way too quietnon the news front for IHP. Almost 3 months of nothing, yawn... No idea when results will be out, but hoping for sometime in the next few weeks. I know they used to come out in December, but surely they'll be quicker now listed.
bobsa
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
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