Share Name Share Symbol Market Type Share ISIN Share Description
Intellego Holdings 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
  +1.00p +0.27% 365.00p 362.00p 364.00p 370.00p 362.00p 370.00p 388,406 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial - - - - 1,209.33

Intellego Share Discussion Threads

Showing 1351 to 1374 of 1375 messages
Chat Pages: 55  54  53  52  51  50  49  48  47  46  45  44  Older
DateSubjectAuthorDiscuss
25/5/2018
20:59
It's earlier than I thought 😁. "Next week’s FTSE reshuffle promises to pile a bit more woe at the doorstep of some familiar high street names. The reshuffle is calculated based on closing prices on Tuesday 29 May, will be formally announced after the market closes on Wednesday 30 May, and becomes effective from Monday 18 June." " FTSE 250 promotions Integrafin, the owner of adviser platform Transact, is expected to enter the FTSE 250 following its recent listing. Premier Oil and the AA group also look like securing promotion to the mid cap index, and AO World has a shot too. FTSE 250 Relegations Woodford Patient Capital Trust looks like it may fall out of the FTSE 250 for the first time since it listed in 2015, with the shares now trading around 26p below the £1 launch price. Successes in the fund include Benevolent AI, Oxford Nanopore and Purple Bricks, though these have been outweighed by poor performance from stocks like Prothena, Circassia and Northwest Biotherapeutics. Investing in early stage companies clearly comes with risks attached and, as the title of the trust suggests, a good deal of patience is required. It’s worthy of note that the trust works on a ‘no win, no fee’ basis, so the investment manager shares in the financial fortunes of investors. The trust has to return a cumulative 10% a year before Woodford Investment Management makes a penny, and to date no management fee has therefore been charged."
bobsa
25/5/2018
10:55
Timing question.. do index funds all buy on announcement day, or is there a later date of actual inclusion?
nick_dunton
25/5/2018
09:17
Index funds don't buy on anticipation of entry, but others do, and then sell to the index funds who have to buy on entry
davydoo
24/5/2018
23:09
Strong performance last few days, £3.60 support looks to be in place. 3 week count down to FTSE250 inclusion. Bring on the index fuelled purchases! Has this already started and due to heat up or does the flock for shares to meet index requirements only begin once included? Will likely be close to be 250th largest company on the main market by then, 264th as at Wednesday, so will be near middle of the FTSE 250. So really rough calculations should result in it making up to 0.2% of the index. Doesn't sound like much I appreciate, but equates to £2 million which must be invested for every £1 billion invested through index trackers. I have no idea what is total amount invested through FTSE250 index trackers, however given the move to passive investments internationally, especially in the UK and US, it has gotta be in the tens of billions. Anyone got any idea?
bobsa
18/5/2018
19:46
One thing not yet mentioned is the 'no borrowings and no supply chain problems'. If we take good management, a good product, a good customer-base( growing month by month) virtually no proven and serious rivals (in my opinion),a "can-do" "fix it now and try to say yes when possible" attitude from staff as the basic reasons for this successful company's market debut, the things that brings most companies to their knees are : bad management disillusioned customers loss of customers couldn't care-less staff and bad staff attitudes high borrowings supply chain worries There are none of the usual potential problems with this company. I declare i hold these shares as a former IFA and confirm my experience with them as being wonderful. I was able to run a very profitable business almost single-handed by using their systems and technology. There is nothing to compare with them. Most of the original shareholders are, like me , former IFAs or practising IFAs. They are highly unlikely to wants to sell their holdings and as you all know only 25% of the shares are on the market. This virtually guarantees (if I can use that word) a solid price and as demand and supply are basic economics we can all understand why the price keeps moving higher. It's a unique share on the market and there really is no other to compare properly. I am highly likely to top up on any weakness but frankly don't see too many opportunities and I sense the momentum will bring this share onward and upwards. I do see a price of 500p and why not given the massive dividends they pay. Today's interim news confirms the position remains brilliantly positive. All in my HO. DYOR.
luapdog
18/5/2018
10:20
Looks like a solid first report. Obviously the IPO costs impacted the performance, however I think my expectations of full year NPAT of 35-37M to be fairly likely. Be interesting to see if the expected guidance is in line.
bobsa
18/5/2018
08:10
As Ian says, a pleasing set of results following a more volatile quarter on the market. Funds under management up again despite market worries in February. My own firm's stats mirror these results in miniature. Let's see what the analysts say in the presentation later today.
shavian
15/5/2018
13:01
It's like I wrote it myself. Only difference is I thought the companies financial year change from ending 30/09 to 30/06...but could have that wrong.
bobsa
15/5/2018
07:27
There's a page up on Digital Look with the estimates for this year 9/18 and next 9/19 Https://uk.webfg.com/equity/IntegraFin_Holding
gsbmba99
14/5/2018
22:03
I just feel for @Opodio, spruiking 400p and ASX250 and then got out 2 days later for fear of the sky falling. Looks like his predictions will come true, however I never had a doubt.
bobsa
14/5/2018
21:18
Good day's trading. I'll expect some profit taking tomorrow but I only bought a few for the long haul so I'll be holding and wishing I had been a bit bolder.
shavian
14/5/2018
20:43
Fwd PE of 32 based on my projections of full year results, and 24 off next, so no longer cheap, however now close to fair value in my opinion. Plenty of much more expensive similar platform companies on exchanges worldwide. Think it could get expensive before big breather though, as you need to pay for quality companies with consistent. growth which IHP has in spades.
bobsa
14/5/2018
16:51
Looks pretty strong but it's getting very expensive on a per of 40
modform
14/5/2018
14:14
Shavian, to be clear I wasn't referring to replicating Hargreaves business model, but the performance of their shareprice since listing. I don't think IntegraFin needs to do anything major differently, in the UK market anyway. I think the balance sheet is a little lazy, so further investments in backoffice software development or international expansion if where I would like them move. Ian and Mike are more risk overse than me, and will run the company relatively conservatively, like they do the platform, and probably continue to do what they do best, steer the company towards steady and predicable growth. In sayimg that, I have less concerns than most about allowing direct investors onto Transact, however I appreciate most don't share that view.
bobsa
14/5/2018
07:39
Bobsa: "Hoping it replicates HL". This would be difficult to achieve imo as long as Transact remains an IFA-only platform, which for personal reasons I hope it does. The level of service currently provided by Transact to IFA's on servicing our clients' portfolios is fantastic - far in excess of anything else I have seen in 20 years of running a small wealth management business. My fear would be that this intimacy we enjoy with Transact's servicing teams would be diluted or even lost altogether if the service were to be opened to all.
shavian
10/5/2018
03:45
Nice strong close, almost sounds like I know what I'm talking about. Hopefully this continues and we can get to my first partial exit point £6.11, however best not to get ahead of myself... Let's just hope to hold above £3 for the next few sessions and get to £3.10 Been holding almost 15 years, so what's another few in the grand scheme of things.
bobsa
08/5/2018
22:44
Just needs to break and close above £3, which appears to be the nominal round and naturally illogical resistance. Assumimg this occurs, that should then be the support and we should see a steady rise leading into the results, guidance as confirmed above, and admission into the FTSE 250 in mid to late June. Only risk to index inclusion is liquidity, however average volume to date seems very good, about 4 times requirements from my rough calculation and limited understanding.
bobsa
08/5/2018
07:37
To confirm, no profit or dividend guidance has been issued. I heard it from IntegraFin s investor relations dept last week. They will issue guidance after the next trading update (this month I think)..
nick_dunton
06/5/2018
15:15
Also, I would have thought profit warnings would come after it looks like the company won't meet guidance, however I wasn't aware, and this could be me, that Integrafin ever issues guidance.
bobsa
06/5/2018
15:13
Didn't realise a crash was so imminent, however assuming a significant correction or crash, the share price would likely fall as with most stocks. My experience of crashes in the UK, which is limited to 2008/9, is that the appetite for non-advised clients to seek advice reduces significantly. Existing clients seek security in the form of cash, and advisers then look to transition their clients from being invested onto platforms which provide highly secure cash and TD options, like Transact. Whilst the market is unlikely to realise it, net flows are likely to substantially increase in a falling market. If you look at the history of Transact's performance, 2008/9 were some of the best years in terms of % growth in net inflows. Each to their own though, however not sure I agree a crash is imminent even of this bull cycle is over the norm. One would think it must occur in the next few years though.
bobsa
06/5/2018
01:29
Why Opodio? "400p coming, Ftse250 entry mmmm" Not against short term trading, but gotta be better stocks out there for that purpose. This is a buy and hold and buy some. more play for me. Looking forward to the next 10 years, and hoping it replicates HL. 700% since listing. Probably needs to get to 80B AUM of that period, and 100M/pa NPAT for that to happen, however I think it is possible; especially if the big life companies keep exiting the UK market and the market continues to shift towards independent wrap specialists.
bobsa
04/5/2018
23:32
happy to have sold
opodio
04/5/2018
23:29
I do appreciate you are both advisers, and have alot of experience with the idogical ideologies of compliance. The problem I have with however alot of these compliance officers is they also probably thought alot of the failed managed funds or structured investments over the last 10 years were like a 6 or 7 or less. Personally, I think investment management is seriously lacking in the UK market, and everyone is so focused on OEICs and UTs, you're failing to consider the not insignificant costs and lack of performance. This is why the UK has a rediculous amount of fund managers most of which underperform, and why the move to passive has Ben so swift. Been a while since I was over there, however I would have thought managed accounts would solve alot of these issues and could provide an addition source of income for advisory firms. Anyway, I'm just waffeling now. Have a good weekend guys.
bobsa
04/5/2018
10:25
10/10 because like any individual company there is a risk of total loss
davydoo
Chat Pages: 55  54  53  52  51  50  49  48  47  46  45  44  Older
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