Share Name Share Symbol Market Type Share ISIN Share Description
Intgrafin Hldg 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
  -2.00p -0.62% 319.00p 319.00p 320.00p 323.00p 317.00p 318.00p 147,398 10:53:42
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial - - - - 1,056.92

Intgrafin Hldg Share Discussion Threads

Showing 1376 to 1399 of 1400 messages
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
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
25/9/2018
23:40
@Shavian, definitely not saying IHP shouldn't concentrate on the advised market, as this should always be their number 1 focus, just saying that I don't see the need for platforms to offer either a D2C or B2C model. In fact, offering both can be quite complimentary and could allow advisers to penetrate the self-advised segment which doesn't want ongoing advice, but wants one-off advice along their journey. I also don't think they should be looking for direct clients with low net wealth, as I agree Transact is most suitable for HNW or UHNW clients. I guess I would just like to see them and the market being more receptive to offering a platform for all clients, and also spend more time on free marketing, buy getting their names out in the press a bit more. Totally agree with the lack of live share trading though. Express trades and standard brokerage isn't too expensive, but online trading would be beneficial as would features like L2 available for clients/advisers.
bobsa
21/9/2018
09:11
Good points Bobsa. However IHP has prospered because of its concentration on the advised market via IFAs where Transact has an unrivalled proposition. One reason why IHP featured so well in Brewin Dolphin's August podcast was that Brewin knows Transact well as their Managed Portfolio Service is used by many top-end IFAs for some of their clients on the Transact platform.It would be a major leap for IHP to offer Transact to the self-advised market. It is not very suitable for small punters because of a relatively high (50bps) annual charge on portfolios below £60k, although the charging structure is superb for those clients with big portfolios, especially over £1.2m for combined family holdings. Also the platform only trades in bulk once a day at 1400, which makes it unsuitable for active traders (and sometimes a bit frustrating for IFAs).Mucking about with the present set-up to accommodate the self-advised market would risk their revenue flow and the marketing required to compete with HL etc would be huge.I think they should stick to what they do best. We IFAs are growing the present business model very nicely thank you.
shavian
17/9/2018
21:55
HL. has the brand recognition with Joe Public who clearly care little about 15-20bps differential, so long as they see the value of their proposition. Whilst I appreciate the B2C vs D2C markets, never really understood the need for a Wrap to not partipate in all markets, and throw in B2B too. Not saying IHP yet has the brand recognition with Joe Public to dint HL's complete domination of this market. I don't want IHP to spend alot on advertising or anything, but would appreciate reading more in the media about Transact and the opinion of it's staff on related things; i.e free press. HL. have always been great at this, and you can't go far before reading an article on what a HL. broker thinks about xyz share or something. Bring on the Q4 FUD update which must be out soon; and full year results. Not sure what Mr Market expects, but I'm projecting NPAT @ £35M+ but hoping they surprise on the upside with c. £37M+
bobsa
17/9/2018
15:22
I did try to warn you about not learning anything new... I imagine it takes some time to build or develop a reputation in the capital markets for reliable growth. Clearly someone like HL. has achieved this and are rewarded with an extremely high multiple - 40+ for 6/19e EPS. So, IHP, on about 28x 9/19e, are trading at nearly a 30% discount in comparison. I also have to believe that a fairly significant portion of HL's 35bps fund holding custody charge has to be at risk eventually in a world where a passive fund manager only charges 7bps to manage the fund plus everything else (audit, dividends, trades etc.).
gsbmba99
17/9/2018
13:53
Not a bad piece, but Ian Taylor didn't found Integrafin nor does he own anything near 40%. He hasn't sold any though and from memory holds about 5-6%. Ian has been with the company since essentially the start though, before launch of Transact anyway. Mike Howard founded Integrafin after creating the software with his other company Object Mastery aka Integrated Application Development, which Integrafin now owns. He sold about 30% to ensure sufficient liquidity as part of the float and to ensure it's inclusion within the indices; however I think his current holding is more like 12.5%. Mike is brittish but lived and worked alot of his adult career in Australia, working as managing director of Norwich Union Australia when it launched Navigator, one of, if not the first wrap in Australia, c. 1990. Good to get some institutional coverage though, as I agree Integrafin is a stable income share with a relatively strong growth profile. I would love to see Integrafin step out into the limelight a bit more though, and build a wider audience which appreciates just how well run a company it really is. I know management though, and they will carry on doing their thing, letting their service and offering do the talking; steadily growing by 15-25% year on year, irrespective of market movements. They are supurb at piloting a steady ship and why I can't bring myself to cash in on the windfall they have already brought me.
bobsa
13/9/2018
14:52
IntegraFin featured as the third of three shares discussed in 17 Aug Brewin Dolphin Podcast. However, if you know the company well, you probably won't learn anything new. "In this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Blake Hutchins, Investec’s lead fund manager on their UK and Global Equity Income funds. The conversation is a stock specific one, analysing the prospects for several businesses Blake is backing, namely Tesco, Rolls Royce and the less familiar Integrafin."
gsbmba99
26/8/2018
14:08
Just do your own research and ignore the noise is my advice,it's quite obvious that NUOG /MFDEVCO is on the cusp of transformational news .Comms from the company via tweets says negotiations are drawing to a conclusion,last rns from chairman states it's progressing .Recent podcast designed to be non promotional imvho .Think of it like buying a car ,you don't tell the other parties how much you love it ,you say it needs new tyres , exhaust is on its way out etc ,you want the best deal possible . According to my research it's a win win win for all involved. OSX-3 owners want more from their asset , dommo current operators need cash revenue to raise to develop other assets.Mfdevco obviously will be truly transformational as the podcast states it will put mfdevco in a very forward position,with most of the steps allready completed,alot of money has already been spent and will put this company in a very advanced state compared to its current market capitalisation.CM
thecashmoney
26/8/2018
13:59
Just do your own research and ignore the noise is my advice,it's quite obvious that NUOG /MFDEVCO is on the cusp of transformational news .Comms from the company via tweets says negotiations are drawing to a conclusion,last rns from chairman states it's progressing .Recent podcast designed to be non promotional imvho .Think of it like buying a car ,you don't tell the other parties how much you love it ,you say it needs new tyres , exhaust is on its way out etc ,you want the best deal possible . According to my research it's a win win win for all involved. OSX-3 owners want more from their asset , dommo current operators need cash revenue to raise to develop other assets.Mfdevco obviously will be truly transformational as the podcast states it will put mfdevco in a very forward position,with most of the steps allready completed,alot of money has already been spent and will put this company in a very advanced state compared to its current market capitalisation.CM
thecashmoney
26/8/2018
13:31
VIEW Search Stock Logged out default avatar Login Register Monitor Quote Charts Trades News Financials Toplists Alerts Portfolio Level 2 Free BB PBB ADVFN Logo Copyright © 2018 ADVFN plc Switch to Desktop View Nu-Oil & Gas Share Chat - NUOG Current Price 0.97p -0.05p -4.90% Bid Price Offer Price 0.94p 1.00p High Price Low Price Open Price 1.015p 0.94p 1.015p Shares Traded Last Trade Market Cap (m) 20,515,095 16:29:53 13.11 Nu-Oil & Gas Share Discussion Threads Next Page Date Subject 26/8/2018 12:28 nudogpoo: I like my golden eggs Frito Followed by feijoada for lunch Yum yum Multi 💰💰💰💰8176;💰ԁ76;💰 Read Full ThreadFollowReply 26/8/2018 11:41 nudog69: Sounds yummy 🤡✌A039; Dung carrots rotten bananas and scrambled uhum golden eggs! Lol! 🎈🤡✌️㊈;5;🥚🍌; Read Full ThreadFollowReply 26/8/2018 11:08 nudogpoo: Only the finest But given how close a deal is to concluding I’ll be able to buy a whole plantation of carnannas 🥕🍌 to feed you on 💰💰💰💰8176;💰ԁ76;💰💰; Read Full ThreadFollowReply 26/8/2018 10:51 nudog69: I do hope you’re bananas are fair trade and your carrots genetically modified by nuog and turned into dung carrots 🥕 lol! 🤡✌A039; Read Full ThreadFollowReply 26/8/2018 10:32 nudogpoo: What if you peeled the 🍌 and got a 🥕 Would that be a carnanna or a bacarrot? Special genetic modifications for you 💰💰💰💰8176;💰ԁ76;💰 Read Full ThreadFollowReply 26/8/2018 10:11 nudog69: ✌️313;🥕 Read Full ThreadFollowReply 25/8/2018 22:40 nudogpoo: 🇧🇷+🔨🦈+🐙’= multi💰 Looks like you need another 🍌 ya wee 🐒 Read Full ThreadFollowReply 25/8/2018 21:01 nudog69: 🤠💦🥚👋9313;✌️ Read Full ThreadFollowReply 25/8/2018 12:30 thecashmoney: Just do your own research and ignore the noise is my advice,it's quite obvious that NUOG /MFDEVCO is on the cusp of transformational news .Comms from the company via tweets says negotiations are drawing to a conclusion,last rns from chairman states it's progressing .Recent podcast designed to be non promotional imvho .Think of it like buying a car ,you don't tell the other parties how much you love it ,you say it needs new tyres , exhaust is on its way out etc ,you want the best deal possible . According to my research it's a win win win for all involved. OSX-3 owners want more from their asset , dommo current operators need cash revenue to raise to develop other assets.Mfdevco obviously will be truly transformational as the podcast states it will put mfdevco in a very forward position,with most of the steps allready completed,alot of money has already been spent and will put this company in a very advanced state compared to its current market capitalisation.CM
thecashmoney
22/8/2018
08:15
moving over 400p soon
opodio
15/8/2018
05:59
Interesting trading pattern after hours last night. Total of 200k shares bought. Looking forward to a rise this morning.
shavian
09/8/2018
08:10
Inflows 5x more than out WOWOWOW
opodio
06/8/2018
10:30
Latest from IntegraFin on the Transact adviser newsletter: “We are pleased to announce that Transact has kept the title of CoreData Best Overall Platform and Best Large Platform in the industry in 2018. Transact has also again been rated top by advisers in the ninth Annual UK Investment Trends Adviser Technology & Business Report. This was based upon the views of 963 advisory professionals. In this year’s study, Transact was rated first for overall satisfaction, overall adviser support services and overall investment capabilities which ultimately benefit clients. Transact also obtained the highest advocacy rating from adviser relationships.”;
shavian
05/7/2018
23:44
@dk6v07 - I'm a Australian resident now, so expect this won't be possible. Also, Have so much capital in IHP, with huge gains I won't crystallise due to CGT, it will be a relatively minor investment.
bobsa
05/7/2018
11:44
Hi there - if you'd like to buy Nucleus pre-ipo then please send me a private message - I am building a book of retail.
dk6v07
04/7/2018
17:16
Cant seem to find anything in the news wires explaining the 5% advance since lunchtime.. late reaction to Nucleus float news? Rumour? Trader monkey business?
nick_dunton
04/7/2018
12:59
It's no Integrafin however it's one of the better ones, and the price seems reasonable to me. I'm considering getting a small chunk following listing. Alot of players are struggling with technology transitions, except the propriety ones like Transact, AJBell, James Hay, and luckily Nucleus went through this earlier than most transitioning to Sonata and whilst it wasn't smooth sailing, it is now complete from my understanding. Growth good, service good, in profit and growing steadily, what's not to like. Like a junior Transact, just lacking in a few areas to take it to next level IMO.
bobsa
02/7/2018
07:38
Nucleus announces intention to float ( Https://investegate.co.uk/nucleus-financial-gp/rns/intention-to-float/201807020700061595T/ ) Any views from industry folks?
gsbmba99
01/7/2018
03:24
Transact's Taylor says inflows beating outflows 10-1 hxxps://www.ftadviser.com/platforms/2018/06/27/transact-s-taylor-says-inflows-beating-outflows-10-1/
bobsa
02/6/2018
05:40
I agree, both are commensurate with costs, but buy commission makes up such minimal revenue it just prevents that argument. Wrapper fees would be a larger impact on revenue, and clearly a pension or Bond has alot higher costs compared to a GIA. As such, I think they will look at reductions as opposed to the removal, except maybe for the ISA products. As such, expect we'll see: GIA/ISA - 0; Pensions, MIP and onshore bond - 15; and offshore bond - 50, or even remain at 60 given IoM office costs. Could imagine almost all going by 2020 though.
bobsa
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
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