Intermediate Capital Share Discussion Threads

[golf12345] 10/10/2022 13:08

See no of directors buying . That's a good sign

[riverman77] 28/9/2022 09:44

Obviously anything remotely cyclical is getting battered, but ICP does seem to be doing particularly badly (despite being a more resilient business than many). It did absolutely crash post Covid, which turned out to be a superb buying opportunity as it went on to deliver robust trading and recovered strongly.

[lynton3] 28/9/2022 09:38

Below £10 now. I have tried to speak to Shareholder Relations to get the company's view on why the market has marked the shares down so heavily, but they haven't returned my call, so are either too busy or don't wish to speak to me.

[riverman77] 20/9/2022 22:00

There's been some talk of institutional investors needing to rebalance their portfolios and reduce their exposure to alternatives - after sharp falls in equity and bond markets, alternatives have apparently become too large in percentage terms. I understand this has been a factor behind the sell off across peer group, such as KKR and Apollo.
Personally don't see this as anything to worry about - most clients are locked in for long periods, and any dip in new business will only be temporary.
For my money, this is about the best bargain in the market right now - I loaded up when it crashed post Covid and more than doubled my money. Have been gradually adding again as it has sold off and will continue to do so.

[golf12345] 20/9/2022 09:49

I don't think there is anything to worry about . In July the company stated that there had been asset growth and the company was on track I think it's just continuing apathy by buyers and steady , but not large,sellers

[its the oxman] 20/9/2022 09:44

Big liquid stock to sell down or is it something else?

[lynton3] 16/9/2022 14:00

I have been surprised by how far ICP's share price has fallen back. Can anyone offer ideas why?
Thanks!

[growthpotential] 14/9/2022 21:38

Got in on this name, I like it as a long term hold

[its the oxman] 01/9/2022 14:06

1300p and yield of 6%.

[bertiebingo] 27/6/2022 21:48

I bought a decent size for my fund at work but for now will correlate with the credit cycle.

[its the oxman] 27/6/2022 14:44

So unloved at c.1400p

[18bt] 26/5/2022 07:50

Cracking results and dividend increase far greater than market forecast. Yielding 5.2% at these levels.

[mirandaj] 25/5/2022 14:26

Also

Deal focus: ICG finds alignment with doctor-shareholders
Intermediate Capital Group believes its flexible approach to deal structuring – and a willingness to share upside – helped win over doctors who are employees and part-owners of Canopy Healthcare

[its the oxman] 21/5/2022 09:58

Fill your boots time sub 1400p. Hoping results will please.

[its the oxman] 19/4/2022 13:53

Not sure why this stock gets kicked about by the market so much, results soon though which might give it a lift.

[ppreston1] 19/4/2022 12:40

Wow. Down 7% so far today. Can't see any specific news apart from general market weakness. Any views?

[18bt] 09/3/2022 18:10

Added a few more myself - the yield on its own will let me ride out any further falls.