International Personal F... Share Discussion Threads

[quepassa] 05/1/2024 14:48

not surprised to see signs of life in the share.

with inflation tumbling and interest rates likely to fall significantly, this will help enormously with the lending book and funding costs.

and consequently the 12% IPF3 bond is looking more attractive by the day.

all imo. dyor.
qp

[verymaryhinge] 18/12/2023 07:50

the HY mkt doesn't really move in lockstep with the gilt market, but yes i imagine there's a bit of an overhang as demand was sated by the tap issue, but looking at the prints I guess trading at a premium to IP is a pretty good look. Would imagine they'll get back to 105/107 level in due course. The big Euro deal refi is next real milestone to watch out for (the small SEK bond will get done easily I'm sure). IMO DYOR vmh

[hindsight] 15/12/2023 12:11

IPF3 bit weak considering yield curve shift, guess an overhang

[redhorse2020] 15/12/2023 09:33

Received in my HL account this morning

[redalert] 15/12/2023 08:56

Aishah, yes, yesterday with interactive investors

[aishah] 15/12/2023 08:37

Anyone had the IPF3 2nd interest payment in their account yet? Nothing in my HL account yet.

Edit - now credited by HL

[tiltonboy] 14/12/2023 08:56

The new bond…or to be precise the issue of further bonds

[muffster] 14/12/2023 08:35

That's an expensive tap.Explain in English perhaps?

[verymaryhinge] 13/12/2023 08:06

c 25mill settled yesterday on the tap

[muffster] 13/12/2023 07:42

Anyone bought the 12% 2027 notes?

[verymaryhinge] 13/12/2023 07:39

fwiw - the risk is that coupon due has been paid by the broker / platform to the client (who then withdraws their cash) only to find that the coupon was not actually ever paid by the borrower to those they owe it to(ie they defaulted).. hence the small delay built into the system to allow for actual settlement of cash flow.

[aishah] 12/12/2023 16:18

HL have credited, waiting for INVR next

[verymaryhinge] 12/12/2023 10:29

due today sometimes applied a couple days later .. depends on the platform

[tiltonboy] 12/12/2023 09:54

Should be today

[aishah] 12/12/2023 08:08

What date does the interest get paid on IPF3?

[quepassa] 09/12/2023 05:36

The NEW IPF 12% 2027 Notes are due to start trading on Tuesday 12th.December

[badtime] 01/12/2023 10:23

What a pleasant surprise this morning when I glanced at my ISA with AJ BELL this morning ..my small holding of 2k in IPF3 was valued at 200k ..still showing the same ..if only it was true

[indiagolf12] 30/11/2023 19:58

I87 Good question - a lot of sells, but can’t see any reason. share price has been drifting a bit recently though….

[ingham87] 30/11/2023 19:58

Yeah lots of market sentiment in general, another example of a bargain buy if you can stomach all the market pain at the moment. Excellent business with strong international prospects

[indiagolf12] 30/11/2023 19:42

I87 Good question - a lot of sells, but can’t see any reason. share price has been drifting a bit recently though….

[ingham87] 30/11/2023 18:08

Any idea of the drop today?

[quepassa] 24/11/2023 09:42

Almost £50k of Notes bought by the CFO and connected persons.

In my view, it is always a very positive/reassuring signal when a CFO buys stock.

all imo. dyor.
qp

[quepassa] 24/11/2023 09:22

approx 42% of December 2023 7.75% bondholders took up the offer to exchange/extend for the 12% December 2027 maturity.

that's a good sign and a healthy enough percentage.

A modest £8.65 million of new money raised(ignoring the £4.5m they bought into Treasury)

[quepassa] 24/11/2023 09:07

just read rns - £30million

[quepassa] 24/11/2023 09:06

how much is total raised? do you know?

thanks,
QP