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Share Name Share Symbol Market Type Share ISIN Share Description
Investec Plc LSE:INVP London Ordinary Share GB00B17BBQ50 ORD GBP0.0002
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  3.40 1.49% 232.10 231.30 231.50 232.20 228.00 228.00 1,026,651 16:35:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 2,698.4 310.5 115.3 2.0 1,616

Investec Share Discussion Threads

Showing 601 to 625 of 625 messages
Chat Pages: 25  24  23  22  21  20  19  18  17  16  15  14  Older
DateSubjectAuthorDiscuss
09/4/2021
23:36
From the recent pre-close statement: ''-- Net asset value (NAV): NAV per share is expected to increase from 414.3p (FY2020) to between 436p and 465p, while Tangible NAV per share is expected to increase from 377.7p (FY2020) to between 398p and 427p.'' We are still operating at a huge discount to NAV.
boozey
06/4/2021
15:29
Just added more shares. Salty
saltaire111
31/3/2021
18:39
Very stable share price today. Almost a flat line. Can be a precursor to some big news. M&A
justiceforthemany
31/3/2021
18:38
Still another 50%+ to go before it just hits pre pandemic levels. P/E is low and good dividend yield. Bought in.
justiceforthemany
20/3/2021
12:14
Just a thought but does anyone think that it is the big, fat, juicy discount to NAV, that is part of the problem here? There is a noticeable pattern of loading up 2-3 weeks prior to updates/results in the hope that the share price trues up, or re-rates nearer to NAV. Yesterday it opened at 220, presumably triggering huge volumes of sell orders and then some! This is just like Boohoo if that is the case - very predatory. Result was that INVP was the worst performing FTSE250 share yesterday,
cjd190573
19/3/2021
21:37
bizarre yes, nothing unexpected and an improving picture. It will be back up soon enough, no way it's going to stay down at these levels for a while. Looking at an upcoming div of at least 5%
a_game
19/3/2021
16:49
Unfairly hammered today!
saltaire111
19/3/2021
16:42
Big auction trade by the looks of things
techair
19/3/2021
16:02
Surely the market understood the hedge costs?
saltaire111
19/3/2021
15:50
I can only assume it is profit taking after a 20% rise in the last 3 weeks.
boozey
19/3/2021
15:25
I think it's because of the dual listing structure, Investec PLC 696m shares listed on the LSE and Investec Ltd. 319m shares listed in Johannesburg.
v11slr
19/3/2021
15:15
Been looking into this stock a bit. Any idea why the last paragraph of the latest RNS today states: "Investec's current market capitalisation is approximately £2.4 billion." The market cap according to my data states its £1.43bn. Very large discount to NAV here but am i missing something? Thanks
theprovosts
19/3/2021
10:23
not quite sure why such a big drop, added some more
a_game
19/3/2021
09:06
a good update on the whole! We're trading at a crazy discount to NAV
a_game
19/3/2021
08:59
The only negative thing I see is the currency situation. Hedging is expensive and the pound has moved a lot in the last six months. Salty.
saltaire111
19/3/2021
07:52
Restoration of Dividend. Still operating at a substantial discount to NAV: ''Net asset value (NAV): NAV per share is expected to increase from 414.3p (FY2020) to between 436p and 465p, while Tangible NAV per share is expected to increase from 377.7p (FY2020) to between 398p and 427p.''
boozey
14/3/2021
16:08
nice looking chart and might mover higher to results day on friday I think.
arja
12/3/2021
22:56
Fingers crossed for a positive trading statement next week Cassini. We need this new level to be underpinned by the content of that statement.
boozey
12/3/2021
21:47
Boozey, Thanks for that information. I guess if Investec retains a 25% stake in N91, that would add to my estimated 330p figure, taking it to roughly 375p, not so very far from the figure you found for tangible NAV in the interims. Looks like 400p is a distinct possibility then!
cassini
12/3/2021
21:23
Also trading statement next week.
boozey
12/3/2021
21:08
Cassini, with Asset management companies I simply look at the discount to NAV. In this respect from the interims in November: ''Growth in net asset value: At 30 September 2020, net asset value (NAV) per share increased by 4.6% to 433.5p (31 March 2020: 414.3p) and tangible NAV (TNAV) per share increased by 5.2% to 397.4p (31 March 2020: 377.6p).'' As far as N91 is concerned Investec has a 25% stake. The South African connection, as you suggest, is in my view the main reason for the stagnation in the share price. This still exists but the situation there is improving which is in turn helping the share price.
boozey
12/3/2021
20:01
I don't know that £4 is fair value as Investec spun off N91 in about March 2020 - right in the middle of the waterfall cascade in price caused by COVID. That is why there's no 'step' in the share price at that time - it is masked by the pandemic fall. The best I've been able to find out is that N91 was about a third of the value of the old Investec - something like that anyway. So, not so much upside as everyone thinks. Yes, the market-to-book ratio is cheap but that may be something to do with the South African geopolitical risk, which hasn't gone away. If we assume 500p as the average price of the old Investec, two-thirds of that is 330p. A very rough and ready calculation I know, if anyone has any better info I'd love to hear it.
cassini
12/3/2021
19:39
Yes £4 is fair value, back to pre-pandemic levels and on a par with NAV. Risk/Reward still hugely in favour of reward. It has been a game of patience here.
boozey
12/3/2021
15:29
Bought a few more today too but didn't have the money to buy more than a small amount ;0(
cassini
12/3/2021
15:17
Nice to see the value coming through in the share price. Long way to go. I’m buying more. Salty
saltaire111
Chat Pages: 25  24  23  22  21  20  19  18  17  16  15  14  Older
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