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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
  -7.30 -3.71% 189.40 189.00 189.30 195.90 188.50 195.90 1,606,339 16:35:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 2,698.4 310.5 115.3 1.6 1,318

Investec Share Discussion Threads

Showing 551 to 574 of 575 messages
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
DateSubjectAuthorDiscuss
22/1/2021
20:56
cjd, I don't get it either - relatively low volume. And huge NAV discount compared to peers which is its main attraction. Nothing happens for no reason in the markets but no idea what that reason may be aside Covid related.
boozey
22/1/2021
18:57
Hi Boozey, I really do not know what to make of the SA variant. If you go onto any SA news web page, it is certainly not big news, yesterday's top story in SA was the re-introduction of cricket!!. It is already in 20 countries anyway and was discovered long before now. SA are not starting their vaccination programme until next month. Something is puzzling me with this, is it just being heavily day traded/profit taking? and also you are we not seeing the usual afternoon influx of US buyers... just a thought?
cjd190573
22/1/2021
17:39
cjd I agree - I wonder if the retrace is to do with the south african variant of the virus which may not be so effective to the vaccine and that S Africa may be cut off from the world for a while. I can see no other logical explanation. Note that N91 also went into reverse today despite excellent NAV improvement announced this morning. No coincidence I feel.
boozey
22/1/2021
17:16
Hi Mo123, the article certainly does support the BoA upgrade at the end of November. I think the key takeaway from this week, is that the share price did hit 206 on Wednesday, so we definitely know it has potential. Hugely disappointing that it has retraced back into the mid sticking range. Let's hope for better news ahead?
cjd190573
22/1/2021
15:21
Was searching around internet looking to see if there was another reason the shares had fallen, but strangely enough could only find this +ve re SA. You can't read the full article as it's subscriber based. May have to wait until the worst aspects of CV19 are over. hTTps://www.businesslive.co.za/bd/companies/financial-services/2021-01-18-absa-and-investec-are-top-picks-to-lead-banking-recovery/ Added a few around 190.
mo123
22/1/2021
10:39
well the breakout failed. I suspect as Mo123 said it's due to the mutant. I've shorted IAG this morning for that reason and trimmed some of my hospitality exposure. Maintaining the position here and will look to add if we see 180 region again. No real reason this should sell off heavily
a_game
22/1/2021
09:22
I sold mine yesterday after reading that, due to Covid, South Africa may move to level 4 and the possibilty of border closures, but am not entirely sure why the price drop should be so severe.
mo123
22/1/2021
08:25
2nd day in a row where this is down c.3%. Cannot seem to work out why this is being punished more so than other stocks.
cjd190573
22/1/2021
07:53
Big jump in NAV value at N91 where Investec has a 25% stake. You can't help but feel at times that backing INVP is like backing the wrong horse!
boozey
20/1/2021
09:09
Here we go folks, after a couple of months of sideways range trading it's breaking out. Big move over coming months imo. Summer target 300p
a_game
14/1/2021
14:56
More dir's buying into N91.
mo123
12/1/2021
22:33
a_game hope you are right. At the end of September the NAV was 433p a share - and it must have grown since then given market performance. Am expecting an update early February. A bargain compared to its peers.
boozey
12/1/2021
18:16
lovely breakout forming here, if wider markets hold up I expect this will move quite swiftly north in the next few weeks
a_game
12/1/2021
08:43
Treasury and gilt yields moving up nicely this mornng.
mo123
11/1/2021
23:59
Still operating at a huge discount to NAV - hence its appeal.
boozey
08/1/2021
09:39
looking good to breakout from the range we've been in since mid November
a_game
06/1/2021
16:28
I see the South Africa stock market at an all time high. Will it help?
mo123
06/1/2021
15:35
and bought more @189 - the higher the FTSE goes and the longer we remain stagnant here the more I'll buy
a_game
06/1/2021
10:03
added more this morning @186. I'd be surprised if we didn't see 250 by summer. Easy 25%+ return over the next 6 months will do me fine, plus hold for good divs going forward.
a_game
06/1/2021
09:18
Hi Minsky, not too sure if you have spotted it but different charts are showing different data for this stock. For example if you look at Yahoo, it shows N91 as being spun off in 2018, others as you point out in 2020. Agreed that north of £4 is unrealistic but £3+ could be attainable in due course. It is quite reassuring because on the LSE site, immediately prior to Covid, the previous post recorded was in Feb 2018, with price stamp of 568.2p, talking about Jacob Zuma's resignation.
cjd190573
06/1/2021
08:26
Said it before but a billion or so of the Q1-2020 plunge was due to spinning off N91. On that basis you wouldn't expect it to bounce back to Jan 2020 levels.
minsky
06/1/2021
00:05
The long term chart ( at bottom of the header) actually doesn't look too bad. Up until the beginning of 2019 it actually had a fairly convincing uptrend to it over a number of years, albeit with a lot of chop. Then the chart broke down a little but this pandemic in 2020 is what really nobbled it. If they can get it through the present unpleasantness I'd like to think it's got the potential to double. Not sure what's holding it down so firmly at the moment, apart from it getting hit harder than most financials and the S.A. geopolitical risk? New strain of Batflu in S.A.? I don't hold much as it feels a bit riskier than many other financials.
cassini
05/1/2021
23:03
Agree it certainly feels cheap and lowly rated , but I've thought that for years and it keeps getting worse. What is going to be the catalyst for change and a rerating? Any ideas. I do still hold.
its the oxman
05/1/2021
22:35
Will be adding more if we remain at this level or go lower. Bargain here at the moment
a_game
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
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