Investec Share Discussion Threads

[its the oxman] 16/1/2025 13:55

Getting left behind by other banks moving higher.

[its the oxman] 15/1/2025 09:58

Added a few in 520s. Fall seems very overdone but who knows.

[davethehorse] 08/1/2025 14:48

Would appear so, mainly anyway

[gotabsirius] 08/1/2025 10:47

Why? What's causing the drop. Gilts do you think?

[martincc] 08/1/2025 10:30

No, obviously still on a downward trend. Happy to hold a few at theses prices, now sit and wait.

[davethehorse] 08/1/2025 08:52

Very difficult to know when a "low is in" in these markets

[martincc] 02/1/2025 11:09

Added a few more earlier at 539.5p. After the 2 dips to 536p area last week hoping that's the low in,so think anything below 540p is cheap now.

[martincc] 31/12/2024 10:36

A bit of buying today ticking the price up, early days though. Didn't think it would go below 540p in the first place.

[davethehorse] 06/12/2024 09:35

Seriously, if INVP gets into the FTSE100 in 2025, which it probably should, there will be a huge re rate here too as all the trackers buy in....;-)

[davethehorse] 06/12/2024 09:33

Me too, got a bit lucky with the drop to 560s but looked too good a bargain to miss, ticks all the right boxes for me :-)

[its the oxman] 06/12/2024 09:31

Yes , and timed my purchase well for a change. Back over 600p would be nice.

[davethehorse] 06/12/2024 09:17

INVP making a strong move North again after a bit of weakness (technical?). Strong buy and hold for 2025 imo.

[davethehorse] 05/12/2024 13:39

Break out of the recent downtrend and a return towards the 600p level on the cards now here imo

[davethehorse] 05/12/2024 11:41

Can't be too long before it's promoted to FTSE100 can it...and it's only on a PE of 7.5 with a 6.2% divi that's set to increase more than 20% over the next 2 years...wow....seriously undervalued imo!

[its the oxman] 05/12/2024 10:54

Added a few for the div.

[davethehorse] 05/12/2024 09:08

Will we see a bounce here with a week to go before it goes ex div? Oversold for some reason currently?

[davethehorse] 04/12/2024 10:57

Back in here looks unfairly oversold to me of late

[davebowler] 28/11/2024 07:41

AAIF better than HFEL,I reckon....

[davebowler] 28/11/2024 07:40

Berenberg is confident that it can still hit its double-digit targets.Analyst Alexander Bowers reiterated his 'buy' recommendation and target price of 660p on the Citywire Elite Companies + rated wealth management group, which added 0.4% to 571p yesterday after a 'resilient' first half.Bowers said the first-half 2025 results from Investec were 'solid' with the group growing revenue by 6% and operating profit by 8% year-on-year, while return on equity hit 14%.'While declining base rates may act as a headwind over the next few years, we think the business can continue to grow its diversified income streams and are confident that the group can deliver within its 13-17% medium-term return on equity target range,' he said.In particular, Bowers said the UK business 'should achieve higher growth' given the tailwinds of 'improving equity capital markets activity and an improving property market'.

[petewy] 21/11/2024 11:35

Half year results...solid performance. Agreed?

[skinny] 17/10/2024 12:30

davethehorse, yes I am.

I'm still dithering over where to reinvest my EBOX money - currently watching,

TFIF
CLI
SERE (add)

[petewy] 08/10/2024 16:32

I'm in. Taken me long enough. Hoping for a safe haven

[davethehorse] 20/9/2024 09:01

Are you still holding Skinny?