Investec Share Discussion Threads

[netcurtains] 31/7/2020 08:16

OK - so Market Cap heading BELOW £1B - blimy....

It has £50B of assets and NAV per share of about £4 (if I've read it right - often get this wrong)....

[netcurtains] 30/7/2020 10:03

I've bought some. Hoping to catch the turn - but you never know. It seems a good bank to me...

[turbocharge] 15/6/2020 11:59

Norges Bank. Oslo, Norway RNS today they have crossed 3% threshold on 11/06/2020.

They now hold 3.6%. up from previous 2.88%

[nemesis6] 09/6/2020 12:51

upward trajectory resumed...i hope

[yawn1971] 08/6/2020 15:41

I bought some lol

[nemesis6] 08/6/2020 15:24

Dont know whats happened here...only temporary im sure maybe profit taking

[29palms] 08/6/2020 10:21

TurboCharge: Welcome aboard!!

Another in the same category is IPF
Edit: Book value on IPF is currently £1.97

But, as always,
DYOR

[nemesis6] 08/6/2020 09:45

The fact they would have kept paying the divvis too says a lot...when theyre reinstated...well

[turbocharge] 08/6/2020 09:25

29palms, your prediction has spurned me on to take a position in INVP this morning

[turbocharge] 08/6/2020 09:24

You might be onto something there nemesis6...

[29palms] 04/6/2020 16:16

Stockopedia suggests book value of £6.22 per share.
You don’t come across such disparity very often.
IMHO well overlooked and tremendous value here.
As always,
DYOR

[nemesis6] 04/6/2020 09:22

just seem to mirror bank share movements....just a whole lot less riskier imho

[rougepierre] 03/6/2020 15:26

bamboo2 you are technically correct...the dividend was withdrawn but they were instructed to...it was pretty clear that the company would have been content to continue the dividend...

I have bought back in this week at 152 on the basis of yield...it will be restored as soon as they are allowed anthem price will rise accordingly...

AIMHO as usual...

PS I also bought RDSA at 1275 on the same rationale...

[tole] 02/6/2020 09:12

Been buying first thing this morning

[sr2day] 02/6/2020 00:04

nobody is providing guidance at the moment.but one can assume that once the cyclonic winds subside the dividends will be restarted albeit at a lower yield.this is the the only way the stockmarket thrives.

[bamboo2] 31/5/2020 22:08

Final dividend was withdrawn 21/5/2020, with no guidance as to when, or at what level it will be reinstated.

INVP can therefore no longer be considered to be providing a yield.

[nemesis6] 31/5/2020 10:02

Im not ramping here ..BUT...ive had my diasters mtro being the worst but this share has got to be the best medium term bet out there...looking at yield and nav it really is a no BRAINER...not an instant rocketship but 2-5 yrs a fortune could be made

[hamhamham1] 27/5/2020 05:33

A good investor knows when to take profits, when to sit on the sidelines and when to re-invest.

In hindsight, it looks like:
Take profits last year.
Sit in sidelines until recently.
And, IMO, re-invest lightly and tactically from April, and more general since yesterday.

All just my view. And there are good and bad companies out there, but do your research and you'll reep the fruits of you investments.

[investor0109] 21/5/2020 17:01

Boystown- quite agree. I believe that INVP offers great value, though expect to wait a long while to benefit from it. Volatility caused by short-term trading is doing little to entice long-term investors and I expect that poor sentiment will cause the share price to drift until markets stabilise somewhat.

INVP won't always be unloved but whilst it is, there are bargains to be had.

[boystown] 21/5/2020 09:39

It looks to be excellent value to me, unless I'm missing something.

[bamboo2] 20/5/2020 16:33

Took a small amount here today, as ZAR looking a little happier.

[investor0109] 14/5/2020 17:20

hamhamham1- trust in The Fonz and it ought to come good in INVP. Mind, I expect the price to slide beyond results next week, as there can't be too much to shout about for now. That said, I'd not want to miss the moment this stock picks up again!

[hamhamham1] 08/5/2020 07:16

I bought in 2 days ago.
Happy to at this level.
Time will tell.
I am going to do as Fonzi said and "Sit on it!"