Investec Share Discussion Threads

[tricky red] 20/8/2020 07:17

Fundamentals seem fine. Can't understand it.

[its the oxman] 18/8/2020 15:29

Not sure this will ever go up again. How low can it go?

[dennisbergkamp] 11/8/2020 09:47

Sounds like this had a recent NAV of £4+ pre covid, and is now trading around £1.50. So taking into account the effects of the huge market downturn, this must still have a decent value which is in excess of the current trading range. Any clues on whether Divi's will still occur? Seems to be a major boost to a companie's share price when they continue divi policies D

[scepticalinvestor] 09/8/2020 21:03

looking through the news - what the hell is a B-BBEE report? something to do with credit worthiness?

[scepticalinvestor] 09/8/2020 21:00

must be quite serious macro issues in SA?

[scepticalinvestor] 09/8/2020 20:49

insane drop - looking like a very good opportunity to buy in.

[29palms] 31/7/2020 10:01

From finals dated 21st May: As at 31 March 2020, net asset value per share was 414.3p SP starting to look silly IMO, albeit banks are just right out favour at the moment. As always, DYOR

[netcurtains] 31/7/2020 07:16

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 09:03

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

[turbocharge] 15/6/2020 10:59

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 11:51

upward trajectory resumed...i hope

[yawn1971] 08/6/2020 14:41

I bought some lol

[nemesis6] 08/6/2020 14:24

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

[29palms] 08/6/2020 09:21

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 08:45

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

[turbocharge] 08/6/2020 08:25

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

[turbocharge] 08/6/2020 08:24

You might be onto something there nemesis6...

[29palms] 04/6/2020 15:16

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 08:22

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

[rougepierre] 03/6/2020 14:26

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 08:12

Been buying first thing this morning

[sr2day] 01/6/2020 23:04

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 21:08

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 09:02

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