Investec Share Discussion Threads

[aioannou] 19/1/2009 01:58

Is anyone following this share? I bought in on Fri @264 only to find it nose-dived soon after? Any views on direction in near term?

[iangill] 13/11/2008 10:47

Dividend cut to 8p interim.
Ex dividend 9th Dec
Pay day 19th Dec.

Notice is hereby given that an interim dividend (No. 13) has been declared by the board in
respect of the six months ended 30 September
2008. Shareholders in Investec plc will receive a distribution of 8.0 pence (2007: 11.5
pence) per ordinary share, which will be paid as
follows:

* for non-South African resident Investec plc shareholders, through a dividend payment
by Investec plc of 8.0 pence per ordinary
share
* for South African resident shareholders of Investec plc, through a dividend payment
on the SA DAS share equivalent to 8.0 pence
per ordinary share

The relevant dates for the payment of the dividends are as follows:

Last day to trade cum-dividend:
On the London Stock Exchange (LSE) Tuesday, 09 December 2008
On the Johannesburg Stock Exchange (JSE) Friday, 05 December 2008

Shares commence trading ex-dividend:
On the London Stock Exchange (LSE) Wednesday, 10 December 2008
On the Johannesburg Stock Exchange (JSE) Monday, 08 December 2008

Record date (on the LSE and the JSE) Friday, 12 December 2008
Payment date (on the LSE and the JSE) Friday, 19 December 2008

[its the oxman] 24/10/2008 15:57

260p now, up 3% with market down 7% !!!

[its the oxman] 24/10/2008 15:40

and another spike - odd?

[abcd1234] 23/10/2008 16:36

why the sudden spike in the last half hour today ??

t.i.a.

[its the oxman] 19/9/2008 16:16

yeh - big div and no dilution likely here - just keeping things steady until the climate eventually improves. meantime extremely cheap.

[mack010101] 18/9/2008 09:35

just watched the pre-close webcast

they seem to be in pretty good shape all things considered

[atholl91] 16/9/2008 12:31

Closed out at 292 deadly. But gone short again today cause this is a sell stock above 300.

[deadly] 06/9/2008 23:10

Hope Atholl91 is well short! Has gone up steadily since he uttered with such conviction.

[its the oxman] 28/8/2008 23:52

close today 395p - will be looking good if we break through 400p

[its the oxman] 01/8/2008 14:16

reasonable trading update yesterday - making more money than last year in a a very tricky climate

[indalo] 18/7/2008 12:09

This is ridiculously cheap. PE 5.8 dividend 7.5%.

CEO bought £299,000 of stock in June.

Full year results were very positive with strong forward looking statement. Doesn't look too highly geared, and shares are now "on the move".

These could rally 50% very quickly in my opinion.

[atholl91] 16/7/2008 12:03

Read the 8 point response to your 'bullish'moneyweb article & thats why this is going south...........

[iroll] 15/7/2008 09:21

A bullish view..........

[atholl91] 11/6/2008 12:57

FT article on 07 June indicates if closes below 300 its then 262 & then below that its down to 200p.Check out www.noseweek.co.za for '' Investec's immoral earnings '' . Wide berth for these wideboys?

[its the oxman] 03/6/2008 13:47

topped up 325p - go x div next month and yld c.8% - given good results saw them rally to 400p recently i hope downside is limited but with financials who knows at the moment.

[its the oxman] 02/6/2008 16:20

not too hot at present 335p but sentiment re financials in general is driving the share price again

[sandbank] 19/5/2008 10:48

Fair point OXMAN - I will put it on the radar. Thanks

[its the oxman] 19/5/2008 09:32

fair enough but its track record of growing its business and share price has been pretty impressive until the financial sector sub prime collapse - and even current results in the toughest of climates have held up well, as for Australian or the South African exposure, i personally like a bit of diversification - so, perhaps no immediate need to rush but it suggests to me this will be a winner when the dust eventually settles.

[sandbank] 17/5/2008 14:55

It may sound daft, but in some cases companies are like racehorses: you can only go by the name to decide whether to take a punt or not.

...And somehow I don't really like the name "Investec". It's one of those silly, artificial, made-up names which convey next to nothing and certainly doesn't sound like a bank.
What do they do? Invest in technology or something? - no it appears not.
How would I feel about depositing money in it? Hmmm. Not sure at all.
Perhaps it's the South African connection putting me off? Maybe
Is the yield attractive? No - UK building societies deliver better returns.

I think maybe I'll leave this one alone - for now.

[atholl91] 29/2/2008 12:10

Raiding the cupboard to try & show that next month's results are good is not believed by the market. 'Financials' worldwide are a still a sell and this stock with its low quality earnings(huge South African contribution,wholesale money market reliance + property dealing profits)can only be a sell.

[chris79] 15/2/2008 19:24

Like the look of this one, surely too cheap on a P/E yield basis given everything. Today's fall just looks typical of the market - unless anyone can justify why the stock is worth 7% less than it was 24 hours ago! The capital poistion looks strong and i agree the trading statement reads well, no fancy language disguising the 'weakening', but nothing worse. Although it's quiet on here i wonder what anyone thinks about Kensington - are they making it work or is it a blot on the horizon?

[its the oxman] 14/2/2008 13:05

trading update seems ok given tricky trading environmen

[nicedude1976] 09/1/2008 16:40

Looking at the long term trend this doesnt look likely to grow seriously in the next years in my opinion. More the other way around.