Jarvis Securities Share Discussion Threads

[shanklin] 05/10/2021 07:33

MJ

So, is there anything beyond the vague statement on benefitting from an increase in interest rates to say what average interest rate JIM expects to achieve... ...LIBOR?

[cwa1] 04/10/2021 19:10

Thanks anyway, appreciate the effort. Get well soon!

[melton john] 04/10/2021 18:47

Sorry then, I've got a cold, kept me awake all last night and brains a bit foggy. I must have registered wth them previously. Using the link from the Jarvis page above (2603) should let you register and read. I just checked my phone and the page is different with a pull down menu to access the "sign in/sign up" box.

[cwa1] 04/10/2021 17:46

I can find it easily enough, it just won't let me access it, unfortunately. And that's even after signing up and it says I'm logged in as CWA1...

[melton john] 04/10/2021 17:43

Failing all that, there is a link on the header above the blue six month chart "Broker Views" which isn't visible on the phone. Which is why I tried to copy the link. I think the link on the last post should work though.
Then click the signin / sign up box.

[melton john] 04/10/2021 17:14

or this one

[cwa1] 04/10/2021 17:12

FWIW I don't seem to be able to access it either in spite of signing up...

[melton john] 04/10/2021 17:07

i's not research tree it's wh ireland.

follow that link then click the signin / sign up box

[shanklin] 04/10/2021 16:59

Thank you MJ but I don't pay for Research Tree.

[shanklin] 04/10/2021 16:59

Thank you MJ but I don't pay for Research Tree.

[melton john] 04/10/2021 16:36

hi Martin, try this

you should see a box "sign in / sign up" which sends you a login link when you give an email.

[shanklin] 04/10/2021 14:19

MJ

Could not access the report without trying to get authorised as a client, which seemed unlikely.

Did they give any indication on the average level of interest currently receivable by them and how this has changed in recent months? Is it linked to LIBOR?

Thank you, Martin

[melton john] 04/10/2021 12:25

According to the house broker latest 10Aug:-
"We note that historically JIM has been a beneficiary of a rising interest rate curve and this is an additional factor leading us to revisit our fair value assessment, as of this morning standing at 400p (was: 350p)."

To read the whole report, go to the above and give an email address, you will get a login link by return. When logged in click on companies on the menu bar.

[tiswas] 04/10/2021 11:35

I did think that this had got a bit ahead of itself but amazed that we have pulled back nearly a quid from recent highs.

Not cheap on p/e terms but surely a bargain compared wioth its peers? Anyone know how management would react if an opportunistic bid came along?

[tenapen] 20/9/2021 19:42

:-)

Mmmmmmmmmm ! Santa Rally


Best wishes John, All.

[melton john] 20/9/2021 19:04

There has to be a sell off before the Santa rally. How else will the city boys get their bonusses. Good for the JIM turnover as you say tenapen.

[tenapen] 20/9/2021 15:12

Nothing like a wee sell off (and raised volumes) to maintain our Dividends :-)

[zydronich] 20/9/2021 10:02

I don't understand it. As long as the shares keep going up, I am happy.

[melton john] 15/9/2021 13:54

I think you'll do well Squinty. L2 shows bid is 4000 at 285. offer is 2000 at 290. That usually means MM's want your stock because there are buyers lined up. This is a market maker stock, so they're the only game in town. No algos messing about.

[squintyflinty] 15/9/2021 12:40

Don't know why but I've bought some more. Company is doing great and the divi is good as well

[petewy] 15/9/2021 10:56

Big fall today Why?

[tenapen] 14/9/2021 16:48

Thanks as always John,


:-)

[melton john] 14/9/2021 15:14

Tenapen,
I'm told by someone at Jarvis that the market makers (aka retail service providers) can ignore electronic quotes when it suits them. According to L2 most of the action with RCDO is automatic trades from other participants such as institutions adjusting their holdings using algorithms. Sending you a PM.