Share Name Share Symbol Market Type Share ISIN Share Description
Just Group LSE:JUST London Ordinary Share GB00BCRX1J15 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.35p -1.76% 75.35p 75.35p 75.80p 76.90p 74.75p 76.80p 1,821,011 16:35:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 2,970.7 181.3 16.7 4.5 709.10

Just Group Share Discussion Threads

Showing 701 to 724 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
19/10/2018
15:57
Just is trading at about 38% of embedded value which is about one third of the average rate ? Seems crazy to me.
bolador
16/10/2018
14:45
hxxps://citywire.co.uk/new-model-adviser/news/just-s-share-slump-equity-release-market-braced-for-trouble/a1165532?re=58958&ea=199352&utm_source=BulkEmail_NMA_Daily_Summary&utm_medium=BulkEmail_NMA_Daily_Summary&utm_campaign=BulkEmail_NMA_Daily_Summary
scrapheap
15/10/2018
10:46
Consistent rise in medium term gilt yields and therefore liability discount rate and attractiveness of annuity yields
18bt
15/10/2018
10:46
Consistent rise in medium term gilt yields and therefore liability discount rate and attractiveness of annuity yields
18bt
15/10/2018
10:38
SP broken to the upside of small flag.Bullish
bolador
09/10/2018
18:20
Kames upped holding by another 0.5%
scrapheap
05/10/2018
16:55
Lansdowne trying their hardest to short this.idiots !
the canadian mounted
05/10/2018
08:39
Possibly shorts closing.
trewinney
04/10/2018
16:59
3% of the share capital traded today.... decent volume that.
scrapheap
04/10/2018
14:16
Back to a pound 👍🏽
the canadian mounted
04/10/2018
10:43
Well done lansdowne (not)!
the canadian mounted
04/10/2018
08:46
Big risk shorting these Fingers burnt time!
the canadian mounted
04/10/2018
08:19
Lansdown Partners with a big increase in their disclosed short position....increase of 0.36% or around 3.3m shares Still the only published shorter >0.5%
nav_mike
03/10/2018
16:32
Interesting rns today
the canadian mounted
03/10/2018
12:29
Wtf is going on with the share price ????
the canadian mounted
03/10/2018
09:16
Our reply to the Institute. hTTp://eumaeus.org/wordp/index.php/2018/10/02/asleep-at-the-institute/ They should have read CP 13/18 before replying to it.
eumaeus
01/10/2018
18:44
The PRA didn't cause it it was the markets reaction to changes yet to be released in capital requirements. I don't know this sector well but I have been involved in the analogous banking recapitalisation saga. I'd have thought CoCos would be a good solution here. Are they being considered?
loglorry1
01/10/2018
18:34
Yes, but when you cause -50% on the share price of a participant company, that is hardly what one would call GOOD REGULATION!
topvest
01/10/2018
18:22
The PRA are not daft. They've acted pretty sensibly with the recapitalisation of the banks. I think they'll be sensible here too. I don't think they'll be massive shocks to the system and they'll give firms time to build additional capital.
loglorry1
01/10/2018
17:30
Interesting - seems to be a polite two fingers up to the PRA. The PPA are wrecking the market: you can change the rules prospectively, but the threat of pushing massive changes through straight away undermines the capital markets. They have handled this in an incompetent manner in my view, but they don’t care as they are civil servants and they can do what they like.
topvest
01/10/2018
13:39
606 - thanks for this, just looking now.
eumaeus
01/10/2018
11:45
eurmaeus - Be interesting to hear what your response to institute of actuaries submission to the PRA https://www.actuaries.org.uk/documents/ifoa-response-pra-cp-13-18-solvency-ii-equity-release-mortgages
horndean eagle
01/10/2018
10:57
604 "I have made this point twice already but I'm still not confident you get it." I think we will have to agree I don't get it, and leave it there.
eumaeus
01/10/2018
10:09
eumaeus 596 and 598 "593 Not hedging the underlying. The contract to be hedged is to deliver a property to you in n years time. That contract is a form of derivative. I hedge it by buying the underlying." You are hedging it by being a property owner, landlord, responsible for the condition of the property and its maintenance etc. which is a point I made frequently ages ago. You are agreeing with me but you don't realise it. 598 - Yes I'm familiar with graphsofrelativity. In order for the Black 1976 model for NNEG to be applicable to property, the contract you are selling me would be discounted in line with a deferment rate based on notional rental income. I.e. I could buy the apartment freehold from you forward 10 years at a discount to today's price of say 23% So I'd give you £730k, and you'd owe me a Mayfair apartment in 10 years time in the condition a current £1m mayfair apartment is in now. However you switched the goalposts by then saying I'd have to pay £1m (current price) for a 10 year deferral. As I also said previously, you'd still be out of pocket, but far more so if you sold me the deferment contract priced on the same basis as NNEG's are under Black 1976. I.e. the options model doesn't price property correctly because property is not like other income earning assets (for reasons also listed previously). "So, a standard 99 year lease on our Mayfair property, assuming vacant possession value £1m, would have a market price of about £950k, with the freehold at around £50k...But using the HPI method, we would get negative leasehold value, with freehold priced at over £1m." "we would get negative leasehold value" - why? since HPI doesn't preclude a valuation of net yield? Straw man Re: 597 - I have made this point twice already but I'm still not confident you get it. Life co's who have historically said they will value NNEG using options can't just change now because they don't like the numbers output using futures prices rather than HPI projections. However I don't think they should be valuing NNEG using this method at all for reasons stated (ad nauseum). Under NNEG I can buy an apartment (freehold+leasehold) off you for deferred possession 10 years at a fraction of today's price. You don't seem keen to sell me one at discounted at a deferment rate, but you are prepared to sell me one non-discounted even though you would also lose money. Just not quite as much.
dasv
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
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