Lancashire Share Discussion Threads

[salpara111] 16/9/2021 08:43

Beginning to wish I had cut and run!

[salpara111] 28/7/2021 07:41

Pretty solid result.
Happy to hold for the moment.

[cwa1] 23/7/2021 11:20

Trading update on Wednesday as well for good measure

[cwa1] 23/7/2021 11:17

Cheers dendria, thanks for that

[dendria] 23/7/2021 10:32

BEZ results.

[cwa1] 23/7/2021 10:28

NOT that I'm complaining-but why so perky this morning?

[cravencottage] 11/7/2021 11:21

Polar Capital have recently acquired a 5% Holding.

These guys are shrewd cookies intimating to me we are at or near the bottom..

I guess the problem at the moment is the uncertain times we are now living in but this should pass with the unilateral dissemination of vaccine.

[salpara111] 11/7/2021 10:57

I wonder how the institutions who supported the rights issue over a year ago at £7 are feeling. I would imagine that management here are under serious pressure.
I have to say that I am not feeling too confident in my recent purchase!
We are entering uncharted territory for insurers like Lancashire, climate events are going to be more frequent and more severe, it's going to take some serious skill to price the risk going forward.

[essentialinvestor] 06/7/2021 14:55

Tempted at these levels, just wonder if I'm overlooking something given the
pronounced recent share price weakness .

[cwa1] 06/7/2021 06:12

Notice of Q2 2021 Earnings Release and Conference Call

Lancashire Holdings Limited ("Lancashire" or "the Company") will be announcing
its 2021 second quarter results at 7:00am UK time on Wednesday 28 July 2021 and
hosting an analyst and investor conference call at 2:00pm UK time / 9:00am EDT
on Wednesday 28 July 2021. The conference call will be hosted by Lancashire
management.

[spooky] 22/6/2021 17:07

Opened a long position today.

[stpalm] 10/6/2021 13:42

Always a good idea CWA.

[cwa1] 09/6/2021 07:25

Another nibble at just under 620p. Think I might keep some powder dry in case there's a bigger fall on the way

[essentialinvestor] 08/6/2021 13:32

Limper than a vicar's handshake atm.


Same for the wider sector.

[salpara111] 02/6/2021 11:49

Well, I'm back in again at 632.
Insurance is a cyclical business. I traded this once before a few years ago for about a 15% return.
Looking for something similar again.

[scepticalinvestor] 30/5/2021 09:03

I agree, strong support, also looking to buy soon

[essentialinvestor] 28/5/2021 14:57

Some posts, nearly given up hope of any discussion here.

[dendria] 28/5/2021 14:47

I bought a first slice this afternoon at 628p. Looks nearing the bottom - almost a recent triple bottom formed.

[cwa1] 28/5/2021 14:41

Afternoon All

Joined the merry band here for the first time in aeons. Paid 677'ish. Looks potentially decent value. On my trawls I came across this:-



Bank of America has initiated coverage of London Market insurers, naming Lancashire its top pick with a ‘buy’ recommendation

It is targeting 880.0p for Lancashire, suggesting a 34% total return potential; 410p for Beazley, suggesting 30% total return potential; and 920p for Hiscox, suggesting 15% total return potential.

As at 1345 GMT, Lancashire was ahead 5% at 694.5p, Beazley was up 4% at 340.0p, while Hiscox was nearly 3% stronger at 845.2p.

That was dated 26/4/21 and apologies if it was posted about then-but hopefully OK to re-post if it was

[frishare] 28/5/2021 06:29

These recent falls make no sense. Every time they release a positive update the share prices falls lower over the next few weeks. The only thing I would say is the falls have been on small volumes.
Will be adding more. With the industry pricing levels they should have a good year.

[essentialinvestor] 21/5/2021 13:02

Still no others views here?.

[essentialinvestor] 13/5/2021 10:33

Tempted to add but sector out of favour atm.

[essentialinvestor] 07/5/2021 10:07

Recent update may be underappreciated?
however the wider listed sector is under pressure atm.


Any other views on this?.

[essentialinvestor] 31/3/2021 15:33

Should have bought a few more, oh well.

[essentialinvestor] 30/3/2021 15:08

Starting to look interesting?.
Bought a few.