Share Name Share Symbol Market Type Share ISIN Share Description
Lancashire Holdings LSE:LRE London Ordinary Share BMG5361W1047 COM SHS USD0.50
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -4.00p -0.54% 732.00p 730.00p 731.00p 751.50p 723.00p 735.50p 301,247 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonlife Insurance 447.3 121.8 62.4 12.5 1,460.34

Lancashire Holdings Share Discussion Threads

Showing 1151 to 1172 of 1175 messages
Chat Pages: 47  46  45  44  43  42  41  40  39  38  37  36  Older
DateSubjectAuthorDiscuss
28/7/2017
15:21
I particularly liked Maloney's response to the question about what would happen if premium contraction continued for several more years and the company was operating with a combined ratio in the 90s. His response was to say that, given LRE believe they have a 15-20% advantage over competitors, it would imply their competitors were operating at a combined ratio approaching 120% which wouldn't be sustainable. They also said they've increased reinsurance purchases for hurricane season versus last year and they are carrying a significant capital buffer. If there is a hurricane that causes significant insured losses, they will be relatively less hurt than others. But, for shareholders, it would likely mean no capital return and possibly a capital raise.
gsbmba99
28/7/2017
08:22
gsbmba99 - Thanks for your summary. I would have to say that I agree with the CEO wholeheartedly that a serious cat loss is required to reverse the current situation. It's been a while since we've had one. And as often happens, when one does occur, you will probably find another 1 or 2 following in close succession which will really shake things up. As boring as it sounds, LRE's current strategy (focus on profits, not premiums) is spot on imo.
speedsgh
28/7/2017
08:07
Goes down at the open...... I think it is going to make a high... We are going to get taken out.
11_percent
27/7/2017
21:55
Webcast of today's results conference call ( Https://edge.media-server.com/m6/p/xzmygfxm ). Maloney frequently defending the company's strategy to focus on profits and not premiums. Still thinks there needs to be a serious cat loss for the market to reverse. Thinks industry as a whole operating at minimal profitability levels.
gsbmba99
27/7/2017
09:13
The offer-side must be pretty thin this morning. The 2-minute candle at circa 8.08am saw a spike from c. 744 > 772 on vol of under 30k. +5.6% in the opening 10 minutes perked up my cornflakes no end, but was sadly short-lived. Glad I'm not looking to trade in size any time soon.
jrphoenixw2
27/7/2017
07:48
And finally - the next div: 'Lancashire announces that its Board of Directors has declared an interim dividend for 2017 of $0.05 per common share (approximately (£0.04) per common share at the current exchange rate), which will result in an aggregate payment of approximately $10 million. The dividend will be paid in Pounds Sterling on 6 September 2017 (the "Dividend Payment Date") to shareholders of record on 11 August 2017 (the "Record Date") using the £ / $ spot market exchange rate at 12 Noon London time on the Record Date.'
jrphoenixw2
27/7/2017
07:29
https://www.investegate.co.uk/lancashire-hld-ltd/rns/half-year-report/201707270700072201M/
jrphoenixw2
26/7/2017
17:17
You can buy instruments that short whole London listed indices, hence without even considering individual FTSE listed stocks, each of them have shorts.
jrphoenixw2
26/7/2017
16:50
But it is bad that there any shorting.
11_percent
25/7/2017
13:24
The Standard article quotes Bloomberg data from 'June 2017'. But looking at hTTp://shorttracker.co.uk/company/BMG5361W1047/all per GaryC^ suggests the Standard is incorrect, and there has been no material changes since June either.
jrphoenixw2
25/7/2017
12:24
Speeds,By Shortracker LRE only have 4.51% of shares shorted has of today !
garycook
25/7/2017
11:09
Wasn't aware that (according to the table in this article) LRE had such a high level of short interest? HTTP://www.thisismoney.co.uk/money/investing/article-4718846/INVESTMENT-EXTRA-Investors-copy-vultures.html
speedsgh
25/7/2017
11:04
Peel Hunt today reaffirms its add investment rating on Lancashire Holdings Ltd (LON:LRE) and raised its price target to 760p (from 725p).
speedsgh
23/7/2017
12:38
I would think that LRE generate more cash than BEZ,and HSX.Therefore more interest from investors in a possible T/0 target.But pure speculation atm.For me personally I would rather have LRE in my Portfolio,s for great income and growth,and not to be taken over.I recently sold out of BEZ,and would not be interested in owning HSX,because of poor income return.Better options elsewhere.
garycook
23/7/2017
10:39
11%,Best thing I did was sell out of ALY at 20p.What a good move that was.
garycook
23/7/2017
08:42
Gary, I see ALY are now opening tea rooms.
11_percent
23/7/2017
05:14
Jrp,Good Posts.11%,You may have been correct on ALY,but LRE,is a different proposition I believe you will be wrong,unless we get a correction in the current markets.To be honest I hope you are correct and the LRE share price goes back to 610p,because I can also add more.Looking on the LRE Website I see the all time high is 933p,and the Low 155p.I would put money on the LRE share price hitting £9,with a take over bid,but it will never return to 155p again ?
garycook
22/7/2017
18:45
Well 'up here' because of that, plus also you might imagine the trailing yield of 9.76%. 610p would give a current yield of 11.83%. Perhaps I should be buying some more :)
jrphoenixw2
22/7/2017
18:29
At the moment, the share price is up here because of takeover possibility. The shorts are betting this will not happen......and it revert back tp 610.
11_percent
22/7/2017
18:03
... stake-building perhaps, or short-covering. Results due on Thursday. Berkeley were +2.86% on the week; Odey is short both.
jrphoenixw2
22/7/2017
13:04
Yes interesting.Something happening here.Perhaps LRE are being looked into with BEZ and HSX,or a stake is being accumulated in LRE.
garycook
22/7/2017
11:37
Friday pm was interesting, as with much of the rest of the week a lack of volume through the morning then bam around noon it took off ending up with 165% of the 30-day average daily volume*. The price week-to-date on Thursday close was -1.4%, Friday alone was +2.8% for a full week of +1.4%. A turn-around on a Friday pm ending such a dull week took me by surprise. * Vol/30-day vol Mon 140/312k Tue 324/309k Wed 207/309k Thu 181/309k Fri 511/309k Figures noted daily from the intra-day graphs at Google/Finance hTTps://www.google.com/finance?q=LON%3ALRE&ei=hfK_WKihNoLsU77vnpAH [Presumably the 30-day average vol is only reset weekly [?] or similar, to remain un-altered as the week progresses].
jrphoenixw2
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