Share Name Share Symbol Market Type Share ISIN Share Description
Lombard Risk Management LSE:LRM London Ordinary Share GB00B030JP46 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.625p +4.59% 14.25p 14.00p 14.50p 14.25p 13.875p 13.875p 2,135,709.00 09:18:44
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 23.7 -2.2 -1.0 - 57.08

Lombard Risk Management Share Discussion Threads

Showing 1376 to 1400 of 1400 messages
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
28/4/2017
11:45
Thank you.
simonsaid1
28/4/2017
11:30
PE = Private Equity
paddyfool
28/4/2017
11:04
Does that mean share price reaching a neutral PE, i.e. removing the discount?
simonsaid1
28/4/2017
10:58
every chance of a PE take out
paddyfool
24/4/2017
13:26
Turned out nice again........... :)
kemche
24/4/2017
12:31
Up, up, up we go...look like even a highly respected Baillie Gifford fund manager has £1.5m in pa..............
chrisdgb
24/4/2017
12:23
Ah nuts, I guess the cheap shares couldn't last forever! Methinks this won't be 'under the radar' an awful lot longer. Hope you all did well filling your boots.
simonsaid1
24/4/2017
12:06
Simon Thompson just covered again rating the shares a strong buy. Http://www.investorschronicle.co.uk/2017/04/24/comment/simon-thompson/going-for-growth-IFaUdUfkaIcQEa9PbURxlJ/article.html
x54v
20/4/2017
11:30
Is regtech the new fintech? Machine learning, big data and cloud computing are helping governments and financial institutions transform regulatory practices With mobile apps, banking automation and blockchain already transforming financial services, financial institutions are now looking to regulation technology, or regtech, to meet compliance requirements. "regtech also offers financial institutions the opportunity to introduce new capabilities designed to leverage existing systems and data to produce regulatory information in a cost-effective, flexible and timely manner. Advances in regtech have enabled many companies to dramatically transform regulatory practices." hxxp://www.computerweekly.com/opinion/Is-RegTech-the-New-Fintech
aishah
19/4/2017
12:39
Nice. finnCap reiterate 16.5p target. Needs revising up imo.
aishah
19/4/2017
12:13
Shares mag also bullish hTTps://www.sharesmagazine.co.uk/news/shares/lombard-risks-phenomenal-update
battlebus2
19/4/2017
10:45
ED write up: Founded in 1989, Lombard Risk Management (LRM) is a leading provider of specialist regulatory reporting (47% H1’17 revenues) and collateral management solutions (53%) employing around 280 staff. These niche solutions are used by >340 institutions, including 30 of the top 50 global banks. 40% of revenues are recurring, coming from annual maintenance and support agreements, while 58% is denominated in non-sterling currencies. Many bank executives often complain about the reams of financial red-tape, but not so Lombard Risk. This morning LRM delivered an update on what can only be described as a ‘phenomenal217; set of results – reporting that FY17 turnover, EBITDA and net cash will all be substantially above our estimates at £34.0m-£34.4m (vs ED at £31.8m), £2.4m-£2.8m (-£0.4m) and £7.0m (£1.4m) respectively. Not only did H2 revenue climb 45% to circa £19.0m, surpassing the 43% achieved in H1 (£15.2m), but also, thanks to tight working capital and strong license sales (~£7m H2 vs £4.4m H1), H2 cashflow was positive at +£0.1m (vs ED -£4.5m), split -£1.6m Q3 vs +£1.7m Q4. Once again the top line enjoyed buoyant demand for COLLINE (ED est 65% YoY), its best-of-breed Collateral Management software, especially ahead of the introduction of new Dodd Frank and EMIR (IOSCO) regulations on both sides of the Atlantic. This was ably supported by double digit expansion (ED est 25%) in Regulatory Reporting, forex tailwinds (£ weakness), and two major product launches (re AgileREPORTER and AgileCOLLATERAL). These numbers show that H1’s numbers were not a flash in the pan - backed up by an even more impressive H2, with strong demand for LRM’s applications expected to continue for the foreseeable future. They also remove any lingering investor concerns that the business might need to raise fresh capital to fund its future growth plans. In our view, there are ample liquid resources to navigate through the severest of conceivable storms. Progress is a stark reminder how materially undervalued the stock appears. Both on an absolute basis vs our new 26p/share valuation (20p before) - and relative to software peers, trading on a forward EV/sales multiple of 0.9x. That is despite being EBITDA and cashflow positive, along with generating organic growth significantly higher than the sector average.
nurdin
19/4/2017
10:24
Surprised we are not up 20% today, maybe a seller to work through, judging by the volume, should build towards and after results..20p
chrisdgb
19/4/2017
09:35
Well that means that H2 traded around £19 million up from £15m H1. The pipeline is strong so we should anticipate the next year to be considerably in excess of £40 million revenue. Quite possibly now a very real takeout target with the growth and customer base, more likely towards the the beginning of H2 next year. Pure play outsourcers are looking hard for businesses like this.
paddyfool
19/4/2017
09:12
Thanks Brummy_git..worth reading the note.Unfortunately cant paste here due to poor formatting. Thanks Aisha
nurdin
19/4/2017
09:09
Techmarketview: Lombard Risk signals a record year It looks like it’s been a good year for Lombard Risk, the provider of integrated collateral management and regulatory reporting solutions. After a good first half with revenues up 41% and order book ahead by 35%, the company’s management now expect revenues of between £34m and £34.4m for the year to March 2017, an increase of around 40% on the previous year. EBITDA is also forecast to be up strongly, to £2.4-£2.8m, this figure also being ahead of market expectations. The new management team have made substantial progress over the past year or so (see Mr. Brown goes off to town…) and their hard work can be seen in these figures. The business had a big clear-out in the first half last year and has focused on two major products in collateral management and regulatory reporting. The market background is also very positive as these are both important areas where investment companies are looking to modernise their systems to cope with ever-increasing oversight and tighter margins. New cloud-based variants of the solutions have opened up a new raft of potential customers and more partnerships (with Oracle and Atos) and a push in the US has broadened and strengthened the customer base. The result of this progress is a much more robust and predictable business that is unlikely to suffer from the regulatory delays and contract postponements that had stalled progress in 2013 and early 2015 (see Regulator and contracts trip up LRM, again). Cash balances stand at £7m, after an £8m placing in June and the company looks set fair for another year of profitable progress. We’ll learn more about this transformation when the full results are published on 24th May.
aishah
19/4/2017
09:08
bought some yesterday - just lucky timing but company looks to be moving in the right direction and at leat meeting market expectations. IMHO.
mfhmfh
19/4/2017
09:05
EM ..thats nonsense.It is a valid metric to measure the underlying opertational performance....irrespective of its size.What does it have to do with what they are spending on R&D?
nurdin
19/4/2017
08:44
New research out this morning from Equity development. Valuation increased from 20p to 26p per share www.equitydevelopment.co.uk/edreader/?d=%3D%3DQO4IjM
brummy_git
19/4/2017
08:35
Tx mysteronz If they stay on course for 2019 forecasts they might actually produce some cash flow in a year or two. I'll believe it when I see it ;)
eezymunny
19/4/2017
08:19
Webinar - post 799 and plenty of other posts subsequent to this reference it :)
mysteronz
19/4/2017
08:19
With respect Nurdin EV/EBITDA is utterly meaningless for a company of this size that is spending £7.5m of R&D. Better numbers may lie ahead for LRM if they can keep growing the top line but they have produced rotten cash flow for years and years.
eezymunny
19/4/2017
08:17
As you say working cash and collection of debts must have been good in H2 to maintain cash levels but EBITDA was reduced to £0.9m-£1.3m in H2 on sharply increased turnover and Cap R&D increased to £4.7m so a fairly chunky loss for the half.
cockerhoop
19/4/2017
08:16
EV/EBITDA around 12x which is petty cheap for a growth company imo
nurdin
19/4/2017
08:15
Software Products need three things: firstly to have a very clear need in the market, secondly to be developed to secure that need for the future and thirdly a ready ability to supplement license fees with fees for implementation and client driven change. It looks like Lombard have all these bases covered. I have run several software businesses successfully. These guys are doing the right thing and doing it well. I am invested!
paddyfool
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