Lombard Risk Management Share Discussion Threads

[p1nkfish] 03/8/2017 19:42

Have been nibbling away here and hoping for a quick fall-back to the 10.5p area but may well be disappointed.

[tell it as it is] 27/7/2017 09:50

Looks good but the alliance announcements all do. Yet some are valuable and others have no more value than an extra social media contact. Would be good to get guidance on expected value in first and second year and whether that comes from incremental licence fees or professional services.

[aishah] 27/7/2017 09:20

Equity Development:
$LRM.L shares up: partners with SmartDX re end to end legal/margin call management via COLLINE. True end to end collateralisation = exciting

[chimers] 27/7/2017 09:02

No..................not really...................why ?

[brummy_git] 27/7/2017 08:44

Wow Chimers - isn't life too short, for all this ranting?

[chimers] 27/7/2017 08:22

Where else you posting ? BRB..............

[chimers] 27/7/2017 08:22

If there's any part of that you have trouble grasping dont worry I shall repeat it OFTEN.

[brummy_git] 27/7/2017 08:10

Hi Chimers

Don't suppose I could ask quick favour? Would it be possible if you step off this noticeboard since you are by far and away the most prolific "stock trasher" ever – in fact the point that it becomes soporific to most readers.

Thanks

[chimers] 27/7/2017 07:10

Kerrrrrrrrrchingggggggggggg!!!!!!!!


Lombard Risk Management plc

("Lombard Risk" or the "Company")



Lombard Risk Partners with Smart Communications

Lombard Risk Management plc (AIM: LRM), the leading dedicated global provider of collateral management and regulatory reporting solutions , announces it has partnered with SmartDX™ from Smart Communications to deliver end-to-end automated legal negotiation and margin call management. SmartDX™ is the industry standard for automating trade and relationship document generation, collaboration and processing in the capital markets.

The joint offering between Lombard Risk and SmartDX™ enables data to be seamlessly extracted from agreements negotiated in the SmartDX™ documentation solution and passed through to Lombard Risk's COLLINE® automated cross-asset collateral management platform.

By integrating Lombard Risk's COLLINE® with SmartDX™, the combined offering provides both buy and sell-side firms with a strategic, cloud-based digital contract negotiation platform that automates margin call management. Through this integration, firms eliminate manual inefficiencies, increase accuracy and automation, reduce compliance risks, and minimise operational costs.

Helen Nicol, Global Product Director of Collateral Solutions for Lombard Risk, said: "The integration of these two market leading solutions provides clients with a trusted, proven platform to solve the need for reconciliation across disparate solutions. This partnership fills a huge gap in the market by enabling true end-to-end collateralisation. The offering helps firms advance their operating models and make operations more intelligent - capturing data, executing transactions and providing visibility faster and more time effectively - thereby enabling firms to gain maximum efficiency and competitive advantage through system automation."

Robin Moody, Global Head of SmartDX for Smart Communications, said: "While the industry has invested heavily in manual processing of derivatives documentation, these investments only help to reduce compliance risk. With the announcement of today's solution, Smart Communications and Lombard Risk have built a unified approach to better scale processes, documents and the relevant data within them to deliver true operational efficiency."

[mrnumpty] 26/7/2017 16:03

Thanks to Chimers and Simon for your helpful and informative comments . I'd sold out recently on the abrupt fall , but bought back in on the strength of the very positive comments by Simon Thompson in the Investors" Chronicle . Good luck to us all !

[chimers] 26/7/2017 13:57

Its the same with rollovers, when you do a rollover you are asked whether you want it bid first or ask first.
As in they can make the first trade of the rollover the sell and the second the buy or they can do it in reverse thus allowing you to show your rollover either as a sell or a buy depending on how you want it perceived by the market.
Its nonsense in this day and age.
It suits the brokers as they can manipulate and use to their advantage.
With todays technology there is absolutely no need for any of it.

[simonsaid1] 26/7/2017 13:49

As Chimers said, the buy or sell indications on websites are all just a guess based on comparing the price to the spread at the time of the trade being declared, and are quite often wrong. This is especially true of delayed publication trades (trade type 'OK').

Sadly enough investors interpret these as real data instead of guessing, and they can influence market direction when the transactions are large enough. I don't think websites should be allowed to do it.

[chimers] 26/7/2017 13:38

Its not shown as a sell its shown in white as being neutral.
Buys and sells are marked by computers as they pass through the system.
When the price is close with little or no spread they cant tell what is a buy and what is a sell.
This morning it was 11.5 to buy or sell on open.
I wouldnt worry about it you got in at a fair price and should make a nice profit.

[mrnumpty] 26/7/2017 13:22

This morning , at 8.01 am , I bought 40,000 shares in Lombard asset Management at 11.50p , via Hargreaves Lansdown . This is quite wrongly shown on their website as a sale . I am scarcely the first to comment on this phenomenon of sales/purchases being wrongly shown .

[chimers] 26/7/2017 11:17

Investors Chron

"Lombard buying opportunity.

Investors have reacted negatively to the latest trading update from Lombard Risk Management (LRM:10.5p), a provider of collateral management and regulatory reporting software products to clients including 30 of the top 50 global banks, hedge funds and asset managers. The shares were marked down 16 per cent to 11p, so retracing more than half the gains made after I advised buying at 9p ('Banking on regulation', 13 Mar 2017) and have dropped well below the 13.75p level at which I maintained a positive stance at the full-year results ('Five growth opportunities', 30 May 2017).
I think this is a massive overreaction and one that was partly driven by news that “revenues will be weighted to the second half of this year”. However, this has always been the case:

In the past three financial years, the revenue split has been 45:55 between the first and second half. More important is confirmation that the landscape for the company’s products remains “positive and largely unchanged since the full-year results in May”. Although not mentioned in the update, I can confirm that the directors are optimistic of hitting the unchanged forecasts of analysts Paul Hill and Hannah Crowe at Equity Development. These suggest the company will grow revenue from £34.3m to £40m in the 12 months to the end of March 2018, hitting cash profit break-even after research and development costs, and achieving cash-flow break-even to maintain net funds at £6.8m.

I also feel that investors are losing sight of the fact that “the board is encouraged by the pipeline of new business being pursued by the company through its direct sales force and channel partners”, and the backdrop remains favourable given the need for financial services clients to make cost savings while fully complying with existing and a raft of new legislation. Lombard is hardly being overvalued, either, as its current enterprise value of £35.2m equates to just 0.9 times forecast annual sales, a 75 per cent discount to the sector average.

Admittedly, Equity Development has “prudentlyR21; reined back its target price to 20p, bringing it back in line with mine. However, this is still almost double the current share price and I would certainly use the current weakness as a buying opportunity."

[aishah] 25/7/2017 13:30

London-based RegTech firm Sybenetix to be acquired by Nasdaq


It's the new FinTech. A lot of Mifid2 work coming our way imo. Watch this space...

[my retirement fund] 25/7/2017 07:19

This has got 15p short term 20p long term written all over it

[brummy_git] 24/7/2017 14:37

Strong recommendation from Simon Thompson at Investors Chronicle today - titled "Lombard buying opportunity"

[chimers] 24/7/2017 13:30

You cant afford pants.

[king kong dong] 24/7/2017 13:12

Whilst I agree with that comment....I think this is the wrong horse for now.

They crashed to a loss £5.6m and still capitalised £7.5m of R&D, one assumes avoiding sticking that through the accounts and making the loss larger still.

Therefore, a lot of work still to be done.

Looks like a good trading share though to be fair....just dont be caught with your pants down.