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Share Name Share Symbol Market Type Share ISIN Share Description
Manolete Partners Plc LSE:MANO London Ordinary Share GB00BYWQCY12 ORD 0.4P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 310.00 305.00 315.00 311.50 310.00 311.50 18,181 08:00:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 27.8 7.0 13.0 23.8 135

Manolete Partners Share Discussion Threads

Showing 976 to 998 of 1000 messages
Chat Pages: 40  39  38  37  36  35  34  33  32  31  30  29  Older
DateSubjectAuthorDiscuss
19/10/2021
14:58
The CVL stats are yet again showing a reversion to the pre-Covid growth trend. From the Insolvency Service release: 'In September 2021 there were 1,328 Creditors’ Voluntary Liquidations (CVLs), which is the highest level seen in the series since January 2019. The number of registered company insolvencies was similar to pre-pandemic levels, driven by this higher number of CVLs, although other types of company insolvencies, such as compulsory liquidations, remained lower.' So, Sept 21 (1328 CVLs) on pre-Covid Sept 2019 (1101) is 20.6% higher. It'll take a while for these case to filter through as inquiries for MANO - but the die is cast - it's just a matter of time. Regards Maddox
maddox
09/10/2021
20:28
No need to overthink this one for me. They now have a tailwind after facing a headwind for nearly two years. Will they capitalise on it? I'm betting yeah.
gaiusgracchus
08/10/2021
17:20
A third of UK small businesses highly indebted, says Bank of England https://on.ft.com/2ZZ5V0S (FT gift link for first three clicks - so don't click if you subscribe)
williamcooper104
08/10/2021
09:49
I agree with all of that RMJPB. But the claims against the Directors are really that they are lining their own personal pockets as their companies inevitably fail. Leaving other creditors (mainly HMRC which finances critical public services) with little or nothing by the time the Liquidator arrives on the scene. The CBILs, furlough, rent, rate and tax moritoriums etc would have exacerbated that behaviour.
bigbaggy
08/10/2021
09:04
Perhaps stating the obvious, but with massive increases in energy prices, upward pressure on wages, increases in job vacancies, increases in commodity costs, queues for fuel etc etc - whilst attempting to recover from covid - these additional nails in the coffins - will sadly be good for MANO in the short to medium term with rising insolvencies. It doesn't take a lot to imagine some company directors acting illegally to try to keep their companies afloat. In the long term this 'weeding out' of less than satisfactory businesses will spur innovation and increase the viability of those good companies who don't now have to compete with the zombie companies.
rmjpb
07/10/2021
21:28
Just chipping in that in this rate environment, and with all this QE, there are huge correlations. That is, as I see it, the attraction of litigation finance to SWFs. They have proper multi-year investment timeframes.
simplethesis
07/10/2021
21:08
Hi jak he explained all this in a proactive presentation some time ago. I think he has been pretty good with us shareholders in keeping us up to date, there are periodic interviews such as Pauls below and proactive presentations, in comparison to burford who say little or nothing.
bogman1
07/10/2021
19:09
Mithaq also have a sizeable holding in Burford Capital, so they know the sector.
wordsmith
07/10/2021
17:22
Mithaq were a new shareholder and bought 17%. Cooklin sold less than 2%. He still has 16%.
bigbaggy
07/10/2021
12:22
Great interview brummy, we already know jak, it was to allow mithaq capital to buy a chunk of shares. Only one way this share is heading!
bogman1
07/10/2021
10:45
Apologies Paul - sorry not to credit you - my mistake I'll edit my post to correct it.
maddox
07/10/2021
09:47
Thanks Maddox BTW, the Vox interviewer with Steven Cooklin was actually me (Paul Hill)
brummy_git
07/10/2021
09:24
Agreed Brummy, Vox Markets' Paul Hill's interview with MANO CEO Steve Cooklin provides great insight into the nature of the insolvency market, goes into great detail into how MANO operates, the cashflows and timing. Essential listening for anyone interested in investing in MANO. Also, pleased that MANO is seeing those green shoots. Those postponed liquidations will not have disappeared - the referrals may come in a flood. I hope that MANO have the resource capacity to meet the demand when it arrives. The increased bank debt available will be there to fund the increase in working capital required. Yesterday, wasn't a great day for the update RNS to come out. Nevertheless, with MANO being negatively correlated with the general economy - it provides a natural hedge against Mr Market's fears. Regards Maddox
maddox
06/10/2021
11:35
Interesting to note the increase in loan from HSBC from <£8m at 31 March to £11m at 30 Sep. The restrictive Bank Covenants are at para 28 of the accounts.
sallad3
06/10/2021
08:14
Find out in this fabulous interview with CEO Steven Cooklin, how MANO has traded in H1'21 & what's in store going forward from any future wave of corporate bankruptcies. www.voxmarkets.co.uk/articles/manolete-interims-and-future-expectations-for-the-business-3a6e3e8
brummy_git
06/10/2021
07:06
‘Green shoots’ are already coming through at Manolete, UK's largest 3rd party 'Insolvency Litigation Funder'. Find out here, why I also think there's a lot more 'blossoming' to come after today's positive H1'22 trading update. www.linkedin.com/posts/paul-hill-a5994116_mano-activity-6851396553186299904-wtN7
brummy_git
27/9/2021
17:06
MANO will feature on the Mello BASH this evening Tonights show Https://melloevents.com/mellomonday27thseptember/ use code MelloGuest0706 for a complimentary ticket
davidosh
22/9/2021
12:00
Completely agree Maddox. The first half trading period ending 30 Sept 2021 would have been the darkest hour before the dawn for MANO. With the law reverting back to normal from 1 October things should get back to their previous strong growth story and then I am hoping even better than that (as the huge backlog of insolvencies works through the system). But you are absolutely right, there will be a time lag exactly as you describe in your most recent post. Should be interesting to see how this develops over the next 1,2 and 3 years. I also agree - Paul Hill/Vox Markets (and his excellent Fund Manager guests) seem to be particularly high quality analysts on a wide range of small-mid companies.
bigbaggy
21/9/2021
16:56
Agreed Maddox - Manolete is a long term growth story.
brummy_git
21/9/2021
11:34
I have huge respect for Paul Hill so great to have him promoting the MANO investment proposition. However, I'm concerned that expectations don't get set too high, too early. We're just coming up to the end of 1H on 30 Sept - so business volumes from the uptick in insolvencies are unlikely to have had any impact, and that might be the same for 2H. So, whilst it's positive that MANO are reporting trading in-line with management expectations they're probably not going to look terrific on a comparative basis. The medium/long-term prospects for MANO are looking stronger every month but there is a need to factor-in the timeframe for liquidations to become leads, leads to become cases, cases to be settled, and settled cases to become cash. We don't want impatient disappointed bulls whinging-on as they invariably do. Regards Maddox
maddox
21/9/2021
08:05
Very encouraging trading update today from the UK's #1 'Insolvency Litigation Funder', Manolete Find out here my latest views & commentary www.linkedin.com/posts/paul-hill-a5994116_mano-activity-6845973063700402176-e9z8
brummy_git
20/9/2021
08:45
https://www.investorschronicle.co.uk/news/2021/09/16/entrepreneurial-law-firms-diving-into-litigation-funding/Another IC article on the sector without mentioning Manolete.
gaiusgracchus
18/9/2021
10:40
More expert commentary here wrt Manolete too (starts 20:40). https://www.youtube.com/watch?v=jA4Zdcrm18M&t=34s
brummy_git
Chat Pages: 40  39  38  37  36  35  34  33  32  31  30  29  Older
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