Share Name Share Symbol Market Type Share ISIN Share Description
Mortgage Advice Bureau LSE:MAB1 London Ordinary Share GB00BQSBH502 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.00p -0.16% 627.00p 614.00p 640.00p 642.00p 642.00p 642.00p 7,653 16:35:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 108.8 14.5 23.8 26.3 318.74

Mortgage Advice Bureau Share Discussion Threads

Showing 176 to 200 of 200 messages
Chat Pages: 8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
24/8/2018
13:30
The July UK Finance gross mortgage lending spreadsheet was published. Jul 18 was £24.6bn vs £22.9bn last year or +7.6%. YTD through 7 months is £150.8bn vs £143.3bn last year or +5.2%.
gsbmba99
13/8/2018
14:53
where was it tipped ?
chapchip
13/8/2018
14:37
This got tipped this weekend hence the rise
johnv
13/8/2018
07:51
I imagine it's the combination of interest rate rise and not many buyers around in August. LSE have analytics - Https://www.londonstockexchange.com/ftse-analytics/GB00BQSBH502GBGBXAMSM.pdf Page 1, lower left relative strength has fallen through the floor. Seems to happen to MAB1 once or twice a year.
gsbmba99
11/8/2018
15:22
Due to the interest rise maybe ?
johnv
03/8/2018
12:30
trend broken with this drop?
chapchip
26/7/2018
11:03
This is a terrific little business, delivering a Return on Equity of over 70% and heaps of cash that fuels a rapidly growing dividend. Investor’s Champion reports on Mortgage Advice Bureau and Sigma Capital: positive tales from two dynamos from the property world.
investorschampion
25/7/2018
12:29
The June UK Finance gross mortgage lending spreadsheet was published. Jun 18 was £23.5bn vs £23.0bn last year or +2.1%. YTD through 6 months is £127.0bn vs £120.5bn last year or +5.4% for 1H.
gsbmba99
23/7/2018
09:30
There's a new spreadsheet on the UKF website ( Https://www.ukfinance.org.uk/wp-content/uploads/2018/07/MM10.xlsx ) Total mortgages outstanding and total lending by lender for 2016 and 17. I find it interesting that the total mortgage balance outstanding in 2017 was £1,319.3bn and that total mortgage issuance in 2017 was £249.9bn. If you include product transfer/rate switch of £90-150bn (ie total mortgage issuance £339.9bn-£399.9bn/year), suggests average lifespan of a mortgage about 3.3-3.9 years. The velocity of mortgage turnover is quite high.
gsbmba99
16/7/2018
15:25
yes but don t forget that a lot of it is done by the lenders direct.....and the proc fees paid by most lenders are around half of that of new business
chapchip
16/7/2018
15:06
About 2:40 in, the lady from Lloyds says the product transfer/rate switch market was £150bn in 2016. If correct, suggests that this market is very significantly larger than the £90bn guesstimate previously used by MAB1. Don't know what our resident experts think of this estimate. Https://www.advisermediaplayer.co.uk/videos/the-advice-show/session-1-mortgage-market-overview/ More generally, there are some interesting topics if interested in mortgage advisers, investment platforms and/or SBIZ.
gsbmba99
27/6/2018
11:57
SBIZ courtesy of GHF Glasshalfull25 Jun '18 - 18:14 - 15 of 20 0 0 0 Snap Mas! Met the joint CEO duo at Mello 2018 & impressed by them & business...valuation at that juncture stopped me from investing. However, went back through the Admission Doc & Zeus initiation & decided to pay up. Why? * Earnings growth +28% EPS growth estimates this year (10.5p Adj EPS) / +23% in 2019 (12.9p EPS) / +16% in 2020 (15p EPS). PEG 0.75 or thereabouts. * Growth in compliance - more & more regulation coming on stream. We’ve just had MifID II & GDPR...with SBIZ support services fulfilling this requirement. Organic growth c.5% with cross selling opportunities. * Breadth of offering - Monthly membership subs from 3,400 firms & in addition many pay for software. Distribution channels to 135 financial institutions, as well as offering investment via Verbatim funds & other discretionary services. * Strong cashflow - Forecast over next few years. 2018E £3.6m net cash / 2019E £9.5m / 2020E £16.8m * Strong Recurring Revenues - Sticky customer base with 92% recurring revs. Admission doc indicates non-cyclical. In other words a defensive play in uncertain times. * Rising Margins - EBIT margin of 20% in 2016 rising to c.21% in 2018 & 22% in 2019. I also think they’ll add some bolt-on acquisitions from reading through the commentary, which suggested that it will be on an earnings enhancing basis. Also indications of a maiden dividend this year which is forecast to rise materially next year to provide a yield c.2.4% & 2.8% in 2019 & 2020. Anyway, small investment for the timebeing & will await the forthcoming trading update/ results for H1 with interest. Kind regards GHF
opodio
27/6/2018
11:56
SBIZ the new MAB Glasshalfull25 Jun '18 - 18:14 - 15 of 20 0 0 0 Snap Mas! Met the joint CEO duo at Mello 2018 & impressed by them & business...valuation at that juncture stopped me from investing. However, went back through the Admission Doc & Zeus initiation & decided to pay up. Why? * Earnings growth +28% EPS growth estimates this year (10.5p Adj EPS) / +23% in 2019 (12.9p EPS) / +16% in 2020 (15p EPS). PEG 0.75 or thereabouts. * Growth in compliance - more & more regulation coming on stream. We’ve just had MifID II & GDPR...with SBIZ support services fulfilling this requirement. Organic growth c.5% with cross selling opportunities. * Breadth of offering - Monthly membership subs from 3,400 firms & in addition many pay for software. Distribution channels to 135 financial institutions, as well as offering investment via Verbatim funds & other discretionary services. * Strong cashflow - Forecast over next few years. 2018E £3.6m net cash / 2019E £9.5m / 2020E £16.8m * Strong Recurring Revenues - Sticky customer base with 92% recurring revs. Admission doc indicates non-cyclical. In other words a defensive play in uncertain times. * Rising Margins - EBIT margin of 20% in 2016 rising to c.21% in 2018 & 22% in 2019. I also think they’ll add some bolt-on acquisitions from reading through the commentary, which suggested that it will be on an earnings enhancing basis. Also indications of a maiden dividend this year which is forecast to rise materially next year to provide a yield c.2.4% & 2.8% in 2019 & 2020. Anyway, small investment for the timebeing & will await the forthcoming trading update/ results for H1 with interest. Kind regards GHF
opodio
26/6/2018
10:22
The May UK Finance gross mortgage lending spreadsheet was published. May 18 was £22.2bn vs £20.4bn last year or +8.8%. YTD through 5 months it's £103.7bn vs £97.4bn or +6.4%.
gsbmba99
29/5/2018
09:58
AGM trading update from BLV. BLV are one of the larger MAB appointed representatives by virtue of their purchase of Brook last year. BLV says trading at Brook is up over 20% compared to last year: "Our 2017 corporate acquisition of Brook Financial Services ("Brook") outperformed the same period last year (when not part of the Group) by over 20%..."
gsbmba99
25/5/2018
18:42
The April UK Finance gross mortgage lending spreadsheet was published. Apr 18 was £20.4bn vs £18.0bn last year or +13.3%. YTD through 4 months it's £81.5bn vs £77.0bn or +5.7%.
gsbmba99
24/5/2018
11:31
Written Q&A - http://bit.ly/2LofOcK
astonedt
23/5/2018
12:35
Robin Savage, Research Director at Zeus Capital discusses Mortgage Advice Bureau (Holdings) in this DT interview - http://bit.ly/2x2xxmQ
astonedt
28/4/2018
07:59
The March UK Finance gross mortgage lending spreadsheet for March is out ( Https://www.ukfinance.org.uk/wp-content/uploads/2018/04/Gross-Mortgage-Lending-Statistics-March-2018.xlsx ). Mar 18 was £20.5bn vs £21.0bn last year or -2.26%. I haven't checked but there could be an Easter effect here. YTD through 3 months it's £61.4bn vs £59.0bn or +4.0%.
gsbmba99
16/4/2018
14:06
From the written Q&A: "Our year-on-year increases in adviser numbers has and will continue to be a main driver of turnover growth, 50% of our growth is organic, the rest is achieved by attracting new and ambitious firms to our business. We’re confident of maintaining our growth targets although adviser numbers can be lumpy and can often be second-half year loaded but we still see that moving forward as a strong growth opportunity for us." It's the first time I've seen a number around the proportion of adviser growth that's organic. That's pretty strong.
gsbmba99
16/4/2018
13:12
Written Q&A - http://bit.ly/2H5SjCR
astonedt
16/4/2018
11:17
DirectorsTalk interview with CEO Peter Brodnicki: http://bit.ly/2GVvFNb
astonedt
05/4/2018
13:00
£700k is a drop in the ocean compared to his overall wealth. yes he was highly desired based on previous roles/relationships and what he has done at his current employer. good appointment.
chapchip
04/4/2018
09:05
Ben Thompson has been appointed MD, a new board level position. He was until today CEO of ULS ( Https://www.investegate.co.uk/mortgage-adv-bureau--mab1-/rns/board-appointment/201804040700047146J/ ). Peter Brodnicki is gifting Thompson 113k shares. I can't recall seeing this before. It seems Mr. Thompson is much desired by Peter if he's willing to give up nearly £700k to get him to join. In the last 12 months we have two new proposition directors (mortgages and protection) and a new MD.
gsbmba99
26/3/2018
20:00
Think lenders have been reluctant to provide the data as it shows just how much business is being transacted on an execution only, non advised basis. But you are right, UKF are on the case I believe.
techno20
Chat Pages: 8  7  6  5  4  3  2  1
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