Ncc Share Discussion Threads

[tsmith2] 30/1/2019 17:53

Followed by a not too shabby £125k too

[pre] 30/1/2019 17:11

agree, nice UT and big buy trade (£1.25 million) after close...bodes well

[tsmith2] 30/1/2019 16:50

A very good reversal

[pre] 30/1/2019 15:17

iceberg buyer..2515

[pre] 30/1/2019 14:21

seller cleared by the looks of things...that was the bottom...turned blue now...edit that big trade just gone through...

[tsmith2] 30/1/2019 12:31

Does that answer your question, MTRO is NOW trading at a significant discount to book..

[tsmith2] 30/1/2019 12:30

And HEMO too.GENL - cheap, not madness though.FFx - good value, good opp

[tsmith2] 30/1/2019 12:28

Yes! you can add Amer, SHG toowhat they trade at now - don't confuse what they may have been before.. imo been smashed for no good reason.

[kemche] 30/1/2019 11:12

ts, NCC, G4M, FFI, MTRO
All madness????

[2lb] 30/1/2019 11:09

muddyw 25 Jan '19 - 19:42 - 1820 of 1832


Totally nailed it with this post.

Escrow makes all the money at NCC and pays for the top heavy management (non billable) structure in Assurance.

Company in danger of losing it's way completely, CEO completely silent since being appointed.

At least they have stopped the bonkers acquisitions in terms of silly valuations

Would say clearly worth more than the current pice (112p) but needs to restore confidence to underpin a rebound

[pre] 30/1/2019 08:09

yep seen that...a further rns director buy too..

[boadicea] 29/1/2019 19:42

pre - "Buys exceeding sells"

? I think the two largest buys may well be delayed reported sells which would go a long way towards balancing it for the day. The main price drop occurred about an hour before tha sells "appeared" so that would fit.
We have to hope that that particular seller has finished, otherwise any attempt at a rise will get knocked on the head until he is done.

[tsmith2] 29/1/2019 18:31

another director buy

[cerrito] 29/1/2019 15:43

A mildly encouraging write up in yesterday's Small Talk column of the FT

[technowiz] 29/1/2019 15:18

i've doubled up today. lowest price i payed was 119.5p. my 1st buy was at 136.2p.

[pre] 29/1/2019 14:54

directors buys too...buys exceed sells...

[tsmith2] 29/1/2019 14:46

Bizarre price action here

[tsmith2] 28/1/2019 21:29

Why do they report them after trading hours?Like sneak them out?

[seball] 28/1/2019 20:47

More director Buys today.

[seball] 28/1/2019 10:51

Agree follow the money. Significant Director buying shows confidence. Good luck

[pre] 28/1/2019 10:46

just spotted the late rns.,..that's a positive vote of confidence...

[muddyw] 25/1/2019 19:42

@MW8156 - seems a bit of a stretch to blame previous management for failure to recruit / retain talent now? Almost 2 years after the changing of the guard?
If anything it looks like they're struggling now because of the fact that they're chopping and changing their leadership every few months?
I'm not surprised brokers are starting to ditch now - the results aren't great (bit of crafty accounting to make it sounds positive) and since they've been claiming to be 'just in transition - normal service will resume soon' for 3 bi-annual results in a row, it's becoming less convincing with every one.
Not to mention that Escrow numbers are down yet again. Which means either:
Escrow management are completely inept, floundering now that the don't have Rob Cotton to micro manage them.
or
The Escrow bubble is finally bursting (now that companies are realising it's an outdated, pre-cloud concept).
Without that guaranteed renewable revenue to prop up the Assurance division, NCC's become just too risky a business model.

[tsmith2] 25/1/2019 18:04

He's just bought £100k's worth