Non-standard Finance Share Discussion Threads

[don777] 17/5/2018 08:30

13 Mar 2018
Final GBX 1.70 31/12/2016 31/12/2017
17/05/2018 18/05/2018 15/06/2018 2.20

[kop202] 15/3/2018 16:08

Thanks for posting Don

[don777] 14/3/2018 20:35

Discussed NSF here:

[kop202] 14/3/2018 15:58

This company received a boost from the PFC debacleWoodford is up to his buffers in PFCThe Company is projected to grow and is even indulging in share buy backsGood diviWhat's gonna go wrong?

[topvest] 13/3/2018 21:02

This company is too highly leveraged with £200m or so of debt. Very high likelihood for going bust when conditions deteriorate in my view. P&L has massive adjustments from statutory to "normalised" numbers due to all the acquisitions. Nothing good to say about this one really, but then again Woodford is a major holder!

[don777] 13/3/2018 12:14

Non-standard Finance Plc NSF
Peel Hunt Add 68.60 68.40 85.00 85.00 Retains

[don777] 13/3/2018 08:55

Non-standard Finance Plc NSF
Liberum Capital Buy 68.70 68.40 94.00 94.00 Retains

[kop202] 30/1/2018 11:36

Plenty of buy backs and feeding off PFC's disaster

[topvest] 30/11/2017 19:14

Think this company is one "swimming naked" but that will only be revealed when the tide goes out!

[don777] 30/11/2017 11:30

Non-standard Finance Plc NSF
JP Morgan Cazenove Overweight 72.13 71.00 100.00 100.00 Reiterates

[topvest] 20/10/2017 16:36

Better placed than NSF in my view. This is too highly leveraged and poorly run.

[russell250] 03/10/2017 14:44

mcl - morsesclub results Thursday 5th -- be interesting after loss of agents from pfg

[topvest] 25/9/2017 08:28

Well I've sold out of Non-Standard Finance and reinvested in Secure Trust Bank. Made a small loss here, but its not worth holding in my view as the results to date have been very disappointing and there are far too many adjustments to the actual numbers being reported (i.e. adjusted underlying this and that). The former is low quality, poorly managed and with an over-leveraged capital structure. The latter is high quality, well managed and with a highly prudent capital structure. One will fair well in the next downturn and one won't!

[russell250] 30/8/2017 18:53

invested heavy into this stock - last 48hrs - look forward reading comments on this board

good luck with last 4 months of year

[topvest] 30/8/2017 07:54

OK, under £5 could be a smart move if it turns around. I sold at £33 and £10. I don't buy on BAD profit warnings though and this one was very bad. Good luck. Still think NSF and Morse's Club will be the winners from their debacle. That being said, NSF doesn't impress me. Will sell out of them soon hopefully and reinvest the proceeds in Secure Trust Bank.

[glenkaz] 29/8/2017 22:59

Yep that's why I bought under £5 🤡✌A039;

[topvest] 29/8/2017 20:48

LOL - not any more. It's just broken its own successful business model, made a £120m self inflicted loss, has lost half its agents and can't collect its debtors. Haven't you heard?

[glenkaz] 29/8/2017 19:46

There's only one market leader 🤔 Mr provi 🤡✌A039;

[topvest] 29/8/2017 18:41

5chipper - zero in my view. Why buy the Provie with all its problems, when most of their agents have moved for free to them anyway?

[grahamg8] 29/8/2017 18:33

Oh yes that would be the one that says

''NSF is sticking with a tried and tested business model of door-to-door lending - and analysts claim the Financial Conduct Authority is "perfectly comfortable" with NSF's business plan.''

But then I'm sure Chimers knows better.

[bazzer1000] 29/8/2017 09:24

Thanks bugrit. looks about right.

[bugrit] 29/8/2017 09:05

It might be the buy recommendation in yesterday's "Inside the City" column. (Sunday Times)

[5chipper] 29/8/2017 08:59

What are the chances that NSF are planning a reverse takeover of PFG... Woodford & Invesco own 50% of NSF and 40% of PFG