Non-standard Finance Share Discussion Threads

[patientcapital] 15/1/2020 17:50

PFG's reasonable trading statement this morning has had a positive knock on effect. Every little...

[parob] 15/1/2020 15:38

Now the reshuffling of shares/consolidation has taken place, any day now with the right news this should pop.

[galaxy enforcer] 15/1/2020 13:05

Unfortunately I am overseas but do expect to hear some good news from the company especially around how undervalued it presently is.

[cokehookerscars] 15/1/2020 12:29

Anyone going to the capital markets day ?
I can't make it.

[parob] 14/1/2020 19:17

Some very large buys went through today. Wonder if Neil Utley is increasing his holding.

[galaxy enforcer] 14/1/2020 17:30

Nice to see NSF trading back higher. I noticed the recent buy by Mr Utley made it into the Daily Mail. Will be continuing adding here along with NFX and DLAR. Expecting good things from UK equities this year.

[parob] 14/1/2020 11:31

Surely not long now until we break out of this range.

[galaxy enforcer] 10/1/2020 09:37

Thank you Parob. Looking forward to seeing what the company has to say.

[parob] 10/1/2020 07:19

Glasshalfull tweet:hTTps://mobile.twitter.com/Glasshalfull1/status/1215392386991427588Learned today that #NSF are holding a Capital Markets Day on 16th Jan & hopefully we'll get a trading update to coincide.Shares down (-67%) in last year as both Woodford & Invesco sold out. On current forecasts they are on a PER 3.5 for FY20 & offer a 16.5% dividend yield.

[galaxy enforcer] 08/1/2020 15:54

Still consolidating, tuck them away and enjoy the exceptional dividend.

[galaxy enforcer] 08/1/2020 09:36

Good morning, seems as though the reshuffling continues and hopefully setting a new base ready for the next move. On a separate note TCN is on the move again and worth a look.

[parob] 08/1/2020 08:09

Around 10% of shares so should find out who sold and bought them soon.

[parob] 08/1/2020 08:07

This should recover quickly now those large sales yesterday are out of the way.

[don777] 07/1/2020 16:13

possible Marathon Asset Management LLP
it's noticed on 18/12/2019 that they reduced about 1% holdings to 33.89M.
Woodford, Invesco and Marathon were the main ones to support recent failed RTO.

[spooky] 07/1/2020 16:03

In theory they should both be out, so who is today's seller?

[site manager] 07/1/2020 15:41

Invesco went to 0% on the 18/12/19

[galaxy enforcer] 07/1/2020 15:39

This was just posted on another board which makes an interesting read for those considering an investment;

[nick rubens] 07/1/2020 13:52

cheers Galaxy I'll take a look at the Trading Update Presentation.

[galaxy enforcer] 07/1/2020 13:06

Hello Nick, I don't believe they do. A presentation from the recent TS is now available

[spooky] 07/1/2020 12:43

Does anyone have a clue how many Invesco/Woodford still have left. I have completely lost track and i am struggling to work it out with any confidence.

[nick rubens] 07/1/2020 11:48

Do NSF have savings accounts or are they solely funded by Bonds or other corporate loans and or even shareholder money for the loan capital? I can't think of any other sources of money.

THis looks cheap etc but a slight concern would be that it was created by raising £100m share flotation 'buying' 3 existing loan businesses. Is it fair to suspect that the only real surefire winners are the owners of those 3 businesses who sold out and now we as public quoted share buyers are left with the potential/possible decline of them all? It's not exactly done well (yet?) for those who bought at IPO.

Am I too skeptical? I always worry when I buy any shares that I'm being stitched up by unscrupulous directors.

Having said all that I hope you all do ok, irrespective of whether I'm in or out.

cheers NR

[wardy333] 07/1/2020 10:21

Starting to look cheap again Director buys and a big holding by an insti, watching closely.

[galaxy enforcer] 06/1/2020 11:12

I have taken a few more at 21.4

[parob] 03/1/2020 14:38

Neil Utley is worth an estimated £200 million, so would not surprise me if he ups his stake further.