Numis Share Discussion Threads

[emeraldzebra] 28/9/2016 12:48

totally fail to see why these are so cheap....extraordinary..

[oregano] 12/9/2016 12:02

Adviser and broker to MicroFocus. If that deal goes through fees are going to dwarf anything they have earned to date.

[lord gnome] 06/9/2016 20:44

I'm not complaining deadly, but rather like you, I am wondering what lies behind it. I've only been in here for just over a week, so this rise has been a very pleasant bonus indeed.

[tenapen] 06/9/2016 20:07

Hi deadly. In Sunday's Papers and here on City Wire;



City all set for £30bn float bonanza
And Chinese consortium is poised for £5 billion swoop on cyber-hubs owned by billionaire Reuben brothers

Cont...

[deadly] 06/9/2016 19:54

Over 235p and no comment!? Value was obvious but timing of this sudden rise is bizarre.

[its the oxman] 27/8/2016 17:18

Share price has recovered slightly - but still v cheap and should benefit for a few years from reputational damage at Cenkos

[speedsgh] 12/8/2016 10:14

Nice appointment for Numis...

Statement re appointment of corporate broker -

Intermediate Capital Group PLC is pleased to announce the appointment of Numis Securities Limited as joint corporate broker alongside the Company's existing broker, JP Morgan Cazenove.

[montyhedge] 04/8/2016 15:09

Anything to with finance will to be weak. Less deals as uncertainty hits around Brexit.

[montyhedge] 03/8/2016 19:42

Perhaps Brexit uncertainty hit these, just like all other financials.

[its the oxman] 20/7/2016 15:22

Great value sub 190p unless somebody knows otherwise. Just not sure what is going to get it back above 300p. Patience required perhaps.

[emeraldzebra] 27/6/2016 11:43

thanks. am not really clear why the share price has been so badly clobbered ....!

[ayl30] 27/6/2016 10:05

Silence - perhaps its because we haven't got a clue. Throw any number out - who could say if its right or wrong. Real issue is is this a company you would invest in long term - yes - then a days number is irrelevant

[emeraldzebra] 27/6/2016 09:38

and today at 185p. ?? deafening silence ??? comments please ?

[its the oxman] 06/6/2016 17:24

Wow 230p , & still really cheap.

[johnwise] 24/5/2016 07:39

.
Hi diddle diddle the cat and the fiddle ?

Usually the first trade of the day, that marks the price down

23/5/16 - 47 Shares sold
20/5/16 - 58 Sold
19/5/16 - 58 Sold
18/5/16 - 48 Sold
17/5/16 - 49 Sold
16/5/16 - 49 Sold
13/5/16 - 48 Sold

[postmanpat11] 20/5/2016 13:05

Nice one. Cheers... Think Numis is going to be one of the winners once MiFID 2 blows in. Strong position, big corp list etc

[speedsgh] 19/5/2016 12:59

New Edison research note...

Expanding franchise, evolving leadership -

Numis has continued to enlarge its franchise with its corporate client list now standing at 185 compared with 157 at the end of FY13. To help maintain momentum in the business, the group has been addressing management succession with founder Oliver Hemsley to be succeeded by joint CEOs Alex Ham and Ross Mitchinson later this year. After strong first-half profit growth, we have left our estimates little changed reflecting an uncertain market background for the second half. This may prove conservative as may the share price which, on our ROE/COE model, implies growth of only 2-3%...

Outlook
Even though stock market levels have recovered from the sharp fall in the first quarter of the calendar year, the economic and political background remains uncertain with areas of concern including the pace of global economic growth, central bank policy and the forthcoming EU membership referendum. Looking beyond near-term volatility, Numis’s broadening client base and its rising average market cap bode well for prospective earnings.

Valuation: Market applies conservative assumptions
We have increased our fair value from 258p to 307p. It based on our ROE/COE model which, when we apply our central assumptions, suggests the market is valuing the shares factoring in 2-3% growth compared with our 5% assumption. Reflecting lower rates, our cost of equity assumption is slightly lower than previously at 10% versus 10.75%. We would underline the sensitivity of the valuation to these assumptions (see Exhibit 15 and accompanying commentary).

[johnwise] 19/5/2016 08:13

.
Today- With only 58 shares traded and its down 11.5 pence ?

'Flash Crash' Trader Can Be Extradited To US

[johnwise] 07/5/2016 07:18

chamberscolin, marginally better than the average de-ramp

[chamberscolin] 07/5/2016 06:36

'Apparently' the stock looks overpriced compared to its competitors in the same sector. However strong revenues, increased PBT, equity, cash and strong order book I'm not sure why this stock isn't doing better? It's debt ratio is a little high (slightly than 3x PBT) and the news it's founder has stepped down as CEO (but staying in the company) could make investors a little uneasy.

[ayl30] 06/5/2016 09:13

Edit, mis post

[ayl30] 06/5/2016 09:13

Edit , mispost

[ayl30] 06/5/2016 09:12

The fact it can go