Numis Share Discussion Threads

[its the oxman] 29/7/2021 10:34

Can't believe num is still well under 400p

[speedsgh] 23/7/2021 09:12

Ultra Electronics Holdings (ULE). Numis are acting as corporate broker on the proposed £2.58bn cash/share takeover of Ultra by Cobham Ltd (J.P. Morgan Cazenove is acting as financial adviser to Ultra)...

[speedsgh] 23/7/2021 09:07

AssetCo (ASTO). Successful £25m placing. Numis acted as financial adviser/sole bookrunner...

[speedsgh] 16/7/2021 21:04

Further to post #409. International Public Partnerships Ltd (INPP). Placing successfully raised £135m (initial target approx £100m). Numis acted as sole broker...

[speedsgh] 16/7/2021 20:54

Ref post #417. Learning Technologies Group (LTG). Placing raised approx £85m (initially guided £82m). Numis acted as joint bookrunner alongside Goldman Sachs with Berenberg as lead manager...

[speedsgh] 16/7/2021 20:52

SigmaRoc (SRC). Successful £260m placing. Numis acted as joint bookrunner alongside Peel Hunt & Liberum (with Strand Hanson as Nomad)...

[quepassa] 15/7/2021 17:31

Positive article in today's FT on Numis.

Lex column. Back page. Headed "Numis : coining it".

Commenting that "Investors are not getting carried away. The price-to-book ratio of 2.2 sits not far above the 10 year mean".

ALL IMO. DYOR.
QP

[speedsgh] 15/7/2021 17:17

Learning Technologies Group (LTG). Placing to raise approx £82m. Numis are acting as joint bookrunner alongside Goldman Sachs with Berenberg as lead manager...

[speedsgh] 14/7/2021 12:47

Latest Edison research update...

Positive trading continues -

[speedsgh] 14/7/2021 07:55

Trading Update -

Numis is today issuing a trading update in respect of the three-month period ended 30 June 2021.

We delivered a strong Q3 performance with revenue in excess of £50m. Whilst slightly lower than the H1 run rate, this represented an improved performance on the comparative quarter in FY20 which featured much of the COVID related deal activity. Investment Banking and Equities are continuing to benefit from the investment made in enhancing the quality of our client base and talent pool, as well as the growth initiatives we have undertaken.

All products across our Investment Banking offering are performing well as a result of our strategy to diversify the business by product and geography. Overall, year to date deal volumes and average deal fees are materially ahead of the comparative period. Whilst we have seen a strong contribution from IPOs in the quarter, M&A advisory and Growth Capital Solutions for private companies continue to deliver strong momentum. We believe these areas in particular offer significant opportunity to expand and improve the quality of our deal flow. Whilst early in its development, we believe there is also a clear opportunity to expand our Equity Capital Markets offering outside the UK.

The Equities business delivered yet another robust revenue performance, consistent with recent quarters. Market volumes and activity levels declined slightly relative to the very strong second quarter, however we have continued to gain market share in UK equities and we benefited from another positive trading book performance.

Whilst we expect deal volumes to reduce over the summer in line with the typical seasonal trend, the pipeline for the remainder of the year, and into next, remains very strong. During the quarter we have recruited additional investment banking talent, predominantly at the mid-ranking levels, and we will continue to add further headcount over the next few months to support our ambitions. This investment in talent is consistent with our strategy to develop the capabilities of our Investment Banking team and provide further capacity to support longer term growth.

Following the very strong trading over the first nine months, we look forward to reporting a record performance for the full year.

[quepassa] 07/7/2021 16:54

There is a conundrum with Numis which puts off many investors.

I agree that they may be cheap on fundamentals and outlook but they are hobbled by their stingy yield and long track record of barely increasing dividend payments.

If you are looking for yield, Numis pay lower than the comparable rate from many of the sector peer-group and other financials.

In terms of sector-related yield, they are an expensive stock.

Until such time as they significantly re-align their dividend payments and policy, personally I think the share price is in a ditch despite a lot of good things happening for them and the sector.

Good Luck All.

ALL IMO. DYOR.
QP

[its the oxman] 07/7/2021 16:21

Yes when any update comes it should see a very positive move. My hope as well.

[castleford tiger] 07/7/2021 15:37

far too cheap in my opinion
I keep adding
tiger

[speedsgh] 07/7/2021 13:02

On the Beach Group (OTB). Placing to raise £26m. Numis & Peel Hunt acting as joint bookrunners...

[speedsgh] 01/7/2021 20:07

The Gym Group (GYM). Placing to raise £31m. Numis & Peel Hunt acting as joint bookrunners...

[speedsgh] 30/6/2021 07:55

International Public Partnerships Ltd (INPP). Placing looking to raise approx £100m. Numis acting as sole broker...

[its the oxman] 29/6/2021 23:10

Agree. A lot of stocks seeing profit taking but numis must be doing well and deserves to be comfortably over 400p. Any update should confirm.

[bahiflyer] 28/6/2021 11:16

Trading update for the 3rd qtr was on the 3rd of July last year so expect confirmation of the continuing positive momentum will be released early next week

[thirty fifty twenty] 21/6/2021 22:40

feels like something afoot to me.
i hold and have bgt more

[deadly] 21/6/2021 16:25

Nice 6% rise today on a bad market day. Any tips?

[speedsgh] 18/6/2021 15:04

Numis has acted as Joint Global Coordinator (alongside JP Morgan Cazenove) on a £244m placing for Auction Technology Group (ATG)...

[speedsgh] 17/6/2021 13:21

Further to post #399, Numis, acting as joint global co-ordinator (alongside Barclays) on the proposed IPO of Victorian Plumbing, are looking to raise £297.5m (primary issue £11.6m, secondary issue £285.9m). Expected admission 22/6...

[speedsgh] 17/6/2021 13:16

Numis are acting as Sponsor and Sole Bookrunner on the expected IPO of Seraphine Group plc. Details of funds (primary & secondary) to be raised TBC...

[speedsgh] 16/6/2021 07:42

Numis has acted as joint bookrunner on a £76.2m placing for Helios Towers (HTWS)...

[speedsgh] 14/6/2021 15:05

Numis are acting as joint bookrunner/corprate broker (alongside Goodbody Stockbrokers) on a placing for Draper Esprit (GROW). The Placing and simultaneous PrimaryBid Offer aim to raise a total of £111m...