Pagegroup Share Discussion Threads

[thewheeliedealer] 20/1/2021 21:28

Hi all, My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast recently and part of our discussion includes PAGE and the wider Recruitment sector. This is an unusual episode because for the first time we had a Special Guest on the show and the response has been hugely favourable (here’s a clue: he’s not the usual ‘Guru’ that all Podcasts have). And as always we chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management. Anyway, if you use Youtube, Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 40) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, not like all the stuffy financial fodder you are probably more used to !! Happy New Lockdown !! WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-40-isa-millionaire-twlo-ihcu-kgf-slp-av-jmg-fran-stem-sap

[contrarian joe] 03/4/2020 14:39

Remember reading your post that you took the intelligent action to self isolate,yes both can explode of bottoms ,i posted page low of 250 was not 250 in 2008 was 2016,it went down to 160ish in 2008.

[essentialinvestor] 03/4/2020 13:33

Joe, worth keeping an eye on RWA, that Trebled within a 12 month timeframe coming out of the financial crisis.

[essentialinvestor] 03/4/2020 13:32

Hi Joe, with asthma I've been stuck in for weeks already. My other half, who works in healthcare, has taken unpaid leave.

[contrarian joe] 03/4/2020 13:24

Page have announced a special in Oct,which now be under consideration.

[contrarian joe] 03/4/2020 13:20

Hope your keeping safe,"what a small world we live in",i think it was around that time my brother met a merchant banker on holiday who was doing some deep research on them,he contacted my brother a few days after arriving home to say he bought quite a few,so many quality cyclicals on their backside at the moment, as tempting as they are not sure now is the time to be brave.

[essentialinvestor] 03/4/2020 12:49

Hays equity raise yesterday.

[essentialinvestor] 03/4/2020 12:44

One of my first jobs was working for Yellow Pages Sales Ltd in Surbiton around 1992. My area manager at the time was the wife of a Michael Page (as it was then) main board director. I remember one afternoon when the share price hit 76 pence she remarked ... you can put your house on this. The price quadrupled within a few years.

[contrarian joe] 03/4/2020 12:34

Got down to 250p in 2008,a quality outfit in good times,gets really ugly in recessions,it's on my watchlist now.

[keane16] 20/3/2020 10:40

So much more bad news to hit this sector.

[rhatton] 12/3/2019 10:36

Maybe some headway today as long as it closes high

[rhatton] 11/3/2019 08:18

https://seekingalpha.com/article/4247508-robert-half-vs-pagegroup-battle-asset-light-recruiting-companies

[andyj] 11/3/2019 00:16

5.9% according to IC

[its the oxman] 06/3/2019 08:30

Thought these would be up more today on what look like decent results. Market fears of global recession I guess.

[its the oxman] 22/1/2019 00:18

Am I right thinking these are a bargain now at 450p?

[porsche1945] 15/1/2019 13:20

Hi, after the fall does anyone know what the yield including special will be now? give or take.

[its the oxman] 01/11/2018 12:04

500p why so weak?

[its the oxman] 20/7/2018 09:09

Could easily see a move toward 650p come results.

[arja] 18/7/2018 07:34

nice looking chart but why so little cover for the dividend which is almost the same as pre tax profit ?? They must be confident about the future !

[its the oxman] 11/7/2018 08:31

Positive update. Hitting 600p, still more to come

[letsgetbizzay] 11/7/2018 08:08

Sold out first thing. Good luck folks

[shammytime] 11/7/2018 07:08

Not too shabby :-)