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Share Name Share Symbol Market Type Share ISIN Share Description
Pcf Group Plc LSE:PCF London Ordinary Share GB0004189378 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 24.00 23.00 25.00 24.50 24.00 24.50 300,852 08:00:03
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 34.5 8.0 2.7 8.9 60

Pcf Share Discussion Threads

Showing 3851 to 3875 of 4025 messages
Chat Pages: 161  160  159  158  157  156  155  154  153  152  151  150  Older
DateSubjectAuthorDiscuss
04/12/2019
11:42
Just come off analyst call. Remarkably little new ( they presented recently in Manchester and at MELLO). Prudent lending, cheap borrowing from customer deposits, good systems. Tight controls. Very public KPIs ( I like a company where we can hold them to account against specific targets). Growing strongly. Will just wait for Mr Market to catch up. As an aside, Scott has always said that some instos will just not look at a sub £100m market cap company. At 42p they get to £100m and a whole lot more potential institutions will look at it. May not be until into next year, but 42p is not a million miles away. And PCF did hit 42p in the middle of last year
graham1ty
04/12/2019
11:20
Looks to me like the traders/rampers sold out this morning in the first hour and will now move onto whatever target they have next. Which does my head in really as looking at the figures in post 2715 what's not to like? Happy they are gone. The market happily absorbed their shares within the hour telling me there are plenty of long term investors out there happy to absorb stock at these prices. I know it's difficult to do nothing, but sometimes sitting in a share for years on end is the easiest way to make money. When you find a good one why sell it? So, market cap of £90m. Forecast profit of £21m in 2022. I can't even be bothered to work out the P/E as it would be so low. Even if they miss the profit and only turn £15m (which given the directors always careful to underpromise seems about as likely as me bedding Taylor Swift) the P/E would still be crazy low. Oh and of course by the time we get to 2022, the forecast will be another 2 years out and showing well my guess something in the range £30m-£40m Here is the chart from 2009 after the crash. Once you've got a good share just stick with the trend and ignore the noise. I suppose some people might see this post in itself as ramping but I write it more to remind myself not to go anywhere near the sell button as from time to time those thoughts cross my mind however hard I try to be rational about it.
cc2014
04/12/2019
10:38
Thanks Graham,,,,excellent stuff ;-)
cheshire man
04/12/2019
09:03
There are now the first forecasts for 2022. Shore Capital have got 4.8p for 2021 and now 6.8p for 2022. Profit being £14.7m in 2021 and £20.8m in 2022. That is 140% increase in eps in next three years. If the share price rises 140% from here, I will be very happy !! That would be 80p ( assuming the rating remains the same).
graham1ty
04/12/2019
08:20
Results are excellent. I couldn't find anything to concern me at all and the growth figures are amazing.
cc2014
04/12/2019
08:20
Yes as expected I think but their portfolio build is a year ahead of their own target so they're doing something right and they think their specialist sector can withstand economic bumps. Divi increased by a third, eps 2.7p. Maybe election uncertainty quelling interest for now?
paleje
04/12/2019
07:51
Results look good to me.
igoe104
02/12/2019
12:50
results on the 4th
wanttowin
13/11/2019
10:05
Just need to be patient. With growth of the loan book of and eps of 25-30% per annum, this gets 1% cheaper every two weeks !!
graham1ty
13/11/2019
09:47
Can't see a reason not to hold this stock for very many years, which is the same as what I said when I bought it in 2017. One of my better purchases. I'm feeling better at 36p, because at 27p I was worried we might get someone chancing their arm with a desirory takeover approach in order to get the banking licence. I'm still a bit concerned about this at 36p as I consider the share price too low for the growth indicated but my sense is there is reasonable support here. Price went up to 37p to sell and obvioulsy a few PI's who had bought perhaps around or below 30p sold a few. Can't blame anyone for that. But more importantly when the buy price retraced a bit buyers have come back in
cc2014
13/11/2019
09:08
Just looked at glasshalffull excellent twitter feed, the investment case mightily reassuring.
igoe104
12/11/2019
16:00
Glasshalfull @Glasshalfull1 ยท 42m Onto PCF Bank #PCF & Scott Maybury, CEO with an assured presentation on the considerable growth story emerging. The undernoted slides confirm the ambition with strong EPS growth & aspirations of a £1bn loan book - upgrades from a £750m target #MelloLondon @MelloEventsUK
cheshire man
11/11/2019
16:40
They are presenting tomorrow according to my diary.
mark of the rushes
04/11/2019
15:11
Well,lots of interest in this now,and rightly so.
geraldus
01/11/2019
09:02
I think we just need to be patient Graham. Page 9 on the most recent investor presentation shows a profit of 5.4m for 2018 (that's the one reported 11 months ago). At 34.5p that's a P/E of 17.25 The forecast profit for 2019 which will be reported in December is £8.0m and we know PCF have already said everything is in-line The foreast profit for 2021 is £14.0m which if the share price doesn't move would equate to a P/E of 6.6. I think maybe a P/E of 12 would be more appropriate and even that wouldn't reflect the underlying potential growth of a bank with a tiny market share in the areas it operates in. Which gives a share price of say 63p. I would suggest we are looking at a rise of 83% in 25 months which looks pretty stellar to me. Even if the market continues not to notice surely a rise of 50% could be achieved even if you are pessimistic. I'm thinking Simon Thompson has plenty of room to move his targe of 50p up in due course. Oh, and that's all based on a pessimistic economy continuing to be being dragged along by Brexit. If that ever gets fixed there is significantly more upside. Happy to hold and ride out the current pricing anomoly
cc2014
01/11/2019
07:46
Just looked again at the chart. The share price was between 35p and 40p for most of calendar 2018. It has not yet got back into that range. I hope, looking back, the drop to 25p will be seen as quite an anomaly
graham1ty
29/10/2019
14:59
Pleased to see this going up on the back of the results. Hopefully "the market" is beginning to understand that PCF is a under-promise and over-deliver company and even against a difficult uncertain economic environment they have delivered. Someone seems to believe as looking at the trades there are two trades of 1.0m and 1.2m, both at 32p. I assume they go together in that one is a buy and one a sell and that someone has swept all the stock available from whoever was selling and the MM's got the balance from somewhere. The share price has moved up since then and is easily holding. Two sells of 35k at 34.755 amd 46k at 35.055 have been absorbed by the MM with no impact on the price. Indeed the price to buy continues up suggesting MM are collecting for someone, possibly the same buyer who paid 32p yesterday. I guess we will find out in due course.
cc2014
29/10/2019
12:12
Just to let shareholders and potential investors in PCF Bank know that the management team will be presenting on the first day at the two day Mello London investor conference in Chiswick London W4 on Tuesday 12th and Wednesday 13th November and there will be an opportunity to take part in a Q&A at the end of each presentation. These are just a few of the companies taking part... Https://melloevents.com/event-mlexhib/ There will also be lots of quality keynote speakers, panel sessions and round table discussions looking at investment strategies & portfolio diversification plus sessions on.... How does a market maker work your share trades? What is undertaken in a company audit? What is hidden on the dark web? & how can retail investors get access to placings? Https://melloevents.com/event/ If you would like to join the thousand investors at the event you can gain 30% discount on your ticket by entering the code ADVFN30 when you purchase your ticket.
davidosh
29/10/2019
12:06
These are starting to get a nice momentum, hopefully 40p plus is on the cards soon.
igoe104
28/10/2019
12:53
Yes Cheshire, l'm considering ditching my 'no averaging down rule' as I could have bought more in the mid 20's!
bazzer1000
28/10/2019
12:49
hTTps://www.investorschronicle.co.uk/comment/2019/10/28/exploiting-a-brexit-discount/ It will be behind the pay wall Graham but well worth the subs....particularly for Phil Oakley's articles.
bazzer1000
28/10/2019
12:31
Price reacting very nicely to that Bazzer1000 :-)
cheshire man
28/10/2019
12:29
Bazzer, have you got a link to it ?
graham1ty
28/10/2019
12:03
ST 50p fair value.....
bazzer1000
26/10/2019
22:32
Great update and plenty to go for.Good to see Scott quoting my 'level the playing field' comment (post 2668) on car finance,lol. Gla.
geraldus
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