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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% 26.50 26.00 27.00 27.50 26.50 27.50 17,954 08:00:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 34.5 8.0 2.7 9.8 66

Pcf Share Discussion Threads

Showing 3876 to 3899 of 4025 messages
Chat Pages: 161  160  159  158  157  156  155  154  153  152  151  150  Older
DateSubjectAuthorDiscuss
09/1/2020
17:33
We have a P/E ratio of 10, similar to the main clearing banks, no legacy problems and fast growth. I would have thought this should be higher. Some possibilities: Is it Bermuda Bank selling down its holding post or pre sale? Just as a small co investors lose interest between announcements? I don't mind as I am a major long term holder but it would be nice if some of the potential came into the share price now rather than later. I think, given growth, and a higher P/E perhaps a 50% increase this year? Just sit tight it will come.
lees65
09/1/2020
17:32
We have a P/E ratio of 10, similar to the main clearing banks, no legacy problems and fast growth. I would have thought this should be higher. Some possibilities: Is it Bermuda Bank selling down its holding post or pre sale? Just as a small co investors lose interest between announcements? I don't mind as I am a major long term holder but it would be nice if some of the potential came into the share price now rather than later. I think, given growth, and a higher P/E perhaps a 50% increase this year? Just sit tight it will come.
lees65
07/1/2020
15:58
Hi Graham, By this board I meant ADVFN not this thread and I agree this thread is pretty good. I take it you don't spend much time on Twitter which is another world of ramping/deramping. It's the same as it's always been whatever the media. PCF with it's tightly held share register is a target. Can't say I'm that bothered. Happy to hold for the long term and as the market cap grows the share register will become populated with more and more institutions.
cc2014
06/1/2020
14:12
CC this Board has actually been pretty good quality. There are stocks that are fundamentally “dodgy” (WSG), or speculative ( UKOG) or just impossible to value/understand ( BUR). Those kind of stocks get deramped. PCF fits in to none of those categories, so I would have hardly thought it was worth the derampers effort. PCF will just stick to its knitting, produce the results, and the share price will look after itself.
graham1ty
06/1/2020
10:57
The challenge with this Board is that posters can write whatever they want. It's not moderated or fact checked. We have rampers/de-rampers/posters with multilpe logins most of which are working on short term timescales looking for a quick turn. History shows that most of these posters don't suceed financially but as one loses their pot, there's always a never ending supply of replacement posters. I'm very tired of it and read and post less and less. Which is a great pity as there are some very good posters on here too.
cc2014
03/1/2020
18:23
Tongosti ......are you wanting it to fall ? U hope for a better entry point ? I hope there is next to no chance of it getting down to 30p
graham1ty
03/1/2020
17:21
What's the chances of this getting to 30p?
tongostl
02/1/2020
18:17
Somers AR is also available. All looks OK to me. The loss is due to forex movements. Post year end they have successfully listed MJ Hudson on AIM. They have increased the dividend and carried on buying back shares. Somers is fully invested, but will have funds to invest again once the Bermuda bank is sold- it’s awaiting regulatory approval. If you research Utilico, UEM and Somers you will understand two things: -ICM who manage all of these interconnected companies are sound investors and the two owners, Jillings and Saville, are astute and successful managers. -The structure of their personal holdings and multiple listed holding companies, means that many of their investment valuations are discounted. PCF are a controlled company of Somers. Somers has a very low valuation in Bermuda versus its intrinsic value. PCF similarly will never achieve a toppy valuation until Somers exit. Understand all of this and you will understand the PCF valuation better. For what it’s worth, despite the relatively high ongoing costs, I do follow and hold UIL and UEM as they are sound investment vehicles generally hitting my targeted 10% annual return. Management will always do better than investors but they are well worth following in my view. I can’t think of many failed investments that they have made over the last 10 years or so and they have done some fairly eclectic ones, including a gold miner!
topvest
02/1/2020
17:37
Tongosti......”;I completely agree....merely pointing out an article”. But your post read: “PCFs largest holder Somers is having its own financial difficulties at the moment, we may see some selling down here as a consequence.” Which appears not be what the article was saying, or implying, so I think your post was a tad misleading........ However, peace made. PCF is a great company and we will all hopefully do well ! I do not want to get into an argument.
graham1ty
02/1/2020
17:32
I completely agree Graham, PCF is a great company and has been a great investment for Somers. In my original post I was mearly pointing out an article I had come across, which to be honest, doesn't indicate Somers will be selling anytime soon.
tongostl
02/1/2020
17:30
Somers is doing fine when I last reviewed their accounts. UIL, listed in London and Bermuda, hold a large stake in Somers and are doing well. UIL provide regular updates on Somers for those that are interested. It’s the Utilico connection that convinced me to back this. They are fairly sound value investors and good for a 10% per annum return generally, albeit the returns would be better if the 2 founders didn’t skim their high charges off at the top. They also run UEM.
topvest
02/1/2020
16:10
Let's hope it is just a scare story, because if Somers were forced to start selling this would be 10p faster than you can say "let's get brexit done"
tongostl
02/1/2020
10:34
It’s a $9.7m loss in the article. Not $97m as the header suggests. It also says ( assuming the article is accurate) that Somers has gearing of 12%, and is selling Bermuda Commercial Bank, which will raise capital to pay down debt. With net assets of $423m, Somers is hardly struggling ! Scare story. Rubbish
graham1ty
02/1/2020
09:48
Suggest reading their annual report would be a better informed source.
carcosa
02/1/2020
09:43
hxxp://mobile.royalgazette.com/local-business/article/20191227/somers-reports-97m-loss-for-year&template=mobileart
tongostl
02/1/2020
09:38
Very interesting if the information can be verified
solarno lopez
02/1/2020
09:26
That’s interesting tongostl, I haven’t picked up on anything like that. Are you able to direct me towards further information on that score?
bdroop
02/1/2020
09:12
PCFs largest holder Somers is having its own financial difficulties at the moment, we may see some selling down here as a consequence.
tongostl
18/12/2019
12:24
Hi Graham, I was just about to post. I know we continue to see the constant selling (short term timeframe PIs moving on to the next thing?) but it looks to me like someone is trying to collect shares as cheaply as they can. Today we have 36k sellers and that 52k buyer. Yesteray we had a 51k of buyers again matching the sellers (I see the 21,892 as a roll-over). It's peanuts for an institution but it's how they would work in a scenario like this because they know if they are patient the next trading update is for ages and we will probably just see drip selling. Their alternative would be to use the "smash and grab raid" by moving the price to 40p but that's risky on small caps as often PI's see the momentum and join it rather than sell. I am quite hopeful. The market has gone into depression after Boris' legal one year to leave the EU, but I think that's him testing his MP's to get behind him. It really doesn't matter as they can pass new legislation to change the timeframe and I believe it's their to focus the mind. If he hadn't set a date of end Nov to leave then he wouldn't have achieved Jan, we would still be faffing around now. I think it's the same ploy. Of course the city don't agree, or maybe they want to collect shares cheap! not that I want to leave the EU but that's just my opinion.
cc2014
18/12/2019
12:03
Good, another buy of 52,000 at 35.57p. That should have soaked up the sellers of the last few days. I hope it is an institution using the (slight) liquidity. PCF has completely avoided the Boris Bounce and constant selling has been boring. It is depressing that PCF will end the year DOWN, despite being so far ahead of where they thought they would be..... Our time will come
graham1ty
13/12/2019
12:10
It was interesting listening to Scott at MELLO. He reflected what a lot of us knew: that businesses, people, departments were deferring decisions because of uncertainty. Uncertainty about Corbyn, a hung parliament, Brexit. I wonder whether that will now change and an appetite for making that investment decision, whether a car, horse box, or capital equipment will re-emerge. PCF would benefit from this ( as would many, many other businesses)
graham1ty
12/12/2019
23:51
Early election results if they continue as indicated might not do us any harm either.
paleje
12/12/2019
16:35
Saved by the bell. Stonking 353,000 buy at 36p. Hopefully cleared out the market. And might just halt this nervous slide
graham1ty
12/12/2019
11:02
Blimey, what did Scott say last night !!! Knocked a couple of pennies off Only joking, everyone a bit tentative today. Will be disappointing however if the shares end the month well down on prior to the results. And obviously well down on the year, as they started 2019 at about 36p.......
graham1ty
Chat Pages: 161  160  159  158  157  156  155  154  153  152  151  150  Older
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