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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 24.00 24.00 24.00 97,639 08:00:00
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 3901 to 3924 of 4025 messages
Chat Pages: 161  160  159  158  157  156  155  154  153  152  151  150  Older
DateSubjectAuthorDiscuss
12/2/2020
10:39
Share price got a bit stuck yesterday and I'm beginning to think that large 356k trade at 36p must have been a sell as on the balance of likelyhood something has been holding the price back against a flow of constant buying. Also, if it was a buy I think someone would have had to pay more. They good a good price from the MM though looking at the time they must have placed the trade. Looks like the share price is about to move up again. Buyers slowly having to pay a little more trade by trade. Fingers crossed
cc2014
11/2/2020
11:39
Trading update on 6 March. That should hopefully allow a rerating upwards. Near term 50p target seems possible, after that its a small (market share 1/2%) growing company in a large market. Good short term and long term hold imo.
lees65
07/2/2020
07:50
Summary paragraph from ST: 'Trading on a current-year price-to-book value (PBV) of 1.3 times, I feel that the Brexit discount embedded in PCF’s modest valuation is set to unwind in the year ahead, driven by the ongoing strong operational performance and greater clarity on the UK’s departure from the EU. Offering almost 50 cent upside to my 50p fair value of the equity – equivalent to a September 2021 PBV of 1.6 times – and on a bargain rating of 0.6, PCF’s shares are worth buying.' See the full write up in the IC.
dendria
07/2/2020
07:44
Very good write up. Hope this reverses the drip, drip of selling
graham1ty
06/2/2020
20:39
I see ST has included PCF in his bargain shares portfolio for 2020. Very detailed assessment & reads well. Full article online for IC subscribers or on newsstands tomorrow. Should give us a nice lift.
1jbrisky
28/1/2020
10:21
Nothing we can do about it Graham. I note the selling kicked off yesterday morning. It's difficult to say because FTSE gapped down yesterday aggressively but I'm more minded to think it was the collapse in the Amigo share price that did it. I'm afraid part of the challenge of the stock market is that not all holders will fully understand what PCF do and we've seen PCF come under pressure as PFG, NSF, FCF and others in the sub-prime sector's business models have proved to be flawed. We had the fall on the PCP finance too, which I think Scott must be tired of repeating endlessly PCF don't do. We know that PCF's business is in excess of 75% prime and growing) and it's cost of financing are low as it's a bank and the interest rates it charges aren't under srutiny by the government, but nevertheless there are always holders who will sell on a bad day on FTSE or on news which they think is related but actually isn't. As we've said before the company will keep on delivering, profits will grow, eventually the market cap will reach £100m and then the share price will start to get re-rated. Market cap currently £85m so not so far to go. I expect it will gap-up on the next trading update/results.
cc2014
28/1/2020
09:24
This sideways drift is getting really dull ! The Annual Report is due soon, but unlikely to contain anything new. Then we have to wait for the AGM and accompanying trading statement, but that will not be until early March, probably another six weeks. The share price burst through into the mid 30s almost two years ago, and cannot get back to those heady levels. Despite the loan book being a year ahead of forecasts then; NIM being stronger than people feared; impairments apparently under control; acquiring Azule, which seems to be a cracking good acquisition; and building a team for bridging finance. Oh well, patience is required
graham1ty
24/1/2020
12:16
What a frustrating day again. All my banks are blue but sellers again today. I've got that sort of feeling that someone is dripping shares into the market at or just below 35p.
cc2014
23/1/2020
10:29
I'm inclined to agree Graham. The 400k at 35.5p will be a delayed trade so can't have been a sell as the price has never reached that. Along with the 2 350k trades on 14th Jan it looks like someone has been accumulating some stock without disturbing the price too much. No idea if they've finished. I'm guessing that someone has felt comforted by the election result, but also falling interest rates. I assume what PCF will save in paying savers less will be generally counterbalanced by charging customers less, but the political stability and likelyhood of falling rates leads to lower impairment rates.
cc2014
22/1/2020
16:40
Another reasonably chunky trade of 400,000 shares. I hope this is an institution soaking up the selling and using the chance to build a position while the share price languishes in the mid 30s.
graham1ty
21/1/2020
15:29
Last MM at 36p has moved up at last, which hopefully means we are ready to move up again. (Note I'm a little nervous we still have a seller releasing stock into the market in drips at 35p but as long as the buys keep outweighing sells I don't care)
cc2014
15/1/2020
16:40
At c40% growth forecast, this gets 1% cheaper every ten days !
graham1ty
15/1/2020
14:47
34p on the bid, 36p being paid which is the most we've seen for a while. I feel quite optimistic.
cc2014
14/1/2020
15:36
The 350k must be a buy as it's a sell of that size surely would have gone through at 32p or lower. The question is where the MM have got the stock from to fill that order. Perhaps we will see another large trade later, perhaps the 350k scoops up all the stock the MM had spare and they are looking to find part of it from sellers at 34p.
cc2014
14/1/2020
11:32
350,000 gone through at 35p. I hope that is an institution slowly accumulating stock. Share price dead in the water until the AGM. As PCFs brokers do not use Research Tree, Private investors are in the dark. It is a real issue now. Maybe each company should be encouraged to have at least one broker whose research is available to smaller investors ? On the PCF website there is only Brokerlink and that is now seven months out of date. On Research Tree, nothing since Stockdale, ten months ago. Scott, how can this be addressed ? You do the rounds of MELLO, ShareSoc etc, and are very good at seeing private investors. But we are locked out of research ?
graham1ty
13/1/2020
13:57
Thanks. It must just be a lack of coverage, being a small company. I think the AGM update should be healthy and give it a bounce. I suppose also being compared to other banks might not help, when PCF has no legacy problems and is growing. Maybe also when it hits £100m mk cap it will get onto funds radar screens?
lees65
11/1/2020
10:51
BCB sold their holding to Somers, I believe. Already announced.
topvest
10/1/2020
19:23
Lees, are Bermuda Bank not just selling their holding to Somers ? There is no one selling in the market
graham1ty
10/1/2020
16:51
Volumes are very small so I doubt there is an institution selling down. But WDIK
the millipede
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
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