Share Name Share Symbol Market Type Share ISIN Share Description
Pcf Grp 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
  -0.50p -1.87% 26.20p 25.40p 27.00p 26.70p 26.20p 26.70p 17,555 16:00:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 11.1 3.6 1.5 17.5 55.60

Pcf Grp Share Discussion Threads

Showing 3801 to 3825 of 3825 messages
Chat Pages: 153  152  151  150  149  148  147  146  145  144  143  142  Older
DateSubjectAuthorDiscuss
10/1/2018
11:33
CC agree with all you say. Would add though that the initiation note by Panmures about two years ago was headlined “PCF. A potential tenbagger”. Actually, have just dug that out. Was 19June 2014 and the price at the time was 10.1p with a target of 14p !!! So, at 25p we are only a quarter of the way there. On the June 14 note the last forecast was for 2017 with Adj PBT of £3m and eps of 1.8p. They actually produced £5m PBT and Adj eps of 2p. The eps figure is low because of dilution from the capital raises. So, since the 2014 Panmures note, they are 60% ahead on PBT. And Panmures now have a target price of 42p, c60% higher than now. Scott and the team are really classy. They deliver what they say. I have no problem buying more at these levels and waiting for the market to start focusing on 2019-20
graham1ty
10/1/2018
10:12
CC, I'm a long term holder here, the market only seems interested in short term plays and I view this as a 3-5 investment.Been holding PCF as shares or via loan notes for 10+ years.The banking licence they hold could be very valuable if someone wanted a quick route into the UK market IMHO.
che7win
10/1/2018
10:08
I attended about 10 presentations last year run by Shares/NEX/Proactive and saw Scott present at one of those. I guess I saw about 40 presentations overall and PCF was the only one I bought. I bought because it ticked all the boxes. Credible presenter, credible business, transparent finances and transparent long term business plan with (incredible) growth potential. The banking licence although designed to source funds more cheaply was also a bonus as in 5 years I'm sure the Board's ambitions will broaden and banking licences aren't easy to get and imho have a value way in excess of that perceived by the market. However, to come to the point out of about 80 people there I suspect I was the only one who bought. Everyone else was interested in the really high risk oil and commodity stocks and that was all everyone wanted to talk about after the presentation. It's sad to say that most PI's are always looking for the next 10 bagger and appear to ignore great stocks like this until later in the development phase. I made alot of money off SHAW and ALD over the last 18 months as the market woke up to what they were offering. I believe PCF can do the same although it's much more a 5 year play, which SHAW and ALD were but they were/are subject to takeovers as competitors noticed their value even if the market didn't. I guess I'm just a little frustrated. I can understand a pullback of 10% to 28 on the bid to buy, but a pullback all the way to 25 seems overdone to me
cc2014
10/1/2018
09:12
Graham1TY - you could argue that TRIAD PLC (TRD) is even cheaper and it gives a dividend. I own both.
netcurtains
10/1/2018
07:20
CC I am not sure why this is off everyone’s radar as they did lots of presentations over the last couple of years. The banking license was explained, Scott comes across very well, they have a very experienced Board and a great FD, and the backing of Somers ( who are a partner, not just a shareholder). Yes, the cost of the banking license has hit eps growth for this year, but if the stated loan book targets ( £350m, then £750m) and ROE targets (12.5%, then 17.5%) are met, then this is one of the cheapest stocks around.
graham1ty
09/1/2018
09:55
Good point about the Director buying Graham so I went and did some research. The recent director buys have been. Anthony 71k at 28p on 27/06 Bull 67k at 22.89 - don't have a date Brown 55k at 28p 26/10/17 Brown 80k at 25p 17/03/17 Morgan 147k at 26.75p 25/04/17 Franklin 43k at 28p 06/04/17 I may have missed some. It would seem this stock is completely off most people's radar given the low volume and lack of support coming in where the directors were buying.
cc2014
08/1/2018
14:18
Quite period for newsflow so drifting lower. I suppose the next statement will accompany the AGM in a couple of months.
the big fella
08/1/2018
13:58
It is falling towards the level before the “ ahead of expectations “ statement last Sept. ignores the Director buy at 28p. Surprised also that not appeared on anyone tipsheet for the year
graham1ty
08/1/2018
13:34
I am quite surprised how weak this is. Seems to be falling on low volume now. Strange
cc2014
04/1/2018
17:30
Another bunch of largish late trades.
cc2014
04/1/2018
09:00
What would be a good share for 2018 would be a share that hedges its bets. Could give you growth if the market continues up OR gives you a dividend if the market peaks. So PCF - In a sense is like gold. A reasonable safe haven. Perhaps we can have our cake and eat it. We will see.
netcurtains
02/1/2018
13:12
GingerPlant - we have had a long debate regarding the dividend and yield over the last 100 posts or so. I hold the view that this stock isn't about yield at the moment and although say a 20% increase in dividend each year would be welcome I am more interested in the long term growth which will flow into dividends in due course. Others see the dividend growth differently. You will have to make your own mind up.
cc2014
02/1/2018
10:47
This looks pretty good value to me – but given the 2/3rds holding by Somers, it’s difficult to see an outer, so you’re left with the yield and hopefully a steadily rising NAV with the share price following. But NAV now is 18.2p, so it’s clearly being valued (and not unreasonably so…) on a combination of earnings and assets – and lowly at that. Nevertheless, this would seem to be all about the yield to me as a reason to buy. Brokers’ forecasts (Stockdale) are for a divi of 0.3p this year, 0.4p next – so a most optimistic case of 1.4% at the current buy price. OTOH, there’s a stated intention to “operate a progressive dividend policy moving forward” but it’s still not valued as attractively on the basics as some of the big clearing banks including Lloyds & Barclays. Of course, it has the potential to run much faster – but they’re also going to be more exposed to any slowdown. All in all, I can’t decide! :-)
gingerplant
19/12/2017
13:43
Some interesting volume today.
cc2014
18/12/2017
13:24
Finally we seem to have cleared out the stock which was sold at 27.0 and the 6 MM's are lined up on the bid at 27. Second line financials looking much stronger of late as does FTSE so let's see where we go.
cc2014
15/12/2017
09:59
Price seems to be holding up despite this string of sells. In fact the price to actually buy shares appears to be rising suggesting maybe a buyer in the background soaking up all the shares being sold?
cc2014
13/12/2017
20:44
Yes, presentation quite interesting. Thanks for posting. Hopefully good steady growth to come over the next few years.
topvest
13/12/2017
12:21
It needs people to awaken their imaginations... Its not all about numbers - its about being a market disrupter... PCF have got themselves in to toffs banking party, now its time to find a good place on the main table and light up the cigar.
netcurtains
13/12/2017
10:22
I don't think this stock needs ramping anyway. Just a bit of patience. People will discover it sooner or later. All the information required is in the presentation
cc2014
13/12/2017
10:02
Dec results Presentation. hTTps://vimeo.com/246024469?utm_campaign=&utm_source=emailCampaign&utm_medium=email&utm_content=%7B~mailVariationId~%7D
yupawiese2010
12/12/2017
20:06
look whose talking. Of course PCF is a great investment. We're all here ... That is its own story.
netcurtains
12/12/2017
19:28
Netcurtains: You are lowering the tone on this BB. Lets have a sensible discussion please with comments that add value rather than just endless ramping.
topvest
12/12/2017
09:39
DTE: You mean PCF have a great PE ratio AFTER taking off net assets!!! WOW. What would the PE ratio be if you added back the net assets??? This baby can only go one way - provided there is not some super secret out there we are not aware of.
netcurtains
12/12/2017
06:19
Why would you look at a PE multiple after taking off net assets? That's only useful if those net assets are not used in financing the business (e.g. entirely surplus property)
dan_the_epic
11/12/2017
22:09
Interest rates are rising in the USA - UK next. This can only be good for banks generally and PCF should coin it more than most! Go on son - get in there!
netcurtains
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