Share Name Share Symbol Market Type Share ISIN Share Description
Plus500 LSE:PLUS London Ordinary Share IL0011284465 ORD ILS0.01 (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +2.50p +0.53% 471.75p 472.00p 473.00p 474.75p 463.25p 465.00p 425,904.00 16:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 265.6 123.1 82.6 5.9 541.99

Plus500 Share Discussion Threads

Showing 11551 to 11574 of 11575 messages
Chat Pages: 463  462  461  460  459  458  457  456  455  454  453  452  Older
DateSubjectAuthorDiscuss
27/4/2017
14:30
Managed to fill all of my order last 2 days so I think a nice time to buy these...time will tell of course :-)
thorpematt
27/4/2017
10:42
Good to see from the Q1 trading update that there was a record number of Active Customers during the quarter. That record was achieved in spite of the decrease in new customers over the past 4 quarters – 29k, 28k, 22k, 22k presumably due to the reduction in marketing spend. All ties in with this extract from the Q3 2016 trading update – “In addition, the lifetime value of the Group's customers is increasing, as a greater proportion of higher value customers are being added, as well as the loyalty of customers, measured by their longevity on the platform, is growing.” Very good to see also that the margin has returned to around the level of the FY 2014 value of 64% - Q4 2016 was 64% and Q1 2017 was 59%. FY2016 was only 46%. hTTps://www.research-tree.com/blogs/news/plus500-q1-earnings-jump-25-despite-9-fall-in-revenue is worth a read.
metis20
26/4/2017
13:28
I actually think it's quite modest, considering nearly half of FY EBITDA was made in first quarter...
lampran
26/4/2017
11:15
.....who are the house broker! Nothing like talking your own book!
lydnem
26/4/2017
11:10
Research out from Liberum 5.05 TP hxxps://www.research-tree.com/companies/uk/investment-platforms-services/plus500/research/liberum/liberum-plus500-very-strong-q1-bodes-well/e1a0bf04-f9bb-4153-8103-ed72072c4e55 hxxps://www.research-tree.com/blogs/news/plus500-q1-earnings-jump-25-despite-9-fall-in-revenue
lampran
26/4/2017
10:18
IGG and CMCX struggling to keep up with PLUS - especially after their significant reduction in AUAC for the last two quarters. More to come given the differential in PE - my target remains 600+ by Mar 2018 having now updated my model for the full year Chart from 6th Dec when FCA announced Reg changes Excludes 50p divi from PLUS! and 9p from IGG Edit - Note chart not yet updated for today's price move
sailing john
26/4/2017
08:20
Anyone think it will see 500p today?
petercrosby
26/4/2017
08:18
Good on cost control, but it must be worrying with a drop in new mug punters. Does the fact that of the 155k of current punters, that 100k are new and that new mug punters numbers were markedly down?
lydnem
26/4/2017
08:03
Added Q1 actual to my model forecasts All slightly better than I forecast but I aim to be cautious - pleased to see AUAC remains much lower than historic average Overall positive tone and another new heavyweight Non Exec appointed .....Q116 Q416 Q1(E) Q1 Act Rev. $85m $92m $75m. $77.5 New C 29k 22k. 20k.. 22k Act C 68k 72k. 68k...72k ARPU 1256 1277 1100. 1080 AUAC 1316 742! 1200. 907 Need to update my FY to reflect lower costs - Rev unchanged but PBT will increase
sailing john
26/4/2017
07:41
Impressive cost control..
hutch_pod
26/4/2017
07:14
From today's RNS - · Significant improvement in profitability and quality of earnings: o Quarterly revenues of $77.5m and EBITDA1 of $45.8m, an increase of 25% compared to Q1 2016 o Strong EBITDA margin of 59% ahead of market expectations
metis20
26/4/2017
07:14
Well done sailing John, pretty close! Great to see even lower auac
lampran
25/4/2017
18:53
JS - I'm slightly more optimistic than you for Q1 KPIs forecast: Revenue $81m, New customers 33,000, Active customers 78,000, ARPU $1,040, AUAC $1,385, Marketing spend $46m. My understanding of the low ACAC in Q4 2016 is because marketing spend dropped off considerably in Q4 at to $16.6m compared to Q1: $37.9m, Q2: $37.9m and Q3: $32.6m. This meant as a proportion a higher number of customers of the total were acquired by natural search and brand strength and fewer customers recruited by paid search/words.
planelondon
25/4/2017
10:41
I still dont like the comparison to IGG. They have different business models and this crackdown on regulation will highlight the differences
lydnem
25/4/2017
10:39
Lyd - I can't predict active customers/new users other than assuming the previous quarter's trend will continue. However volatility has proved to be a good guide to trading volume and can vary revenue by plus or minus 15% or so each quarter and there are various measures that can be monitored in real time to give an idea of what is likely for the current quarter. (And of course IGG are out of synch reporting wise so their 3Q to end of Feb gives an early indication of what to expect in PLUS's Q1) Will be interesting to see where AUAC lies for Q1 given that it halved in Q4 last year and we don't know why/how although I would expect a knock on to new customers - hence my forecast reduction of 10% to 20k in Q1. I keep trying to refine my model and try to keep it cautious as I'm either long or out depending on valuation - my current target is North of 600p which would still put it on a significantly lower multiple than CMCX or IGG
sailing john
25/4/2017
10:24
SJ - It seems your focus is on volatility. Given their model, I would think the focus should be on customer gains, as they usually benefit on gaining new punters, and the punter losing their couple of grand, then moving onto the next lot
lydnem
25/4/2017
08:48
Repost of my Q1 KPI model output - posted above Will be able to compare with actuals tomorrow .....Q116 Q416 Q117(E) Rev. $85m $92m $75m New C 29k 22k 20k Act C 68k 72k 68k ARPU 1256 1277 1100 AUAC 1316 742! 1200 FY 2017 model ouput Rev $295m vs $328m in 2016 PAT $97m vs $117m in 2016 PE 6.2 at 420 and 1.25 Yield 10-15% dependent on special nai SJ
sailing john
25/4/2017
08:41
Morning Lyd - where in my post does it say I'm happy! Anyway as you rightly say not significant - and are others having the same conversations with the FSMA in Belgium? I'm not an Internet expert but it must be difficult/impossible to prevent access to Internet advertising (perhaps from third parties) from just one country And in PLUS's case they are shirt sponsor to Atletico - I assume fans aren't stopped at the airport if they are wearing AM shirts and Belgians are allowed to watch Champion's League football - not seen the detail so no idea how they attempt to enforce I understand that Regulatory controls are actually working against the intended purpose as non regulated providers are moving in to fill the gap leaving customers at greater risk. Anyway an interesting debate - not expecting a strong Q1 tomorrow given the record low volatility. A decent April though until yesterday when market calmed by French election first round. Plenty more volatility drivers on the horizon though GL - SJ
sailing john
25/4/2017
08:19
Im not getting excited about half a bar, but you would have to ask if this is just the tip of the iceberg. Im glad you are happy with the company for breaking the rules......again
lydnem
25/4/2017
08:10
Where's Lydnem (aka ElCap) usually gets very excited at anything negative for PLUS PLUS - Belgium FSMA fine of Euro 0.55m - presumably not complied with ban on advertising or offering leveraged products in Belgium 1Q TS is tomorrow which will be more significant for price RNS but Leaprate puts a little more meat on the bones hTTps://www.leaprate.com/forex/brokers/plus500-comes-e550000-settlement-belgium-fsma/
sailing john
19/4/2017
19:32
Yep looks like the regulation is going to get kicked into the long grass.
thevaluehunter
19/4/2017
13:21
Maybe a change in direction over regulation And plenty of trading around the election. Good news, imho.
timanglin
19/4/2017
11:56
https://www.leaprate.com/forex/regulations/fca-mission-statement-2017-no-update-cfd-forex-leverage/ Might be waiting awhile yet for the FCA ruling to come through. Probably even less of an impact in this years earnings then
rhatton
13/4/2017
12:25
Thanks Sailing John, cheers for the correction/ Still a great co.
lampran
Chat Pages: 463  462  461  460  459  458  457  456  455  454  453  452  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:41 V: D:20170428 04:32:44