Plus500 Share Chat (PLUS)

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
	+11.50p	+1.32%	881.50p	881.00p	883.00p	887.00p	863.00p	869.00p	380,210	13:28:54

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Software & Computer Services	265.6	123.1	82.6	11.1	1,009.71

Plus500 Share Discussion Threads

Showing 11826 to 11849 of 11850 messages

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Date	Subject	Author	Discuss
18/8/2017 13:11	How long until PLUS's PAT = IGG's? Well not as long as you might think! perhaps? IGG PAT for 2H was £86m PLUS PAT for equivalent period 1H was $90.7m or £70.3m at 1.29 Splitting PLUS H1 PAT in 2 quarters prop to rev gives Q1 PAT of £29m and Q2 PAT of £41m So getting close to IGGs quarterly PAT of circa £43m IGG MC £2.45bn vs PLUS's MC of £1.0bn That gap needs to close a little - or a lot!!!! SJ	sailing john	Read Full Thread Reply
18/8/2017 08:03	Is Plus500 on trading halt this morning?	letsmakesome	Read Full Thread Reply
18/8/2017 04:43	And trumps pig's blood bullets comment. Is he unhinged? Seriously.	shaker44	Read Full Thread Reply
17/8/2017 22:12	VIX up 32% to 15.5 - mix of reasons given - Earnings mainly and Barcelona?	sailing john	Read Full Thread Reply
17/8/2017 11:54	free stock charts from uk.advfn.com Since the interim results last week the volume levels have held up very well, on the day of the catalyst volume was about 9 x average volume and has since held up at about 3 x the average. Could be a sign that of accumulation by institutional investors? Similar volume pattern to IQE after their trading update in July.	interceptor2	Read Full Thread Reply
17/8/2017 11:31	i never said i was short at 400. you are lying	elcapital2017	Read Full Thread Reply
17/8/2017 11:29	El C / Lydnem - So you call it short at 400 in January and all the way up to 650 but don't back it up with £s - thought so! Now you say short 805 or 801 make you mind up! (perhaps just another made up trade) GL SJ	sailing john	Read Full Thread Reply
17/8/2017 11:29	sp descents have been down to regulatory issues - PLUS500's house is much more in order now - From the recent interims - Regulatory update The industry in which the Group operates is highly regulated. As a result, the Group has continued to invest in its regulatory and compliance personnel as well as its systems and processes with a strong focus on best practice and maintaining an open dialogue with each of its regulators. Overall, the Group has made significant investment in compliance which is reflected in its regulatory culture. Overall, Plus500 believes that the current changes suggested by various regulators will assist in protecting customers' interests and protect them from illegal and unregulated providers, whilst ensuring the industry will become more sustainable. During the first half of 2017, a number of regulators have issued notices and consultation papers regarding future regulatory changes. In this context, Plus500 welcomes a co-ordinated approach by regulators and consistent conduct rules across all European jurisdictions. Plus500 believes that co-operation and the mutual efforts of the regulators together with providers like Plus500, will assist the regulators in implementing these changes. The Board would like to emphasise that Plus500 has always offered balance protection and never offered binary options and does not operate a call centre model that solicits customer trading or deposits. During Q1 2017, Plus500 has fully implemented the required changes raised by various regulators, as follows: CySEC CySEC's approach reflects ESMA's view and is in line with the regulatory changes of other regulators. The implemented changes included among others: cancellation of bonus schemes, setting default levels of leverage and enforcing negative balance protection mechanisms. The Company, which since its inception has provided negative balance protection to all its customers, has not found these changes to be an obstacle to doing business or a cause for reduced revenues. BaFin Plus500 has always been compliant with the outcomes of BaFin's consultation in Germany and will continue to provide all of its customers with negative balance protection mechanisms. AMF Plus500 is compliant with the outcomes of AMF's recent consultation in France. FCA / ESMA The FCA has decided to postpone the declaration of its consultation until the European Securities and Markets Authority (ESMA) provides its conclusions to its current consultation which is expected during 2018.	metis20	Read Full Thread Reply
17/8/2017 11:14	El C - Well you have been short and wrong! all the way up from 400 in January I am now bagging in just 8 months on my largest position. GL - SJ PS - Where's Lydnem? - Gone into hiding!!!!?	sailing john	Read Full Thread Reply
17/8/2017 10:51	It is hard to say how to value given the amount of mistrust so I cant agree with your 9-10.	elcapital2017	Read Full Thread Reply
17/8/2017 10:50	Lydnem/El C - Re 12x I agree (11707 above) but currently trading just below 7 and should be 9-10 imo so a potential 40% upside - then add recent revenue growth and reduced marketing costs and valuation becomes even more compelling. ESMA the only cloud on the horizon but affects IGG similarly. SJ	sailing john	Read Full Thread Reply
17/8/2017 10:32	it will never trade at 12x	elcapital2017	Read Full Thread Reply
17/8/2017 03:24	And I guess the market makes a judgement about regulatory risk globally to discount from whatever valuation model they choose?	shaker44	Read Full Thread Reply
16/8/2017 23:27	Some years ago I became rather obsesssed with the concept of valuation (for listed companies). I studied all sorts of methods for doing so. In the end Benjamin Graham provided with the most comprehensive tools for achieving and applying sensible formualae. I actually developed my own method (based on his teachings), which I won't fully reveal here to achieve my goal. What became evident as I began applying it to my own portfolio and watchlists was just how well it matched most of the listed stocks' current market price. It has to be said that I looked at all sorts of valuation models during my studies and in a slightly ironic twist I found that there was almost as much truth in the one book written by Robbie Burns (NT) as was in Mr Graham's "security analysis". For anyone who's read both you will know that it is hard to imagine 2 books more dis-similar to each other. Incidentally the software I subsrcibe to for stock screening has a number of useful methods for valuations (which it supplies automatically). It lists:- Discounted C/F £14.40 Relative to sector £12..75 Graham formula £25 (people DO NOT understand the context of his formula often IMO) My valuation? with present USD/GBP conversion = £14.20 (FWIW).	thorpematt	Read Full Thread Reply
16/8/2017 21:38	Sj, thx for 15gbp @12 pe from yr model	pbutterworth1	Read Full Thread Reply
16/8/2017 10:22	The other plus for me with PLUS is that it provides a good hedge against any Market downward moves or shocks since volatility, especially in a downward direction, is usually good for leveraged derivative Brokers.	sailing john	Read Full Thread Reply
16/8/2017 09:33	For info PE 12 is just over £15 in my model Whilst I'm not quite so optimistic re PE I think they will be able to grow market share and high value customers so could reach that price through growth. (I have always underestimated growth in the past and have currently assumed Rev slightly reduced in Q3/Q4 compared to the stunning Q2 performance but slightly higher than the combined Q1+Q2 Rev) Unless ESMA rule on limiting advertising I don't think removal of bonuses and reducing leverage will have a significant impact on the larger Regulated participants such as PLUS and IGG - and already in place for some jurisdictions. Next major news Q3 KPIs late October (and IGG 1Q late September for a market view of Jun-Aug)	sailing john	Read Full Thread Reply
16/8/2017 09:31	I agree with the estimates here, after the interim results I pencilled in a conservative EPS estimate of 121p which is still only a PER of 7.4 at 900p level. I say conservative because I have just assumed a same again performance in H2, yet historically PLUS tend to enjoy a stronger second half. As mentioned here market is still catching up with the excellent interim results, it does take time for the market to adjust after a strong catalyst. Wonder if Jesse Livermores favoured round number theory will work today at the 900p level?	interceptor2	Read Full Thread Reply
16/8/2017 09:20	I agree. Long term pe 12	pbutterworth1	Read Full Thread Reply
16/8/2017 08:43	IGG trading at 14x...that level of discount is not justified imo.I will accept 12x for PLUS as a reasonable target.	nurdin	Read Full Thread Reply
16/8/2017 08:36	Yikes PLUS through 900 - that didn't take long! Target remains 1000+ and will hold through to FY as they have good momentum I'm hoping for a move to a Premium listing where they will comfortably sit in the FTSE250 as MC now reached £1bn My cautious model PE is 7.1 at 900 (and 7.9 at 1000) Buybacks appear to be on hold presumably they will only enter the market when price stability reached. Perhaps they have a MACD or similar rule which would make sense as no point chasing price and effectively amplifying momentum. SJ	sailing john	Read Full Thread Reply
15/8/2017 11:37	Yes and H2 likely to be slightly higher given Q2 strength and momentum/current trading statements/outlook in H1 results My model PE at 875p is 6.9 - and I am always cautious! btw £1m MC would put them in the FTSE 250 if they do decide to go for a premium listing. Perhaps a FY Results announcement in Feb?	sailing john	Read Full Thread Reply
15/8/2017 11:31	Current PER of 7.1 on basis of H1 eps of 61.4p and share price of 875p	metis20	Read Full Thread Reply
15/8/2017 10:58	PLUS just became a £1bn pound company! Might have to have a little drink later to celebrate!	sailing john	Read Full Thread Reply

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