We could not find any results for:
Make sure your spelling is correct or try broadening your search.
Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Polar Capital Holdings Plc | LSE:POLR | London | Ordinary Share | GB00B1GCLT25 | ORD 2.5P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
-1.00 | -0.18% | 550.00 | 548.00 | 552.00 | 560.00 | 548.00 | 560.00 | 315,354 | 16:35:24 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Investment Advice | 182.88M | 35.61M | 0.3533 | 15.51 | 552.33M |
Date | Subject | Author | Discuss |
---|---|---|---|
04/7/2022 13:31 | Goes XD on Thursday 7th this week. At 515p the yield is almost 9% @46p for the year. | masurenguy | |
01/7/2022 17:43 | A nice bounce today of what appears to be the new rising support line. Should at worst hold til div day. ? | finctastic | |
01/7/2022 14:09 | IC put out a BUY recommendation today in quite a detailed article.FWIW | wad collector | |
01/7/2022 10:14 | Was a good presentation and the balance sheet more than underpins the security of the dividend. My notes from the call were - Use balance sheet strength to support that dividend strength. In 2016/17, period of stress, did pay uncovered dividend and used balance sheet strength to absorb. Feel v comfortable that balance sheet is stronger than back then. Stress testing - each p of dividend is around £1m in outlay. They are also not just a tech fund - they are trying to reduce that dependency, and emerging markets, insurance have been strong. They are diversifying and I really like the management and their willingness to pivot as needed. | drdre | |
01/7/2022 08:29 | It’s a high beta play on the markets, but with a really solid dividend and fantastic balance sheet. P/E of less than 7. Yield around 9%. Yes AuM has been shed but I’m just happy accruing the dividends. Liontrust looks cheap IMO too. | diviincomesearch | |
01/7/2022 08:15 | An early bounce off what I had as support with days running short for being in for the dividend. | finctastic | |
01/7/2022 08:11 | Possibly I've interpreted it wrong spawny. Been watching and waiting for a biggy taking a chunk before topping up. Today not the day then? | finctastic | |
01/7/2022 08:07 | Eh? They've slightly trimmed their position as far as I can see. | spawny100 | |
01/7/2022 08:05 | Schroders more than dipping a toe. More should follow before div day imo. | finctastic | |
27/6/2022 08:51 | "Impressive FY22 despite market & AUM falls in Q4" - see detailed new note from Equity Development below. Driven by a 37% increase in average AUM (from £16.7bn to £22.8bn), gross investment management fees* grew 33% from £157m to £210m. However, a drop in performance-related revenue from £44m in FY21 (a bumper year) to £14m slowed total revenue growth to 11% (£224m v £202m in FY21). Core operating profit (excl. perf. fees, other income, exceptional items and tax) jumped 35% from £52m to £69m while PBT fell from £76m to £62m, with the fall mainly as a result of the reduction in performance-related profits (FY21 £19m; FY22 £4m). Polar’s balance sheet remained robust, with net assets of £156m, cash and equivalents of £121m, and no debt. Full-year dividends totalled 46p, 15% up y-o-y, producing a yield of 8.8%. Recent market and AUM trends have led us to reduce our FY23 AUM forecast to £19.0bn. This results in a drop in average AUM, revenue and profit from FY22 to FY23. However, given its strategic positioning and growth opportunities, we think Polar can re-ignite its growth trajectory and reach £25-26bn of AUM over the next four years or so. Our fundamental valuation is 800p per share, over 50% above the current share price, but down from 1,000p. Link to full detailed note, with audio summary: | edmonda | |
27/6/2022 08:19 | Yes, its a very good asset manager. Needs to grow some of its value strategies in the current market. Good portfolio of strategies. Excellent business model that works for the asset managers; investors and shareholders alike. | topvest | |
27/6/2022 08:01 | This is a 5/5 value play for me and very happy to be holding here. | rcturner2 | |
27/6/2022 07:45 | Results out. All fairly standard stuff, expect AuM to be under £20bn at the moment. 56p eps. Stacks of cash still on board, from a low base a good performance fee year is feasible if we have a pick up in the markets in H2. | diviincomesearch | |
27/6/2022 07:42 | FY22 adjusted eps of 56p, marginally ahead of consensus 55.15p (according to the FT's figures) but down from last year's 62.2p. Cash of £121 million or 120p per share. Dividend 32p, making total for year of 46p (2021 – 40p) for yield of 8.8% | zho | |
22/6/2022 09:18 | added some more this morning at 505 p | mister md | |
16/6/2022 09:50 | I'm waiting for the 4's to start buying now. | spawny100 | |
15/6/2022 11:57 | well it seems a new holder at 4% agrees | patient fox | |
15/6/2022 08:24 | Well it may not be 'the bottom' but I can't help but feel this is good value for a long term investment - fortunately only discovered it recently though | mister md | |
14/6/2022 10:11 | There you go finctastic there's your 515. I'm waiting for lower. | spawny100 | |
14/6/2022 09:55 | I don't see any reason for markets to bottom out any time soon. Economic news is woeful and there are 2 years of insane money printing in the system now to pay for all the Covid madness. Can't see any good news to lift the markets at all. | spawny100 | |
14/6/2022 08:48 | This is from Hargreaves Lansdown in January: "The group has particular expertise in Technology and Healthcare, which account for 49% and 14% of AuM respectively." This makes POLR particularly vulnerable to a fall in tech stocks - and the SPX and NDX are down roughly 20% and 30% from their early January peaks - but should make it a candidate for a bounce when markets bottom out. | zho | |
14/6/2022 08:47 | Not for the first time I agree spawny. I will be dipping a toe if 515 is revisited though. | finctastic | |
14/6/2022 08:46 | Fair points - I knew about PCT but wasn't aware that most of their funds are Tech based. Lets see how much more correction to come in Nasdaq and S&P, will gradually add to position | mister md |
It looks like you are not logged in. Click the button below to log in and keep track of your recent history.
Support: +44 (0) 203 8794 460 | support@advfn.com
By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions