Polar Capital Share Discussion Threads

[spawny100] 30/3/2022 11:21

So many Director buys lately. Obviously see value here so I've added quite a few today for long term recovery here.

[lomax99] 30/3/2022 10:51

Well he missed the bottom, getting closer!

[zho] 30/3/2022 10:31

Another decent buy, this time by NED Andrew Ross: 15K shares at 590.5p.

[diviincomesearch] 23/3/2022 21:44

According to trustnet the Ex-Robeco team have already accumulated $770mn in assets. Not a bad start.

Whilst it’s shed some AuM from the tech fund etc. the company shares still look very good value.

[spawny100] 25/2/2022 22:20

Jamie Cayzer Chief calls the bottom in my opinion. I bought at exactly the same price this morning :-)

[lomax99] 25/2/2022 22:09

One of them will eventually find the bottom....

[zho] 25/2/2022 13:56

Another director (Jamie Cayzer-Colvin ) buys - 30,000 at 550p

[johnveals] 25/2/2022 08:31

Where is all of the capex going?

[essentialinvestor] 24/2/2022 15:02

top,

spotted the post and stuck this on a watch list - particularly as you made a
cracking call on RIV last year.

[topvest] 24/2/2022 10:18

I've bought back in. Probably a tad early, as the price is clearly not bouncing yet. Nevertheless, great value long term. AUM are x2 what I sold them for but the share price is lower! The CEO has also done an excellent job adding teams and diversification. I think its a stronger company now than it was. Clearly AUM will be knocked short-term. Happy to hold long-term now and possibly double-up when the share price starts to bounce.

[brucie5] 23/2/2022 17:00

Does look good value, and I like the director buys, but chart still looks weak with no obvious support line reached, Presumably yield subject to FUM. Passes several good screens on Stocko.

[raggedtp] 23/2/2022 15:21

Thank goodness! Have re-bought this to quite a large position in the last two weeks, average probably 650p, I am dismayed to see how low it continues to go. As I had gone in partly because of the £700k purchases by other Directors at about that level over the month prior.

[zho] 23/2/2022 14:39

Director John Mansell buys 50,000 shares at 576p

[jomac2412] 15/2/2022 14:57

Surprised this is still under 6 quid with markets all pretty buoyant!

[spawny100] 14/2/2022 11:01

Nice to be able to buy a few here under 6 and where Directors recently bought.

[raggedtp] 10/2/2022 18:13

That makes £700k of Director's purchases since their Jan 13th TU. I'm still buying the 600s.

[zho] 01/2/2022 15:45

NED Win Robbins buys 10,000 shares at 637p

[brucie5] 28/1/2022 17:03

Yes indeed - so will make a good recovery proxy for tech when the time comes. If RC says 5, I wouldn't bet against it. Though if tech really gets hammered n a replay of Y2K, it could get still lower. I guess the clue will be the dividend, which by that time will be well over 8%.

[riverman77] 28/1/2022 16:23

The trouble is they are so tech focused and their main global tech fund is down 15% ytd. Tech really feels out of favour now so probably seeing outflows too, possibly quite hefty. Healthcare is their second main sector and that also getting clobbered. Remember that fund managers are operationally geared so every 1% falls in AUM will lead to a 2-3% fall in profit.

[rcturner2] 28/1/2022 15:44

I'm hoping this goes down to 500p and then I will be loading up!

[brucie5] 28/1/2022 15:15

Still on its way down - fairly relentlessly.

[brucie5] 20/1/2022 11:20

On my watchlist, but I tend to agree with Ben. This is technically through 700, though of course director buys offer their own support. I can only think that this might be a proxy for market jitters around tech stocks? If there is a pronounced blow-off, then 600-500 would be a great opportunity for sure.

[farnesbarnes] 19/1/2022 07:19

Ben

Old resistance being new support, there should be some right here at 700p.