Quilter Share Discussion Threads

[its the oxman] 03/5/2023 13:28

5% yld meantime, v cheap.

[its the oxman] 03/5/2023 13:28

Yes just need interest rates to peak, fighting in Ukraine to stop, market levels to rally and a bid.

[jonnybig] 25/4/2023 13:31

Sound update. Good value here, under the radar imo.

[pugugly] 08/3/2023 14:34

1jat:- Market is r has moved from Wealth Managers to much lower cost Index trackers. Very very few managers have been able to beat the index and the skids seem to be under most fund mangers -

[1jat] 08/3/2023 14:09

OXMAN - you may do well buying at these levels…Quilter has been a poor investment for several years…and Old Mutual before it.

They now have a more focused business that judging by today’s results can still generate good profits….they are trading at an undemanding multiple and there is plenty of scope for upside…

The market as a whole seems to have gone a bit cool on Wealth Management. Going back a couple of years it was the golden child with plenty of growth and sticky fees. I suspect there is now a squeeze going on in the mid market. SJP and SDR seem to be ok at the top end, but the mass affluent providers may struggle a bit as the mid tier investors have to reduce new investment and prioritise.

[its the oxman] 08/3/2023 08:57

Pleasing results I guess since shares are up today. Any view from longer term holders?

[its the oxman] 07/3/2023 13:51

Bought a few sub 90p. Seems cheap. Not sure about buying too much though until there is some catalyst to get it going though.

[pugugly] 02/3/2023 15:12

Personal marker to watch list 2/3/23 90.66p /90.96p - Mkt Cap (m)1,615.6 = Possibly recovery stock?

but significant fall from last time I looked

140.3/140.45 20/4/22 poss re asset manger t/o watch and research


Date Broker Recomm. Old target price New target price Notes
13/04/2022 RBC Capital Maoutperform 175.00p 180.00p reiteration
13/04/2022 Barclays underweight - 120.00p reiteration
23/03/2022 Berenberg Bank hold - 162.00p reiteration
24/03/2022 RBC Capital Markets outperform 175.00p reiteration
10/03/2022 JP Morgan Cazoverweight 200.00p 190.00p reiteration

Fundamentals and health
Market capitalisation £2,299.92
Shares in issue 1,638.12
PE ratio 17.9
PEG ratio 1.2
EPS 5.10p
EPS growth 15
ROCE 5.65
Quick ratio n/a
Current ratio n/a
Total dividends per share 1.70p
Dividend yield 3
Dividend cover 1.87

Just goes to show brokers targets largely hot air assume all goes to plan and fingers crossed behind their bums.

[retsius] 24/2/2023 11:19

rise today?

[topvest] 20/2/2023 14:32

Purchased a few today. Looks better value than Rathbones plc (which I also hold). Both are merger or acquisition candidates I suspect.

[kalai1] 19/10/2022 10:42

Quilter plc issued a Q3 trading update this morning. Assets under Management and Administration were £96.9 billion at the end of September 2022, a decline of 2% from 30 June 2022, reflecting a challenging market backdrop over the summer with both bond and equity values declining. Net inflows were £0.2 billion in Q3. Steven Levin will succeed Paul Feeney as Chief Executive Officer on 1 November 2022. Valuation is improving given the ongoing bear market, but still relatively unattractive, forward PE ratio at 13.8x is bottom quartile for the IB&IS sector. The macro environment and tough market outlook are also obvious clouds to the investment case in the year ahead. QLT is a share to monitor for now...

...from WealthOracle

hxxps://wealthoracle.co.uk/detailed-result-full/QLT/592

[lovewinshatelosses] 12/9/2022 15:12

Sold for a small profit. I just do not trust this market action. Nothing company-specific. If it revisits a quid again, I will probably buy back in, but no doubt an offer will come in now, leaving me slapping my forehead! GLA.

[lovewinshatelosses] 19/8/2022 17:08

Looks like my initial buy here was made with impeccable timing! Short of a forthcoming offer, I am anticipating a drift back to a quid, or retest of the lows. At which point, barring some bad company-specific news, I will nibble a few more. GLA.

[1jat] 12/8/2022 19:27

Muted response to the HY results means NWG can lower their offer price if they decide to make one.

[peterbill] 03/8/2022 21:20

Coronation Asset Management (Pty) Ltd just up their stake to over 14%

Thought it may be NWG ...

[retsius] 03/8/2022 19:13

12 million buys at the close and no change in price?
What’s going on?

[1jat] 01/8/2022 07:32

NWG said to be considering an offer….

Would bulk up NWG in the wealth space, would have my shares at £1.60

[paying4it] 08/6/2022 14:20

Sorry for my confusion I see it's a return of capital not a dividend I really need to pay attention

[paying4it] 08/6/2022 13:36

Mine in my iWeb acc today even tho I have my dividends set to reinvest it's showing in cash which seems unusual can anyone elaborate on why

[matadvfn] 07/6/2022 20:57

Got my cash in Freetrade earlier today

[goldry] 07/6/2022 17:07

Anyone received the cash yet? It was supposed to be 6th or close to. Nothing in my iWeb account yet.

[ram376s] 18/5/2022 08:33

Back up soon .GDR looks primed for multibagger new test 300 nurses to be trained .

[1madasafish] 10/5/2022 10:33

Goldry on that basis now the price has dropped won't the 20p represent a 10% discount ?

[peterbill] 05/5/2022 06:39

Not heard of PIC so did a quick search ...

PUBLIC INVESTMENT CORPORATION SOC LIMITED
City and country of registered office PRETORIA, SOUTH AFRICA

The PIC is wholly owned by the South African Government, with the Minister of Finance as shareholder representative.

[johneee] 04/5/2022 10:43

Also these these keep increasing their share holding---

----
3. Details of person subject to the notification obligation (iv)
Name PUBLIC INVESTMENT CORPORATION SOC
LIMITED
City and country of registered office PRETORIA, SOUTH AFRICA
(if applicable)
4. Full name of shareholder(s) (if different from 3.) (v)
Name
--------------------------------------------
City and country of registered office
(if applicable)
--------------------------------------------
5. Date on which the threshold was 20/04/2022
crossed or reached (vi) :
--------------------------------------------
6. Date on which issuer notified (DD/MM/YYYY): 21/04/2022
--------------------------------------------
7. Total positions of person(s) subject to the notification obligation
% of voting % of voting rights Total of both Total number
rights attached through financial in % (8.A + of voting rights
to shares (total instruments 8.B) held in issuer
of 8. A) (total of 8.B (8.A + 8.B)
1 + 8.B 2) (vii)
------------------ --------------------- -------------- --------------------
Resulting situation
on the date
on which threshold
was crossed
or reached 14.051% 14.051% 230172604