Share Name Share Symbol Market Type Share ISIN Share Description
Randall&Quilter LSE:RQIH London Ordinary Share BMG7371X1065 ORD 2P (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 190.00p 187.00p 193.00p 190.00p 189.50p 190.00p 11,226 13:32:14
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonlife Insurance 0.0 9.8 25.4 7.5 239.16

Randall & Quilter Share Discussion Threads

Showing 626 to 650 of 650 messages
Chat Pages: 26  25  24  23  22  21  20  19  18  17  16  15  Older
DateSubjectAuthorDiscuss
13/10/2018
15:20
Yes, it’s notable that the biggest fallers last week were stocks that had enjoyed the biggest rises (by and large) as investors sought to lock in some profits in case of a wider downturn. I am happy to hold these but didn’t buy the dip as I have other fish to fry and seek to shuffle the pack of my holdings. RQIH is thinly traded and prone to bounce about a bit. Over the longer term, quality will out.
lord gnome
13/10/2018
08:44
@ Lord G - some commentators have said that the biggest fallers this week were the biggest recent risers (tech in US, etc.). So a mood of fear and lots of profit taking. Because RQIH is pretty illiquid, you can see the reasoning. I'd no interest in buying the dip here, as I haven't been a buyer of anything recently. It looks like one to hold through a bear market though, as distressed companies will be queueing up to sell their unwanted insurance bits and bobs at well under true value.
jonwig
12/10/2018
14:35
What a difference a day makes, and what a recovery. All buys today, and the price is being chased ever higher. Who knows something the rest of us don't? Have these been tipped somewhere?
lord gnome
12/10/2018
14:19
RQIH are presenting at Equity Development Investor Forum November 2018... HTTPS://www.eventbrite.co.uk/e/equity-development-investor-forum-november-2018-tickets-51293171256
speedsgh
12/10/2018
07:56
The ED note has an interesting description of Program Underwriting as "fronting" (p6). I always thought of fronting as illegally putting yourself down as main driver to get cheap car cover for your kids. Anyway, this is a good explanation: Https://www.investopedia.com/terms/f/fronting-policy.asp
jonwig
11/10/2018
13:11
This is being caned along with most other AIM stocks. Brutal or what? Never mind, quality will out once normality is restored.
lord gnome
10/10/2018
23:10
Mmm the fund buying seemed to help push it over £2 so not really surprised it fell when fund buying ended. Still this seems a good stock to hold in apost Brexit world
red ninja
09/10/2018
15:18
Up like a rocket and down like its stick. How very disappointing. I can think of several reasons for the rise, but none for the fall. Happy to hold, but what a trading opportunity I have missed here.
lord gnome
09/10/2018
09:07
Cant guarantee every growth stock is a winner, speedsgh, unfortunately. But 22 years of reviewing many more winners than disappointments. Anyway, please digest and form your own view: after the cracking interims (underlying operating profits +40%)a full research note is now out highlighting the ongoing growth opportunity, low PER (11x) and high 4.7% yield on distribution. Freely accessible here: https://www.equitydevelopment.co.uk/edreader/?ltkn=be339037c55b4330c0002ad30295a1cfGwQez1S2&d=%3D%3DQO4QjM
edmonda
09/10/2018
08:56
Have to admit that I am not a great fan of Equity Development. They were big champions of FRP, say no more. Haven't read today's RQIH note yet; look fwd to digesting later.
speedsgh
09/10/2018
08:46
Good to see. ED used to do a lot of insurance research.
jonwig
09/10/2018
08:33
New research note from Equity Development... Benefitting from refocus on core operations - HTTPS://www.equitydevelopment.co.uk/company/?company=Randall+%26+Quilter&c=5czN
speedsgh
01/10/2018
13:48
Nice to see patience finally being rewarded here. Just re-rating in response to the Global Re US acquisition or wonder if the strong share price might presage a new fundraising? from the recent Interims... "The Board anticipates trading in the second half of 2018 to be strong and, should the acquisition of Global Re US receive regulatory approval and be completed prior to year-end, expects the full year results will be substantially in excess of market expectations." "Both legacy and program management pipelines remain strong and the wider industry challenges and resultant changes suggest that demand will continue to grow in both segments." "The proceeds from these disposals, together with the £47m placing and open offer in November 2017 have been deployed"
speedsgh
28/9/2018
11:08
Standard Life Aberdeen have declared a notifiable interest: 6,586,434 shares, 5.23%. Previously below threshold. The only other recent notification was from Phoenix Asset Management last year: 24,390,734 shares, almost 24%.
jonwig
21/9/2018
16:42
A good end to a good week.
lord gnome
21/9/2018
16:20
197p paid this pm. Within spitting distance of 200p.
speedsgh
20/9/2018
12:23
Numis say ADD with new target 210p as of 19/9/18.
red ninja
19/9/2018
12:32
Possibly, but they do so seem to have put some good deals together which is shown by the share price rise. Have faith in the quality of management here.
topvest
19/9/2018
11:24
I wonder what the chances are of RQIH tapping the market for further funds? "The proceeds from these disposals, together with the £47m placing and open offer in November 2017 have been deployed."
speedsgh
19/9/2018
11:20
jonwig - Yes, 2014 was a difficult year for them (see below). However, as a stock that hopefully has a relatively low beta to the market & might be considered acyclical & offers shareholders a handsome & steadily growing 'distribution' (I wish they would pay it out as a dividend as opposed to return of capital!), I am inclined for now to continue to hold on. As their results today indicate, their strategy appears to have put them in the right place at the right time. Let's hope they can continue to execute it profitably. I do find that knowing when to sell/reduce a position is invariably the hardest part, especially a profitable position. There is of course no right answer. One just has to do what hopefully works for oneself. Nov 2014 Trading Update [profit warning] - HTTPS://www.investegate.co.uk/randall---38--quilter-ld--rqih-/rns/trading-update/201411130700229251W/ from 2014 Final Results: "2014 was a challenging year overall, primarily for the reasons detailed in our November trading update. The deterioration in net provisions for asbestos claims in R&Q Re US, the significant legal expenses associated with the recently successfully concluded arbitration of a large life settlement claim in former Syndicate 102, and the failure to secure a number of anticipated service contract wins in the now restructured US service operations were the main contributory factors."
speedsgh
19/9/2018
10:52
speeds - gosh, that was just a bit of throwaway musing on my part! Their debt is minimal, anyway. Didn't they go through a bad patch a few years ago with their US operations? When they made changes to their business model was the start of the current improvement. I don't think their ups and downs are equity-correlated. So "acyclic" might be my answer.
jonwig
19/9/2018
10:16
hi jonwig - RQIH listed in Dec 2007 at 125p and, following a brief initial rise, they entered a downtrend bottoming at c90p in H2 2010. They've had their ups & downs since. Would you regard RQIH as acyclic, cyclic or counter-cyclic? Relatively low beta?
speedsgh
19/9/2018
08:28
speeds - worth remembering that what they do is probably independent of financial markets' performance. In fact, if companies need cash, they might be more likely to unload legacy captive insurers. On the other hand, they hold £600m of cash and financial assets. Let's hope not much in shares and long-dated bonds.
jonwig
19/9/2018
08:14
Last year's strategy change appears to have put RQIH in a sweet spot for the time being. Having held since 2011 I am trying to resist the temptation to bank some of the sizeable paper profits!
speedsgh
19/9/2018
07:59
Interim results: https://www.investegate.co.uk/randall---38--quilter-ld--rqih-/rns/interim-results/201809190700021805B/ The show stealer is the potential acquisition - The Board anticipates trading in the second half of 2018 to be strong and, should the acquisition of Global Re US receive regulatory approval and be completed prior to year-end, expects the full year results will be substantially in excess of market expectations. Even if post-year end, it will only delay the uplift into next year. Break through 200p?
jonwig
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