R&q Insurance Share Discussion Threads

[red ninja] 13/11/2020 14:36

I see a 500k + 250k buys have gone through, a fund/ or someone with deep pockets still accumulating.

[topvest] 08/11/2020 16:43

I agree - I think a takeover in the next year or two is quite likely.

[gswredland] 08/11/2020 09:01

Thanks for your views guys

[gswredland] 08/11/2020 09:00

Thanks for your views guys

[jonwig] 08/11/2020 07:14

There's an up-to-date list of major shareholders here:



US insurer Brickell took a stake (subs for new shares) in March 2019. Hudson Structured Capital Management is a US asset manager specialising in insurance. The Randall family at about 6% is no longer a blocking share.

Like others, I wouldn't be at all surprised to see some M&A, especially since Messrs R and Q are of pensionable age and taking a smaller part in daily management.

[lord gnome] 07/11/2020 22:42

RQIH has been moving across the pond bit by bit for some time. It won't be long before the rest goes. It will be bought out sooner rather than later. At least, that's what I reckon.

[geraldus] 07/11/2020 12:06

Yes,better to reap the benefits of the masterplan coming to fruition than to be plucked before ripening.

[red ninja] 07/11/2020 10:48

I would have thought that the recent rise here is related to takeover of RSA and before that Hastings Group.

Maybe some investors are thinking the LSE/Aim insurance sector in the UK is relatively cheap compared with North America and maybe more insurance companies will attract a bid.

A lot of RQIH business is US based and with its growth strategy it could be a target.

However, having held this share for a good few years I would rather hold RQIH while the growth strategy is enacted rather than take an opportunistic bid.

[geraldus] 07/11/2020 09:17

Undervalued and overlooked.

[gswredland] 07/11/2020 08:55

Why is this taking off?

[geraldus] 07/11/2020 08:50

Very quiet here but this could be ready for take off. Gla.

[red ninja] 30/10/2020 10:30

Riverman, thanks for that information.

[riverman77] 29/10/2020 19:15

Regarding the earlier post about JO Hambro - they are seeing big outflows so it will be driven by this, rather than any negative views on the stock. Based on their fund commentaries, they are actually very bullish on RQIH so they are probably reducing this position very reluctantly.

[geraldus] 29/10/2020 19:09

Had a small top up today.I find RQIH hard to resist.

[harleymaxwell] 26/10/2020 19:10

one reason to like this stock is that on a down market day or doesn't really move in the same way .

[red ninja] 23/10/2020 15:29

J O HAMBRO CAPITAL MANAGEMENT LIMITED have sold another 0.83% of RQIH.

I wonder if they are pairing down their holding or wanting to exit.
There at least does not appear to be shortage of RQIH buyers at the moment.

[geraldus] 21/10/2020 16:02

Just had it drop through,you beat me to it.

[edmonda] 21/10/2020 15:56

Free access to Equity Development notes: latest update thinks that, after strong recent H1 results and deals, the shares look materially undervalued standing at 11.2x FY20e EPS, with a 6.1% prospective yield, and at a steep discount to listed peers.

Read that full note here:

[geraldus] 21/10/2020 15:54

Is the penny dropping now?Good to see blue today.

[red ninja] 19/10/2020 10:47

Many Thanks John for the note.

[jonwig] 19/10/2020 08:35

breezer - yes, that's where I got it.

CA don't simply put their research on their website: you need a third party to get it.

[breezer_42] 19/10/2020 08:32

I think you should be able to read the Capital Access note with a free account? hxxps://www.research-tree.com/companies/uk/general-insurance/randall-quilter-investment-holdings-ltd-/research/capital-access-group/randall-quilter-interim-update-progress-further-opportunities/23_2020101607291868123

[lord gnome] 19/10/2020 08:09

Duly received John. Many thanks. An interesting read.

[jonwig] 19/10/2020 07:29

Have posted the RQIH note for those requesting.

geraldus - didn't get your message.
Will send as soon as you re-post it.

[geraldus] 18/10/2020 06:55

Have also messaged you,thanks.What is your opinion on the potential price appreciation for RQIH ?