Share Name Share Symbol Market Type Share ISIN Share Description
Record Plc LSE:REC London Ordinary Share GB00B28ZPS36 ORD 0.025P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.40 5.26% 28.00 27.00 29.00 29.00 28.00 28.00 60,021 16:35:14
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 25.0 8.0 3.3 8.6 56

Record Share Discussion Threads

Showing 726 to 750 of 750 messages
Chat Pages: 30  29  28  27  26  25  24  23  22  21  20  19  Older
DateSubjectAuthorDiscuss
31/3/2020
12:28
I think that's been the offer price the last couple of days Robsy, there's quite a big spread here.
trident5
31/3/2020
11:55
The HR Director seems to be buying shares at an exercise price that is higher than the market price!
robsy2
30/3/2020
21:07
frazer, the AUM is OPM (other people's money) that they provide advice only upon. Their client's are blue chip - private family offices and institutions mainly based in Switzerland. I agree with you that the next up date by the company in early April will be revealing.
konradpuss
30/3/2020
20:54
I’m reluctant to buy anything but particularly a small capitalisation currency manager with huge AUM in volatile times. Need a green light (some form of update) from the company before adding.
frazboy
30/3/2020
20:45
I get the feeling I am talking to myself here! well any how I have been reading the RNS in respect of Alpha FX Plc today They are nothing like Record (thank God). They are seeing much stress with their clients settling margins on FX transactions. I am so glad Record do not do that stuff. The other thing I noted about the RNS from Alpha FX was their commentary of the recent extreme currency movements - mainly the dollar appreciating (safe haven) against other currencies. I wonder if this will help Record?
konradpuss
26/3/2020
19:53
Now how safe is the 'Record Plc' dividend? Well last time around, much of their profit was based on income from currency funds. This time it is consultancy. My hunch is that their clients might squeeze them for a reductions in management fees, however the virtual funds they 'manage' will stay relatively put. I think if they produce some O.K. numbers in April and the dividend is maintained (the special dividend is a bonus) then there could be a realisation that Record Plc is not going to hell in a hand cart. We could then all wish for a re-rating.
konradpuss
18/3/2020
17:45
Let's hope for some more performance fees on the strong dollar. I hope they hedged it the right way.
konradpuss
18/3/2020
17:01
strong USD should help them as well , provided they haven't hedged it away...
robsy2
13/3/2020
11:50
Just picked up a few more on the latest dip at 29.75p , that's a cash covered yield of 7.7% without any special divis.That has to be good value. R
robsy2
04/3/2020
15:56
2m buy. maybe i did buy in at the right time!!!
itsnotmeitsy0u
04/3/2020
15:05
timing could have been better!
itsnotmeitsy0u
04/3/2020
12:59
just bought in - way oversold imo
itsnotmeitsy0u
04/3/2020
12:35
Not sure I follow Cerrito? I’m really just trying to understand whether the weakness is a buying opportunity. The slide in the share price has been on v low volumes. I have a few but won’t add for now.
frazboy
04/3/2020
11:08
frazboy Given that Passive is $50bn and dynamic $3b out of total assets of $58b at 919 a salient point you have made.
cerrito
04/3/2020
07:28
I think the more obvious answer is this: ‘ Substantially all the Passive and Dynamic Hedging, and some of the Multi-Product mandates, are linked to stock and other market levels. Consequently AUME may be affected by movements in these markets.’ So, even tho it’s a currency hedger the AUM are still parked (to some extent) in stocks, it’s no different from any other asset manager in that respect.
frazboy
03/3/2020
11:30
Only one concern - if Neil Record got it he is old and might croak! Other than that I think it might stimulate some currency volatility which would be good for Record.
konradpuss
03/3/2020
11:14
Anyone got any clear view on why the corona virus should significantly impact Record group? As it’s a currency hedger the only obvious reason for a drop in AUM would be clients withdrawing funds... correct? Or is there an element of counter party risk?
frazboy
25/2/2020
11:57
Does increased trading volumes and volatility in FX markets benefit Record?Both are up since the start of the Coronovirus.
boonkoh
25/2/2020
11:18
They need to re-set the incentives for senior management/directors whereby bonuses are paid for growth, not just trundling on as before. A very simple, very effective change.
trident5
25/2/2020
09:30
I think a good 'leader' of sales and Neil Record adding 'establishment and trust' could kick start this company - well any way I hope so.
konradpuss
25/2/2020
09:07
Hooray - some outside boost to managing the sales teams. I think she'll find the bar has been set low. Looks promising - much needed, anyway.
trident5
25/2/2020
08:12
This looks promising. Asset management busineses are very scaleable . Maybe she can provide a bit more scale?If so, then this could start to really perform.I'm here for the divis and solidity and have sort of forgotten that this is a business that could really grow as well. There must be so much potential out there.
robsy2
25/2/2020
07:21
New appointment: Again, note the last sentence with the words "accelerate its growth trajectory.." "We are delighted Sally has joined Record and taken over as Head of Client Team for the business. With over 30 years' experience in institutional and corporate FX sales, Sally brings with her a demonstrable track record in managing sales teams, driving innovation and nurturing institutional client relationships. As Record looks to accelerate its growth trajectory, Sally's fresh approach will have a key part to play and I look forward to working closely with her."
cfro
24/2/2020
23:02
I think the FE market has been rather subdued lately especially compared to stock markets. REC getting dragged lower, but it had already fallen some way from its 40p+ heights. Disappointing that it can't hold on to gains.
lord gnome
24/2/2020
22:41
I interpreted the new CEO to be more client account facing and thus more "sales"...and thus focusing on growth. I also don't like suddenchange at the top. BUT more imortantly: Do holders here perceive that this current market volatility is good for RECs trading? / earnings. One thing i noted today is that not much currency swing given volatility of indexes. Notable exception was russina RBL - I assume oil price was the issue there predominantly.
thorpematt
Chat Pages: 30  29  28  27  26  25  24  23  22  21  20  19  Older
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