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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
  -1.20 -2.93% 39.75 39.00 40.50 42.50 38.00 42.50 606,847 16:35:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 25.6 7.7 3.3 12.2 79

Record Share Discussion Threads

Showing 426 to 450 of 825 messages
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DateSubjectAuthorDiscuss
25/8/2015
06:37
Quality ( and value ) share, with a long formed base around this level, reliant on US pension funds to mitigate currency fluctuation and risk. Which is what we're seeing a lot of right now. Healthy dividend too. My biggest holding currently, so I'm biased.
bdroop
25/8/2015
06:11
anyone care to comment on this?
qs99
17/7/2015
16:06
Trading statement was fine. Patience needed. They have a trading statement every quarter (which is leading edge reporting), but you can't expect massive progress every quarter. Chill!
topvest
17/7/2015
13:33
I lost patience about 6 months ago with this. New client mandates seem to be always tomorrow and loads in ever growing pipeline. Even after dollar strength occurred which they said should trigger the flood gates for new business nothing of note happened. They have been sailing supposedly downwind with dollar strength and then Greek currency volatility and yet winning new clients seems harder than ever. Good luck but better things out there for me than being parked here.
felix99
17/7/2015
12:45
I added today as well; new client mandates should roll out over the next few months leading to positive news flow.
spooky
17/7/2015
12:12
Added a few on the dip. I think patience is required. I'm happy with a 4.5% yield and a rock solid balance sheet in the meantime.
wjccghcc
17/7/2015
12:06
I'm happier holding money here than in bonds currently. Patience will be its own reward and feels a very safe stable entity to balance the portfolio up - especially with interest rate changes coming next year and unpredictable yields from fixed income. I admit though I was hoping to see a little gear shift this quarter for growth, but it doesn't put me off, if the rest of my allocations work well and this stays at this level I'll simply buy more!
bdroop
17/7/2015
11:17
Very lukewarm trading statement today. The shares are not on that demanding a forward PE, with a good dividend, but clearly the market was expecting more progress.Whether the divergent monetary policies to come and more currency volatility will help Record this year remains to be seen.
boonkoh
28/6/2015
21:58
All the impending volatility of a grexit must be good for Record. I can imagine the phones ringing off the hook.
boonkoh
19/6/2015
07:46
After a long wait, the macro conditions seem set fair here, fingers crossed and all that. GLA.
bdroop
16/6/2015
19:13
Good results and increased dividend is a bullish sign. The share price has finally broken out above 35p which has to be a chart break-out. All we need is some nice currency for return contract wins and this would go ballistic. Maybe one day!
topvest
16/6/2015
09:30
Good progress being made here. I am very happy with these results. The only I thing I didn't get was a special dividend.... R2
robsy2
14/5/2015
11:20
Hmmh don't know about Friday but like you, I feel this could be moving fwd from here. Special dividends maybe? , better trading, more client mandates, more interest in their products, a cyclical swing back into fashion for the service they offer, improved margins... Lot's of potential good news and plenty of support for the share price beause if it just continues to plod along (and it's trading well enough as it is),then we'll get something anyway. R2
robsy2
14/5/2015
09:57
SP testing the upper bounds that haven't been tested for some time. Wonder if it will break through and consolidate around 38p by end of Friday.
boonkoh
24/4/2015
18:21
For me it was overall pretty positive. Currency return AUM up and first performance fee for a few years. Dynamic hedging and lack of any further contract news were a tad disappointing. Steady, if not spectacular progress I feel!
topvest
24/4/2015
07:48
Anyone have a better idea than me about interpreting that 4th quarter trading update? AUME has increased significantly.
gargoyle2
25/3/2015
21:05
Yes, looks that way.
topvest
25/3/2015
13:41
This is going to shoot when it breaks over that 35p resistance imo.
gargoyle2
13/3/2015
08:47
I certainly hope so. They could well be rated as a growth company again sometime soon. Their year-end AUM are bound to be up on last year. Lots of the mandates were in Swiss Francs and so they could be significantly up in US$ (1 Swiss France to the US$) when we get the next announcement in April. QV Rank of 93 on Stockopedia, nice dividend, quality business and cheap valuation. That's my sort of stock.
topvest
13/3/2015
08:36
Investors are like lemmings. Where one goes, others are surely to follow. Maybe this is the start of Record winning many more mandates?
boonkoh
13/3/2015
08:08
And there we have it - a very sizable "return" mandate. These sort of mandates are at better fee rates. I've added some more here. If this is similar to currency for return; they only had US$2.4bn of currency for return product last year-end generating £2.7m of fees so this has to be very positive for them. I would say that if currency for return is picking-up (hopefully helped by volatility and potential interest rate increases) then they could materially increase revenues over the next few years. They did have 10 fold the return AUM at the peak of the last cycle. Anyway, in the mid 30's there is a 4% yield even if things don't develop as positively as hoped. With the EURO, £ and US$ movements in the last few months, not even mentioning the Swiss Franc this should be good for business as a currency trader you would have thought. Also very much like the management team here. They seem a sensible and committed bunch.
topvest
10/3/2015
21:37
All this currency volatility must be good for business. Euro rate is now 1.41 - that is a very dramatic move. About 15% in a few weeks.
topvest
18/2/2015
09:45
More solid buying today.
gargoyle2
16/2/2015
11:17
Been very firm recently, and there have been some big buys today. If I was a chartist, I might be seeing a nice triangle pattern here -- resistance around 35p, but an uptrend (higher lows) over the last 6 months or so. If we can crack 35p, then (chartists might say that) we'll be back up to the early 40s pretty quickly. I'm not a chartist though, so might be seeing things. DYOR.
gargoyle2
19/1/2015
09:06
Just thought more on this. Swiss shares have dropped 13% since the CHF move, so while fees from CHF into GBP will have improved, the CHF-based AUM those fees are based on will have dropped with the Swiss market. So overall I think the immediate effect on REC's fees is neutral. Main issue will be whether all the hedging programmes in place worked as expected. Stronger CHF though could mean more Swiss hedging interest, as REC as often mentioned a stronger USD has sparked greater interest among US clients for hedging. Let's see.
tmfmayn
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