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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
  -0.50 -1.85% 26.55 25.10 28.00 28.00 25.20 25.20 300,134 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 25.0 8.0 3.3 8.1 53

Record Share Discussion Threads

Showing 451 to 475 of 750 messages
Chat Pages: 30  29  28  27  26  25  24  23  22  21  20  19  Older
DateSubjectAuthorDiscuss
25/8/2015
09:00
Seems a bit of an overreaction. Net, they're only down $1.05bn since the Mar year end position of $55.4bn. Agree it's currency for return so a higher fee rate, but a 22% fall in the value of the company when 50% of the mkt cap is net cash? I've been buying at 29.7p.
wjccghcc
25/8/2015
08:57
Yes. Stinging a bit this morning. Wincing but holding. Yields keep me interested..
bdroop
25/8/2015
08:37
brownie -- revenue and earnings will take a hit with this news. AIUI, fees are received based on a percentage of AUMe and not that dependent on whether the client makes a profit or not (though there may be performance fees if things go really well). If the client is unhappy with the investment performance and/or the associated fees paid, they tend to walk away.
tmfmayn
25/8/2015
08:33
Does the companies profits take a direct hit with the news today? ie are their fees dependant upon only making profits or will they get their fees regardless of whether the underlying funds make profits or not? Thanks,
brownie69
25/8/2015
08:00
Ah! Apologies. Reliant on a small number of clients for their gains or setbacks...
bdroop
25/8/2015
07:54
thanks.....will avoid for now, RNS was short / sweet and for an ignoramus like me, not clear!
qs99
25/8/2015
07:48
My thoughts are as they were when I sold out a while back - much promise but never seems to perform even when currency volatility should play into their hands to win new clients. Looks like they caught a bath with Chinese devaluation is my only thought of the huge swing? Must mean lovwer fees based on lower value FUM?
felix99
25/8/2015
07:45
bdroop, many thanks. i meant on the RNS this morning!
qs99
25/8/2015
07:37
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
07:11
anyone care to comment on this?
qs99
17/7/2015
17:06
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
14:33
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
13:45
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
13:12
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
13:06
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
12:17
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
22:58
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
08:46
After a long wait, the macro conditions seem set fair here, fingers crossed and all that. GLA.
bdroop
16/6/2015
20:13
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
10:30
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
12:20
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
10:57
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
19:21
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
08:48
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
Chat Pages: 30  29  28  27  26  25  24  23  22  21  20  19  Older
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