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 526 to 550 of 750 messages
Chat Pages: 30  29  28  27  26  25  24  23  22  21  20  19  Older
DateSubjectAuthorDiscuss
17/11/2016
18:03
So ,we are up 9% today, massive volume,ahead of the interims tmw. Seems like the figures will be good and some insider traders are now on board.Either that, or everybody has read my comment about it looking like a stock that's worth more like 35p rather than 25p . I doubt it it though. It's all rigged. R2
robsy2
14/11/2016
19:59
Have done well so far only held a few weeks hope for good results end f the week
mrthomas
31/10/2016
16:48
i have brought in to this company today given the market its in and the strong B/S plus good dividend yield
mrthomas
21/10/2016
20:02
Not a bad trading update. Very happy to hold.
topvest
21/10/2016
13:29
A Motley Fool snippet (for what is is worth) Record specialises in managing exchange rate risks for its clients. It's a niche business that appears to have limited growth prospects. However, Record's specialist skills allow it to charge high prices. These translate into an operating margin of more than 30%. A lack of growth expenditure means that Record has built up a £34.7m net cash pile. This amounts to 15.7p per share -- more than half of Record's £59m market cap. A trading update today confirmed that Record's full-year results are likely to be in line with expectations. Forecast earnings of 2.24p per share should cover the 1.65p dividend comfortably. Record's management has also indicated that in the absence of major growth opportunities, it may consider returning surplus cash to shareholders. In my view, Record's latest accounts and trading guidance make it clear that the stock's 6.3% yield should be very safe for the next few years. Indeed, income from this stock could rise significantly if Record decides to start returning surplus cash to its shareholders. I see Record as an interesting income buy with the potential to generate a lot of cash. The only risk is that cash returns and a lack of growth may gradually erode the value of the shares. That could be something to watch out for over the next few years.
haywards26
21/10/2016
09:22
I topped up this morning on that statement. It sounds like things are improving and with results next month and a big interim dividend paid out before the end of the year what's not to like?
gbill11
21/10/2016
08:08
Robsy, let's stick to this thread
tmfmayn
21/10/2016
08:06
Not sure which thread we're hanging out on. My thoughts , for what they're worth. Encouraging results . AUME up 5% ( 50% from new biz, 50% from market movements ) The weak pound is helping reported profits. The bulk of the strategies seem to be working. Currency movements are front of mind again and these guys manage that so they are in the right place at the right time. They have indicated they can increase the payout, they have 23m reservs already,so we we may see a total 2017 divi more in the 2p range , covered by cash earnings , so that puts us on a circa 8% dividend, without considering special dividends.... The share price could easily be circa 35p rather than 25p with that sort of dividend and quality of earnings. The website has lots of detailed research reports from Eddison that back all this up . Maybe it's very encouraging? R2
robsy2
21/10/2016
07:30
Encouraging results . AUME up 5% ( 50% from new biz, 50% from market movements ) The weak pound is helping reported profits. The bulk of the strategies seem to be working. Currency movements are front of mind again and these guys manage that so they are in the right place at the right time. They have indicated they can increase the payout, they have 23m reservs already,so we we may see a total 2017 divi more in the 2p range , covered by cash earnings , so that puts us on a circa 8% dividend, without considering special dividends.... The share price could easily be circa 35p rather than 25p with that sort of dividend and quality of earnings. The website has lots of detailed research reports from Eddison that back all this up . Maybe it's very encouraging? R2
robsy2
13/10/2016
10:29
looks very solid with good div
keevo
13/10/2016
10:09
Http://ir.recordcm.com/ 1 Year
spob
11/10/2016
12:26
Looks pretty solid company. Agree with all above. Got in a few times today and last month
keevo
10/10/2016
21:05
I bought in here today. Due to the below factors; #Divi yield, potentially 8.3% Inc special divi #Volatile exchange rate environment, leads to clients looking to hedge more #Foreign currency revenues/profits #Strong balance sheet
haywards26
05/10/2016
16:15
2nd quarter figures being reported this Month.
nick rubens
05/9/2016
14:03
Hello Some sign of life from Record, "The living dead" of stocks. R2
robsy2
12/8/2016
11:19
Should be interesting at these levels that is for sure...
chrisdgb
20/7/2016
19:37
what a great share PE ratio of 10. 6.5% yield and the balance sheet is so strong they are going to start paying exceptional dividends as well. Rock on!
gbill11
12/7/2016
19:48
No, but don't think its mentioned in the accounts from what I can remember.
topvest
11/7/2016
21:37
Sure it hasnt hedged its own earnings?:-p
shauniekent
11/7/2016
20:14
Yes, with a sterling cost base its very good news.
topvest
11/7/2016
10:56
I have bought a few more this morning. R2
robsy2
06/7/2016
14:27
worth highlighting that 79% of revenue here comes from overseas
spob
28/6/2016
15:58
http://uk.advfn.com/p.php?pid=nmona&article=71836788
spob
28/6/2016
15:54
In theory you'd have thought REC should benefit. Most of the AUMe is denominated in non-GBP and so should now produce greater management fees when translated into GBP. Costs all in GBP should then lead to greater profit. That said, the CHF experienced sudden volatility last year (many REC clients are Swiss) yet there was no discernible improvement to the business. Indeed, in August last year, there was a somewhat strange announcement stating a client had withdrawn a substantial mandate as a "consequence of currency market movements" after the Chinese rout. So I am not entirely convinced further volatility will lead to extra mandates just yet. But I will be more than happy to be proved wrong!
tmfmayn
28/6/2016
14:13
They might have taken a loss on Brexit day, depending on how they have positioned their currency funds. But long term the demand for currency hedging should increase given the volatility.
boonkoh
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