Record Share Discussion Threads

[cockerhoop] 09/3/2023 14:48

Yep, 1.07m options exercised and around 800k sold. Rebecca Venis and James Allen are married I believe.

[doobz] 09/3/2023 14:41

Maybe someone understands directors dealings better than me, does this latest RNS essentially show a fairly heavy offloading of shares by management here around the 91p level. Not fully clued up on how to read It if anyone can help?

[adamb1978] 05/3/2023 15:02

Hello

I'm new to REC and been going through the numbers this weekend - can anyone help me understand why the share buy back which was implemented during FY22 was stopped this year?
Thanks

Adam

[konradpuss] 03/3/2023 19:36

crazy, thank you. I was awaiting its appearance on the Record Plc site.

Interesting Neil Record is standing down.

How long until they get taken over or sell themselves.

Neil is super smart and has a great feel for market timing.

[mrthomas] 03/3/2023 11:00

Have brought in again should not have sold in 2018 but that life will try and stay a bit longer this time around

[crazycoops] 02/3/2023 18:41

An excellent research note has been published by Edison following the CMD a few weeks ago. Explains the strategy and includes upgraded forecasts. hTTps://www.edisongroup.com/research/explaining-strategy-and-growth/32038/

[doobz] 02/3/2023 16:57

Looks like NT gave up on these today, stating they look a touch overvalued. Any thoughts?

[konradpuss] 06/2/2023 19:34

A piece on Record in the I.C. this week by Simon 'Puffer' Thompson.

He has upped his target price to £1.25 from £1.05.

[topvest] 27/1/2023 11:09

Record looking strong with increasing AUM for higher margin activities and performance fees. This is even on my Mark Minervini T2T screen now. Seems to be breaking out well to the upside. Not as good value, but certainly got momentum.

[cockerhoop] 27/1/2023 09:41

Pretty much any research is designed to put the company in a positive light. I usually find companies like Edison reflect the underlying company IR, if it's a rampy company the research output will reflect that, if conservative management want to get their story out to retail investors (as with Edison's coverage of REC or GAW) the output is more realistic.

Anyway my forecasts are now well ahead of Edisons after Q3.

[trident5] 27/1/2023 08:34

Not only that but it's paid for research.

[bingobanjo] 26/1/2023 23:31

I'm a bit suspect of Edison notes, they issued one about a week ago on CREO valuing it at 272p a share although it's been crashing for ages and is 20p, no positive market reaction and co needs to raise funds

[konradpuss] 26/1/2023 20:19

I must say I am surprised at the subdued reaction of the share price to these results. I guess it is just that there is not a huge free float and what is free is being held tightly on the basis that who wants to sell a growth stock at this multiple.

[trident5] 26/1/2023 08:35

Yes, the interest rate environment has changed - in which case these performance fees should be a steady income stream, rather than the haphazard bonus they have appeared in the last few years. Not sure the market has woken up to this.

[robsy2] 26/1/2023 08:16

another excellent update. performance fees are becoming a regular feature 5.8m this FY alone v 0.5m for FY22.

[trident5] 29/12/2022 18:53

?
hxxps://recordfg.com/investors-centre/reports-and-accounts/

[bingobanjo] 29/12/2022 18:52

On the plus side it's dividend payment day tomorrow....

[cerrito] 29/12/2022 18:19

Not in a good mood.
Wanted to look at the last Annual report. On my PC Kaspersky refused point blank to allow me to access it. On my mobile Google made me jump some hoops and got on the investor page but could not find the Annual report.
I then went to the contact section and filled in the form to write to them but it gave no indication that my message had been sent or an acknowledgement.

[disc0dave45] 01/12/2022 18:31

RSI overbought now

[topvest] 30/11/2022 20:20

Yes, agreed - unusual style these days but its very clear who the boss is!

[konradpuss] 30/11/2022 14:42

I have met her and was very impressed.

She had much common sense (that's unusual these days) and was a sort of 'get the job done' person.

[robsy2] 30/11/2022 14:01

She is fantastic.bloody good CEO and fun. She dealt with the party well and i love the way she just takes the questions as they come in , unfiltered. A straight shooter. Also amusing how she had so many questions from a guy called Joseph. At the end she asked him if he had any more questions!
Also of note with reference to the 60 million turnover at 40% margins was her comment “ I think i know exactly how to do this”.
Just hope she stays on for a while. Very inspiring person.

[crazycoops] 30/11/2022 11:56

Indeed:) Nonetheless, she is a leader who seems totally in command of her brief, focused and delivering on her strategy. The only downside is that it seems we will have to wait until the CMD in February for upgraded forecasts.

[cockerhoop] 30/11/2022 11:41

There also appeared to be a party going in the adjacent room of Leslie's house :-)