Rbg Share Discussion Threads

[tradertrev] 12/11/2020 08:26

Yes it was a superb investment over at MANO, but effectively it was already known because the result was already included in the H1 results as an unrealised gain. And now we know that those results benefited from a single large case result, which may raise additional questions.

[quepassa] 12/11/2020 07:58

Stunning Update/RNS today from peer sector champion, Manolete Partners Plc.

No old bull in that announcement.

ALL IMO. DYOR.
QP

[scooper72] 11/11/2020 11:19

Missed that - thnx

[its the oxman] 11/11/2020 11:06

Probably totally wrong and they will plunge now but there you go.

[its the oxman] 11/11/2020 11:05

Also hopefully related in being well managed , able to pay a useful div, and significantly undervalued if they can just return to anything close to their previous highs as economic news and deal flow etc improves.

[its the oxman] 11/11/2020 10:57

Agree not massively related but see scubas previous post

[its the oxman] 11/11/2020 10:56

Always surprises me when there is a seller out there who is willing to keep dumping regardless, at the same low price when the wider market is moving up so significantly.

[scooper72] 11/11/2020 10:54

In what way would they be related? K3C is not a legal outfit? But did buy a few more the other day as they started to head back up. Hopefully these will too

[its the oxman] 11/11/2020 10:45

K3c moving this morning, perhaps this will soon follow, certainly looking increasingly left behind.

[riverman77] 11/11/2020 10:29

Listened to the recent Yellowstone presentation and was impressed. Seems business really picking up again across all areas. The litigation cases could potentially see payouts in the 'tens of millions', but none of this is reflected in their balance sheet. To put this into context, this could be around half of the market cap as an essentially free option.

[scubadiverr] 10/11/2020 11:58

Welcome. K3C is very similar to Convex and will have significant upside once we see a return to normal. According to the last TC linked below and on YouTube, a number of deals were progressing of businesses that have been unaffected by covid. We may see a welcome addition to the Balance sheet. Since then Manchester has been placed in tier 3 so I guess there's a possibility that there may be deferrals. In the long-term I think the group is very well placed

[riverman77] 10/11/2020 11:55

I looked very closely into MANO and just can't see any insurmountable barriers to entry that mean other players can't take some of this very lucrative market. They talk a lot about their strong relationships with IPs and HMRC, but ultimately they are just providing funding. If someone else can offer more competitive funding this will surely dampen returns going forward. RBGP looks interesting at these levels.

[its the oxman] 10/11/2020 11:46

A few smaller quality stocks like rbgp , uls, K3c have yet to move much, at some point sellers will dry up and they will push higher. Hoping theres plenty of catch up to come.

[its the oxman] 10/11/2020 09:14

Joined you today. Recycling a few profits from this covid bounce. Bought a small amount , hardly the high point on the chart and hoping to see this back over 100p. Directors have big holdings , I like the diversified approach and hopefully a meaningful div will return at some point.

[scubadiverr] 10/11/2020 09:02

Agreed, Mano's results are impressive. Unless, of course you take the view of share phrophets and deem them bull. I don't and hold Mano, but have just bought more here in the belief that Lionfish's Islero offering can capture some of this highly lucretive market. RBGP are diversified in a number of high margin synergistic activities, so I see them as offering greater value. Buy went through under the mid price so showing as a sell. Hopefully I got a good price rather than a big seller being present. Time will tell.

[quepassa] 10/11/2020 07:07

Stunning figures today from peer sector champion, Manolete Partners Plc.

No old bull in their figures.

ALL IMO. DYOR.
QP

[scubadiverr] 20/10/2020 15:49

My guess was Shango and Neptune mentioned in April RNS. If anyone knows please advise.

[bubloo] 20/10/2020 08:51

what is the two elephantine cases nikki foulston is talking about. any ideas friends

[quepassa] 16/10/2020 15:29

a fascinating investor presentation by the ceo of highly-regarded market leader Manolete Partners ten days ago:-

hXXps://www.sharesmagazine.co.uk/video/manolete-partners-mano-steven-cooklin-ceo-3

all imo. dyor.
qp

[scubadiverr] 16/10/2020 15:03

Crazy isn't it that RBGP trade at less than half the PE of Manolete yet have exposure to a number of high yielding activities, which are all likely to show high growth, when Manolete appear a 1 trick pony those margins are soon to be eroded?

[quepassa] 16/10/2020 14:44

link herewith to Manolete, the company mentioned by the ceo in yesterday's presentation:-

hXXps://www.manolete-partners.com/


all imo. dyor.
qp

[scubadiverr] 16/10/2020 11:27

Found them here:

hxxps://www.rbgholdings.co.uk/investor-relations/reports-documents-and-circulars/

[scubadiverr] 16/10/2020 11:20

Have you a link to the slides as video quality is poor. Thanks

[scubadiverr] 16/10/2020 09:53

Very strange why all the dislikes in this thread. If you were to explain your dislike it would be more useful.

[yellowstoneadvisory] 16/10/2020 09:10

Video is available here

hxxps://youtu.be/XewqX6hvPws