Tavistock Investments Share Discussion Threads

[makeamillion3] 11/6/2022 10:45

Looks to me like ducks in a row… adding Value to the recurring income and making it extremely attractive to potential suitors. If that’s the plan?
Big company come in, strip the costs maximise the profit of the recurring income. Once certain salaries and pension contributions are removed from the cost the margins would be huge.
Busy sector at the moment.
IMO
DYOR
Etc etc

[quepassa] 11/6/2022 10:39

Wrong track again.

[russman] 11/6/2022 07:48

Say BPM would sell their 60% LEBC for 30m
Also pay back BPM "loan" est 5m
Say TAVI would need 40m to complete this deal.
How could they fund it.

[mandarin4] 10/6/2022 09:23

Russman did you sell out at a much lower price as your negativity is awesome

[russman] 10/6/2022 06:58

Large spread & small NMS.

[quepassa] 09/6/2022 16:15

Three days ago, Traders Cafe with Zak Mir (Monday 6th. June) mention Tavistock in their Podcast.

Comments that Tavistock is breaking into higher ground this year and that old resistence levels have been breached with a rising trend channel in evidence.


Mentions that 12p to be hit as soon as end of next month, July.


Listen to Podcast here. Minute seven.

hXXps://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-monday-6th-june-2022-via-vox-markets/


ALL IMO. DYOR.
QP

[fillipe] 09/6/2022 11:12

TAVI; the lowest ask on show is 8p, with not that much available and the next on show is 8.25p.

f

[quepassa] 09/6/2022 09:31

Ownership of LEBC Hummingbird has already been formally transferred to Tavistock Investments.

This latest acquisition by Tavistock Investments of LEBC Hummingbird was announced by RNS barely two weeks ago on 23rd. May 2022.

The speed of transfer of ownership of Hummingbird from its former owner to its new owner is astonishing.

A lot happening at LEBC where Tavistock is Controller and 21% significant shareholder.


ALL IMO. DYOR.
QP

[quepassa] 07/6/2022 15:31

Tavistock Investments is mentioned/highlighted in this EXCLUSIVE interview/article in Wealth Briefing with the Group Head of Sales of Titan Wealth, dated last month, 18th. May 2022

Titan last year purchased Tavistock's Fund Management unit of more than £1billion in FUM and at the same time formed a 10 year strategic partnership with Tavistock Investments.

The article addresses Titan's compelling further ambitions to grow in size to £30 billion in Assets Under Management over the next five years.

One of the questions asked in the interview is " Are there any more acquisitions planned for 2022? ".

It is interesting to read the answer from Titan in this unmissable article.

It would appear that Tavistock Investments have chosen a very ambitious and highly acquisitive strategic partner.


Link herewith to article at Titan Wealth :-


hXXps://www.titanwh.com/titan-wealth-outlines-future-aum-ambitions%ef%bf%bc/



One can but wonder to oneself which the targets are that Titan may or may not have in their cross-hairs.

Either way, as a strategic partner of such an ambitious player with deep-pocketed backers, the partnership potential for Tavistock is not to be underestimated



ALL IMO. DYOR.
QP

[quepassa] 07/6/2022 08:25

Inaccurate.


Hardly illiquid.

557 million shares are in issue. NONE ARE RESTRICTED. NONE ARE HELD IN TREASURY. Less than 20% held by senior management.

A very large free float.

Four million shares traded just yesterday.

And many more millions of shares traded in last few sessions.


The burgeoning market cap of Tavistock which is now of some £41 million increasingly enhances liquidity and increasingly broadens the investor base.


ALL IMO. DYOR.
QP

[russman] 07/6/2022 07:05

A lot of shares in an illiquid market.
On paper it could work at a price.

[quepassa] 06/6/2022 11:21

The CEO of Tavistock Investments Plc, Brian Raven, has been newly appointed as a Director of:-

LEBC Group Limited

LEBC Holdings Limited


Tavistock Investments is already an FCA-approved Controller of LEBC and a 21% Significant Shareholder of LEBC Holdings.


The interests of Tavistock Investments in LEBC are yet further embedded and strengthened with these two new directorships in LEBC at both Holding Company and Group Operating Company levels.


ALL IMO. DYOR.
QP

[quepassa] 02/6/2022 08:29

As already fully detailed in the 23/5/22 RNS.


Anticipating that latest LEBC Hummingbird acquisition will formally finalise rapidly.





A strong share price close yesterday at +8% on the day.

Understandably buoyant momentum now with a Buy stance reiterated in The Investors Chronicle and with growing investor awareness of the cash position and Sum-of-Parts valuation of 16p+ of Tavistock Investments.

ALL IMO. DYOR.
QP

[russman] 02/6/2022 07:16

Hummingbird's audited accounts for the financial year ended 30 September 2021 show that the company achieved gross revenues of £0.61 million.

[quepassa] 30/5/2022 08:05

Investors' Chronicle REITERATES their BUY stance on burgeoning Tavistock Investments.

Already more than 50% up since appearing as Investors Chronicle top pick for their 2022 Bargain Share List earlier this year, highly regarded IC financial journalist, Simon Thompson, continues to see significant further upside and REITERATES his BUY recommendation for Tavistock Investments.

Commenting very positively on the recent Hummingbird acquisition and reiterating the Sum-of-Parts valuation of 16.5p.

Some very interesting and important observations about the strong cash position of Tavistock compared to its market capitalisation.

Link to IC article dated 26/5/22 here:-

hXXps://www.investorschronicle.co.uk/ideas/2022/05/26/bargain-shares-playing-the-value-rotation/


ALL IMO. DYOR.
QP

[quepassa] 27/5/2022 11:59

Big BUY volumes going through yesterday and today.

[alaskan2] 27/5/2022 11:29

hxxps://register.fca.org.uk/s/firm?id=001b000003WhWsLAAV#what-can-this-firm-do-restrictions

[markgordon1] 26/5/2022 22:40

Purblind my friend

[russman] 26/5/2022 06:47

Presume BoD get a bigger bonus if they do more deals.
The strategic rationale is not apparent to me.

[markgordon1] 24/5/2022 12:20

The recent transaction is riddled with conflicts of interest.Any body got any ideas as to what is actually going on.Minority stakes but control then buying a business from the company that you have a stake in and control.Oh well

[makeamillion3] 24/5/2022 12:06

Don’t be silly Phil.

Drive the price down to a disgusting level, then celebrate and praise the board when the dizzy heights of 3p, 4p and 5p are met. It reached over 6p in feb then drifted back for 3 months yet QP claims all Bona Fide shareholders are delighted with yesterdays upturn.
Him and his mates maybe, those long term holders who weren’t sent the memo are still way down, even more with inflation.

Where are the annual reports QP?

[phillzy1] 24/5/2022 11:50

What is the value of the current board when the share price hasn't moved since 2014?

Price is 7p, value is not 7p xo

[quepassa] 24/5/2022 06:59

Price is what you pay.

Value is what you get.


And Tavistock have scored twice with this acquisition.

The value is not to be underestimated - not just for Tavistock's business but also for LEBC where it needs to be borne in mind that Tavistock is both a Controller and a 21% owner.

Makes LEBC Holdings a much more stream-lined, focused and APPROACHABLE business.


ALL IMO. DYOR.
QP