Tavistock Investments Share Discussion Threads

[dexdringle] 01/10/2018 08:54

Revenue £28.8M and profit just £200k. What the hell are they spending £28.6M on ?

Value it on an 8 x PE and it doesn't look good at all.

Unless there were 'exceptional items' in the costs and the real underlying profit was, say £5M ??

[wanttowin] 27/9/2018 22:32

I look forward to seeing what you find davy, cheers.

[davydoo] 27/9/2018 16:52

In my capacity as a certified financial planner I will be seeing Tavistock's offer as fund managers to other advisers for the first time at a conference on Monday. They have paid for a stand there.

I will try to feed back objectively.

[cheshire man] 26/9/2018 12:52

All very reassuring :-)

[chrisdgb] 26/9/2018 12:45

Fantastic, nice to see some management comments as well...!!

[chrisdgb] 24/9/2018 09:12

AGM coming up, they don't usually say anything but maybe they should, anyone going..??

[wanttowin] 18/9/2018 18:01

Well a 1 mill buy after the bell, at the full offer price bodes well.

[cojones] 16/9/2018 22:10

Time to start investing again here. Yet another opportunity to feed the inevitable boom ;)

[davydoo] 14/9/2018 11:08

Their advisers to assets ratio is worrying. No wonder they aren't profitable.

[cheshire man] 14/9/2018 10:18

A bit busy on the thread today, Inerims on 28/11 last year so maybe some interest on the run up to this and some volume to move us north :-)

[chrisdgb] 14/9/2018 09:35

Perfect thanks, they could do with spreading the word and maybe get some new shareholders in, on a deal...AFHP has been stellar..

[chrisdgb] 14/9/2018 08:55

Sounds good and agree with the sentiment............it drifts because no one else looks at it........!!!

[chrisdgb] 03/9/2018 11:07

AFH continue to hoover up businesses, I know slightly different, but would be nice to see the quote being used to grow................

[its the oxman] 14/8/2018 15:22

Chart suggests to me we are looking to move higher. About time for us long suffering holders. Guess the company's prospects are finally looking brighter?

[chrisdgb] 07/8/2018 09:31

In terms of getting to the next level, currently just shy of £20m market cap, maybe they should look at something like a Walker Crips merger..........£15.5m market cap...any thoughts?

[chrisdgb] 31/7/2018 14:58

Nice comments and agree with the sentiments....in the short term I wonder if Stifel are short of stock.......?

[glasshalfull] 31/7/2018 13:56

Think I last posted in Jan 2018. I’d simply placed my small investment in the bottom drawer as stated at the time.

The outlook signifies a high degree of confidence: -

“The Group has now made the breakthrough of reporting a pre-tax profit and its future prospects are excellent.“

&

“The Group benefits from a high degree of earnings visibility and based upon the anticipated revenue to be generated on existing FUM from the start of the current year, and upon the Group's current cost base, it would be reasonable to anticipate that the Company will report significantly improved performance for the current financial year.”

In addition, I would also welcome new brokers as previously intimated. Allenby failed miserably with the placing for the Bailey acquisition, eventually getting it away at a -30% discount to the share price at the time. Shares have been under pressure since. Recent RNS’s also indicate Helium’s declaration on building a position here, with their buying appearing to have removed the persistent overhang.

With operational gearing now kicking in I’m hopeful that the next set of results will confirm the growth story emerging.

Kind regards
GHF

EDIT - Parts of the post didn’t copy over. Post now edited to include RNS outlook from recent results.

[red army] 31/7/2018 12:31

It would be good to continue its rise slowly without bringing too much attention to others.

[chrisdgb] 31/7/2018 12:15

Need a new broker to raise the profile, would also be nice if the could find a nice additional AUM acquisition......creeping up