The Simplybiz Share Discussion Threads

[masurenguy] 25/6/2018 16:17

Took an initial position here earlier today.

[middlesboroughfc] 25/6/2018 16:00

taking off today

[davebowler] 11/6/2018 14:48

Tipped in SCSW today.

[igbertsponk] 11/6/2018 08:30

They've a massive chunk of massive but boring markets. Need to get some positive news out then will start zooming.

[nw99] 11/6/2018 08:03

Like story here

[davebowler] 24/5/2018 11:09

Zeus;

SimplyBiz is a leading provider of compliance and business support services to over 3,400 UK directly authorised financial intermediary firms (Members). Regulation is a growth industry. SimplyBiz is perfectly positioned to support its members.

The combination of membership growth, rising average revenue per member, and increasing adoption of Distribution Channels should deliver 7% p.a. revenue growth.

§ SimplyBiz provides compliance and business services to its Members. New regulation, such as MiFID II, General Data Protection Regulations, and the Senior Managers and Certification Regime, provide new opportunities to engage with member firms and provide additional services and/or software.

§ The Group’s revenue stream is high quality with 92% recurring (i.e. are derived from the same underlying customers for the same services).

§ Intermediary Services (c50% of revenues). SimplyBiz provides a range of compliance, business and technology services to over 3,400 firms, including Wealth Managers, Independent Financial Advisers, Mortgage & General Insurance Intermediaries, Workplace Consultants, Estate Planners and Credit Brokers.

§ Distribution Channels (c50% of revenues). SimplyBiz provides 135 financial institutions with access to relevant Members, which handle annually c. £4bn of investment inflows, c. £10bn of mortgage completions and c. 9,000 general insurance policies, as well as life and protection policies.

§ SimplyBiz’s investment solution, Verbatim, provides optionality. The revenue stream is linked to assets under administration, which rose 32% in 2017 to £582m. Our forecasts assume £150m p.a. rise (2017: £158m).

§ EBITDA margin should rise as benefits of scale emerge. High incremental margins enable management to invest in new products, while allowing Group EBITDA margins to rise gradually.

§ Reinvestment of earnings in M&A. Our forecasts include the £4m acquisition which completed in early January 2018. Management sees the opportunity to invest £4m to £5m pa in bolt-on acquisitions, subject to rigorous constraints. We expect 3x dividend cover would enable reinvestment of retained earnings in 2018 and 2019.

We expect SimplyBiz to provide investors, with higher than market earnings growth and defensive qualities. The business carries no regulated advice risk. The combination of 7% pa revenue growth, operational benefits of scale and acquisitions should deliver high real double-digit shareholder returns. SimplyBiz is an attractive long-term holding: a growth stock with defensive attractions.

[sharesoc] 10/5/2018 17:08

There is a detailed report on SimplyBiz which can be found in our members area here:

To access the report, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here:

Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the report (and reports on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here:

[trytotakeiteasy] 08/5/2018 08:33

Written about here. Writer uses the Twitter handle @LTGrowthStocks:

[davidosh] 02/5/2018 17:29

Well spotted and yes I like these guys and one of my sons who is more of an expert in what they offer to customers speaks highly....so good management ,good product and growing very steadily added up to a purchase.

They gained quite a few followers at Derby and had a very high attendance for their presentation on the Thursday.

[martywidget] 02/5/2018 16:15

Davidosh, I guess you were suitably impressed at the event - I have read elsewhere that you bought some of these these last friday. Currently looks a well timed trade.

[davidosh] 25/4/2018 01:05

Just a mention that SimplyBiz will be exhibiting and presenting at our huge Mello2018 event in Derby on 26th & 27th April and all shareholders and potential investors are welcome to attend

SBIZ are newly listed so have never presented at a Mello event before and we are very pleased to welcome them as this is an ideal opportunity to meet the management and hear about their strategy.

Do come and join us at this quality two day event and there will be 45 other companies to meet plus some fabulous keynote speakers

[martywidget] 04/4/2018 07:33

Twitter:

YouTube:

Website:


"The SimplyBiz Group is the largest provider of outsourced regulatory and business support services to the financial services market, currently supporting over 25% of advisers in the UK.

Through acquisition, organic growth and innovation, we now have 12 leading brands, across all key sectors including investment, mortgage, consumer credit, workplace, estate planning and surveying.

We now support over 3,400 advisory firms and have partnered with the leading providers of financial products and solutions to ensure we remain the premier player in our market."

[martywidget] 04/4/2018 07:02

Investor relations:

Admission document:

Admission to AIM and first day of dealings
Released 07:00 04-Apr-2018

The Company has conditionally raised £30.0 million (before expenses) from an institutional placing of 17,647,149 ordinary shares at a placing price of 170 pence, and £34.6 million (before expenses) for selling shareholders by way of an institutional placing of 20,362,228 ordinary shares at a placing price of 170 pence (the "Placing"). Admission is expected to occur at 8.00 a.m. on 4th April 2018 with a market capitalisation of £130.0 million...





Schedule 1 update - The SimplyBiz Group Plc
Released 12:24 29-Mar-2018


Schedule One update - The SimplyBiz Group Plc
Released 08:00 26-Mar-2018


Schedule One - The SimplyBiz Group Plc
Released 08:00 16-Mar-2018


Intention to Float
Released 07:00 16-Mar-2018

[martywidget] 04/4/2018 07:01

18/11/2019 As requested a new thread has been created, by Masurenguy, many thanks.

Please use the new thread: