The elephant in the room is naturally cum-ex.....seem to be more cases coming to court and settlements with banks....the situation here is as clear as mud! |
Elsa, great find with that article! This indeed looks very encouraging. Everyone pretty much agrees they overpaid for Liquidnet, and the performance has been a dog ever since. However, if they're beginning to turn things around as the article suggests, this could signal a major rerating. Right now, the value of Liquidnet is discounted for free based on the current market cap and has been a drag on the share price. Final results on 12th March should give us a clearer picture. Looking forward! |
Don't rate him at all but agree with some of his observations. I'm still getting comfortable with the investment thesis.
See there is someone on here that downticks any positive comment.
If you have an alternative view let us know. What's the point in having a strong view and not sharing it.
Looking forward to the silence and the downtick.... |
Gervais Williams from Premier Miton is bullish on TCAP at 30:05https://youtu.be/Rdk7az1bdqo?si=appHZGVSnymvauR6 |
Looks encouraging. |
hxxps://x.com/trendz_lse/status/1744671530016006351?s=46 |
Christopher Mills, CEO of Harwood Capital talks about TCAP at 54:20https://www.youtube.com/watch?v=M_iIre1pAW4&t=3260s |
JPMorgan raises TP ICAP price target to 259 (253) pence - 'overweight' |
Global liquidity is vanishing at the fastest pace since 2008 |
TCAP's trading statement covered briefly here at 26.50 ("a no-brainer"); hxxps://youtu.be/ROFKJg6vc6I |
said before this should be a 200p stock for cash it generates and div cover. CEO been 5 years and with strategy department is laughing stock. they let good tullet people go and even those who improved their trading systems to customers now gone. what's left is why stock is 150p and top 20 holders selling |
Stockopedia isn't showing any changes to forecasts. 7% down is a mystery. Doubled my holding here today. GLA |
Im afraid I also exited early this morning. |
Did the analysts get some information that wasn't made available to the rest of us? No position. |
Only started buying this one a few days ago but sold for a 2.3% loss and a VERY quick exit.I thought it was looking like it was making a breakout over its 50d MA and 200d MA but maybe I should have waited a little longer?One to keep an eye on for sure because it ticks a lot of boxes. |
Cheers Melton John for info ☺️ |
Some sore loser going back months. Downticks every post. Saddo. Ignore him. |
Why the red arrow?
Explain yourself?
You're not short are you?
Ped |
I see on a recent analysis Paul Hill has fair value of £2.50 on these.
Nice PE and PEG ratio with loads of cash.
Good luck
P. |
Bought in here today.
Ridiculously cheap.
Target £2 |
I ve been adding on every dip as and when funds available
Average improved and nothing else doing anything or going anywhere
Fed and Old Lady might give impetuous
In the meantime dividend succours
Good luck holders |
Lorse I've sent you a PM with info, hope that helps.
I think newspapers info is out of date so quick compared to on-line so the don't bother any more. |
Melton John, Thank you for info and video. So their site does yet include next dividend info, unless it's in News.
I notice the Vox guy mentions P/E ratio, which the Sunday Times USED to publish weekly (of course) for the UK Top 200 companies. I've asked them when/if it's coming back (silence) but do you know who does publish this useful parameter for our top stocks? |
Lorse, that agrees with my info from Stockopedia. Here's a list of past juicy dividends, forecast covered nearly twice over by huge net cash reserve of £1.8B.
hxxps://tpicap.com/tpicap/dividend-information
Edit
Some background from Vox at 60mins in. |
DividendData suggests:
TCAP TP ICAP Group FTSE 250
Share Price - 158.5p
Dividend - 4.8p
Dividend Impact - 3.03%
Declaration Date - 09-Aug
Ex-dividend date - 28-Sep
Payment date - 03-Nov |
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