Tp Icap Share Discussion Threads

[tsmith2] 17/7/2018 07:34

Let's see this play out today

[tsmith2] 16/7/2018 17:58

chart turning

[topvest] 12/7/2018 20:53

Yes, with 35P EPS this an next year forecast, the dividend is safe. Looks undervalued, albeit a little ex-growth. I'm more of a hold than a buy.

[bench2] 12/7/2018 18:03

Interesting to see the initial sell off down to 247p by 9.30 was subsequently reversed to end near the days high on massive 27m volume ( normally 1.7m daily vol ) . Has this been oversold .. new EPS est circa 30p and well covered div of 16.8p makes the shares look too cheap , unless further profit warnings to come . As they have promoted from within the risk of a new CEO wanting to kitchen sink and then fix his option package at a bombed out level is not on the cards at present . I bought a small slice yesterday at 259p but with a view to buying more if it gets a second pasting .

[ny boy] 12/7/2018 15:31

tks knowing, will keep a watching brief here.

I have enough MARS 10,000+ shares, divihelps but capital growth to follow after a long hot summer boosts their forecasts.

Otherwise all a bit quiet, investors waiting to see how Trump gets on over the coming days.

[knowing] 12/7/2018 15:22

Might as well top up your MARS at current prices. These dropped following sacking of CEO after company realised that the targets set were achievable.

[ny boy] 12/7/2018 15:05

Why did these drop 40% recently on heavy volumes? Just come across these, so have put them on my watchlist monitor, looking for more opportunities, added a load of PHTM this morning at 101p, there are a few bottom fishing opportunities around but naturally they all come with varying degrees of risk.

[meijiman] 12/7/2018 14:11

Everyone cheering when news of Ronnie Barker getting the tic tack announced.

[topvest] 12/7/2018 14:07

Yes, dividend is well covered. I would have thought it was fairly safe.

[the knight of no] 12/7/2018 14:05

Voice broking is not the future, especially after MiFID II.

[knowing] 12/7/2018 11:18

Just realised that at current valuation, if they maintain, this yields 6.5% on the dividend. Add in potential capital growth it looks extremely good value.

[knowing] 12/7/2018 10:55

If thats the end of the seller there is going to be a strong rise ahead.

[tsmith2] 12/7/2018 08:21

Added. Silly silly price

[knowing] 11/7/2018 15:58

Looks like the start of shorts closing. Nice gap to fill at some stage but I would be happy with the Numis figure of 340p

[knowing] 11/7/2018 15:10

Looking very oversold now.

[knowing] 11/7/2018 11:35

Spob reason for the departure was simply that he did not and was not able to deliver on his promises.

[knowing] 11/7/2018 09:28

Tp Icap (LON:TCAP) was upgraded by equities researchers at Numis Securities to a “buy” rating in a research note issued on Wednesday. The brokerage currently has a GBX 340 ($4.53) price objective on the stock. Numis Securities’ target price indicates a potential upside of 31.89% from the stock’s previous close.

[spob] 10/7/2018 23:05

sorry i'm not short

just thinking out loud


please ignore my gibberish

[garydav5] 10/7/2018 22:48

Spob your just a deramper or shorter not really interested in your views

[spob] 10/7/2018 22:38

Anyone think they might rebase the dividend

maybe cut it down to around 12p ?

[spob] 10/7/2018 22:36

re 48

yeah but price history is irrelevant now

it's all about judging ongoing future business costs and new eps forecasts

[eastbourne1982] 10/7/2018 22:02

£2 would see the share price 60% - 70% lower than prices seen within the last 12 months.

This is a decent company that made an operating profit of 260 million only recently, market cap is now less than 1.5 billion.

Unless something really terrible comes out of the woodwork this is now very undervalued, even on a bad day the market cap should be north of 2 billion.

[topvest] 10/7/2018 21:20

A disappointing update it has to be said. Seems a bit of an overreaction, but its left a bit of an uncertainty cloud with the sudden sacking of the CEO.

[spob] 10/7/2018 21:10

just to be clear

not saying it will actually get to £2

just saying I might consider buying IF it does

[spob] 10/7/2018 21:05

I might consider buying at £2 or lower

but will let the dust settle for now

There 'may' be further warnings