Xps Pensions Share Discussion Threads

[johnrxx99] 05/6/2025 08:22:34

Did CPI beat EPS on the contract the former won?

I'd love to know.

[johnrxx99] 02/5/2025 09:01:13

Aberdeen had to reduce as it lost a huge customer - GDP4b apparently.

[melody9999] 16/4/2025 10:14:58

Just looking at impact of McCloud on next years revenue. This year company advises PA achieved double digit growth without McCloud. £71.9M X 110% so say £80M. Implied revenue £93.5M so McCloud 'kicker' added perhaps £13.5M this year.

1 If Pensions Administration continues on its growth trajectory (exc McCloud) then 2026 will fall perhaps £5M to £88M.
2 Meanwhile the Polaris acquisition will add £17.7M (based on 2024 numbers)

[johnrxx99] 16/4/2025 07:16:31

Welcome aboard homshawpmoss.

An excellent TU today: "With strong revenue growth and disciplined cost management, the Board is confident of achieving full year results in line with previously upgraded expectations."

A strong recovery already from the Trump Effect decline and, assuming no more bad news, imo the stock should move forward.

[homshawpmoss] 14/3/2025 09:22:38

IMO the increased revenue and reduced interest costs could make for an interesting set of year end accounts. I've just added at £3.60.

[johnrxx99] 14/3/2025 08:03:08

IMO buying op is a way away. Wait for the RSI indicator.

[johndoe23] 13/3/2025 12:05:19

Buying opp coming

[johnrxx99] 26/2/2025 07:23:59

Good to see more people arriving here. Hopfully catching a few people eye

[bones] 25/2/2025 17:56:26

Bought a good chunk yesterday (average 390) on the acquisition news backing up the recent trading update. Sounds like a complementary / “friendly̶1; takeover. The acquired company’s owners have a huge £35M incentive to help achieve the “stretching221; earnings targets over the next three years.

[bigbigdave] 25/2/2025 14:52:30

DEUTSCHE BANK RESEARCH RAISES XPS PENSIONS TARGET TO 485 (435) PENCE - 'BUY'

[johnrxx99] 24/2/2025 07:37:33

Beat me to it Dave, cheers.

[bigbigdave] 24/2/2025 07:06:34

Acquisition, expected to be immediately earnings accretive.

[johnrxx99] 17/2/2025 15:11:28

52 week high

[johnrxx99] 14/2/2025 15:05:53

Thanks melody

[melody9999] 14/2/2025 13:45:48

RBC RAISES XPS PENSIONS GROUP PRICE TARGET TO 435 (395) PENCE - 'OUTPERFORM'

[martinmc123] 14/2/2025 13:08:13

wealthoracle.co.uk/detailed-result-full/XPS/1237

[thebears1] 14/2/2025 11:26:54

I think that was Iain Staples talking to Paul Hill around last November

[cardinal3] 14/2/2025 10:27:32

I saw a podcast on Voxmarkets where the interviewee was asked for his tip for 2025 and he referred to XPS.

[johndoe23] 14/2/2025 08:08:08

Yep missed the boat here unfortunately.

[johnrxx99] 14/2/2025 07:24:19

What a superb update. This is one of my most successful investments over the last two years and I see no reason why it wont continue, all things being equal.

Good luck to all in this company.

Nice to see you here BBD.

[hawaly] 14/2/2025 07:24:13

Excellent

GLA

[bigbigdave] 14/2/2025 07:03:54

14 February 2025



THIS ANNOUNCEMENT CONTAINS INSIDE INFORMATION

FOR IMMEDIATE RELEASE



XPS Pensions Group plc



Trading update



A strong finish to the year, performance anticipated to be materially ahead of expectations



XPS Pensions Group plc ("XPS" or the "Group") is pleased to provide an unscheduled trading update (unaudited) for the year ending 31 March 2025.



Trading update



The Group has continued to perform strongly, and the Board now expects revenues for the full year to be in the range of £226 million - £229 million, representing YoY growth of 15% - 16%.

High levels of demand for our services from continued regulatory change, new clients, and the inflation-linkage of our contracts, combined with the resilience and predictability of our business model has driven a strong performance for the year. Growth drivers in the year include GMP equalisation, rectification projects following the McCloud judgement, and the impact of new business wins in the Risk Transfer market.

Costs have been managed well, and our investments in technology are enabling increasingly efficient delivery of project work. As such the Board expects operational gearing to have improved and full year results to be materially ahead of previously upgraded expectations.

Workplace pensions remain high on the agenda with further regulatory changes expected later this year stemming from recent Government announcements. We remain confident that our expectations of continued strong performance in FY 26 and beyond remain well underpinned.

The Group's full year results are expected to be released on 19 June 2025.

[johnrxx99] 13/2/2025 15:15:31

Blackrock has increased its holding to 10%

[johnrxx99] 17/1/2025 08:18:03

PS didn't hit 310p ;-}

[johnrxx99] 17/1/2025 08:17:07

Coming back well. The institutions using their services know how capable they are and word spreads. Pension advice is a small world.