To me, a fine RNS today. I am always interested in the views of others. My story and my impressions follow. I recently had an unforeseen need to raise some cash; I decided that reducing the number of my investments on AIM was a suitable way to meet the need. I exited positions in (a) a few underperforming companies and in (b) a few companies that have risen nicely. I do not like to bid adieu to investments in companies that have been performing well, but circumstances suggested to me that I ought to do so. I see much value in the B.P. Marsh share, and I strongly felt last week that an exit in the 140p range would not be wise. I do not know how other BPM holders reached their decisions to invest here. I for one am drawn to quoted companies like BPM because they invest in unquoted companies which are in the same sector. In other words, I infer that the BPM directorate have the expertise and the sector familiarity which positions the directorate to screen for excellent opportunities in the insurance market, including opportunities in which the expertise of BPM is likely to contribute to profitable results for the investees of BPM. I have confidence that the BPM directorate will continue to make advantageous investments in the insurance business. I wish good luck to all who may read this message. Rob
3 Jun '14
B.P. Marsh & Partners: Panmure Gordon moves target price from 155p to 162p and retains a buy recommendation.
4 Dec '13
03 Dec '13 news release, quiet here
I like the 03 December news. Invest for further growth by aligning with highly experienced people. BPM share remains a good value in my humble opinion. I urge others to do their own research. Good luck all. Rob229
27 Oct '13
INVESTORS CHRONICLE - 25 OCT 13
Full page article in IC this week. Still being tipped to reach 160, with a NAV of £1.95
I think a lot of us assumed that when the Hyperion deal was completed there would have been some sort of share buy-back or special dividend. By my reckoning £29m from Hyperion is £1 for each of the 29m shares in circulation. So e.g. 30p special dividend would have been quite affordable. Still a good company so what have they got in mind with the proceeds?
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