Register
Login:
Share:
Email Facebook Twitter




Quick Poll
QUICK POLL >
Would you use a professional standard news service? (Giving you breaking news sooner)




Expert Finance Blogs


David Harbage Blog

David recently retired, after more than 37 years working in the asset management... More


Latest Entries:

12
APR

Another day, another (albeit much bigger) multinational merger

Following on from the writer’s previous commentary on Optimal Payments (OPAY), this article takes a look at a much bigger piece of corporate action as global oil giant Royal Dutch Shell made a £47 billion offer for the BG Group on Wednesday. Again an agreed (by management of both companies) bid, with consideration being via a mix of cash and new equity, but the magnitude of this deal is dramatically different – for example, requiring regulatory approval in a number of jurisdictions including Australia, Brazil and China. Besides the scale, the most obvious difference surrounds the current respective positions in the business cycle of the energy industry as compared to the high pace apparent in technology (surrounding the electronic wallet & payment industry, in OPAY’s case).      


Read More...


27
MAR

A tale of transformation, (rather than evolution).

For every twenty sensible small ‘bolt on’ purchase made by a typical company’s management, who seek to steadily evolve into a stronger more sustainable business, there’s typically only one transformational corporate deal. But when one of the latter does come along – such as AIM listed payment processor Optimal Payments’ (OPAY) Eu1.2 billion acquisition of the privately owned Skrill this week – it makes the pulse of both Sell side analysts and existing investors beat faster.


Read More...


11
MAR

Follow that man (or woman)!

When board members buy or sell shares in their own company, canny investors take note. Such action, which can only be carried out in ‘open’ periods (ahead of a company year-end, and after the announcement of trading results) is perhaps the best indicator that one can expect when discerning how a listed company is performing. Such director purchases or sales, however small, have to be reported to the wider market in order that all existing and potential investors become aware. Call them ‘insiders’ if you wish. Although there can be good reasons for a senior executive director to sell shares (for instance a divorce settlement or property purchase), such transactions merit scrutiny to see if investors should have concerns and follow the insiders’ lead. 


Read More...


27
FEB

Examples of collective investments (Funds)

As promised in the previous blog, entitled ‘Choosing a collective investment’, this article seeks to illustrate some of the suggested strategies by highlighting a few collectives of the writer’s choice. The first is an actively managed closed ended fund (not subject to in or outflows of investors’ monies) enabling investment into large global blue chip companies. The second collective facilitates ownership of the FTSE100 – which represents almost 80% of the UK equity market – delivering this index’s returns in the most reliable fashion, and at the lowest possible cost. The third selection features another actively managed fund, but this one is open ended (and so impacted by the movement of investors’ subscriptions) but its bid and offer prices will more accurately reflect the worth of the underlying assets than an investment trust whose (share price) valuation could differ significantly from the net asset value of its portfolio of investments.   


Read More...


Resident IFA Blog

lse.co.uk's resident Independent Financial Adviser (IFA) has 13 years experience... More


Latest Entries:

31
MAR

Budget 2014

Our latest 'Quick Poll' posed the question "How do you feel about the Budget?"


Read More...


11
OCT

Risk & Reward: Shares

Most of us have come across Shares at one time or another.


Read More...


17
NOV

Disclosure (Cheap as chips Pt.2)

The case I mentioned in 'Cheap as chips!' two days ago has already been accepted.
Read More...


15
NOV

Cheap as chips!

Life Insurance…money for old rope? Good value?
Read More...




Naked Trader Blog

Robbie Burns - aka The Naked Trader - has become a cult figure in the wor... More


Latest Entries:

15
NOV

The demise of MF Global

The collapse of MF Global raises one or two interesting issues.
Read More...


13
OCT

Lessons learned over 4 years

First, apologies for being so lazy and not updating this column enough. I could blame a dodgy knee, but that's probably not enough is it?!
Read More...


11
FEB

A (very) cautionary tale

When I hold seminars, I often hear some terrible stories about trades gone wrong.
Read More...


26
JAN

Spread Betting ‘Stop-Losses’

First of all, thanks a lot for the feedback on my new Spread Betting book. It seems to have helped a lot of you and I’m glad about that.
Read More...






Home  |  Contact Us  |  About Us  |  Careers  |  Advertise with Us  |  Sitemap  |  Terms & Conditions  |  Cookies  |  Privacy


Datafeed and UK data supplied by NBTrader and Digital Look. While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.