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Fund Manager Chris Bailey talks about an opportunist 2017 for investors


1pm Share Chat (OPM)



Share Price: 64.00Bid: 62.00Ask: 66.00Change: 0.00 (0.00%)No Movement on 1pm
Spread: 4.00Spread as %: 6.45%Open: 64.00High: 64.00Low: 64.00Yesterday’s Close: 64.00


Share Discussion for 1pm


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WeWillWin
Posts: 5
Observation
Opinion:Strong Buy
Price:64.00
Another presentation from our CEO
11 Jan '17
 
WeWillWin
Posts: 5
Research
Opinion:Strong Buy
Price:64.50
Optimistic
29 Dec '16
https://www.fundingoptions.com/business-lenders/

Some more interesting information!
WeWillWin
Posts: 5
Off Topic
Opinion:Strong Buy
Price:64.50
Optimistic
18 Dec '16
"British companies absorb Brexit shock, get on with business for 2017" - http://uk.reuters.com/article/idUKKBN147068

https://www.businesscarmanager.co.uk/academy-leasing-solutions-source-vehicles-much/

Some weekend reading. Cautiously optimistic that the growth story is intact here. Ideal conditions for us to prosper, in my opinion. Should know this week hopefully!
Deagle
Posts: 144
Off Topic
Opinion:No Opinion
Price:64.50
EoS
16 Dec '16
Some strong buys coming in with few sales which is always good to see, 87p might still be a way off though.
EarlofSandwich
Posts: 9
Off Topic
Opinion:No Opinion
Price:64.50
87p
16 Dec '16
Are we there yet!
Deagle
Posts: 144
Off Topic
Opinion:No Opinion
Price:64.50
Slowly moving up
14 Dec '16
Nice to see a little bit of a rise before the xmas break, would be nice to touch 70 again.
jollyspeculator
Posts: 21,799
Off Topic
Opinion:No Opinion
Price:62.00
another ST
23 Nov '16
triumph
jollyspeculator
Posts: 21,799
Off Topic
Opinion:No Opinion
Price:64.50
50-70p
14 Nov '16
trading range in tact
wotreally
Posts: 3,125
Observation
Opinion:Hold
Price:67.00
Future purchases of shares
25 Oct '16
Wait until Henderson have stopped selling, then buy in.

I'll just sit it out.

As below, I was sad to see Maria go.

Capped at 70p until selling by corporate holdings stops.
WeWillWin
Posts: 5
Observation
Opinion:Strong Buy
Price:67.00
1pm share price - my thoughts contd
25 Oct '16
So, what can be done to break out of the Catch-22? I think it comes down to not only maintaining the growth story but also additional confidence boosting measures.
A few thoughts –
1) Communication policy - there could be several reasons why the share price has not moved but I think the way the BOD have communicated with the market in the last couple of years may have contributed to some extent. The OPM share price hit the highest level in June 2014. If you look at the company’s RNS history, prior to mid-2014, we used to get frequent updates when additional funds were raised. Between Jan 2013 and Jun 2014, there were 9 RNS’s talking about increased funding lines. During this time the share price (adjusted for post-consolidation) went from about 18p to 84p.
Between July 2014 and now, even though the company has continued to raise significant amount of funding, and at lower interest rates than before; the number of funding related RNS’s has been 0! In that period the share price has stalled. This might simply be a coincidence but I find it quite striking. In the last couple of years, the main communication with the market has been the 6 monthly results updates (and to some extent the Pre-Close trading updates) but not much in the intervening periods. So, the investors have no idea for almost 6 months as to what the company is doing. I am excluding the acquisition related RNS’s as these were one-off events.
The funding related RNS’s of the past served 4 purposes – 1) to let the market know that there is demand for loans i.e. the loan portfolio is increasing. 2) the company can raise funds i.e. lenders have confidence in the company. 3) Each RNS made it more likely that the company gets on the radar of new investors – private and institutional. 4) As the RNS’s were provided between the 6 monthly results updates, they informed the investors that progress was continuously being made in growing the company.
Even now, for example, if a funding line of £5 million is agreed, in my opinion, it is still worth an RNS because at the current market cap it still represents almost 1/7th of the company. The BOD need to be commended for achieving what they already have but having achieved great results, I think it might be worth looking again at the communication policy. Drip feeding even small but material updates at regular intervals may get the share price moving.
2) Director Buys – If ALL directors (not just RR) purchased shares on the open market then that would be an immediate confidence booster.
3) Somewhat controversial but if the BOD feel that the share price is grossly undervalued, and if they have available funds, then they could buy back shares.
4) Introduce Interim dividend as well.

Just my own thoughts. DYOR




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