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Pcf Grp Share Chat (PCF)



Share Price: 27.00Bid: 26.50Ask: 27.50Change: -0.25 (-0.92%)Faller - Pcf Grp
Spread: 1.00Spread as %: 3.77%Open: 27.25High: 27.25Low: 27.00Yesterday’s Close: 27.25


Share Discussion for Pcf Grp


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shareaction
Posts: 302
Off Topic
Opinion:No Opinion
Price:28.50
RE: Ahead of expectations
1 Oct '17
You are quite right! Researchers could compare the average size largecap with the average size small or microcap company and draw some conclusions about average figures. In real life we don£t select an average company; we look for individual companies with particular attributes; the statistical average company is of course of no interest.
 
RazorShultz
Posts: 29
Off Topic
Opinion:No Opinion
Price:28.50
RE: Ahead of expectations
29 Sep '17
There is also lots of research saying that investing in individual shares over passive funds tracking broad indices is pointless. We have to be careful what we listen to in investing as the academia and the practice are quite far removed from each other, aside brilliant things like john burr Williams's discounted cash flow valuation method.

Whatever research says, a large mature company cannot usually grow its EPS by 100% year on year, whereas small cap companies which haven't yet grew their return on capital, profit margins, and management personnel to full capability yet certainly can do that.

The management of PCF certainly seems able and interested in creating value for shareholders and growing the business for the long term
shareaction
Posts: 302
Off Topic
Opinion:No Opinion
Price:28.50
RE: Ahead of expectations
29 Sep '17
Razor, Please don't COMPLETELY agree with my point. There is lots of research concluding that low market cap companies don't statistically grow faster than high market cap companies. But I prefer smaller (under-researched) companies anyway whatever research says! Good luck with your banking and other shares!
RazorShultz
Posts: 29
Off Topic
Opinion:No Opinion
Price:28.50
RE: Ahead of expectations
28 Sep '17
I was pleasantly surprised to see PCF shoot from like -140 in my holdings to being at the top of my portfolio with +200 or so. Not a bad gain for a small fry and I'm going to buy more when I can as I'm here for long term value.

I completely agree with your point that PCF is small so has much more potential for explosive growth than some of the more mature young banks like ALD and especially PAG. Here's hoping the price will stay steady whilst we load up!
shareaction
Posts: 302
Off Topic
Opinion:No Opinion
Price:27.50
RE: Ahead of expectations
27 Sep '17
RazorShultz, Yes a very good day today!

As forother thoughts, here are some of mine:

PCF Group plc mkt cap £58m
Aldermore Group PLC mkt cap £766m
Paragon Banking Group PLC mkt cap £1136m

I would only stick with one of these banks or possibly two. I like PCF because it is much smaller than the others and I prefer the small companies with great growth potential, reverse takovers, etc. And when will Bank of Berbuda start offloading some of their shares (if ever)? If you like buy to let mortgages perhaps add ALD. I have not compared any financials so don£t base any decisions on what I write.

As a diversification, still within banking, I also own shares in Arbuthnot Banking Group Plc mkt cap £188m, and they are totally different to PCF and the other two. Operates Retail Banking, Private Banking, discretionary investment , tailored investments.
RazorShultz
Posts: 29
Off Topic
Opinion:No Opinion
Price:26.25
RE: Ahead of expectations
27 Sep '17
Glad things are going well. Hopefully I can continue to top-up my holdings after I get paid. I'd like to build a sizeable holding in this company so I'm in for the long term. Hoping for good capital gain and dividends over the years as the company matures.

I don't know much about investing in banks but I'm also in ALD and PAG. I'm worried that being in 3 different banks might mean my portfolio is overweight in financial institutions. If anyone has any thoughts that'd be nice to hear. Is PCF exposed to the same markets and risks as the others?
BuyHold
Posts: 73
Observation
Opinion:Strong Buy
Price:26.25
RE: Ahead of expectations
27 Sep '17
I'd agree with that . Now to the next stage: scaling the business. And the good headway on deposits bodes well for improving margins.
FredRubble
Posts: 856
Off Topic
Opinion:Strong Buy
Price:26.25
RE: Ahead of expectations
27 Sep '17
For me this update signals the end of the beginning of far more exciting and prosperous times ahead.
GLA
BuyHold
Posts: 73
Observation
Opinion:No Opinion
Price:27.00
Ahead of expectations
27 Sep '17
Excellent update from PCF this morning.
Babbler2
Posts: 34,675
Off Topic
Opinion:No Opinion
Price:23.75
.
27 Sep '17
results ahead of market expectations.




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