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in H1 LendInvest continued to grow and gain market share, despite a worsening macro-economic environment. Its financial results were solid and Equity Development retains a 180p/share fair value, as per new note here:
https://www.equitydevelopment.co.uk/research/solid-h1-amidst-weakening-macro-environment
A £9.60 share purchase this morning increases the share price, that made me smile, the spread is close to 5.0%.
It appears that there is very little demand for shares even though the SP has fallen by 2/3rds since the IPO in July 2021, one for the watchlist.
The market capitalisation of this company has fallen to circa 1/3rd of the IPO market cap (July 2021 - £255.6 million) and the only response from the BoD is for the CEO to buy £18k of shares, unbelievable !
Market cap now 84.9 million. .....
Correction - Lendinvest was floated at 186p per share in July 2021, the market capitalisation then was £255.6 million.
old1 - that is the question.
The chart looks like a "falling knife", will we see another fall tomorrow & the next day?
It is a concern when the Board of Directors don't put their hands in their pockets & purchase significant numbers of shares, this company was floated at 200p + in July 2021. Are we to assume that the Directors do not regard 60.5p as being a decent buy price?
What would be a good price entry point or with the current market conditions better to sit on the side lines?
I'm not surprised by how much it is falling, I posted a comparison between Lendinvest & Paragon last year. I could not understand the valuation being assigned to Lendinvest.
CEO's share purchase yesterday (c.£18,300) is not inspiring imho.
Surprised how far it,s falling. Surely being oversold.
Lendinvest was listed at over 200p per share in summer 2021, now 63p & falling, what a car crash.
In H1 AUM rose 33%, but macro uncertainty means LINV see FY PBT in line with prior year. ED's fair value adjusts down to 180p/share, still well above current price.
Read new research note / hear summary freely accessible here :
https://www.equitydevelopment.co.uk/research/h1-aum-in-line-capital-headroom-up-outlook-slows
Omg ,down 50 percent from last post ,what's gone off here then
*** FY Results investor presentation with Q&A (July 2022) ***
LendInvest plc, the leading asset manager for property finance, conducted an investor presentation following the release of its results for the 12 months to 31st March 2022.
Rod Lockhart (CEO) and Michael Evans (CFO) discussed in detail the key highlights and financial performance review of the FY22 period. Management covered the outlook, the prospects for long-term growth, and answered a range of investor questions.
The full video is available below, divided into chapters:
0:00:03 Introduction, results, FY22 highlights
0:06:00 Financial Performance
0:16:14 Outlook / Looking Ahead, summary
0:25:53 Questions & Answers
Link: https://www.equitydevelopment.co.uk/research/fy-results-investor-presentation-with-qa-july-2022
after excellent FY results with strong growth, excellent profitability and a maiden dividend, new research published with 270p fair value per share.
Read note / hear it below, and LINV webinar is tomorrow Friday 1 July:
https://equitydevelopment.co.uk/research/strong-growth-surging-profits-and-maiden-dividend
LendInvest plc, the leading asset manager for property finance, will be reporting its results for the twelve months to 31st March 2022 on 29th June.
There will be a live presentation to investors by the CEO, Rod Lockhart and CFO, Michael Evans via webinar on Friday 1st July, starting at 12.00pm.
Questions from the audience will be addressed after the presentation.
The online presentation is open to all existing and potential shareholders who register beforehand, which they can do here: https://www.equitydevelopment.co.uk/news-and-events/lendinvest-fyresults-presentation-1july
An impressive year end report as AUM grew by a healthy 36% to y/e March. Matching our estimates: so ED valuation remains 310p/share vs 199p currently.
Free access to read new research note or listen to summary: https://equitydevelopment.co.uk/research/fy22-growth-ambitions-met-aum-36
Thanks Equity, great to see some more detail on their technology and on my investment here.
*** LendInvest - technology at its core - 28th February investor presentation - FULL VIDEO BELOW ***
The successful growth of LendInvest as a profitable fintech disrupter in property finance has been firmly based on its investment in, and development of, industry leading technology.
Group COO Arman Tahmassebi, and VP of Technology Peter Wallis gave investors an insight into the details of their proprietary systems, and how it provides a competitive advantage. The team also answered questions from viewers.
You can watch the full video below (36 minutes), divided into chapters for ease of viewing:
0:00:00 beginning / introduction
0:01:07 competitive advantage
0:07:00 technology demo
0:14:18 data driven risk & affordability assessment
0:20:03 The Loan Engine
0:21:00 Technology roadmap
0:23:16 Questions & Answers
Full video link: https://www.equitydevelopment.co.uk/research/lendinvest-technology-investor-presentation-28feb22
The rapid growth of LendInvest as a profitable fintech disrupter in property finance is based on its unique technology.
To learn more, join COO Arman Tahmassebi and VP Tech Peter Wallis for a webinar on Mon 28th Feb at 11.00am.
Register here:
https://equitydevelopment.co.uk/news-and-events/lendinvest-technology-presentation-28feb
Rod Lockhart, CEO and Michael Evans, CFO of LendInvest plc conducted an Investor Presentation following publication of the company's first interim results reported as a public company.
Management discussed key aspects of their growth story, and provided a detailed look at the financial highlights of LendInvest’s strong Half Year numbers.
The full video is available here (57 minutes), divided into chapters for ease of viewing:
0:03 - Introduction to LendInvest & H1 results highlights (Rod Lockhart, CEO)
10:24 - Financial Performance H1 2022 (Michael Evans, CFO)
20:19 - Looking forward - opportunities ahead (Rod Lockhart, CEO)
22:39 - Questions & Answers
Link: https://www.equitydevelopment.co.uk/research/lendinvest-investor-presentation-dec2021
This fintech disrupter in property finance produced excellent H1 results showing ongoing strength in its growth and profitability trajectory.
Equity Development's fundamental valuation stays at 310p/share, well above current levels of 200p. Read the detailed new research note here, free access:
https://equitydevelopment.co.uk/research/strong-h1-growth-and-even-better-profits
Cracking interim results as today's RNS says: the Group'performed exceptionally well in H1' with Platform AUM +32%, FUM +40%, adj EBITDA +179%, PBT £10.2m and dil. EPS 6.4p
You can hear about their results and exciting prospects from the CEO and CFO in tomorrow's webinar : Friday 10th, start 10.30am - just register here:
https://www.equitydevelopment.co.uk/news-and-events/lendinvest-interims-presentation-10dec
LINV - join us on Fri 10th Dec for an Interim Results presentation with Q&A from LendInvest.
Rod Lockhart, CEO and Michael Evans, CFO will be hosting and the event will start at 10.30am.
You can sign up to register for the presentation at the link:
https://www.equitydevelopment.co.uk/news-and-events/lendinvest-interims-presentation-10dec
LendInvest is the leading asset management platform providing bridging loans, development finance, and buy-to-let mortgages for intermediaries, landlords and developers across the UK. Its successful IPO onto AIM took place in July 2021 (ticker: LINV) and the group recently issued a trading update reporting further strong growth in both Assets and Funds under management.
This webinar recording (50 mins) covers:
(start) Introduction, technology, markets : Rod Lockhart, CEO
(19 mins) Revenue model, financial record : Michael Evans, CFO
(31 mins) Audience Q&A : both
https://www.equitydevelopment.co.uk/research/lendinvest-investor-webinar-october2021
LendInvest is the leading asset management platform providing bridging loans, development finance, and buy-to-let mortgages for intermediaries, landlords and developers across the UK. Its successful IPO onto AIM took place in July 2021.
The Management of LendInvest will be hosting an investor event on Friday 15th October at 9.30am where the presenters will be Rod Lockhart, CEO and Michael Evans, CFO. There will be an opportunity for audience questions after the presentation.
This webinar is open to all, and attendance can be registered below:
https://www.equitydevelopment.co.uk/news-and-events/lendinvest-presentation-october2021