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Results look great to me but will the market think the same?
... all getting bashed. Unlikely to get any relief either in the near future. !
Couldn't wait till today could I, only bought some more for my isa a few days back and was 500p more than today's. Still it'll come good this one no worries.
I see this as a solid share, pretty much as solid as you can get. Surprised its down again, but it's just market sentiment across the board at the moment I think, everything in my portfolio other than banks and oils are down.
This share for me is a longterm hold at least 5yrs.
Cane,100% agree. Its cheap,its only that the market hasnt realised it yet. 30% increase within a year
@dubs: "Must be something we don't know"
I expect that it's just the usual fickle sentiment of private investors. You need to always remember that 90% of short-term traders lose money. Hence, why it's a bad idea to follow people on these boards... Unless you're doing something different to the 90%, then you'll also lose money...
Must be something we don't know then....people bailing out it seems, or possibly stop losses being triggered?, not looking good though.
"Bargepole - overpriced, overhyped. Weak mngt, weak results. Not worth half the mkt cap"
Here are the facts that I see in Stockopedia:
- Revenue is very strong and growing
- Operating profit is very strong and growing
- Net profit is at a record
- Low gearing (Gross Gearing: 37% / Net Gearing: 25%)
- Record levels of cash (£2.748b)
- Increased debt, but still at a low overall level
- Solid EPS
- Broker target (14 brokers) is 8,964.57p (33% above Price)
- PE (12m Forecast Rolling): 22.4 is vey cheap against peers
- Tecnicals are undeniably poor
I've opened a small position. I see it as one of the safest UK shares.
Bargepole - overpriced, overhyped. Weak mngt, weak results. Not worth half the mkt cap
I suspect today’s sell off was prompted by higher than expected inflation figures.
Has something happened to cause such a rapid decline in share price. This stock continues on its slide downwards without any support or information from the BOD.
the BOD were sold a pup - they should have known better as the US is a graveyard for most UK companies. Still egos prevail.
Only hope now is for another takeover bid to emerge....
I guess it's a lack of confidence in the managements ability to deliver on the acquisition. Can't see any real appreciation or recovery until more positive news flow, and that will take time. However, I do suspect that eventually they will be able to provide positive updates on revenue, margin and growth, but I fear that will be later next year. If you are patient then a good opportunity to pick up shares on those bad days :-)
5th day of successive share price drops, will it change tomorrow probably not. This share is constantly being battered, anyone with a logical answer as to why, would be appreciated
This is getting battered!
....brace yourself folks....I'm not looking forward to the future !!
Investors Chronicle is crap - hindsight traders. Almost never get it right
Trying to get to grips with the London Stock Exchange’s (LSEG) half-year results was always going to be a challenge after the group pulled off one of the biggest M&A deals in the UK last year with its $27bn (£19bn) takeover of data and analytics provider Refinitiv. This involved selling off Borsa Italia for €4bn (£3.38bn) and taking on significant amounts of debt to fund the rest. The deal puts the LSE in a situation where three-quarters of its revenues are now derived purely from data and analytics, rather than its traditional market-making activities.
LSEG:LSE
London Stock Exchange Group PLC
1mth
Today change
4.45%Price (GBP)
7,800.00
One of the main areas of concern for investors is that the LSE is having to spend more on achieving cost savings than it is likely to get back from combining the two group’s operations. For example, the total capex for the year ahead is expected to be £850m, with total projected savings of £125m. A good portion of that expenditure would have taken place anyway in both companies prior to the acquisition, but it still leaves the impression that there isn’t that much fat to cut.
The irony is that 2021 is proving to be a banner year for traditional stock exchange activities. For instance, LSE’s capital markets division brought 75 new listings to market in the half alone, compared with 30 new issues for the whole of last year.
Investors are going to look nervously at a balance sheet that now has nearly £31bn of mostly acquired intangibles. If the management has miscalculated its ability to push through such a big merger – neither the chairman nor the chief executive has a track record in this area – then years of write-downs could lie ahead. Sell.
Last IC View: Hold, 9,028p, 5 Mar 2021
LONDON STOCK EXCHANGE (LSEG)
ORD PRICE: 7,728p MARKET VALUE: £ 43bn
TOUCH: 7,726-7,734p 12-MONTH HIGH: 10,010p LOW: 6,854p
DIVIDEND YIELD: 1.0% PE RATIO: 71
NET ASSET VALUE: 4,137p* NET DEBT: 23%
Even more excited now.. LOL
The good news is the marry up with Refinitiv is going well,being that was the main reason why the SP dropped 30%,i can see this going back into the 90s
Hi to everyone, I'm excited...and judging by the sp today, others are too. GLA
Everybody wants to be in AIM shares that do 80% in a day I think, 4% isnt sexy enough for them !
i think maybe LSE would get back to all time of £100 before Christmas
Crikey - there's not much excitement here, is there... I thought the results were good.
(Alliance News) - London Stock Exchange Group PLC on Friday reported surges in sales and profit in the first half of 2021, after a "good performance across all divisions" with the integration of Refinitiv running ahead of schedule.