focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I can't get a buy done. I keep getting Negotiated Order
Seems such a great buying opportunity. With eps this year looking like around 25p and the price including a dividend of around 8p, that makes a pe of about 6! They must love this volatility and not sure it will stop with big uncertainty over fed policy.
On the whole looks positive if not stunning, bought some more on the drop. Interestingly the headline news on this site is 'TP ICAP full-year profits boosted by market volatility' , The clue is in the last word of which there will be plenty more.
Agree Liquidnet was a little disappointing, but rest of the results were very solid. Nothing in there to justify such a big drop, which makes me conclude it's mainly sentiment from SVB. I think we'll be blue by the end of the day, once sense prevails.
picked up few more at 164p
Fall clearly results based with some extra from general SVB fall out. Note bgcp was down 0.2% yesterday not 6 or 7%.
Liquinet doesn't look good which is a worry. Rest look ok.. but voice so like those SVB deposits priced down as flighty.
Don't think the drop is specific to the results. All Financials are being hit hard again today following the SVB fallout. This is going to require some patience.
Ok had to grab a few more!
Thanks drugged city
Ok and it opens down?
Ridiculous
The city boys probably all on drugs
They so thick it beggars belief
Over £2 today I think
yes very good results ,could be in the green today
31% increase in dividend nice
7.9p
Excellent results!
I just want a good dividend
Down -5% on general sell of in the markets triggered by higher interest rate expectations in the US.
I am expecting though good results as the macro environment is good for Tcap. They been doing well with interest rate and bond trading. One can only hope that cost cutting measures and in general, companys turnaround plan puts it into profitability more firmly. That is the only question and hopefully TCap is making headway on that.
Tree shake ahead of results next week. Barely any sellers. Tells you everything you need to know.
results next week
recovering very nicely
Quite a move on USD.
Up 1.6% against GBP.
Yes nice ride up from 119p, popping £2 Monday and more. Have been trimming holding rest for gold. Dip buying, very comfortable.
Quiet on here. Surprisingly so as this looks ready to go.
Chunky buying again today. Looking good.
even better today and my star performer is EMG
better day today
The whole data sales piece showed a distinct lack of knowledge of how these buisnesses work by the press and implied valuations.
Yes data sales carry a huge contribution to the bottom line of IDB's but only as they get their raw data for free from the IDB's broking desks, trading systems etc.
If sold... It' has no data to sell on. It then needs to buy from old co the data one presumes which in turn takes a huge knock on the valuation, total reliance on one counterparty, reduced profit margins etc etc. It's no surprise any sale has been called off.
Looks like some serious stakebuilding going on this morning.