Member Info for Dingodollars

Did anyone attend the Webinar, missed myself so any update would be good..

Cheers

I am a fully clothed trader and will also be keeping it for the long term, one of the best stock picks that is in my small potfolio / watch list..

Insurers might lose short term, but a bit like bookies win over the long term, they will increase premiums appropriately.

I think BEZ is a good long term investment case, I have a small position in them with some top up funds available should it slide more, but I see more upside. I keep a tight watch list and hold (BEG) and considering RCH..

This is a good price level, for mid to long term investing..

I seen this article posted on this is money app too.. I would say BEG will be very busy over the next few years..

I think this share is one to tuck away for a few years tbh..

After todays RNS and recent highs being tested, this is a coiled spring..

Its amazing the businesses effected by the pandemic, watch millionaire Pawn last night and a guy trying to sell his Rolls Royce used for Weddings just to stay afloat.. Sad

The Packaging and Labelling industry is under huge pressure at the moment and Film materials are increasing due to global demand. This will have an impact on earnings next year unless these increases can be passed on. Film prices are increasing between 5-10%, Pulp is another area that is increasing dramatically.
There is also supply chain issues.. On a more positive note there could be M&A activity.

Nothing it has risen from 103p in the last month or so to break resistance last week at around 117p and touched 123p today...
Patience.. hold it for 1-2 years min... and you will be plus 40% increase in SP I am sure,,

The valuation of this stock is crazy, Wolf of Wall street stuff.. long term potential is good but be careful.. I read the article at the weekend and did a bit of research.. but the Fool article sums it up so will wait in the wings for a more sensible entry if it happens.

Good trading update, once the Government business relief packages end the company will be in a strong position to grow. The Government support scheme is supporting a lot of Zombie companies that would already have folded. The Covid situation as we know is accelerating a new way of business online v high street etc..

Business restructuring company Begbies Traynor (LSE:BEG) has remained highly profitable, even though the number of insolvencies has declined in the past year. That decline is not likely to continue in 2021 as the government withdraws and reduces Covid-19- related financial support.

Recent interims showed a one-quarter increase in pre-tax profit to £5 million, while the dividend was raised by 11%. Begbies moved into a net cash position. Both the business restructuring and property services divisions grew revenues organically, although there was a lower profit contribution from the latter.

Management believes that Begbies is still on course for a full-year pre-tax profit of £9.8 million despite the headwinds this year. A jump in profit to £13 million is anticipated for 2021-22. There is potential for further acquisitions plus the recruitment of teams of professionals, like the Grant Thornton team that joined earlier this year, that can enhance earnings.

The shares are trading on 15 times prospective 2020-21 earnings, falling to less than 12 the following year. AIM-quoted rival FRP Advisory Group (LSE:FRP) is trading on a higher rating for the current year and its growth next year is expected to be more modest than for Begbies. Buy.

I have a Watchlist of around 20 companies, BEG has the greatest upside v any of the others fundamental are strong. RLE also has a lot of upside v the current SP but the Rental market is vulnerable with the pandemic so this will remain on the watchlist until things become clearer.

I think this is a good long terms hold, very confident in the path this company is on. I am sure its services will be in huge demand over the next few years.. the Government support mechanisms won't last forever. This company offers other advisory services so not just limited to company failures. The acquisitions are a very good way of growing the business through acquisitions. Seems the way of the world these days the smaller profitable business gets swallowed up by the larger group wanting to grow even more. I have money invested in this stock for many years to come.. If you have done your research, follow director buys, broker ratings and share tips / ideas.. this one ticks all the boxes... Be patient put it away for 2 or 3 years and relax.

I purchased AUGM around the £1.10 price level prior to the over subscribed placing. One of my friends works for for one of the big banks (Wealth Management) sector. He has worked for some of the big banks and is a big advocate for the Fintech Sector v the conventional banks, it takes a big ship longer to change course. The benefit I see with this share is they have a very professional forward thinking Board and some Diverse Fintech investments. One of my long terms holds along with Begbies Traynor, I can see the long term growth here too. Like to dip in and out with others when a good price is on offer with FTSE 100 or 250 companies... this is my first post on the Forum but wishing you all good luck with your investment picks. PS I still like to invest more in the pension, it has its tax benefits but is not so much fun as researching and investing in shares..