Member Info for MarkBellUK

Proper PFC comeback

Cant believe I didnt buy more before open -11.4% to +1.85% in 16 minutes

Liberum raises TP to 1950 from 1680

Well its at +5.06% 1316.50 in the premarket auction live

Missed this!

"In addition, the Withholding Tax rate applicable for dividends has been reduced from 25% to 20%. This is also applicable to the recent final dividend for the financial year 2019 paid "

Im also hoping many of the sellers have dried up and Marshall Wace must be looking to reduce?

>Watch the share price tank despite these epic results.......

I would never say never, but with $67m of buybacks and some potential large directors buys we have strong support now

>Not to mention a 12% yield.

And probably a Special Dividend on top with the final

Are you calculating the P/E from the free float? if you are calculating the forward P/E using the free float you need to take of the $67m buybacks as well!

Im unsure if the TAX cut will just benefit the top line or relates to the dividend rate taxed at source?

Better than I anticipated, look at BP or Shells results

>This is how much we did WHOLE of last year I believe

No it was $355m for 2019 H1 2020 $564!

Dividend a little lower than I thought but up 249%, buybacks a little higher $67m

Dont underestimate EBITDA Margin 64%! Financial position remains extremely robust - Plus500 continues to carry no debt, with cash balances of $587.8 million at end of H1 2020 (H1 2019: $327.3 million), and continued strong operating cash conversion10 of 106% (H1 2019: 68%)

PFC Petrofac Ltd UBS Neutral Neutral 200

SEMRUSH also very good..

Im a little out of touch here

In terms of results what we looking at generally?? Bad, very bad, not too bad, OK?

Both Playtech and another company (cant think who!) recently reported that July was expectional

"TradeTech had an exceptional performance in H1 2020 as it benefitted from the increase in market volatility and trading volumes, in particular in the period to 30 April. TradeTech had a strong July."

They are miles out

The Liberum expectation for revenues in H2 is $167m. Berenberg is at $250m for H2.
(many include me think Q2 >$200m
Liberum 2020 EBIT is $478m.

2021 estimates, Liberum $420m and Berenberg $396m.

Thanks to ST for the numbers

Morning

Just posted on IBstock..its the debt up 66% that would worry me most

However the stock is not at its lowest but 48% fof its 52 week high (FORT is 58%) so its hard to gauge where it will go

Just look at BP on reporting a $17.7 billion loss FY..up 10% IN 2 DAYS!

yes not great but not unexpected

Dont forget net debt is up 66% 103m -> 62m

Volume has picked up nicely last two days...hopefully this is turning

Great link thanks KD