Member Info for MarkBellUK

Im buying more

Technical Analysis showing buy zone 1 between 520-500 or zone 2 485-477...Both are support areas

Its because they have halted the sale of SunLife

Still an opportunity to top up or enter if you dont hold a position..15% rise in profit...9%+ yield

Very similar experience to you PSK..added a large chunk to my SIPP via AJ Bell not much liquidity

I have the Volume Profile over the last 4 years at its Lowest 368.4 Mid 482.6 High 535 so this is a bargain IMHO

Well Ive been a professional landlord for 25 years and ive bought in!

Todays Times "Shares in OSB Group closed down 90¾p, or 18.7 per cent, at 393½p, a decline that leaves the business valued at about £1.5 billion and could make it vulnerable to a takeover. There has been a big increase in deal activity among British banks and mutuals this year, including Nationwide’s £2.9 billion acquisition of Virgin Money UK and Coventry Building Society’s purchase of The Co-operative Bank for as much as £780 million."

Great to see dividend growth

Obviously difficult to predict market reaction..pre market auction @ +2.22%

Live book...Buy @ 300 Sell @ 318...Looks like sellers drying up, maybe people who sold out realising

Decent enough results. We may see some shorts reducing

Although to be fair we've bounce off support circa 280 and already recovered from -6% to -3/3.5%

Its being sold off as a bank or fintech yet valued on multiples as a CFD/Spread betting company! You cant win

BUT remember as fast as it drops I believe it will bounces back

Annoying but patience needed. No need to panic sell

These drops are due to the Nikkei 225 (in front 9 hours of GMT) with the entire index dropping as much as 13% today....(and in USA recession concerns + China drop in demand + Israel Iran war potential)

Panmure-

PayPoint’s position on the high street differentiates it in the crowded payment space; a CY 25 P/E of 9.2x and ordinary yield of 5.7% are too cheap PayPoint is differentiated by its position on the high street, where physical cash meets digital, and where physical services are provided, including PayPoint One, Click and Collect, and vouchers. We think PayPoint’s network, client relationships and ability to offer a one-stop shop solution for payments give it a unique positioning in the crowded payment space. A CY 25 P/E of 9.2x is attractive given its cash generation and growth opportunities, and the company offers a CY 25 ordinary dividend yield of 5.7%. In the five years to FY 25E, PayPoint will have paid out c. 25% of its market cap in dividends. Using a three stage DCF, we derive a target price of £11.

Looking great from a chart perspective, I see no real resistance until circa 376-380

690 now ...I have the sell zone up until 746 which is also a strong high

#CMCX - consensus raised after yesterday's update from 19.2p to 20.7p eps this year 2025 and 21.7 to 23.3p for 2026

https://x.com/RebelHQ/status/1816734290140377221

Thanks to Dave at Advfn for picking this up

Andsoforth have a look at the PLUS chart (put it on monthly candlesticks) from April 19 to current

I stupidly sold over 17000 shares at a small profit for £2.30 a long while ago

I believe we are looking at a similar advance for CMC over the next 5 years and Im not missing out again

Fyi the live order book is swinging as we speak...sell orders drying up buys coming in

We've gone from -4.84 to -1.84 in 15 minutes

Probably be up and down all day/week/month who knows!

PS it doesnt help that the Nasdaq finished 3.6% down, its worse day since 2022 due to weak tech earnings of Tesla & Alphabet..all AI stocks fell

Looking on advfn etc quite a few selling and taking profits , more retail than mms / institutional causing the drop O think

Short sighted IMHO but some will be 100%+ up. This is a long term hold/ top up for me. I believe its got a long way to go upwards from here but as always a rollercoaster

Revolut has finally received its UK banking licence — with some restrictions from the Prudential Regulation Authority (PRA), the banking regulator.

So given now Revolut has over 40 million! customers this is quite some partnership

"Headquartered in London, Revolut has over 40 million customers globally, a third of which are from the UK. Its competitors, Monzo and Starling, only operate in the UK and have less than 10 million customers each."

Phrases like " an encouraging pipeline of potential opportunities."....."as the partnership picks up momentum and develops over the coming months.".... "particularly in the institutional and B2B space, where we see growing profit margins" fill me with confidence, especially when we are "trading in line with management's expectation" compared to PLUS 's last update who saw a drop off due to the euros and a 2% decline in operating margin (8/7/24)

I believe the market and brokers really need to catch up on this one

Yes update on Weds, some people no doubt taking profits:-

25 Jul 2024 - Q1 2025 trading update

Then I reread (regarding the changing business model from CFD/Spread betting)

"This is not something that has happened by accident, it has been part of our business for over twenty years, but it is only recently that investors and analysts have started to understand the diversity of our business model and the scale it brings. As we gravitate further towards the fintech sector, this is driving CMC towards a higher valuation multiple as we are increasingly moving away from valuations associated with the retail CFD sector. A retail CFD only platform is where CMC started, but that is not where we are today, and it is not our future, and public markets are gradually beginning to reflect this in our higher valuation."

""Over the past year, a recovery in client trading combined with our diversification strategy through B2B technology and an institutional first approach has delivered strong growth and opened up many opportunities for the company around the world.

"This strategy, based on continuous product launches and multiple application connectivity through the CMC Markets Connect brand, means we are making great strides in a huge market segment of B2B and institutional business, with limited competition from our peers.

"Building on this strategy this year we will launch a fully integrated multi-asset, multi-currency platform, underpinned by connectivity for B2B and institutional clients, as well as for retail clients. This is bolstered by new product launches including SIPPs, mutual funds (UK Invest), OTC options, cash cryptos, fixed income, and with futures, and exchange-traded options to come.

"CMC Markets Connect has added a new fintech dimension to our offering and there is no higher endorsement of our company than when a major bank or financial institution trusts our technology to deliver a service to their valued clients.

"Institutional, B2B and multi-asset, multi-currency platforms, across all brands is the future, and ours. We have built the infrastructure which will allow us to significantly increase our growth potential whilst improving profit margins through scale.

"It is going to be an exciting couple of years."