Member Info for MrAltruistic

Evening All,

I hope everyone is well.

Not everyone's cup of tea but the usual short and sweet 3 weekly Barclays Share update from Alistair Strang follows via the official link below.

The key sentence for me: "...a bunch of folk trapped in Barclays since 2008 shall probably sell when the share price returns to their level of investment, our ‘Bail at Break Even’ (BABE) scenario causing selling pressure and the potential of price stutters in a rising cycle!"

Regards, MrA

The official link: https://www.ii.co.uk/analysis-commentary/barclays-shares-and-path-500p-ii537482?utm_id=335038&sfmc_id=8534279

Afternoon All,

The latest daily update from the Poland Based site of Techstock2. I'm more and more impressed with their daily coverage. I sense that Venkat is keen to become the Acquirer of Businesses, rather than become the target via the "crosshairs" in the scope of the "Bigger Boys". The penultimate sentence pricks up my ears:

"Conversely, Barclays itself could become a target for larger overseas groups such as Wells Fargo or Banco Santander, given its now‑improved profitability and still‑modest valuation versus US peers."

Section 7 snipped below with the official link with full details at the foot of my message.

Regards, MrA

7. M&A and the “next chapter” for Barclays?

"Beyond Best Egg (Acquisition by Barlcys in the USA). investors are also watching the medium‑term M&A narrative. A recent Reuters Breakingviews column notes that under CEO C.S. Venkatakrishnan (“Venkat”), Barclays has:

Lifted group RoTE to about 12% in 2025, from low double‑digits previously

Seen its valuation multiple more than double from the period when it traded at under half tangible book value

Set a target to reduce the investment bank’s share of risk‑weighted assets from around 58% to 50% by 2026

The piece suggests that:

Acquisitions in UK or European retail and mortgage banking could help rotate the balance sheet toward more stable, deposit‑heavy businesses.

Specialist lender OSB Group is one potential target mentioned in the market commentary.

Conversely, Barclays itself could become a target for larger overseas groups such as Wells Fargo or Banco Santander, given its now‑improved profitability and still‑modest valuation versus US peers.

While this remains speculative, the possibility of either outbound or inbound M&A is increasingly part of how investors frame Barclays’ 2026–2027 story."

The official link: https://ts2.tech/en/barclays-plc-stock-hits-fresh-highs-on-1-5bn-buybacks-and-stress%E2%80%91test-pass-what-december-2025-means-for-barc-and-bcs-investors/

Good Afternoon @StickyToffeePudd

Yes... Perhaps commenced on Black Friday this year.

The "round" numbers ending in zero are always the most difficult to pass and stay ahead of, as there are so many Sell and Buy Orders at these price points i.e. Sell at 440p, and conversely Buy at 440p. At least that used to be case but who knows now with A.I.

Using the "old" rules, the fact we saw 442p surpassed earlier bodes well for the next few days with a close above 444p looking promising. Assuming it manages to stay above the "round" 440p level for at least 3 consecutive days.

All in my humble opinion of course.

Good Luck My Friend,

Regards, MrA

Morning All,

A decent 30 second read.

Let the Santa Run begin...

Regards, MrA

The official link: https://investinglive.com/centralbank/barclays-december-fed-rate-cut-more-than-likely-despite-expected-dissents-20251201/

Morning All,

More detail from Techstock2 around the Bank of England Capital Stress Test "pass" for the Barclays and the other major UK Banks as per below.

Reference to their link below also includes their detailed daily update. Well worth a read whatever your view may be on Barclays.

"The biggest “sector wide” headline for UK banks on 2 December 2025 comes from the Bank of England’s latest Financial Stability Report and stress test results.

Two things happened at once:

1) All seven major UK lenders passed the BoE’s biennial stress tests,

2) The BoE cut its benchmark Tier 1 capital requirement by one percentage point, from 14% to 13%.

The stress tests covered Barclays, HSBC, Lloyds, NatWest, Santander UK, Standard Chartered and Nationwide, which together account for about three quarters of UK lending. Under a scenario featuring a 5% drop in UK GDP, a 2% fall in global GDP, a 28% fall in UK house prices, a 300% jump in gas prices and bank rate peaking at 8%, banks’ aggregate Tier 1 capital ratio fell from 14% to 11% – still leaving about £60bn of capital above minimum buffers. Barclays and Standard Chartered showed the thinnest post stress capital cushions, but both remained above regulatory minima."

Regards, MrA

The official link: https://ts2.tech/en/barclays-plc-stock-today-boe-stress-tests-1-5bn-buybacks-and-a-60-rally-what-2-december-2025-means-for-investors/

Morning All,

"The Bank of England (BoE) released the latest results of its major bank capital stress test, aimed at assessing the resilience of the UK banking system under various hypothetical scenarios.

The results show that all seven major UK banks successfully passed the test, including Barclays, HSBC Holdings, Lloyds Banking Group, Nationwide Building Society, NatWest, Santander's British arm and Standard Chartered. These seven banks collectively account for approx. 75% of the total lending to the UK economy.

Under the extreme scenarios assumed in the test, all seven banks are expected to maintain capital levels above the regulatory minimum requirements, with none needing to strengthen their capital positions based on the test results."

The official link: https://www.aastocks.com/en/usq/news/comment.aspx?source=AAFN&id=NOW.1487898&catg=1

Regards, MrA

Morning All,

I hope everyone is well.

@Newtothissite Many thanks for your kind words. I work on the basis that I also once had my 'L' plates on when trading the market and so also remained truly grateful to posters past and present that would share their thoughts with rationale for me to then arrive at my own conclusion. I will continue to try and share some of my found sites/views/research on Barclays purely on the basis of trying to assist others. I must stress that i may not necessarily agree with all of the information shared, but will share it where i feel it adds value, none the less. Good Luck My Friend.

@dsrt2012 with things going as well as they are (not wanting to tempt fate) I would not at all be surprised to see 450p arrive by 25th December and 480p by 10th February 2026 for Full Year Results (or within 7 days thereafter). Good Luck My Friend.

Should be interesting to see where the share price closes today.

Good Luck All.

Regards, MrA

Good Afternoon All,

Fingers crossed the Institutes place the Retail Investors Monies on the FTSE Trackers tomorrow, meaning/hoping an uplift occurs?

@robrennie Many thanks for your kind words. Good Luck My Friend.

@Paultokyo29 I'm going to join you and continue to hold. Good Luck My Friend.

Regards, MrA

Barclays Share Price Crosses Above 200 Day Moving Average - Should You Sell?

Evening All,

An update from Marketbeat allowing you to arrive at your answer as whether to sell or not. The piece includes the latest Analyst Upgrades and Downgrades. Again, worth a read i.m.h.o.

Regards, MrA

The official link: https://www.marketbeat.com/instant-alerts/barclays-lonbarc-share-price-crosses-above-two-hundred-day-moving-average-should-you-sell-2025-11-26/

Evening All,

This time an update from Zacks Equity Research via Nasdaq.com. Again, worth a read. I have included the official link at the bottom of my post.

Regards, MrA

The Summary: What Should Be Your Approach to BCS Stock Now?

Barclays' robust capital position, focus on core businesses and cost-saving plans will continue to drive growth. Strong brand value and a global network are expected to act as tailwinds.

In terms of its valuation, BCS stock appears inexpensive compared with the industry. It is currently trading at a 12-month trailing price-to-tangible book (P/TB) of 0.85X, which is below the industry’s 2.77X.

Barclays’ stock is also inexpensive compared with HSBC and NWG. At present, HSBC has a P/TB (TTM) of 1.23X and Natwest’s P/TB is 1.41X.

However, the uncertainty regarding the performance of the capital markets business is concerning. A challenging macroeconomic environment is likely to exert pressure on top-line expansion and result in a persistent rise in credit impairment charges. This makes us apprehensive.

Moreover, analysts also seem bearish regarding the company’s earnings growth potential. Over the past 30 days, the Zacks Consensus Estimate for Barclays’ 2025 and 2026 earnings has been revised downward.

Thus, while BCS stock is trading at a discount, investors should not rush to buy it now, given its not-so-impressive earnings outlook. Those who already own the stock in their portfolios can hold on to it because it is less likely to disappoint over the long term.

Currently, Barclays carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

https://www.nasdaq.com/articles/barclays-shares-surge-684-ytd-how-play-stock-now

Evening All,

A two minute read from Simply Wall St via Yahoo finance.

Regards, MrA

https://uk.finance.yahoo.com/news/now-time-assess-barclays-61-181012684.html

Good Afternoon All,

I hope everyone is well.

Personally, I’m glad to see November firmly in the rear view mirror and the rollercoaster share price, thankfully, back to where it was on Wednesday 12th November. The wife is still nudging me to take my circa £11,300 - 6.44% Profit and run for the hills but I really want to see Christmas and the New Year play out and further potential uplift to my aimed circa 450p exit price. We’ll see!

Anyway, I have included the latest daily detailed update from ts2.tech, who are fast becoming my preferred supplier of Barclays News via the official website link at the foot of my message. Well worth a read. In the meantime…

The Summary:

What this means for the Barclays share price outlook

For investors and commentators watching Barclays UK stock:

Momentum is clearly positive. The share price is printing new 52‑week highs; both London and New York listings are trading above key moving averages, and sector sentiment is supported by a tax‑friendly UK Budget.

Capital returns are front and centre. With £1.5bn of buybacks now in motion and a multi‑year plan to return £10bn+ to shareholders, every RNS about shares purchased and cancelled offers incremental support to earnings per share – assuming profits hold up.

Valuation remains modest. Trading around 0.85x tangible book and roughly 10–11x trailing earnings, Barclays still looks cheaper than many global bank peers, even after this year’s rally.

But the risks are real. Analysts continue to flag credit impairment trends, capital markets volatility, and ongoing regulatory and reputational risks as reasons for caution – which is why not every research house is in the outright “buy” camp.

For now, the story the market is telling is that Barclays has done enough on strategy and capital return to justify a re‑rating, but the stock is still being priced as a cyclical, risk‑sensitive bank, not a bond‑like income play.

Good Luck All.

Regards, MrA

The official link: https://ts2.tech/en/barclays-share-price-hits-new-52‑week-high-as-1bn-buyback-ends-and-500m-programme-kicks-off/

Rookie1,

Genuinely sorry for your £10k loss. There is more air to be pumped into the markets starting with the expected US Base rate reduction in circa 2 weeks. Hope you get your timing right.

Regards, MrA

Morning All,

As per title:

Shares in UK banks have jumped at the start of trading, following reports that they will be spared from a tax raid in the budget.

NatWest (+3.3%), Barclays (+2.9%) and Lloyds Banking Group (+2.95%) are all among the top risers on the FTSE 100 share index in early trading this morning.

The banks have been lobbying against higher taxes, arguing that this would lead to less lending and harm the economy.

The effort appears to have been successful, the Financial Times reports this morning, citing people familiar with the planning for the Budget tomorrow.

Back in August, the IPPR thinktank has argued that Rachel Reeves should levy a new bank tax to claw back money which the commercial banks receive from the Bank of England on money created during its quantitative easing stimulus programmes.

Intriguingly, the FT reports that the Treasury has asked banks to praise the budget, and highlight that new policies will boost lending to first-time buyers and small businesses.

Regards, MrA

The official link: https://www.theguardian.com/business/live/2025/nov/25/sterling-volatility-the-budget-rachel-reeves-german-economy-stagnating-stock-markets-business-live-news

Evening All,

A condensed summary shared via Yahoo finance but actually from Simply Wall Street.

Worth a read.

The summary:

...some investors looking at Barclays may think its digital investments and bank acquisitions will fuel much stronger earnings growth than expected. They might target a fair value as high as £4.55 per share. Others may be more cautious about risks like competition or new regulations, believing a lower fair value of £3.06 is realistic. Narratives give you the confidence to back your own perspective and act on it.

The official link: https://finance.yahoo.com/news/barclays-still-attractive-surging-63-042318337.html

Regards, MrA

Evening all,

A decent write up and summary of the current position of Barclays and future considerations.

Definitely worth a read in my humble opinion.

Bottom line:

For 19 November 2025, the Barclays share price story is not about drama, but about digestion The stock has consolidated just below 400p after a powerful rally and a brief macro driven sell off. The bank continues to retire stock via buybacks, add new capital instruments, and attract institutional interest in its ADR (American Depository Receipts - USA listed Stock).

The official link: https://ts2.tech/en/barclays-share-price-today-19-november-2025-barc-slips-to-398p-as-buyback-and-new-capital-deal-meet-cooler-uk-inflation/

Regards, MrA

The macro narrative – cooler inflation, possible BoE cuts, and a high stakes UK Budget – is doing more to drive day to day price moves than any single company announcement.

Afternoon All,

As the Budget rumour mill hits overdrive, City writer Graeme Evans reveals what City analysts think about the latest potential threat to UK bank sector profits..

"The Telegraph said that UK bank taxes are once again being considered by Reeves, with an increase in the current 3% tax surcharge on bank profits over £100 million the likely method. (Yet) ...a Financial Times report earlier this month (that) said Reeves was not considering a tax hike because she wanted the sector to remain competitive and able to support the country's growth."

So just who do you believe? Another U-turn by Rachel from Accounts?

In conclusion, until she finally delivers her budget next Wednesday none of us are any the wiser as to whether a further UK bank tax raid will happen.

Is this what we all have to look forward to in relation to running the UK economy for the remainder of the Labour Government tenure until August 2029? Will anyone trust anything that leaves the mouth of this woman ever again? She shouts heads, then tails so that way whatever happens, she can at least then say... well i told you so!

The official link: https://www.ii.co.uk/analysis-commentary/city-responds-uk-bank-tax-raid-rumour-ii537304?utm_id=327549&sfmc_id=8534279

If it wasn't so important i would joke that this non-decision maker of an individual was somehow spoofing Katy Perry and her song of Hot n Cold:

'Cause you're hot, then you're cold

You're yes, then you're no

You're in, then you're out

You're up, then you're down

You're wrong when it's right

It's black, and it's white

We fight, we break up

We kiss, we make up

https://www.youtube.com/watch?v=kTHNpusq654&list=RDkTHNpusq654&start_radio=1

Regards, MrA

Evening All,

Seems like Alistair Strang and i seem to be in the circa 450p camp.

As per title and for those that doff their cap to Chartist theory...

The official link: https://www.ii.co.uk/analysis-commentary/will-barclays-drop-be-short-lived-ii537257?utm_id=326122&sfmc_id=8534279

Regards, MrA

Mr Wolf,

Always grateful for your insight and thoughts.

Put your gloves on... it may help you getting your fingers burnt!

Sincerely wishing you good luck on the markets and health and wealth to you and y"her indoors".

One of my favourite films and a clip just for you: https://www.youtube.com/watch?v=Pc0_Xnvl3t4

Enjoy!

Mr A

Kassam83,

Long time no speak. I hope you are well my friend.

Sadly, all the mood music from Venkat continues to be buy back's over significant dividend growth. This could change in February 2026 Results Announcement.. but i don't see the change coming personally.

Regards, MrA