Nige the snake
11 Aug 2016
Re: RNS Not missing anything its just created a great buying oportunity
tini1977
11 Aug 2016
Re: RNS Mother of all tree shakes...
desertjoe
11 Aug 2016
RNS "Delivering strong returns and continued growth"So the SP drops 11p in the first hour since opening....Am I missing something here?Good news or wot?
Nige the snake
12 Jul 2016
no brainer buy The business is doing well .I see a quick 30% No advice intended
JudahBenHur
06 Jul 2016
Property panic claims mass casualties SNBut" target="blank" rel="nofollow">[link] look around and property is causing carnage all over the place. Challenger banks Shawbrook (SHAW), OneSavings (OSB) and Aldermore (ALD) are the biggest losers, down 53%, 46% and 45% respectively. They're not only big lenders to small businesses, which are vulnerable in a downturn, but also to buy-to-let investors who were already under immense pressure from chancellor George Osborne's tax hike on second properties and cuts to mortgage interest relief.Some, like James Hamilton at Numis Securities, think "the market is wrong", certainly about Aldermore. The discount to net tangible assets and forecast PE ratio in low single-digits prices in a recession "materially worse than the credit crisis," he says. "Consequently, you should either sell everything or buy Aldermore."
king sinbad
05 Jul 2016
Director buy. Glyn Jones, Chairman, bought 100,000 shares in the company on the 30th June 2016 at a price of 118.88p. The Director now holds 881,488 share
JudahBenHur
01 Jul 2016
Re: Brexit Casualty Try this site, it contains a lot of information including broker views:[link]
Callun
01 Jul 2016
Re: Brexit Casualty Hi claude reins,Sorry. I don't have a source that will provide an overview of broker comments on the challenger banks. I have to look them up individually.The source of broker information I quoted comes from StockMarketWire which may be found in the news tab on this page. That item was dated 29th June.You will also find a later view from Barclays:Barclays Capital today reaffirms its equal weight investment rating on Aldermore Group PLC (LON:ALD) and cut its price target to 120p (from 235p).Again, a massive swing from their previous position. I wonder just what good these notes from the great and good are to we private investors, except that they do sometimes influence the market.Interestingly, Morgan Stanley appear to be buying, with their holding now increased above 7%.Callun
claude reins
30 Jun 2016
Re: Brexit Casualty Have brokers made similar adjustments on the other challenger banks? I don't have a source of information for broker updates as you have. Perhaps you could share the source with me please?
Callun
29 Jun 2016
Re: Brexit Casualty Aldermore has looked weak all year for some reason. Brexit seems to have aggravated that weakness.Today we have :"JP Morgan Cazenove today downgrades its investment rating on Aldermore Group PLC (LON:ALD) to neutral (from overweight) and cut its price target to 165p (from 275p)."Doesn't help; that's a huge adjustment.Callun
claude reins
29 Jun 2016
Re: Brexit Casualty Sorry, One Savings!
claude reins
29 Jun 2016
Re: Brexit Casualty As have all the challenger banks....but in the last few days, Shawbrook (after major misdemeanor) and Virgin and First One is it, have all come back strongly. Not ALD. Any reason any one? Or is it a raging buy?
desertjoe
25 Jun 2016
Brexit Casualty At 40% loss this was the worst in my Brit share portfolio. No more Florida hols for you lot either with your fallen pound. . Sock it to 'em Saint Swithun!
Callun
16 Jun 2016
Re: NEW ARTICLE: Share of the week: A wi... It's often the case that the challenger banks move to a different rythm to the main ones, but the trend remains the same....down!
desertjoe
15 Jun 2016
Re: NEW ARTICLE: Share of the week: A wi... BARC up, Lloyds up, Sandander Up this morning....but this one isn't
