Ripley94
16 Aug 2018
Times ESUR… XXXXX Just seen i have some in ( B ) along with Go- Compare which de-merged from it, must be my original purchase. ( J ? )
Ripley94
14 Aug 2018
Times ESUR… XXXXX The strong advice to sell yesterday was bad advise with hindsight. RNS this morning stating they are excepting offer you can sell @ 278p ( just 2p below offer ) today.
Ripley94
13 Aug 2018
Times ESUR… XXXXX In hindsight should of topped up end of July . RNS today @ 11.01 am take over offer @ 280p ( S ( J ) ) 11.14 am … upside only 15p after 27% rise price on news @ 265p. Downside 60p . Sliced ( D ) @ 268 p ( A change i tact for me here interesting to see how that works out )
Ripley94
25 Jul 2018
Times ESUR … XXXX Can pick them up for 195 now.
II Editor
07 Jun 2018
NEW ARTICLE: A FTSE 250 share with exciting potential "Esure Group (LSE:ESUR)LSE:ESUR:Esure Group has experienced a rather crazy ride since our last analysis at the start of 2017. Despite some recent reversals, we've a few ideas regarding its immediate potentials due to the nature of price ..."[link]
II Editor
07 Jun 2018
NEW ARTICLE: Trends and Targets for 7/06/2018 " ESURE GROUP (LSE:ESUR) This share price has experienced a rather crazy ride since our last analysis at the start of 2017 (link here). Despite some recent reversals, we've a few ideas regarding its immediate potentials due to the rather price ..."[link]
marktime1231
15 May 2018
Doubled up at 230p today, having studied the trading statement and commentaries. Continuing to write nearly 10% more business every year outweighs the risks or the known damage done by bad weather this Spring. Hopeful of sp progress and healthy interim in August.
marktime1231
09 Apr 2018
A restarter stake Having been overbought last Summer I sold my stake too soon. It now looks oversold, I think on fears about changes to something called Ogden and a decline in new car registrations? The business has been growing strongly, has a well covered progressive 5.5%+ yield, several positive broker analyses and consensus value of 280p.I have taken a small rebuy stake ahead of 9.4p ex-div on Thursday, and I will double up when the sp is right approaching what I expect to be an encouraging trading update ahead of the MayDay break.
paddington_bear
07 Mar 2018
Acceleration achieved, now 4th gear Sir Wood has publicly announced the Esure has a target of 3m policies by 2020 and neither govt faffing around about Ogden rate nor a CEO not conversant with social media will stand in his way. The company under CFO temporarily moved serenely onwards with premiums up 25% and policies up 9% to 2.373million. PBT up 35%, combined ratio better by 2.19 to 96.7%. Vast majority is motor, but ancillary items like fees for payment by instalments. Nonetheless gratifying to see a profit on actual underwriting as well. Car premiums may plateau from this point (cannot see yet another IPT rise this year).Rather shrewdly the reinsurance extended from 1 July to 31 Dec, as catastrophe reinsurers in many sectors lick their 2017 wounds and seek rises. At least Esure will suffer same measures as everyone else at year end (and by then Ogden may have been clarified!) There is of course a finite number of extra UK cars each year, so the extra policies come mainly from people like the AA.PB.
paddington_bear
08 Nov 2017
Sticking to plan, plan working The great expansion has continued because Ogden has not been reversed yet and as the year has progressed other insurers have suffered hefty reinsurance rises after Esure. Last quarter comparison with market leader Direct Line showed we ate their lunch, this quarter we enjoyed a nice coffee and liqueur at their expense. Figures for motor only.Year to date gross written premium Esure + 30%, DL 7%. policies in force Esure + 19%, DL 0.2%Just as important, projected combined ratios were getting closer, being 96-98% for Esure, whilst DL estimate 93-95%, that is to say profitable.There was a rumour Sir Wood was thinking of selling his 31% stake, now would be a good time before the monolithic DL cranks up into higher gear and Ogden is partially reversed by the government. Enjoy the time in the sun, clouds are gathering on the horizon.PB.
Ripley94
19 Sep 2017
Re: Times Report saying he wants to find a buyer ,Didn't he do this before ?Price was higher in June.
makeinmoney
17 Sep 2017
Times Sunday times suggesting peter wood looking out of this. Not sure what this will do to sp tomorrow
paddington_bear
03 Aug 2017
Sure feels good for now Car Reinsurance kicked in and created platform for growth as I predicted. Renewal costs of same up by 33%, easily absorbed by the higher premiums in the marketplace. For comparison, Direct Line premiums up 5%, policies up 0.5%. ESure premiums up 22%, policies up 8%. In the short term we ate their lunch.Operating ratio down 2.6 points to 96.6%, against DL down 0.7% to 89% and those figures show both why DL is market leader and the considerable scope for Esure to improve systems and underwriting ability before matching them.Home business for both marking time until rates can be increased.Both companies easily met their government reserve standards to the extent each was able to increase dividends. For Esure roughly from 3p to 3.4p, plus special to total 4.1p.The window of opportunity will rapidly close in remaining period as Ogden shock wears off and companies adapt, so Esure now needs to consolidate gains and work on reducing further their combined ratio. DyorPB.
II Editor
01 Aug 2017
NEW ARTICLE: Dividend boost as Direct Line hits 16-month high "A new dividend policy and strong half-year results ensured LSE
LGirect Line's telephone on wheels was ringing for investors on Tuesday.Taking the opportunity to rebase its dividend for the first time since its IPO five years ago, the insurer ..."[link]
Ripley94
14 Jun 2017
Re: Up 11%! sliced ( W ) 299.1 
Just noticed this post on link .. might be doing something right .
