dandigirl
01 Dec 2015
Super Interims Great interims today.
dandigirl
17 Oct 2015
Wondering Sometimes I am given to thinking that PCF would make a nice little takeover target. It seems to be a well run business with good systems in a business that others appear to be interested in. Moreover there is a large shareholder who might be interested in cashing in their investment. With a cap of around £40m it is but a tasty morsel.Just a thought.
dandigirl
18 Sep 2015
Re: RNS - comment Hello Roundish - Like you I am pleased to see this out of the way and glad it wasn't left until next year. I suspect though they were told that the application for a banking licence could not progress until the conversion took place.
Roundish
18 Sep 2015
RNS - comment It is good to get this trade out of the way since in some ways this has been hanging over the company for some time (and I still wish I could have had the trade these guys had!). However, the business is solid and growing and now with the equity base is enhanced, this assists in debt/equity ratios and should hopefully further improve the ability of PCF to access and deploy funds at greater margin over time.The lending market is still hot and although a banking license will take them a long time to secure, this higher capital base will assist them in that negotiation.This is a penny share that has a lot more potential IMHO.
mantrova
13 Jun 2015
Current forecast 12-6-2015 Panmure Gordon12/06/2015BUY2016 eps 1.48pDiv 0.40p2017 eps 1.76pDiv 0.50pI guess that obtaining the banking license will see these numbers and the p/e multiple rise quite nicely.m
mantrova
11 Jun 2015
20p at the ask on Level 2 + video For 10k the ask is now a straight 20p, although 20.5p was paid 1315hrs today for a larger lot of 24,329 shrs.Here's a new and excellent video on PCF ....hoping the link works for everyone.[link] days, I reckon.m
dandigirl
09 Jun 2015
Excellent results today. .. which have been well received by the market. Bank application in the pipeline and talk of restructuring the balance sheet to enable a divi. While I would be happy to receive a divi I don't mind profits being retained to expand the business.
mantrova
19 May 2015
Re: Brokers Finals due about 9th June, so hopefully also some guidance at that time.m
Omaha man
18 May 2015
Re: Brokers My glass is definitely still half empty. Here's hoping the banking licence finally becomes a reality and gives us all a top-up.
Roundish
21 Apr 2015
Entering the normal range of PE's Comparable P/E ratiosPCF 13.5PFG 23.2SUS 13.2The above are the current P/Es.Current market cap is therefore set to rise substantially as they deliver on their normal business plan. If they can continue to improve margin then we should also see a substantial upside from where we are today in terms of share price.I wasn't always a fan of boring businesses but this kind of boring I can live with! If they become a Bank, even better.Roundish
mantrova
20 Apr 2015
Re: Brokers Glass half-full man, eh?Add it to the.... "Not wanting to put a dampener on things but given how annoyingly large the spread always is on this, if it actually did reach 17.3p middle, then the bid would probably be 16.5, ie 0.5p above the current offer."
Omaha man
20 Apr 2015
Re: Brokers There is no dividend. Forecasts may include one, but is no support.
mantrova
20 Apr 2015
Brokers Panmure Gordon 17-4-2015 BUY and they reiterate the numbers which I detailed a little earlier.Westhouse 15-4-2015 also have a BUY for PCF.The rising dividend now starts to give support to the share price and this is likely to be even more so the case as we go forward to higher ground.m
Roundish
16 Apr 2015
Re: New tp today - 20p - further confirm... I think Panmure Gordon have called this incorrectly.This is a business with a lot of potential as it becomes "solid and boring" in the same way a lot of much larger lenders have become.If they secure their banking license, this will almost certainly double in price immediately in anticipation of their cost of funds reducing.This is now my top performing share and it looks like it has a long way to go.Perfect & Content Group plc!
mantrova
16 Apr 2015
Re: New tp today - 20p - further confirmation 16 Apr 2015Panmure Gordon Buy New Target Price 20pBuy now and just sit back for the ride.m
