Top Tweets for #Recordplc
#rec $rec.l #recordplc
Am I the only one who thinks that a 100 million £ company with 107 billion $ in aum and derivatives exposure in the currency markets poses a systemic risk ?
The last one (argentex) blew up after a 0.7% move
Gamma is a bitch.........
#gamma
Record reports solid growth in assets under management
#recordplc #REC #LSE #assetmanager
Read more here: https://t.co/WsLBJd0ykO
$REC.L
#Recordplc...80p handle again:
https://t.co/LpDlOjfxNb
With earnings MORE than DOUBLING in last two yrs, investors are obv frustrated #REC's still down (26)% vs. a 2021 high...
...BUT they also nd to step back & recognize sector bear mkt headwind #REC is fighting. 🤼♂️👇
$REC.L #Recordplc
If you're ever gonna buy, then buy #REC at a 10 mth low of 75.6p...
...a 13.0 (11.3 ex-cash) P/E vs. +33%/+60% eps in last two FYs, with AUME near #alltimehighs, stg weakening & mgmt tgting ~10p eps by FY-25!
https://t.co/tUdx3AAZgo
https://t.co/JlB0GzrwhT
$REC.L
I obviously recommend watching the entire #Recordplc #CMD...
https://t.co/vQNh08c5kG
...but here's a new Edison note recapping the CMD & focusing on #REC's strategic direction/diversification & current growth momentum:
https://t.co/9KlK8tPmXv
$REC.L #CMD
The #Recordplc road to £60M revenue & a 40% operating margin (& 10p/share EPS!)...
...rem, last chance to buy/add to yr holding & sign-up (see link) ahd of the first ever #REC Capital Mkts Teach-In, today at 13.30 GMT, Thurs Feb-9th:
https://t.co/COoySdIUBW
NEW BLOG POST:
Who knew the $REC.L share price wd TRIPLE in the last 30 mths & #Recordplc wd actually grow into my largest (disclosed) portfolio holding…
…here’s my latest perspective on #REC & its prospects/val’n today:
https://t.co/GAgw9WPTTG
$REC.L #REC
#IC's Simon Thompson raised his #Recordplc price target again recently to a (modest!) 125p:
https://t.co/4PNDJG0qBG
Panmure also upgraded its FY EPS estimate close to my own 6.32p estimate - a long way from the original broker consensus (something like 5p..?!).
THIS is exactly the kind of #volatility tht #Recordplc thrives on to pitch & win new #FX #hedging mandates...
...#REC's sterling AUME is at an #alltimehigh, its Q3 trading update's in two wks (Jan-26) & $REC.L has TRIPLED in the last 28 mths:
https://t.co/BXvCGf1QzW
$REC.L #REC #CMD
#Recordplc Capital Mkts Teach-In on Feb-9th…
…perfect opp for analysts & inst’l/retail investors to gain better insight into mgmt’s strategy to reach £60M+ revenue & a 40% operating margin in next 2.5 yrs:
https://t.co/HFioYtS34p
https://t.co/DIGWTOf5I3
$REC.L #REC
I really can't recommend a better business/stock/hedge than #Recordplc to add to your portfolio right now in this current mkt env't...
...tht's why it remains a #Top3 portfolio holding for me:
https://t.co/tUdx3AAZgo
https://t.co/6GQBKFzV0p
OK, so let's talk abt #Recordplc's Q2 Trading Update... 👀😃
https://t.co/jaNmjgeWqB
...but for context, I recommend first reading this 🧵 I posted y'day:
https://t.co/xEAoZIwdxk
$REC.L
While #Recordplc is a high quality/low stress stock to own, investors sometimes get a bit nervous ahd of its quarterly AUM/trading updates...
...so with its Q2 Trading Update out tomorrow, it's abt time for a #REC 🧵:
$REC.L
While #Recordplc is a high quality/low stress stock to own, investors sometimes get a bit nervous ahd of its quarterly AUM/trading updates...
...so with its Q2 Trading Update out tomorrow, it's abt time for a #REC 🧵:
#currency war, huh, yeah, what is it good for… 🎶
…well, it’s incredibly good for #altasset manager #Recordplc’s #FXhedging biz & new mandate pipeline!
https://t.co/tUdx3AAZgo
https://t.co/6GQBKFzV0p
AUME at a £64.2B #alltimehigh…plus a new $8B mandate win jst announced!
That's two consecutive/genuine 75p closes for #Recordplc...
https://t.co/tUdx3AArqQ
...a break here leads back to 80-85p & then hopefully we're finally ready for a fresh assault on 100p+/share! 👀🚀
$REC.L
Heads up...#Recordplc final results (to end-Mar 2022) to be released on Jun-21st, with an Investor Meet presentation by CEO Leslie Hill & CFO Steve Cullen to follow on Jun-22nd:
https://t.co/tUdx3AArqQ
Nothing better in this env't than a #recurringrevenue biz like #Recordplc tht can thrive on #macro dislocation...#REC up +12% today on its Q4 update w/ AUME near #alltimehighs, $2.0B of high-fee Dynamic AUME committed since & 1st performance fee in 2 yrs:
https://t.co/tUdx3AArqQ
Another stupid close for #Record:
https://t.co/tUdx3AArqQ
BUT with the stk in reversal mode for the last 9/12 mths, trading on an ex-cash 13 P/E despite 55% FY EPS growth & a Q4 trading/AUME update tomorrow...$REC.L looks priced/set for a positive surprise/inflection pt here!?
$REC.L
Q4 AUME Update incoming for #Recordplc the end of next week...
...shd be a good reminder for current & pot'l investors of what a sticky/#recurring revenue biz it actually is, one tht can positively thrive in the current env't!
https://t.co/tUdx3AArqQ
$REC.L #REC
If the Nasdaq actually inspired you to put on yr #buy 🎩 here...
...I recommend you saddle up & consider buying/adding to #Recordplc in the morning:
https://t.co/tUdx3AArqQ
https://t.co/cFlOOlUGbE
https://t.co/yyPcHXYKYm
#REC closed up +5%, but investors still under-estimating wht Leslie Hill’s promised & alrdy delivered since becoming CEO...
...AND the EPS/share price she can & will deliver before she lets go of the steering wheel, and/or #Recordplc finally gets sold!
https://t.co/tUdx3AArqQ
$REC.L
As promised, here’s the Liquid Municipal Loan Fund launch...
...more diversification for #Recordplc, via a new high-fee & highly SCALEABLE product:
https://t.co/e0gYOCe7OY
#REC’s Q3 AUME/trading update also coming this Friday...
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