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Key facts: >80% of customer deposits from fixed term bonds & notice accounts, 57% average loan to value on RE lending, margin of safety 45%, 3.25x P/E, 0.42x P/B, 10.3% 5yr avg. ROE
Eddie Lloyd
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Eddie Lloyd
Key facts: 45% margin of safety, 6.01x EV/EBIT, 6.56x P/E, 0.96x P/B, 12.7% 5yr Avg ROIC
EDIT: position closed 01/12/2022 @118p, 59.5% total return, 107.8% annualised Disclosure: I hold a long position in AGFX. I’ve been a shareholder in…
Eddie Lloyd
Disclosure: I hold a long position in Creightons Plc Last week I bought more shares in Creightons Plc, a business which manufactures and markets…
Eddie Lloyd
EDIT: position closed 16/01/2023 @57.535p, +72.2% total return, +75.5% annualised Disclosure: I hold a long position in DNA3. Preference shares over an…
Eddie Lloyd
This weekend I was thinking of writing a research piece about Royal Mail Group Plc (LSE:RMG), currently priced at £4.62 per share at the date of…
Eddie Lloyd
Start writing today. Use the button below to create your Substack and connect your publication with Quant Value Investing Institutional investors have…
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