Market's view on Begbies

Published on April 2024

  • A stock watcher highlighted this morning’s bid at 107 with no takers, suggesting potential market movement.
  • Another predicted a strong year for the small property side of BEG, correlating with increased activity in the broader property sector.
  • Significant financial distress in businesses has risen sharply, with 554,554 companies affected, indicating a 30.8% year-on-year increase.
  • The discussion includes concerns about BEG’s financial performance despite high insolvency rates, particularly due to their focus on lower-value corporate insolvencies.
  • BEG’s stock price has been described as underperforming despite the backdrop of high insolvency levels.
  • There are expectations for BEG to potentially increase top-line revenues towards £200m in the next 3-5 years.
  • A stock watcher noted BEG’s slow movement up the value chain to handle mid-sized companies, which could impact their market position.
  • The UK faces a record number of corporate insolvencies this year, with expectations of around 33,000 companies going under.
  • BEG was featured in a radio programme, hinting at a strong market position.
  • Frustration was expressed over the delayed release of UK government insolvency statistics, suggesting potential negative data.
  • There are mixed feelings about BEG’s share price performance, with some stock watchers considering selling their shares due to prolonged underperformance.
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