Market's view on IG

Published on April 2024

  • A stock watcher reported dissatisfaction with the company’s decision to replace a customer-friendly trading platform, suggesting this could deter customers.
  • Active clients and first trades have shown improvement in recent quarters, with total client assets reaching a record high of £10.1 billion.
  • Tastytrade’s revenue growth is highlighted, with a significant increase in both trading revenue and interest income, especially in the US.
  • Positive reviews of the platform’s performance and customer service, with expectations for share price improvements under new leadership.
  • The announcement of an exclusive partnership with Unusual Whales by Tastytrade was noted.
  • Concerns were raised about the company’s stagnant customer base and staff reductions, suggesting management sees potential troubles ahead.
  • Some stock watchers are critical of the company’s strategic decisions, including its approach to staff management and customer service, predicting a potential loss of customers.
  • Buybacks and management bonuses discussed, with opinions divided on their impact on shareholder value.
  • New appointments in chief operating and risk officer positions at IG Group were mentioned.
  • Forecasts for future earnings per share suggest potential share price increase, though some stock watchers remain cautious, awaiting more definitive profitability and management actions.
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