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Aspen Insurance Holdings Ltd. Message Board

rcsam 3 posts  |  Last Activity: 5 hours ago Member since: Sep 29, 1998
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  • Reply to

    CC

    by kehrmin 18 hours ago

    Checked with two bank friends and they said Fiserv is backlogged on installs. They have contracted but waiting in line. When installs get caught up, reorders get more traction. In the meantime, momentum is building. Use at 20% according to CC but going to 25% short term or 44 million users from 34 million. I would venture to say usage will be over 50% on the consumer side in short order especially with My Snap, their new capture software product. It is big step up in ease of use. Your smartphone snaps its own picture without intervention.

  • Peer average is 1.8x TBV on 2015. TBV growth is picking as the deposit base quickly grows. They are taking market share using smart social media marketing and innovative lending. They are 15 year old bank,not some startup. Assets are growing at a 36% CAGR!! Assets will be over $5B this month. No wonder eps are growing at 40%. The stock is selling at 12x next 12 months earnings. The SA article is full of falsehoods and outright lies. There is no regulatory risk. Block was not in compliance with its bank and needs time to get books in order. BOFI will get clean audit form Block. It is a rehash of the same article published 8 months ago--no doubt same guys but who knows as anonymous writer.

    BOFI is about to go back to $104 or 3x TBV. Earnings will be another upside surprise this quarter.

    Sentiment: Strong Buy

  • Reply to

    Still crazy cheap

    by analyst112 Nov 7, 2014 12:19 PM
    rcsam rcsam Nov 7, 2014 1:41 PM Flag

    Better yet they no longer have any cash burn or need to sell stock. They were cash flow positive in Q4 so cash will build. Most of the development cost is over. This is a really good story.

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