March 7, 2020 | Posted by

    Dear Mr Frumkin (Dan.Frumkin@metrobank.plc.uk) We have been one of the very few positive voices surrounding Metro Bank during the last several months as evidenced by our commentary HERE. It is thus with dismay and incredulity that prompts us to write with regards to what seems, on the face of it, to be an abject disregard […]

  • Align Research Top 5 Conviction Picks for 2020

    January 7, 2020 | Posted by

    This year we have concentrated our coverage into those top 5 picks where we have the most conviction in price v fundamental reality rather than 10 in previous years. The lesson we have learnt over the last 4 years of operation as one of the most innovative research houses in the UK is that management […]

  • Metro Bank – following departure of CEO all eyes now on Lloyds & other mooted bidders

    December 4, 2019 | Posted by

    News at the close of play (and, interestingly or coincidentally, a size bidder of over 1m shares in the auction – see screenshot below and perhaps one for the FCA?) from Metro Bank relaying the departure at the years end of CEO Craig Donaldson looks to us as the final clearing of the top guard […]

  • Metro Bank – speculation of Lloyds interest illustrates abject value in the stock

    November 2, 2019 | Posted by

    The sharp price movement in Metro Bank yesterday in response to the reported interest from multiple sources of a potential takeover by Lloyds Bank does not surprise. As per our article HERE we have believed for several weeks now that the end game for Metro shareholders is absorption by a larger bank or potentially a […]

  • Metro Bank 3Q results – looks like one in the eye for the shorts

    October 23, 2019 | Posted by

    Results out this afternoon from Metro Bank could not, it seems to us, have been more devastating for the shorts and naysayers of the stock. Key takeaway’s are as follows: 1. Continued strong customer growth (increase of 109k accounts to 1.9m) 2. Contrary to the most vocal bears, net deposits actually grew by just over […]

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