@stonethecrows6.bsky.socialBought a position in #MAB1.L today. It’s still a good business and is now on forward PE of 6.4 and PEG of 0.4. Too cheap IMO.
@deargdoom.bsky.socialMortgage Advice Bureau #MAB1 Share Price 362p
Market asleep!
I’m topping up an already large core holding.
Sept 9th profit warning may prove the pivot.
New first-time-buyer support could boost mortgage demand, housebuilding and MAB’s market.
If purchases turn, earnings/rating could turn too!
@sharesifysocial.bsky.social
@tradermark72.bsky.social#MAB1 H1 results. Revenue increased 8.6% with Adj. PBT up 2.1%. Fluent contribution expected to build through 2027. Fixed rate maturities expected to be 30% higher yoy in 2027 represents a significant opportunity. Progressive dividend increased 9.7%.
@deargdoom.bsky.socialMortgage Advice Bureau #MAB1
Share Price 388p (-21%)
Market punishing Fluent: its expected 2026 contribution is £5m lower.
But core MAB looks healthier. H1 PBT beat guidance & refinancing remains strong.
Is the 21% fall pricing in a deterioration the RNS simply doesn’t show?
Doubled my position!
@conkers3.bsky.social❌ #MAB1 Trading: Mortgage Advice Bureau (Holdings) has revised its 2026 expectations downwards
❌Now anticipating Adjusted profit before tax of approximately £38m Vs market consensus of £43.4m
✅First-half Adj. PBT is expected to be £14.8m, slightly exceeding prior guidance.
@deargdoom.bsky.socialMortgage Advice Bureau #MAB1
Share price 385p (-21.5%)
Bigger drop than I thought.
An Overreaction!
I'm adding here at the cheap level offered today.
More will be known Sept 22nd
@deargdoom.bsky.socialMortgage Advice Bureau #MAB1
Share Price 490p (pre-open)
2026 PBT now ~£38m vs £43.4m consensus. Headline looks ugly, but nuance matters
H1 PBT £14.8m, existing Fluent business recovering. £5m hit is mainly delayed new contractual lead flows. Growth pushed into 2027
My timing is off.
Core Holding
@tradermark72.bsky.social#MAB1 Berenberg cut TP to 975p from 1150p
@brokenbanker.bsky.socialbeats from #ASAI.L ASA International, #FDEV.L Frontier Developments, #GYM.L The Gym Group, #VCT.L Victrex; guidance downgrade from #MAB1.L Mortgage Advice Bureau:
@sharesifysocial.bsky.social
@tradermark72.bsky.social#MAB1 H1 TU. H1 Adj. PBT slightly ahead but warns on FY expectations and reduces to £38m from £43.4m. Market challenging and Fluent lead flows not materialised with costs incurred. Expects to strengthen in 2027.
