Talk:Alpha Financial Markets Consulting plc - Revision history

155.198.14.213 at 13:46, 31 January 2023

2023-01-31T13:46:20Z

← Older revision		Revision as of 14:46, 31 January 2023
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	#The previous report mentions ROCE. Is that something that Alpha wanted/wants to include in the report?		#The previous report mentions ROCE. Is that something that Alpha wanted/wants to include in the report?
	#How does Alpha's fees compare to its peers? What's the financial markets team size of the peers?		#How does Alpha's fees compare to its peers? What's the financial markets team size of the peers?
			#Which risks do you prefer?
			#Which offering categories do you prefer?
			#Which offerings do yo prefer?
			#Is consolidation not really one of the factors now?

	== SWOT Analysis ==		== SWOT Analysis ==

155.198.14.213 at 11:39, 31 January 2023

2023-01-31T11:39:08Z

← Older revision		Revision as of 12:39, 31 January 2023
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	#Are there any sections that you prefer to move into the Appendix section of the report or to remove entirely (from the report)?		#Are there any sections that you prefer to move into the Appendix section of the report or to remove entirely (from the report)?
	#The previous report mentions ROCE. Is that something that Alpha wanted/wants to include in the report?		#The previous report mentions ROCE. Is that something that Alpha wanted/wants to include in the report?
			#How does Alpha's fees compare to its peers? What's the financial markets team size of the peers?

	== SWOT Analysis ==		== SWOT Analysis ==

155.198.14.213: /* Questions */

2023-01-31T10:57:30Z

Questions

← Older revision		Revision as of 11:57, 31 January 2023
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	# Thoughts on risk section.		# Thoughts on risk section.
	#Are there any sections that you prefer to move into the Appendix section of the report or to remove entirely (from the report)?		#Are there any sections that you prefer to move into the Appendix section of the report or to remove entirely (from the report)?
			#The previous report mentions ROCE. Is that something that Alpha wanted/wants to include in the report?

	== SWOT Analysis ==		== SWOT Analysis ==

155.198.14.140 at 15:15, 29 January 2023

2023-01-29T15:15:30Z

← Older revision		Revision as of 16:15, 29 January 2023
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	## In particular DCF and peers.		## In particular DCF and peers.
	# Thoughts on risk section.		# Thoughts on risk section.
			#Are there any sections that you prefer to move into the Appendix section of the report or to remove entirely (from the report)?

	== SWOT Analysis ==		== SWOT Analysis ==

155.198.14.140 at 15:12, 29 January 2023

2023-01-29T15:12:28Z

← Older revision		Revision as of 16:12, 29 January 2023
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			== Questions ==

			# Is the ultimate objective of the company to focus on 1) asset management, wealth management and insurance industries; 2) financial markets industry (as the name of the company suggest); 3) all industries (i.e. an all industry consultancy company); 4) or something else?
			# Thoughts on the section about how the the idea of the company came about?
			# Thoughts on the valuation of the company?
			## In particular DCF and peers.
			# Thoughts on risk section.

	== SWOT Analysis ==		== SWOT Analysis ==

155.198.14.213 at 16:08, 20 January 2023

2023-01-20T16:08:41Z

← Older revision		Revision as of 17:08, 20 January 2023
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	*** CIO		*** CIO
	*** CFO		*** CFO
			*Most recent interims
			**
	** A more recently launched practice is ESG & Responsible Investment (“ESG & RI”).		** A more recently launched practice is ESG & Responsible Investment (“ESG & RI”).
	** Acquisition continues to be a key element of the Alpha growth strategy.		** Acquisition continues to be a key element of the Alpha growth strategy.
	**The Group’s business is strongly cash generative and has a record pipeline of potential new business, while the industry tailwinds that underpin demand for its services remain strong.		**The Group’s business is strongly cash generative and has a record pipeline of potential new business, while the industry tailwinds that underpin demand for its services remain strong.
	**Continue from page 9 of the annual report (https://alphafmc.com/wp-content/uploads/2022/07/Alpha-Annual-Report-2022-WEB.pdf).		**Continue from page 9 of the annual report (https://alphafmc.com/wp-content/uploads/2022/07/Alpha-Annual-Report-2022-WEB.pdf).

155.198.14.213 at 17:10, 19 January 2023

2023-01-19T17:10:13Z

← Older revision		Revision as of 18:10, 19 January 2023
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	** A more recently launched practice is ESG & Responsible Investment (“ESG & RI”).		** A more recently launched practice is ESG & Responsible Investment (“ESG & RI”).
	** Acquisition continues to be a key element of the Alpha growth strategy.		** Acquisition continues to be a key element of the Alpha growth strategy.
			**The Group’s business is strongly cash generative and has a record pipeline of potential new business, while the industry tailwinds that underpin demand for its services remain strong.
			**Continue from page 9 of the annual report (https://alphafmc.com/wp-content/uploads/2022/07/Alpha-Annual-Report-2022-WEB.pdf).

155.198.14.213 at 16:57, 19 January 2023

2023-01-19T16:57:05Z

← Older revision		Revision as of 17:57, 19 January 2023
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	** AI		** AI
	** Intense competition		** Intense competition

			== Other ==

			* The company's medium term goal is to double it size over the four years to November 2024 (from November 2020).
			* The asset management, wealth management and insurance markets are influenced by powerful long-term trends, notably the drive for efficiency, fee compression, regulatory change and the growing focus on ESG and responsible investment.
			* These trends represent a strong tailwind for the Group and are steadily increasing the relevance and value of its proposition: to provide the best specialist consultancy services for clients wherever in the world they need us.
			* The group’s strategic aim to be recognised as the leading global consultancy to the asset management, wealth management and insurance industries.
			* Most recent full-year results
			** Profit and loss
			*** Revenue
			**** Up by 61.1% to £158.0m, including the contribution of Lionpoint.
			**** Adjusted EBITDA increased by ccc% to £33.9 million (FY21: £21.7 million).
			**** Profit before tax increased by ccc% to £14.9 million (FY21: £9.0 million)
			*** Net income
			** Balance sheet
			*** Net current assets
			*** Cash
			*** Net assets
			*** Net debt
			** Cash flow
			*** CFO
			*** CIO
			*** CFO
			** A more recently launched practice is ESG & Responsible Investment (“ESG & RI”).
			** Acquisition continues to be a key element of the Alpha growth strategy.

155.198.14.213 at 11:21, 19 January 2023

2023-01-19T11:21:19Z

← Older revision		Revision as of 12:21, 19 January 2023
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	== SWOT Analysis ==		== SWOT Analysis ==

	Strengths		* Strengths
			** Niche
	Weaknesses		* Weaknesses
			** Small balance sheet
	Opportunities		* Opportunities
			** AI
	Threats ~~[[Special:Contributions/155.198.14.213\|155.198.14.213]] 11:19, 19 January 2023 (GMT)~~		* Threats
			** AI
			** Intense competition

155.198.14.213: /* SWOT Analysis */ new section

2023-01-19T11:19:45Z

SWOT Analysis: new section

New page

== SWOT Analysis ==

Strengths

Weaknesses

Opportunities

Threats [[Special:Contributions/155.198.14.213|155.198.14.213]] 11:19, 19 January 2023 (GMT)