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BPM

B.P. Marsh & Partners – investee company disposal further demonstrates model, a winning share tip still cheap

Specialist investor in early stage financial services businesses B.P. Marsh & Partners (BPM) has announced it has sold its stake in UK Courier and Taxi fleet motor insurance specialising business Walsingham (WMIL), emphasising the transaction is another example of it being able to identify niche opportunities to back successful management teams and to successfully realise value for shareholders.

By Tom Winnifrith and Steve Moore | Published 2021-12-27 13:54:42 |

B.P. Marsh & Partners (#BPM) – sold stake in Walsingham for £4.8m, an IRR of 22%

2021-12-22 07:28:41

B.P. Marsh and Partners – interims, a good share tip continuing to deliver

Early stage financial services businesses investment company, B.P. Marsh & Partners (BPM) has announced results for its half-year ended 31^st July 2021 and that it “continue to believe in our strategy of investing in people with ambition, and a track record of delivering within their sectors, and this again has been borne out by these results”.

By Tom Winnifrith and Steve Moore | Published 2021-10-24 14:01:31 |

B.P. Marsh & Partners – half-year trading update, reasons for confidence

Early stage financial services businesses investment company B.P. Marsh & Partners (BPM) has made a trading update for its half-year ended 31^st July 2021, including that its “portfolio has performed well during the period, and we expect this to continue through the group's current financial year”.

By Tom Winnifrith & Steve Moore | Published 2021-09-15 15:45:00 |

B.P. Marsh & Partners – full-year results, recovery opportunities

Insurance businesses investor B.P. Marsh & Partners (BPM) has announced results for its year ended 31^st January 2021, emphasising “total shareholder return of 10.1% for the year including the dividend paid in July… remain optimistic that we will be able to secure scalable and high growth investments, which will deliver substantial shareholder returns over time”. That sounds good to us.

By Tom Winnifrith & Steve Moore | Published 2021-06-12 09:56:11 |

B.P. Marsh & Partners – interims, NAV growth & positive outlook...

B.P. Marsh & Partners (BPM) has announced half-year results emphasising that its “diversified investment portfolio has shown its resilience, delivering NAV growth despite the ongoing market uncertainty. The outlook is positive for the rest of the year”...

By Tom Winnifrith & Steve Moore | Published 2020-10-21 15:27:30 |

B.P. Marsh & Partners – a “pleased to provide” trading update from the company...

B.P. Marsh & Partners (BPM) “is pleased to provide the market with an update on trading for the six months ended 31 July 2020”, including of specific developments within its portfolio of financial services businesses investments...

By Tom Winnifrith & Steve Moore | Published 2020-09-15 14:01:26 |

B.P. Marsh and Partners – full-year results, dividend & argues resilience...

B.P. Marsh & Partners (BPM) has announced results for it year ended 31^st January 2020, including “we are pleased to be able to deliver a dividend at this time”, noting “at this juncture Covid-19 appears unlikely to negatively influence the portfolio as a whole in a material fashion”...

By Tom Winnifrith & Steve Moore | Published 2020-06-12 08:30:00 |

B.P. Marsh and Partners – a buy

“The latest published Net Asset Value was £130m, or 360.9p per share, as at 31 July 2019, which represented a 3% increase, or a 4.3% increase including the dividend paid in July 2019, for the six months ended on that date. From its inception in 1990 until 31 July 2019 the group has maintained an average annual compound increase in NAV of 11.7%. The group is expected to report a positive performance for the financial year ended 31 January 2020.” What price for this track-record, current performance and ‘focussed on taking actions to reduce discount to net asset value’?... Presently, a 268p offer price and thus…

By Tom Winnifrith & Steve Moore | Published 2020-02-22 10:52:44 |

B.P. Marsh (#BPM) – H1 “strong performers and the pipeline continues to deliver sound investment opportunities”

2018-09-05 06:32:42

B.P. Marsh & Partners (#BPM) – open offer as part of £17m equity raise “significantly oversubscribed”

2018-07-06 06:48:24

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Recent Comments

BURIEDTREASURE26 Oct 2026

"The big banks / financial system are healthy now"With $40T from the Fed balance sheet and similarly frightening amounts elsewhere in the Western economies all dependent on "the confidence of strangers" I'd say that is quite the assumption.With talk of a potential bail out for France, the ECB is damned if it does, or doesn't. A big domino to topple.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

JASKK26 Oct 2026

Was there not there an article from Tom suggesting that if the market tanks that gold would also follow ( albeit less so and for a shorter period ). Based on that advice, and looking at charts, surely the best advice is to be in cash, certainly in the short term, earning a good interest payment. There is a distinct possibility that interest rates are exactly where they should be ( normal levels ) and will be for a while ( if not higher ). It was an anomaly having them where they were after the gfc. The big banks / financial system are healthy now, that's the big difference. I'll be watching Berkshire Hathaway and decide what to do when they start to reduce their cash reserves in a meaningful way.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

Sohail26 Oct 2026

Nigel you should offer your services to American Media channels. You can appear on these channels and be completely wrong and no one ever asks you when you are interviewed on the next occasion why you were wrong.The prominent gold expert and financial author who projected gold reaching $10,000 per ounce around the end of 2026 or mid-2027 is Jim Rickards (author of Currency Wars).First it was dec 2026 now he has shifted it to mid 2027 .( We shall see )

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

COLINS226 Oct 2026

A miserable 4 this week but 5 counting the wrong vitamin answer.

The ShareProphets Sunday Pub Quiz #369

NAHUMDOLLAR25 Oct 2026

6, thanks for the quiz!

The ShareProphets Sunday Pub Quiz #369

BURIEDTREASURE25 Oct 2026

So people warned of a hurricane / cyclone / typhoon through 5 channels are significantly LESS likely to take action than those warned through 4???Sorry, I'm calling cobblers on that.There are clear anomalies around statistical significance calling that whole chart into question.

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DAVID FRASER25 Oct 2026

Excellent analysis as always. We have the Budget this week and the only thing that I can see to help keep this show on the road is a massive cut in Stamp Duty to kick start and propel the housing market forwards. Prices shouldn’t go any higher because interest rates are relatively high but greater transaction increases would mean lots more work and money sloshing about. Estate Agents, removers, cleaners, home DIY projects, extensions, carpets, garden designers - the list of winners goes on and on - and all because of transaction growth. I know it’s tricky but scraping Employees NIC and adding it to income tax would bring in loads of money!

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

SWANNJDUCK6925 Oct 2026

Funny old world, no EPP holding RNS from the strategic investor!! I wonder where those shares went?

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SEADOC25 Oct 2026

It was shortable on Friday with Spreadex.

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Sohail25 Oct 2026

Where miners have a mine where the share price is trading at a huge discount to npv at current gold prices and are fully funded to build the mine , today there is a huge opportunity to buy in.However nobody knows where the Gold price is going.Jordan correctly told his subscriber's in january 2026 that the gold price would pull back.However he never makes predictions about the future unlike many commentators.He merely projects “potential “ outcomes.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?