Begbies Traynor Group plc (BEG:LN), the independent UK
corporate insolvency firm, has seen a 50%+ share price drop from its 200p
Aug-08 high. Although analyst concern has been expressed on a slowdown of its
Corporate Finance/Taxation activities (15% of total revenues), we believe this
concern is exaggerated, given that Insolvency constitutes more than 80% of the
company’s revenues. Although no real hard catalyst exists on the Begbies
buy case, demand for its insolvency services and new...
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