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JEF - Jefferies Group


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pretty great pre-corona quarter, validating to long term thesis. as state above no longer  own, but glad to see them print a nice ROTE on the I-bank, of course this is partly due to them robbing peter (merchant bank) to pay paul (I-bank) by putting Berkadia in there.

 

http://ir.jefferies.com/Cache/IRCache/f2a9a4e2-039f-db43-ff4f-70749eb82b9a.PDF?O=PDF&T=&Y=&D=&FID=f2a9a4e2-039f-db43-ff4f-70749eb82b9a&iid=103464

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That repurchase timing..  ??? O&G and real estate's gonna have a rough Q2.

Otherwise, balance sheet is in decent shape. Lots of liquidity and cash.

$25 TBV. ~0.6x TBV before adjusting for potential write-downs in O&G, real estate.

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That repurchase timing..  ??? O&G and real estate's gonna have a rough Q2.

Otherwise, balance sheet is in decent shape. Lots of liquidity and cash.

$25 TBV. ~0.6x TBV before adjusting for potential write-downs in O&G, real estate.

 

I'm not sure you can call them out on timing given the unpredictability of what's happened! I'm more interested in the repurchase value and I'm glad to see them buying back below TBV and accelerating the buyback as the stock dropped. Good thing is they have dry powder to do more. I sold at $21 and bought back in at $14 which feels quite nice. Small positions though - I use JEF as a trading stock, one to buy when markets panic and sell then they're riding high.

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Jefferies Group CFO Dies From Coronavirus Complications

 

Sunday, March 29, 2020 10:56 AM

By Giulia Camillo

 

(Bloomberg) --Jefferies Group LLC said Chief Financial Officer Peg Broadbent has died from coronavirus complications.

The company named Teri Gendron, CFO of Jefferies Financial Group, as the interim CFO and Chief Accounting Officer, according to a statement on Sunday.

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Jefferies Group CFO Dies From Coronavirus Complications

 

Sunday, March 29, 2020 10:56 AM

By Giulia Camillo

 

(Bloomberg) --Jefferies Group LLC said Chief Financial Officer Peg Broadbent has died from coronavirus complications.

The company named Teri Gendron, CFO of Jefferies Financial Group, as the interim CFO and Chief Accounting Officer, according to a statement on Sunday.

 

Holy cow. Makes it real.

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Jefferies Group CFO Dies From Coronavirus Complications

 

Sunday, March 29, 2020 10:56 AM

By Giulia Camillo

 

(Bloomberg) --Jefferies Group LLC said Chief Financial Officer Peg Broadbent has died from coronavirus complications.

The company named Teri Gendron, CFO of Jefferies Financial Group, as the interim CFO and Chief Accounting Officer, according to a statement on Sunday.

 

Holy cow. Makes it real.

 

This is gonna scare everyone working on Wall Street

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Jefferies Group CFO Dies From Coronavirus Complications

 

Sunday, March 29, 2020 10:56 AM

By Giulia Camillo

 

(Bloomberg) --Jefferies Group LLC said Chief Financial Officer Peg Broadbent has died from coronavirus complications.

The company named Teri Gendron, CFO of Jefferies Financial Group, as the interim CFO and Chief Accounting Officer, according to a statement on Sunday.

 

Holy cow. Makes it real.

 

This is gonna scare everyone working on Wall Street

 

He was 56 and in good health.

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  • 1 month later...

Their quarter ended Feb29th  had record Revs of 1.386 bill, and an all time high 343 mill advisory fees, obviously a different story before this mess started.  Is this company finally, truly, a great investment at these price? What are their challenges going forward? 

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  • 1 month later...

From a financial perspective: Great results.  Surely this will rerate (and they are buying back stocks anyway).

 

From a human perspective, they raised $9,25ln in memory of their CFO who died of COVIC-19 and I liked this:

 

"Finally, we implore everyone to wear a mask when out in public. When you wear a mask, you do it out of respect for your fellow humans and we believe masks (and testing) will be critical to allowing all of us to protect those most at risk as our medical experts work tirelessly to develop the needed therapeutics, vaccines and methods of delivering them in mass quantities. Working together will allow us all to best navigate this incredibly difficult period and bridge our path to a more normal way of life that we will never take for granted."

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Jefferies has killed it for 2 quarters in a row

 

Yeah, but we need to see how they are getting to their marks on Jefferies Finance (JFIN JV with Mass Mutual that is levered with CLO's) and then how they are coming up with their fair value mark on Vitesse. They still have Vitesse marked at ~$550 million in equity value. Sure it has hedged oil at $65 this year, but WTI at $39 beyond that does not do wonders for Vitesse. It can't be the only name in the Bakken to not have lost value.

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Jefferies has killed it for 2 quarters in a row

 

Yeah, but we need to see how they are getting to their marks on Jefferies Finance (JFIN JV with Mass Mutual that is levered with CLO's) and then how they are coming up with their fair value mark on Vitesse. They still have Vitesse marked at ~$550 million in equity value. Sure it has hedged oil at $65 this year, but WTI at $39 beyond that does not do wonders for Vitesse. It can't be the only name in the Bakken to not have lost value.

 

I agree with you and sold in early March for this reasons (see a couple posts up). That decision has been very additive to only slightly so based on subsequent drawdown and recovery of things purchased with JEF proceeds. Nevertheless, I am positively surprised by the operating results (though I agree more write downs are likely). I bought a starter position. Every time I’ve bought JEF in the mid teens it’s worked out, but would like to see more write downs before buying a real position.

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  • 2 months later...

Principal transactions have almost quadrupled since last year. Is that because other banks have pulled back? That's been the prediction since the GFC but maybe it's actually happening.

 

It definitely was clear in March - May, they did some transactions when things were closed that were usurious in nature.  There is more constraint to big banks, but hard to say what is persistent here.  It does feel like it may be more permanent, but we will have to see... not sure I think you can say it's a long term trend yet.

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It is only less competition when viewed via number of firms...but that slide is primarily acquisitions, for example Cowen bought Tri-Artisan Partners and CRT Capital, so it is really a reallocation of capital. Underwriting league tables are the best way to look at market share, and on the merchant banking side the competition is really independent hedge fund & private equity firms because the proprietary capital groups of large banks all spun out into their own firms due to regulations.

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It is only less competition when viewed via number of firms...but that slide is primarily acquisitions, for example Cowen bought Tri-Artisan Partners and CRT Capital, so it is really a reallocation of capital. Underwriting league tables are the best way to look at market share, and on the merchant banking side the competition is really independent hedge fund & private equity firms because the proprietary capital groups of large banks all spun out into their own firms due to regulations.

 

You seem to know a lot about this, do you have any view on which firm is most likely to get acquired next? JMP? GHL?

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A nit here on what looks like a fantastic Q. They had a $27,013 loss in other investment banking which in past quarters is the line item where they've taken Jefferies' Finance writedowns. Somewhat annoying in a Q where spreads narrowed for leveraged loans that they still took a loss/suggesting they didn't realize everything upfront/could be some/ a lot of drag to come from here still. A lot of the leveraged loan space looks like slow melting ice cubes at this point. Obviously depends on the deal, but nonetheless wish they'd more transparency here as this/Vitesse/and then potential value of Linkem are the three biggest questions to me on this thing being a rocket ship or continuation of the dud it has been for 20 years.

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A nit here on what looks like a fantastic Q. They had a $27,013 loss in other investment banking which in past quarters is the line item where they've taken Jefferies' Finance writedowns. Somewhat annoying in a Q where spreads narrowed for leveraged loans that they still took a loss/suggesting they didn't realize everything upfront/could be some/ a lot of drag to come from here still. A lot of the leveraged loan space looks like slow melting ice cubes at this point. Obviously depends on the deal, but nonetheless wish they'd more transparency here as this/Vitesse/and then potential value of Linkem are the three biggest questions to me on this thing being a rocket ship or continuation of the dud it has been for 20 years.

 

I actually think the biggest problem here is the burden of $100 million plus of corporate overhead each year.

 

IMO what needs to happen is the merchant banking segment (sales, spin offs, merge more units into the investment bank) needs to be eliminated and the corporate segment needs to be dropped down into the investment bank and costs rationalized.

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It is only less competition when viewed via number of firms...but that slide is primarily acquisitions, for example Cowen bought Tri-Artisan Partners and CRT Capital, so it is really a reallocation of capital. Underwriting league tables are the best way to look at market share, and on the merchant banking side the competition is really independent hedge fund & private equity firms because the proprietary capital groups of large banks all spun out into their own firms due to regulations.

 

You seem to know a lot about this, do you have any view on which firm is most likely to get acquired next? JMP? GHL?

 

Wish I could be more helpful, but Im not really a financials guy

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