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As long as any special is not accompanied by a consolidation, then it just becomes a gift to the tax man.
It will be interesting to see how the 5 billion over 3 years is dished out and how The New Boss lays out her vision . I expect buy backs and a special to be announced for later in the year . Fingers crossed
Well, the all FTSE100 has been un-investable lately, AV just follow the herd :-( one thing for sure I would not do right now is putting a single penny in the US stock market, a small puff and the house of cards will collapse. I rather buy bitcoin if I really need to go down the self-harm route
Let’s see what the interims say and we can judge from there. How they are going to distribute the cash pile and future growth plans are key .
What a DOG this is, share actually doing worse now than under Andy Briggs, no growth, shrinking company just a dividend stock, watch your capital disappear for 6 pc a year. BUY US GROWTH. U.K. index utterly doomed…now at May 1999 levels. Pathetic.
It was 4.25 last month with new investor Cevian pushing for a £5bn share buyback. She said would update later this year. This should be at least 4.25 again soon unless Covid gets worse.
I can think of hundreds of shares not to be overweight in.....Aviva is certainly not one of them and I expect your purchases will prove both excellent timing and a shrewd investment in retrospect.
Providing the market holds and Covid figures continue to slide then I am sure this will re test recent highs pre results . Not that many trading days to wait. Too much bumper cash .
Would love to see £4.30 or Even 4.20.
Seriously need to off-load some of my recent purchases @ £3.80, £3.90 & £4.
Thought i was getting a bargain 2 weeks ago @ £4.
Seriously overweight here now.
Seriously time to retest £4.30 again as we run up to good interims and finally crash through the glass ceiling......to infinity and beyond....
Following recent pullback I think the bottom bounce has happened and Aviva should now rebound strongly. Prospects are looking ever better with strong fundamentals, emphasis on UK, Canada and Ireland and lots of cash in the coffers. Looking in better shape than for years so let's see if Amanda Blanc can not only float the boat but arm it and make it fight...
I hope they strike the right balance between share buyback, special divi, debt reduction and future investments to drive growth. I always feel special divi sounds good, but once paid share price drops similar amount. They clearly have a lot of money to play with! Happy for them to take their time and get it right - not sure they will have this opportunity again.
Trading update in May also stated “ We will provide a further update on the substantial capital returns to shareholders later in the year as we make progress with the completion of the divestments.”
The Feb Rns re the sale of the French assets stated “ Aviva expects to use the increased capital and cash to support its previously communicated capital framework of debt reduction, investment for long-term growth and return of excess capital to shareholders.”
As you say probably a mixture of share buy backs and a chunky special Divi. Would hope to hear in the next few weeks !
As a potential investor in the insurance sector I would be grateful for holders thoughts on what is regularly being touted in the press. It would appear that AV have said that following the sale of various assets they intend to make quote, a "Substantial return of capital to investors".
My query is does this mean a special dividend or possible share buy backs (which I am personally not a fan of) or a mixture of both. Also, I guess this may be happening soon? Thanks in advance all.
Ahh, to buy or not to buy....that is the question!Was hoping that one or two directors would have recently topped up in a big way to give us all a guide
have added modestly to my AV position in last few days.
turbulent markets, world in a rather febrile state, so am
mostly tending to just sit and twiddle my thumbs, and
just let existing positions ride for a while, for good or ill.
Nothing in particular affecting Aviva. most financials are down a similar amount.
I have Alphabet, apple, Facebook, Microsoft. Recently sold Tesla. A few pharmaceutical companies. In ftse av. Lgen, nxt, bdev Unilever, naked wines and a few AIM gambles
I dont regularly monitor my Aviva shares as they have been doing well and continue with healthy dividends.Any reason for the continued slippage in the sp over the last couple of months?
Thanks PVI1, I'm ISA'd out on both of ours this year and last. BP fills one, and the other has the golden eggs- AV. and LGEN. I have periodically buggered about with my SIPP, AV+LGEN+ MNG, but whilst I am close to being able to start drawdown I'm also far enough away to maybe need that money!
Since November when the vaccines hit I have done pretty well, even making money out of RR!
I paid to have someone do my CGT last year, as I was daft and didn't transfer some of my day trading stocks to the Mrs. Lesson learnt!
What stocks are you holding, if you don't mind me asking? My 2 worst months are Jul and Aug, then it's AV/LGEN/MNG/BP. Then quiet Nov/ Jan/Feb...then the wheel goes round again.
Pete. Don't you have everything in a share isa to avoid tax altogether. 20k a year 40k if you use your partner's allowance.
This is not the time to be selling! I hold a fair few and every investment I make now is going into AV. The special, in conjunction with rumoured buy-backs put quite a shine on this stock. The present divi isn't to be sniffed at, at 21p, and if you are tax savvy you can avoid obvious pitfalls legitimately... if you are over the £2k tax free allowance. A careful use of CGT is also quite easy to do.
Once the special is announced and the share price reflects it, I am going to top up LGEN and the BP in that order. Once they are paying what I want I'll add more MNG, and finally a good dose of SSE.
I'm done with going for growth, divis are where it is at now.
Tremendous hes like a 12 year old.
Just so you know, I hold apple, Microsoft and Alphabet shares amongst many other us stocks. This doesn't mean av. Is a bab share. I bought here in the 230 range and traded in and out all last year. That trading has given me an average in av of under 2 quid a share, so that gives me a fantastic dividend going forward. Please grow up a bit . Be diverse in your holdings
Could well be the potential big special dividend some investors are not them keen them i not , buyback are much better long term for the company a number of large investors have expressed they would prefer buyback and pay off debt personally i think they do all 3 special dividend will just be not has big has some investors want