London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Jonvia
You have just noticed the consolidation. If you cant give a feck for your money then you don't deserve any. This has been extensively publicised for almost a year.
Jon
''is totally worthless and in fact is of negative value to me.''
The same as a return to shareholders and a drop in share price would be in any other share.
You will have to wait for a share price rise to get a positive value
Spindler, I am on the same page, I also note Insiders were willing to purchase shares at £ 2.67/2.81 and the Pie has now been somewhat condensed enabling a larger dividend slice payment relatively speaking.
Say for a moment these insider purchases are now valued at £ 2.87/3.05 incl the SD as a result of any additional buying below these levels come Friday would seem favorable if only looking at it from a divided growth payment perspective.
The company's future Pension liabilities have been propped up as well which may otherwise have been a drag on earnings pot.
1 year Target Estimate £ 2.70 acc yahoo finance.
More food for thought ;-)
Iam seriously giving some thought to WM2020's theory of a city boys pump and dump here hhmm ? what are others views ?
One positve about Aldi is there garden stuff sometime some good offers and some quality not much but some.....all tastefully laid out and prsented like an upturned skip though
With all due respect Jonvia (and I am in total agreement with how you feel and i sold because i didnt agree with what they were doing) but this has been in discussion for months here, you could have taken the info here and jumped ship and stuck 2 fingers up to the board...I have posted numerous times i seriously find the BoD suspect now which is why i won;t re-invest
The thing I find astounding with this share are the people who hold the shares and don;t keep themselves abreast of events, truly astounding. On the Aldi Lidl thing I can honestly say with no bias as I am out of Tsco....we have an Aldi near us...a brand new one....it's HORRIFIC....Lidl when I have ventured in even WORSE. I actually rarely shop in Tesco due to logistics but no complaints everytime I much prefer it to Sbry....ALDI and Lidl are a truly depressing experience....the beer range in aldi never changed since opening and what they have is rank.....I am half German we wouldn;t p on that stuff they offer
I strongly resent Tesco taking my money and donating to a charity that I oppose.
Other companies return any partial share values to me. I have had sums of 42p and 56p from Santander for the part share of my DRIP investments.
Looking at the consolidation, the dividend and consolidation is totally worthless and in fact is of negative value to me.
Jon
Tesco like any other - the share price can go down as well as up.
If a company had a share price of 100p and paid a 5p dividend, without normal market movements the share price would retreat to 95p.
This in the short term would make the investor no better off having received the 5p.
Once again Tesco is no different. Instead of 5p in the example, you have been given nearly
51p per share. The only thing that is different , is that you have kindly donated about £1 to charity.
Please excuse my ignorance but I only just noticed that there is a share consolidation that I am struggling to understand.
Prior to the consolidation, I had 1000 TSCO share valued at £2392.
Following it I had 789 (should have been 789.45) shares valued today at £1799 which gives me a £593 loss since the consolidation.
I also apparently have a dividend of 50.93p which equates to £509.30
So after all this I am £83.70 worse off and Tesco have the brass neck to donate my .45 of a share to the Trussell Trust.
Have I got this right?
On a slightly different note I tend to look at (especially with supermarkets) their net profit as percentage of turnover - and the net profit itself. This being what is usually available for dividend and reinvestment. Tesco last year i think had net profit approx 900, million on sales 60 billion - less than two percent. Its similar for other supermarkets. I do think this is area that sometimes warrants closer management attention than perhaps market share. Although its the latter that seems to get most attention.
As a rough and ready extreme example if Tesco could increase all prices by just one percent. Would increase turnover by 600 million and net profit same amount in pounds but in percentage terms by 60 percent. The reverse is true which is why i get a bit twitchy when supermarkets I have shares in trigger price competitions. It is a very fine balance and I don't envy the management's
I had only popped over to see all your thoughts concerning the dividend etc and thank you for the information on the board and your courtesy.
I will now return to my more normal board and make a nuisance of myself there
Best Wishes
HB
Barchid must admit even pre covid i tried to avoid visiting any super market before sunset - found the whole experience much more civilised later on
LTI
Re Aldi I totally agree, many people avoid, we do too.
To be honest Bob,
I think people can see with their own eyes the difference when walking into Tesco compared with Lidl. Doesn't need a campaign to say what people can see.
Price on the other hand needs to be spelled out as a shopper cannot compare hundreds of items themselves.
Hi
I wouldn't disagree with your thoughts but I do think the advertising does give the impression albeit by accidental inference that only some products are price matched- the inference being that others are not.
I think if a company is advertise the reasons to shop there as opposed to a competitor - is price it has to do so carefully. Saying that we match in only some areas to my mind is not ideal. Also perhaps giving the impression that Aldi are setting the price and Tesco matching as opposed to being cheaper
I think a better campaign would have utilised some of the points you together with the far greater range that Tesco carries ,together with far more non food items. The latter making it possible for a visit to Tesco to be literally one stop with no need then to use time and energy travelling to other retailers for other items.
Similarly a Tesco checkout experience is far more relaxed without need to unpack trolley twice.
In summary it the advertising I am criticising not the shop itself.
HB
Just because Tesco price match on hundreds of regularly bought items, doesn't mean that less frequently bought items are cheaper in Aldi.
Tesco also give product discounts on selected items for clubcard holders.
And - to be Honest Bob, many British people like myself would rather shop in a quoted
British company than do their shopping in a Privately held German family business
(Aldi and Lidl)
I am perhaps miss the obvious. I am use dividend to buy shares and restore my initial position. So i will then have same number of shares but tax liability on the dividend. If i don't buy back i still have tax liability. May have been said so before but I am afraid I think BOD done shareholders no favours.
Matched by the idiocy of the present advertising which makes a great play that some products are as cheap as Aldi. Which implies remainder are not. So in essence they say Aldi cheaper in lot areas but we can match them in some. And they think this will bring in shoppers on price. Couldn't be worse if Aldi had paid then.