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This is a weird one.
If he doesn’t deliver enough to hold the price and offer a good outlook the major shareholders will withdraw their support of him and force the BOD/CEOto accept the offer.
The CEO has to deliver a belter to survive!
Roll on 7am
Fingers crossed bloody tightly, feast or famine. It’s a pure punt on instinct.
Big nuts, respect. Wish you all the best. (And myself)
Powell's chat atm sending US higher, should help the opening.
50k here 150k there. Good high rollers. Best of British.
Hope for a pop that last longer than 15 mins like PRU and ABDN and SN. of late.
Nice I put in £150k on the expectation that results will be bad and they'll be taken over.
I think there will be another bid as the last one was just a reminder that Ageas are still interested. They are waiting for the update before deciding what the bid will be. I would be surprised if it were poor. I also don’t believe Ageas will succeed, they are using psychological anchoring to get over the line with 250p. That won’t succeed.
Fortune favors the brave. I hope.
That's a ballsy call crispiano.
I've chosen to hold until after res so we can see direction of travel for the business, plus get a clear view on whether the DLG board rejection of the offers due to "material undervaluation of the company" (my paraphrasing) has foundation.
Best of luck with your decision.
I hope you're right, i've just put in £50k on the expectation of a rise tomorrow based on results.
I think there is a chance they will be back with another bid. i can't see the dividend returning til later in the year.
I've been buying at around 208 today. yesterdays late rally seems to have vanished today. I'm expecting good news tomorrow which backs the board for turning down the bid.
Might be too late, I am in the same position but am going to buy before the market closes today, I do expect a rise.
I want to buy in here, but would rather wait to see the results as this stock can rise and fall sharply on news.
Had such a great run here that I have trimmed as a hedge (38p average cost). The PRU results show even good results can pop and flop.
FWIW
Dividend news - any will be positive, tempered by the rise from 160p.
Strong numbers expected so baked in.
Fending off bid.
Ageas bails
Remain a bull here but the event risk may be protect my gains.
Of course Ageas could also go hostile.
Come on dlg give us a good rns. I don’t need another vod or ids
Job done.... enjoy
https://youtu.be/m4xy2W6cefk
A robust defence should include a dividend reinstatement above consensus showing confidence in the future prospects and return to normality.
This would result in the SP surpassing the Ageas offer like an Acme dynamite scene.
Make it all about a safe income share, rerate and index reentry.
Over to you BoD.
Good find driftking
I go with the 5.75p dividend suggested for 2023 payable in 2024.
IF we don't get a proper offer from Ageas @280+ I WILL keep my shares and pick up dividends
"Maybe not directly comparable to DLG, but seemingly very good results from Sabre this morning including a special dividend on the back of 'very strong market-wide price correction' and driven mainly by 47.5 per cent premium growth in its motor vehicle product.
I wonder if DLG will be similar or if they still have their foot in their mouth ?"
DLG were late to the party in re-pricing, so bounce back maybe tempered.
On the flip side, hopefully no more horror stories, such as the commercial property write downs, weather related claims increases or payouts over prior mistreatment cases etc
Marketscreener.com have brokers whom have analysts pencil in a possible 13-14p dividend for 2024.
I was expecting a 2p dividend for 2024 back in October ‘23.
https://uk.marketscreener.com/quote/stock/DIRECT-LINE-INSURANCE-GRO-22762509/finances/
he went to china because a capital increase is needed,
if the china shareholder wants to sell their stake they will tell him to **** off,
if they want to remain a shareholder they will listen to him
Sorry it didn't cut and paste as well as it looked from my records but the info is all there.