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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.
I took the following from payments I have received since 2012 .
Year Paid Interim Final Special Special Total
2013 4.2p 8p 4p 16.2p
2014 4.4p 8.4p 4p 10p 26.8p
2015 4.6p 8.8p 4p 27.5p 44.9p
2016 4.9p 9.2p 8.8p 10p 32.9p
2017 6.8p 9.7p 16.5p
2018 7p 13.6p 15p 35.6p
2019 7.2p 14p 8.3p 29.5p
2020 7.4p 14.4p 21.8p
2021 7.6p 14.7p 2 2.3p
2022 7.6p 15.1p 22.7p
Interesting to note that the dividends are consistent in the earlier days with specials
that made up the totals. Which I assumed to be paid if less claims are made in relation
to profits. Then we get higher levels of Interim and final payments with no specials. And a
loss of payments from then on due to pandemic.
Higher costs for energy, shortage of spare parts for DLG garages to effect length of time that replacement car hire is in place. Then of course building repair cost going through the roof
with no materials available. I doubt that any insurance company could mitigate for those
problems.
So fingers crossed we are back up and running again.
Unlikely, unless the reason for the Aegas CEO's trip to China was a look see at DLG's results before Thursday? :-)
Could we also see a final offer from Ageas on results day giving us a double RNS to wake up to? Enjoyed the same with Spirent and their double RNS morning.
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 ?
Difficult to say AP.
I sold my shares at around £12 to pay off my mortgage a long time back.
It was the good old days when BT was the main supplier of telecoms now they have some serious competition with other suppliers of fibre networks.
And no I was not a BT engineer just an independent company that supplied services to them on systems that were not in their field of expertise.
I contracted to BT, local and central government, MOD, USAF and NHS Banking sector etc.
Warren Buffet I most certainly am not. I'm afraid
Mjallen reckon bt shares will go up in future?
Now that is something I can agree on. BKB. It's all clever stuff. Just waiting for the coil of FTTP thats coiled up on the telecom pole outside my house to be connected to me.
The future is FTTP, landlines will be gone and you probably don't know that your voice calls on your mobile are occasionally routed through your router. Clever stuff isn't it. Don't get me started on MPLS circuits😀
Yes BKB and my analogue telephone runs perfectly well over its copper cables via its Sky router broadband converted to digital format connection then onto its CW1308 copper twisted pair internal cable out to its over head 2 core cable then via a CW1128 underground copper cable onto a BT telecom cabinet where its upgraded to fibre.
Even BT refer to my fibre/copper connection as their landline up to their master telephone socket.
Even my mobile connects free of charge over my BB connection whilst connected at home.
Just seen the TV ad in NI.... no phone, modern feel. Never seen the ads here before.
The fightback begins.
Mj sorry to correct you but there are analogue(copper) and digital (fibre). Lets not also forget microwave and satellite communications as well. The majority of non-technical people refer to landlanes as copper and going forward very few people will have fibre IP phones as mobile 4G and 5G have taken the baton now. 30 years in comms.
Sorry to correct you BKN but a fibre is still a landline that use lightwaves to transit telecommunication signals instead of electrons. The other method is as you say 4G wireless that uses Radio waves to transmit telecommunications data. However most if not all cell towers interconnect via fibre landlines, under sea cables and some part way via microwave satellite connections. It would be embarrassing not to have pick up some knowledge in my 50 years as the owner of an electrical and data networking contractor plus consultancy. With regard to using the telephone their website still shows that contact can be made directly by phone and digital connections.
If Aegas had a red telephone and called Fosun, it might have saved them the cost of flying to China ? :-)
MJ,
Most people are on fibre, dont even have landlines and some are on 4G only like us. Majority of people probably havent seen a landline phone and never used one. It needs kicking in to shapre and looks outdated. Winslow will no doubt bring about the changes needed and not just for the fun of it.
"https://www.cityam.com/belgians-tap-up-chinese-ahead-of-possible-third-bid-for-direct-line/"
I thought I had recently read that Fosun were looking to sell their holding to help shore up their own finances. If so, I wonder how that affects these talks.
Maybe they could add a mobile phone on wheels along with the landline and mouse...
Https://www.cityam.com/belgians-tap-up-chinese-ahead-of-possible-third-bid-for-direct-line/