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Will a rising interest rate environment be good for insurance companies like esure, because it will give a boost to there investment returns, which for 2013 was only 2.2%, and the main reason the results were slightly below expectations..
Insurance business owning price comparison sites is normal. Admiral own Confused.com, BGL own compare the market and esure have around half of Gocompare. I think it's unlikely they will be forced to sell, but if they decide they want to there could be a payment. Yield is strong and with all that cash I'd expect the dividend to continue.
Colbats never put that in my calcs; thought maybe a small special divi with all the cash they have tucked away, but now we have two sources of cash think i read somewhere that they have to be impartial,surely an insurance co. holding a percentage of your shares leads to probs, maybe they will have to sell GLA
Very much still in this one. I think it's got some more to come. Also, there is the Gocompare holding, which it suspect might be sold at some point. That could produce a special dividend?
did any of you get in ISAT pre figures nice rise and are all of you out of this beauty??
Here we go. The future is up. With all my other shares down, I'm feeling positive about this one or is it hopeful?. It's been a bad week.
The ex-div date on this is 9 April paying 13.3p a share. Overall the Div is 5.5% and the SP is still sitting below the IPO price. I would rate this a buy up to £3.00
for the big boys to top up and get this good yield and then it can only go higher IMO
Great results in a tough market. Decent yield, and the best bit is that the reserves are still incredibly strong. Loads more buys than sales, don't understand why this isn't flying?
If the numbers are good tues. i think your spot on doll 325 beckons just hope this follows all the other insurance co. they have all had good numbers so far GLA
I'm an old timer in rpo and have crystalised some good gains there. Down atm, but I'm generally very bullish on it. I hope to keep a small holding long term and see what divs it pays when it gets going. Having said that, the current situation with Ukraine and Russia is testing my nerves right now (tho its pushing oil and gold prices up, helping my aaz and fpm shares). Just need to sit back and see what unfolds.
Had a quick look. There are quite a few oil prospecting companies out there, and I've developed what i consider to be a healthy scepticism. Africa's not my favourite oil location, and a company far from profit with the majority of returns relating to fundraising mean its just too speculative for my tastes. Having said that, i missed out on a nice rise in tpl due to my scepticism.
take out price 9174 per hectare x 22441 hectares =225882228 pounds divided by 47 million shares =4.806 a share land only value me thinks 5.20 is the starting price whoooppee GLA
take out price now apparently 4.80 for just there land worth me thinks i mad a good buy this am
take a gander at PALM over 3pound being offered in the jungle company trying to take them is Malaysia's biggest sugar producer in head first this morning still value to be had GLA
SMEAGOL---Like the look of three of yours , ---AVG, FPM, RPO , especially RPO -- a break and hold above 25 could be a doubler there on technicals --GLA.
TRP
Good luck with IMG Andreban hope alls well with numbers, but all in is not good policy !!
Same problem with JIL as you but i am sure there is more to come from them massive cases in the pipeline according to there last RNS , while you have cash locked in stops you wasting it on dodgier shares LOOOOL GL
AVG is looking very impressive, I hadn't looked at them before, but they're right towards the top of my watchlist now (not just because it's in alphabetical order). Will add ISAT too I think. I've been watching PMO for a while, but there's always been something more enticing when funds have freed up, and went for FPM to add to my RPO because it seemed to be on the low side of its trading cycle despite excellent recent news, so I don't really want any more oilies until I offload some of the others. Andreaban - I am a fan of your policy of looking for companies with good/growing profitability for their price - keeps it simple. I didn't get into BEZ, because it felt quite similar to JIL which I got into before their big dividend but now I'm tied up in for the longer term. BEZ didn't take anything like the drop JIL took though, which surprised me, cos the dividend was based largely upon a single 'good' (i.e. uneventful) year, which will never be a long-term trend. I may pop back into GBO if drops back to the high 50s again. I can now add CRND, KAZ and EMG to my immediately recent 'cudda wudda shudda' list. I was literally a click away from buying into KAZ at 175p and then decided another share had more potential of a more immediate rise. My legs are getting sore from kicking myself so much. As for DLG, I'm surprised it's not risen more. I guess the likely increase of claims in the new year is dampening sentiment a bit, as it will be with ESUR. I hope holders here get a similar good set of 2013 results though.
Not traded much lately away from the troubles staying in Penang in Malaysia. Coming back to blighty on the 20th March. Already in PMO at a very high price last year, this and CAR the only 2 bad shares i have left all the others are in positive territory was going to buy a 1000 PMO to average down to about 3.50 but if 3.20 is a problem will wait and see if it breaks that first. A couple for the watch list AVG & ISAT, the latter could surprise the market with good numbers is the chat on the London train apparently so i am told GLA
ARSENAL , hope you're keeping away from all the "troubles" --good to hear from you , buddy .-----Yes DLG have done well since their flotation , might buy some more again soon , have been "in and out " a few times .------ESURE got a bit of a problem at the mom. ---280 p is going to be "difficult " res. now !!-------------------------------------------------Don't know whether you're going to like what i say about PMO , but here goes ---JMVHO ---- It is still in an obvious long-term downtrend ----Statement and figures yesterday were not brilliant , buy any means, and no divi increase .---SP has risen a bit today and an aweful lot of brokers are very positive ? ----TA /Chart wise it is now approaching "overbought" but this has been normal over the last 4 years cos of the statement/ results .---I think it will go further into overbought for a few days.----320 p will be the res. level to overcome , this will also be the third touch on the downward channel from last May's high of about £4.00 ( 320 p has been historically Very Strong Support and now will be seen as Very Strong Resistance ) ----get past 320 and 350 is next -----Hope that makes sense ( sorry for O/T so long ) --What else you buying ? ---GL.
If ESUR get anywhere near DLG figures we will all be happy hottentot what do your charts say for PMO good luck all
Just taken at DLG's results and they look very impressive to me. I don't know if they have beaten consensus? I hope Esure gets taken up with them and that their results can be equally as impressive. A final divi. Of 12.4p for DLG is very nice too. Am just hoping that Esure don't disappoint the market again.
Was it someone on here who tipped DOR? Whoever it was, I'm gutted I didn't listen to them now! I held off on that and CICC whilst I thought about them some more. Just a whole lotta shudda, wudda, cudda. I'm still in on IMG, it will come good eventually. I'll look into the rest, cheers.