If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
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.
Haha. I repeat my 'Oh well"..
IMO Overall debt is growing. Lists of RNS show more new debts than those to replace the maturing ones.
Anyway.. Missed out on 6% growth selling when my target price was reached.
Cheers and GL.
Gav
''loads more debt''
https://www.lse.co.uk/rns/SSE/notice-of-early-redemption-tn17f0zfikmfbqv.html
https://www.lse.co.uk/rns/SSE/notice-of-early-redemption-bqb7n7l2vminwan.html
Was looking at these at the 15-16’s…
Oh well , not too sure how much higher these can go this year , 20 quid ?
Gla
Blue sky again !!
Oh well for me.
GL all.
Maybe but all I see currently is a looming 60p per annum dividend, loads more debt with plenty of jam tomorrow.
IMO 1600s still on their way or lower as or when the market turns south for term with inflation. If not then I will have missed this boat from 1800 up and my cash will stay and/or go into greencoat/bluefield/next energy etc.
Holding what I have, reinvesting dividends, up again today after acquisition of some wind farms in europe... decent business.
Will SSE retrace or stay at this high new trading level circa 1755 to 1825 ?
I've now sold out of all my free shares above 1800 (together with retrieving my capital in the early 1700s)
I'm convinced SSE will retrace to the early 1600s, but even at that price, the yield will be less than 4% in 2023.
So now toying with the idea of holding cash and skipping the summer dividend because after that comes the divi rebase to 60p.
With inflation above 6%, a 60p dividend would only beat inflation as an investment at share prices of less than 900p
The next dividend in July promises to be around or just under 60p, but still doesn't justify the current SP, even as a growth share, the potential of the new projects must be to pay dividends above inflation to justify such a future SP and even the capital value of their projects would be valued by the potential return to investors of earnings/dividends.
So. Next month might SSE announce a change to the 60p rebase ?
pmsl
BIG
''I see you top sliced early''
so now about 160p above the level at the time of the dividend cut announcement.
BIG
''I see you top sliced early''
Early doesn't come into it - it is all about reaching a pre determined price level.
'I am not selling any BP due to the profitability and the fact that the market is currently determining a price below my expectations.'' me neither
BIG
''so why is BP sp not in full flight up?
Why are you asking me.
The market determines the share price on a daily basis.
I am not selling any BP due to the profitability and the fact that the market is currently determining a price below my expectations.
BIG
''so why is BP sp not in full flight up?
'
The market determines the share price on a daily basis, which will ultimately come down to profitability . Profits can be used in more ways than cash payments to shareholders.'' I know this.so why is BP sp not in full flight up? and it is not Rosneft.We are going round in circles,I see you top sliced early,it.s hard to get it right. Have to go enjoyed sparring with you.
ALL to do with saying that a companies share price is NOT determined by dividend payments
BIG
''that by itself means nowt;;
it means EVERYTHING.
Nothing to do with cheap or expensive.
ALL to do with saying that a companies share price is determined by dividend payments.
Share price has increased from 1,500 to 536,440 dollars WITHOUT dividends
BIG
''If BP cut the divi to zero, they will still be making the money.Do you think it would not affect the sp?''
The market determines the share price on a daily basis, which will ultimately come down to profitability . Profits can be used in more ways than cash payments to shareholders.
'Price of a single share in Berkshire Hathaway now 536,440 dollars'',that by itself means nowt. a£100 share could be cheap and a 2p share too expensive.
BIG
Berkshire Hathaway up from 1,500 dollars to 536,440 dollars.
'
So NOTHING to do with the level of dividend'' in this company no but you are deflecting.If BP cut the divi to zero, they will still be making the money.Do you think it would not affect the sp?
BIG
Price of a single share in Berkshire Hathaway now 536,440 dollars.
BIG
So NOTHING to do with the level of dividend
'Berkshire Hathaway don't pay any dividends - how has that played out.'' same as any share,it depends on the entry point.
BIG
if you prefer - I hold BP at an average of about 240p
BIG
''if they cut the divi altogether they would have even more to play with.How do you think that would play out?''
Berkshire Hathaway don't pay any dividends - how has that played out.