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Some of you may unaware of this quite useful website:- https://www.dividendmax.com
And...
Surely tesco has done well anyway? For last 2 years uptrend 200 to 300, thats 25pc cap gain and 4pc div total return 29%
If you want high div, look at ...70 percent from eros 9pc bonds, ....presently priced at 10p, !!!£! they pay late but have always paid, and cap return probably ok now as couple of big cos now involved. Less safe than Tesco of course.
I chose Tesco because its stable and ok div, its done v well though with this total return. (Its superhard to judge entry point though)
and other single divi shares as aviva lgen vod. The huge question is, is buying a fund with 4.5% RISING divi and targeted for growth a better option long term than single shares.
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nb Its great when occasionally others mention similar shares the research, and super annoying when dont tell u which ones!!
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It seems to me the high divi companies mostly have greater total returns.. So hope this isnt true as love lbuy forget and collect divi.
Eccles
soz your comment on education... yes I know the insurers aviva lgen 7 to 8pc, vod 12pc etc,
How do you see the stability of the ones your watching (please say which)
Do you think it is wise to have completely different sectors, tesco is different market from aviva.
.. And if there is safety in as many stocks as possible, is it better or worse than holding some sigle stocks, than a fund... a few growth and income have track record of many year divi increases ad present divs around 4 to 5pc.
is either approach safe enough to convert pension to drawdown, rather than take annuity.
..tesco.. several recent newspaper articles saying doing well and expect more. Divi likely to gently rise over time. Food allways in demand, ulta safe.
aviva ceo recently made inflammatory remarks, many on board so disgusted they said selling, and though some bulletin board sells wont move price, she was lucky not to crash the price. Your aviva also had takeover rumours late last year.
Oh dear, I suppose I had better do some education. How about Aviva currently producing around 7.4%. I have no intention of winding folk up but when someone says that tsco is great value when it obviously isn't I feel that such a statement is most deceptive towards those who are not so expert in investing matters.
Eccles thx for sharing better shares than tesco, which ones are they !!!
how happy are you that as safe as tesco?
Need 10pc total return with low volatility and buy and forget style.
i see tesco as safer than most, the other way to improve safety/return would be to use a fund with reasonable divi, .. is a selection of shares as glaxo vod tesco legal n gen oxford bio better than a managed fund.....!
Ccc
He's a wum, end of.
No need to spend 10 minutes replying to him/her.
With respect eccles why don't you run along and give your valuable time posting your comments on the boards you believe are better value than Tesco.
Canny investors have funds in high, moderate and low risk companies, i see Tesco as a low risk and therefore relatively safe investment, i have high risk shares as well giving a better yield in return, but they come with keeping a very close eye at all times.
It sound like your a bit bitter of Tesco for an unknown reason, you have repeatedly graced us with your expertise on better pastures other than Tesco, so as i said give your views to those and leave us to enjoy our tesco investment which has certainly delivered in both it's company results and therefore it;s share price over the past months.
Tesco shares are not "great value" with a 4% yield or rather 3.67% as it was today. There are many other shares offering significantly better value - I have at least one that is paying around 7% and a number of others paying better than 5.
It's back continuing it's march north now.
Three days in a row, Tsco surrendered ground, 0inspite of excellent trading announcement.
Three days in a row, TSCO's SP lost ground, despite excellent trading announcement.
It is like that when you hear all those peeps at the checkout with customers paying their tesco bill.. Lovely sounds, wife says I need sectioned though.
Tesco shares down after trading results. Well the markets down today. Tesco shares are great value with around 4% Dividend yield, I will buy them more on the dips as they are a solid defensive play. Also, Tesco Bank sale is imminent and the shares should lift up with an announcement due soon. The chat HSBC is looking to buy Tesco Bank. Hats Off to Tesco Management for delivering sparkling trading results with two profit upgrades in space of 4 months !
I should think so ,the a mount of money i have spent in tesco ,lol
If you were valuing tesco without knowing the history and current sp, I think most investors would pin a number way in excess of £3. A stable company making in excess of 10% of market cap in profit per year. Under appreciated IMO.
Well done TSCO, very impressed. JJ
Tesco Again: Trading Results Great !! Jefferies Broker, better than they predicted on £2 Billions Cash Flow. Everything else bang on what they predicted. Tesco shares should go up hopefully. LONDON (Reuters) -Tesco, Britain's biggest retailer, on Thursday upgraded its profit outlook for the second time in four months as it reported a better-than-expected rise in underlying UK sales for the key Christmas trading period.
The supermarket group, which has a near 28% share of Britain's grocery market, said it now expected a year to end-February 2024 retail adjusted operating profit, its key profit figure, of 2.75 billion pounds ($3.5 billion) versus the 2.49 billion pounds made in 2022/23.
It was previously forecasting 2.6-2.7 billion pounds.
"Our continued investments across the full breadth of our customer offer have resulted in a stronger trading performance than anticipated," Tesco (LON:TSCO) said.
It said UK like-for-like sales rose 6.8% over the six weeks to Jan. 6 and were up 7.9% in its third quarter to Nov. 25, having been up 8.4% in the second quarter.
Guidance upgraded a little.
Hopefully there'll be a better response that Sainsbury's yesterday.
When are the bids for the banking arm due?
17 Million Shares Buy After 17:00 Today. Totally overblown Tesco shares sell off today. Tesco Christmas Trading numbers out tomorrow. So why the big sell off ? Yeah sell off Sainsbury’s shares as they got a problem with Argos sales not growing much. Just market makers shaking the tree to push Tesco shares down so that larger investors pick them up on the cheap.
TESCO Undervalued Says Jeffries American Banks Broker. They say P/E 12 Substantially Undervalues Tesco Shares. Upside 450 pence, Limited Downside 280 pence. Huge Cash Flow with 4% Dividend Yield. They may be looking to upgrade Tesco year end forecasts. Then if TESCO BANK sale, HSBC whispers to buy. Shares going to lift up. Today worries about Christmas general retail sales knocks most retailers. However me thinks Tesco should do ok as value every little helps means retail price cuts for customers, higher Tesco sales volumes & Tesco likely to preserve benchmark profit margins too. Against Sainsbury’s, Tesco shares lagging so time for a catch up !
17 years ago the market cap was about £33 Billion - currently only about £21 Billion
2007 profits were about £2.6 Billion - should expect a similar figure for 2023
V1
The Tesco bank sale will be priced in when the value level of bids are put in and one accepted.
Re the sale of the banking division. Is it priced in aready or yet to be?
E_L noted thanks, any idea about the time scales involved? and are Barclays still the front-runner?
Don't forget Tesco Bank will be sold, probably be getting a capital return at some point.