Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Dlg is worth a buy up to 190p for a retail investor.
Anything above 190p there are other under valued stocks to choose.
Just a quick message to holders here.
The share price before the take over was approx 160p
The share price after it has concluded no take over is 185p
The stock market and all insurers have moved north since ageas first bid.
Dlg has moved north by 25p during this time if the ageas bid is removed from discussion
A 4p dividend has been reinstated.
The bid of 237 equates to that 12 month high as at January 2024, when ageas privately instigated take over talks.
Therefore and in conclusion
Ageas did make an opportune naive bid based on a 12 month high which coincides with market expectations. It also coincides with 40% uplift take over expectations.
They withdrew without a third firm offer. Hence naive.
Forget ageas.
Hold or buy more dlg shares. The trajectory is up, and the 4p is just the start.
Waiting for sub Ā£40
A take over price of somewhere north of the 12 month high should be offered. Which in this case has happened.
However Ageas had been scared off from direct line last week as the 12 month high was opportunistic due to the geopolitical issues affecting ftse stocks over the last 4 years; Covid , war/inflation.
Therefore with shares inevitably on an upward trajectory and putting war behind them in the coming years an offer somewhere nearer to the high in 2021 of 450 would have been reasonable, which was 2.5 years ago.
Therefore Iād have thought an offer of 400p would have been reasonable and take most shareholders out of a loss inducing situation or a move to mondi.
Is this Mandy on stage?
https://youtu.be/eCbfAK6g4vs?si=tn3KmjbKjqRO9ywb
Living in the past when such songs were appropriate , a time when Bt shares were 15 quid
If my Nat west shares are up from 178p, how do I decide if itās worth selling this and shifting it to another company in the ftse that has a depressed share price
Surely there are other companies with more ups side than NatWest since its recovery to this price
I need this to go back to 450p, so I can dump and forget
Not sure I could be bothered trading a boring stock like lgen, what for. Just buy a shed load and leave it in for dividends over years lol
Avocet the posts peeper
Vodafone is like a fart done in an empty room without sniffing before you leave.
Did the end product ever exist
Looks like ex is 11/04, maybe Iāll get a few after pay day after all
FYI I do have savings but theyāre locked away and I donāt eat into the cash I keep aside for jobs bills or repairs
Wish I had a few Ā£ to throw at this before ex date but I donāt until pay day. Iāll have to be happy with my 2000 shares at 520p avg . Reinvested a few divis
Interesting BBC News pieceToday 10:09
https://www.bbc.co.uk/news/business-68634968
Faisal Islamās take on likely economic news in the Three Key Dates section.
Looks like shares going up up up
Hi Andrey , thank you for your scare mongering and low ball offer.
I wonāt be taking you up on your offer
Thank you
Interesting BBC News pieceToday 10:09
https://www.bbc.co.uk/news/business-68634968
Faisal Islamās take on likely economic news in the Three Key Dates section.
Looks like shares going up up up
Meconopsis
Interesting . Those are key things I expected to happen in June at the earliest so we may see not only a rate cut in may, but a couple more before Novembers election
Plus thereās another
Budget or āfiscal eventā before November.
My pension pot has rocketed in the last two months, so Sunak this week was right about pensions going up.
Looking like 2023 a good year to have been loaded up on stocks in preparation for this year.
Shut up Porsche
Can you Elaborate on why itās interesting , i would like to know more , please
Thanks phat and ndn