Member Info for AllAtSea

Coouts plan to de-invest £1.9 bn of its UK holdings and replace them with North American and EU stocks. It says it current allocation of investment to the UK has become outdated.

Coutts' parent company Nat West is partly government-owned.

UK life insurers' exposure to Thames Water is 'minimal', Citi says.

https://www.investments.halifax.co.uk/research-centre/news-centre/article/?id=13883876&type=bsm

Barclays? What do they know?

"BARCLAYS Q1 PROFITS FALL 12% AS MORTGAGE DEMAND SUBDUED

(Sharecast News) - Barclays Bank reported a 12% fall in first-quarter profit on lower income as customers shopped around for better savings rates and mortgage deals.

Pre-tax profit for the first three months of the year fell to £2.2bn from £2.6bn a year earlier and slightly better than its own consensus forecast of £2.195bn.

Loans and advances to customers fell by 1%, "reflecting subdued mortgage lending amid lower market demand", the bank added, while deposits were fell 2% as savers chased better rates elsewhere after years of paltry returns.

Group income fell 4% to £7bn, while net interest margin - the difference between what the bank charges for loans and savings - fell to 3.09% from 3.18%.

Income at its investment division fell 7% to £3.32bn after a strong performance in equities was more than offset by lower fixed income trading and weaker merger advisory fees.

Loan default impairments fell to £58m, compared with £113m last year.

Reporting by Frank Prenesti for Sharecast.com

Waiting for the divi payment - 9 May, I believe.

Trek's posts are outstanding against a sea of grey.

No, 'fraid not.

So that's why it has dropped.

Sold roughly one third. I also have AV. which sank by more than the % dividend, so I can now buy these if LGEN doesn't do likewise. Or maybe something else, but I have cash and have already made a profit, which is nice.

If like me you held on for the dividend, it will be paid in May. Then, if the stock continues to be a bargain, as it is now, you can reinvest your divi and get more shares than you would if it hadn't dipped. Or maybe the price will have recovered...

As usual it is impossible to forecast.

Unfortunately your woeful description does not match up to the company in which I was an investor for several years. Stadium performance netted me far more profits than TTG has succeeded in doing so far.

Virolens came after the acquisition of 2018 because of course it was a COVID product and was developed by iabra. What has it to do with Stadium?

On the positive side, my investment in POLR is now reaping me dividends and the company's success is said to indicate an upturn in tech interest generally. I hope TTG will also benefit.

Having invested in this stock for some time, I understand that. Its share price defies logic much of the time, but maybe not this time?

At last I have become Warren Buffet's apprentice..

Right!

Once I would have held onto this stock because I hate to realise losses and legal difficulties often get resolved with less impact than first thought. However, in this case I bailed out because I could invest my reduced capital in stock that were low for no good reason thanks to the under-appreciated London market. They were at 4451 on that day and of course my new investment has been pretty static, but at least it hasn't dropped! At some point I might return to RKT.

Brokers! When Pru hived off MNG they said it PRU cutting off the deadwood. 100% wrong.

Been ok so far!

MNG dropped more than the %age divi. It dropped faster than a speeding bullet.. Low price right now but maybe not for long.

Bought in this morning. It's high, but then so was the stock I sold to finance my deal and I had too much invested in them. Diversify and win.

Hoping this will breach 500 before the 11/4 ex DD. Then I can sell up and buy DJT.US on the dip (just kidding!)

"What was so bad about the Stadium deal?

"[Stadium] pumped around £2m into its Hartlepool site over the last two years to create what officials describe as a European manufacturing centre of excellence." 16 Feb 2018

https://www.thenorthernecho.co.uk/business/15996227.tt-electronics-makes-move-hartlepool-based-stadium-group/

"

You never did answer my question HogBog!