Member Info for AllAtSea

Must admit I have a buy/sell/buy record as long as my arm so it's not just the divis that keep me coming back.

Have to agree. I can remember being tempted by this stock in its glory days but something kept me back then came its downfall. I know plenty of ex-Tesco managers some of who got a good deal but others got bullied out and that's the new Tesco, I believe. Still shop there but it isn't what it used to be by a long way.

Retail is a no-go IMO. I made some profit from Ocado but I don't like the tie-up with M&S so I shan't go back there for a while. There are other fish in the sea.

Maybe Barham is delivering where Catchpole was too timid? Within the last 18 months this share was 75p briefly. Hope they hold out for more than 40p!

If it gets into the courts I'd bet on Toyota being able to afford the best lawyers.

Seems to me that this eye tracking stuff has applications that are outwith our security rating.

Luckily they don't have to let Donald in on it either or we'd all know.

24 May 2019:
"Eckoh (AIM: ECK), the global provider of secure payment products and customer contact solutions, has won the Judges' Award for the Best Contact Centre Solution at the annual Card Not Present (‘CNP’) Awards 2019."
https://www.eckoh.com/resources/news/item/best-contact-centre-solution-judges-award-goes-to-eckoh-s-callguard

and at the not so insignificant Ministry of Justice:

"EckohPAY cuts the cost of collecting fines by 95%, improving departmental efficiency."

https://twitter.com/Eckoh/status/1132561261080850432
26 May 2019

Many times I have looked at the graphs and thought why didn't I get in back then; why did I wait timidly until prices had nearly reached the summit?

If the company is a dog then give it a wide berth but where are signs that Aviva falls into that category? Sure the dividend cover could be better but it's nowhere near in the red zone like quite a few.

A couple of stocks I like have stubbornly refused to fall last week and so, having taken profits on another before they fell I bought more AV. Will see what happens between now and August.

Not much sign that they are on board with the latest DMS such as SEE.

An exception is Australia's National Transport Insurance back in April:

https://www.proactiveinvestors.co.uk/companies/news/218028/seeing-machines-partners-with-australian-insurer-nti-to-promote-guardian-driver-monitoring-system-218028.html

It's a big slice of influence yet to come maybe unless I have missed something.

Am thinking I will grab a few more on Monday other things being equal.

I'd have grave doubts about sitting in a car driven by Musk.

There'll be a lot of DRIpping. Interesting to watch the sp just before.

We must be prepared to discover that many of our blue chips have taken similar measures to ward off the effect of 'no-deal'. Since the Unilever imbroglio when they made a big issue of moving their HQ companies have learnt the dangers of making their plans public. Much will have occurred under wraps and as a shareholder in several I certainly hope they haven't been sitting on their thumbs.

Now May has gone what chance of a deal is there? The rest of the EU have no great liking for her rivals for power whether it's Tory or Labour.

Must admit I don't pick up 'copper' coins if I see them lying in the street; they aren't even copper anyway, you could pick 'em up with a magnet!

Stashed some more away at 402 point something.

I know, I'll be sorry..

..and if we get a change of PM as seems likely, then a no-deal brexit won't need a vote.

Just needs a kamikaze candidate. There are some out there.

The pound is at its lowest for the year. It's a movement that Aviva's sp follows quite closely.

How does VOD dividend cover compare to the others?

Pretty dire, I would say.

The RNS are pretty standard stuff that Aviva has to put out under the rules. They concern its holding in other companies and would only affect its share price in extreme circumstances. Just as well it's not British Steel.

If you track AV., LGEN and PRU, they have followed much the same path but unfortunately AV. has taken a slightly steeper downward version over 3 months to 5 years. Over the last month Aviva has been the winner. It's my hunch that things are about to change for Aviva at last but I have very little to go on. I'm certainly not going to change ships in mid-channel.

The recent fall in all three, as buubbles suggests, is most likely due to the exchange rate.

Of course it is a bargain! I bought more at 4.138 yesterday. Aviva is now my biggest holding of a dozen companies. It's 'safe'.

Nevertheless it has bad headlines of late, especially the preference share debacle and who can love an unacceptably poor operating platform?

Perhaps my quotes were too long to be read here but they do suggest that the new arrival could be pay-dirt.

Lacklustre IT among other things.

"Orton has decided to leave Aviva to pursue interests outside the company after 22 years of service with Aviva, and we wish him the best for the future,’ the spokeswoman said in a statement.

His departure follows the huge difficulties Aviva faced with moving to a new platform technology in 2018, which created huge issues for advisers. Problems ranged from delayed income payments to incorrect 10% drop notifications being sent to clients.

The issues with the migration prompted an apology from Aviva UK chief executive Andy Briggs and the creation of a specialist ‘remediation team’.

Orton, who has been at Aviva since 1996 .." 16 May 2019

"Aviva's platform struggled in 2018 following a change in the technology it uses. Inflows fell by £2.3 billion as a range of problems, including late income payments and long waiting times for customer service, hit advisers. Last month New Model Adviser® revealed that Aviva has set aside £7.2 million to cover compensation costs that arose from issues surrounding the technology change. "

Evidence suggests his replacement may fix things:

Aviva has hired Mike Hogg from Standard Life Aberdeen as head of platform propositions.

"Hogg, who joined Aviva at the start of the year, held several positions at Standard Life since 2008. Most recently he was director of platform development, a role which involved marketing the Standard Life Wrap to advisers and developing its offering.

He also had a hand in the acquisition of the Elevate platform, which Standard Life bought from AXA in a deal worth £31 million. " Feb 2017

"Losses at Standard Life-owned platform Elevate have shot up with it recording a loss of £21.6 million for 2017.

This was up 122% from 2016 when the platform recorded a loss after tax of £9.7 million. The platform has been loss-making for a number of years now, both before and after it was bought by Standard Life.

Despite this the company maintains the platform will be profitable by 2019. " 26 June 2018

2019:

"Standard Life said the Elevate is now “profitable and sustainable business” in a press statement from today." 26 Feb 2019.

ET isn't going to tell YOU the board. Reason being that on the SEYE board he inhabits he's busy telling them how wonderfully SEE is doing.

reported today WRT chronic constipation, a condition afflicting c. 25% of the US population. See RNS.