Member Info for andsoforth

Most of the info in the RNS was already in the public domain, so this flap seems unwarranted. I would like to add sub-120. I keep recalling the rejected £2 takeover bid!

That is heavy volume, relatively speaking. If we get the same tomorrow, I'll be tempted to add.

...on Friday 11Oct???

...sees a trading update. Details should include progress of Revolut deal. Could be interesting???

Https://www.cityam.com/london-aim-floats-plummet-as-fears-grow-of-reeves-tax-raid/

...from Peel Hunt???

Ryanair are now also saying they will not renew or expand their fleet at the expected rate.

Buying at the bottom is very hard. Last time around I was in far too early, but it eventually turned out well. I think the key is to buy quality.

Here it may be worth mentioning OSB could suffer a double budget blow: financial services may be raided; and landlords/property could see a tax take increase. I am afraid the risk here is a wee bit too much for me.

To be honest, I am doing just that. I am buying nothing at the moment. I think we may see some post-budget flapping, and some bargains appear. In truth, you are doing the opposite. I hope we are both right.

To wait.(Computer on blink!)

I am not a holder, but do watch here. As I understand it their main business is lending to landlords. With the budget coming next month, and tax-raising measures in the pipeline, it may be better

Https://www.reuters.com/business/finance/uks-aviva-conspired-dodge-india-compensation-tax-rules-agency-says-2024-08-30/#:~:text=An%20Aviva%20email%20from%20Nov,from%20marketing%20and%20advertisement%20vendors.%22

Https://www.reuters.com/business/finance/uks-aviva-conspired-dodge-india-compensation-tax-rules-agency-says-2024-08-30/#:~:text=An%20Aviva%20email%20from%20Nov,from%20marketing%20and%20advertisement%20vendors.%22

The sums involved seem quite small: US$5.2m.

This government seems to be borrowing the Blair tactic of leaking bad news prior to official announcements, such as with Starmer's speech. I would expect some of the budget to seep into the media prior to the day. We should keep our eyes peeled.

...results today are well ahead. Positive read across here???

Solid indeed, and improvements across the board. However, the rate of improvement has slowed. Any acceleration will have to come through acquisitions. The CEO's statement more or less admits this.

Still waiting, myself.

...AuM are down around 10% more than analysts predicted, and PBT is also under the projections by about 7%; so there is a fair bit to not like! But it has its redeeming features ; )

The dividend policy for the next four years has already been laid out Robina. No cuts here! You seem poorly informed.

Just noticed PBT missed broker consensus by over 10%! Ouch! (But full year estimates maintained!) Will also be dragged down by the market.