Political betting is not for me. The comments were made only from an investment perspective re MNG as a UK domestically focussed business. As mentioned it's a guesstimate, prescience alludes me unfortunately.
This is not a political point...a Tory overall majority should see a nice bounce in UK focused stocks. That's all other things being equal, as a lot also depends on how wider equity markets trade.
Another hung parliament is not what markets want to see. It looks like a comfortable Tory majority government at this point, a lot should be clearer over the next two weeks. Polls moved markedly during the last campaign. I don't see that happening again, at least not to that extent, however only my guesstimate.
The CEO, and from memory also the chair are going, so the payout policy may have more leeway for change than anticipated. As the SP is about 10% lower in a week and was around £26 a share just 12 months ago, any potential change in dividend policy is peanuts to the 1 year capital decline