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Started this fantasy portfolio in 2016 to challenge various poster's perception that lloy is 'the worst share ever', 'better else where' or a 'dire share' - On 8th oct 2016 i invited wl/newchurch to choose an alternative ftse100 company, so i could run a comparison - since 2016 others have been added
~~~ on 8th oct 2016 - - 1000 quid bought 206 bp. shares & 1905 lloy shares
today's value, bp. 206@525 =£1081 v lloy 1905@52.3 =£996
~~~ in April 2017 invest4life suggested i add glencore - - on 22-4-17 - 1000 quid bought 335 glen shares & 1553 lloy shares
today's value, glen 335@470 =£1575 v lloy 1553@52.3 =£812
~~~ in July 2017 nucky suggested i add rbs/natwest - - on 12-7-17 1000 quid bought 384 nwg & 1512 lloy
today's value, nwg 384@307 =£1179 v lloy 1512@52.3 =£791
~~~ in july 2017 utrickytrees asked that i add barc - - on 30-7-17 1000 quid bought 479 barc & 1504 lloy
today's value barc 479@204 =£977 v lloy 1504@52.3 = £787
~~~ in sept 2018 motley fool recommended diageo over lloyds - - on 9-9-18 1000 quid bought 37.3 dge & 1704 lloy
today's value, dge 37.3@2776 =£1035 v lloy 1704@52.3 =£891
~~~ in april 2020 theosus asked that i add circassia - - on 14-4-20 £1000 bought 3891 cir/niox & 3058 lloy
today's value, niox 3891@67 =£2607 v lloy 3058@52.3 =£1599
~~~ in april 2020 theboard asked that i add rollsroyce - - on 25-4-20 £1000 bought 322 rr. (post 10for3ri 1073) & 3367 lloy
today's value, rr. 1073@421 =£4517 v lloy 3367@52.3 =£1761
~~~ this week's observation - Bank Q1 results uppy week, russia/ukraine/israel/hamas hostilities rattle on - cost of living continues to bite, strikes strikes strikes, Rayner tax affairs, UK to exit ECHR? Rwanda flights in 6-8wks? SNP mess, Starmer to adopt Rwanda plan rumoured (sorry about all the deaths during the 2yr delay?) King Charles to return to duties
A very basic comparison that does not include divi yield, imo those still suggesting lloy is 'the worst share ever' or a 'dire share' should maybe consider premium bonds?
Q1 results for banks this week - gap activity across all 3 banks
Gap watch Lloy - Current SP - 52p
10th-11th April 24 - 52.46p - closed
21st-24th Feb 20 - 55.17p
10th-13th Jan 20 - 60.1p
23rd-24th Jun 16 - 71.1p
27th-28th Oct 15 - 77.1p
~~~~~~~
Gap watch Barc - Current SP - 204p
2nd-3rd Nov 23 - 133.4p
19th-20th Feb 24 - 150.46p
20th-21st Mar 24 - 175.98p
17th-18th April 24 - 181.1p
19th-22nd April 24 - 185.9p - new
22nd-23rd April 24 - 190.04p - new
24th-25th April 24 - 193.44p - new
11th-12th Aug 15 - 278p
~~~~~~~
Gap watch NWG - Current SP - 307p
2nd-3rd Nov 23 - 182.35p
20th-21st Mar 24 - 246.6p
21st-22nd Mar 24 - 253.8p
27th-28th Mar 24 - 263.1p
19th-22nd April 24 - 277.2 - new
9th-10th Mar 23 - 289.9p - Closed
25th-26th April 24 - 290.8p - new
23rd-24th Feb 11 - 471p
11th-12th Dec 08 - 648p
Based on LSE tech chart --- https://www.investopedia.com/articles/trading/05/playinggaps.asp --- https://allstarcharts.com/gaps-need-filled/
Key dates over the coming weeks/months -
Local elections - 2nd May
Local Mayor election - 2nd May
Lloy AGM - 16th May
Lloy divi pay day - 21st May
Lloy H1 results - 25th July
Lloy interim pay day - Sept?
Lloy Q3 - 23rd Oct
US election - 5th Nov
UK GE - Jan 2025?
Labours Economic Collapse 2029?
Lloy H1 results - 25th July - Interim divi increase history
2015 - 0.75
2016 - 0.85 +13.3%
2017 - 1p +17.6%
2018 - 1.07 +7%
2019 - 1.12 +4.67%
2020 - 0
2021 - 0.67
2022 - 0.8 +19.4%
2023 - 0.92p +15%
2024 - 1.06p? +15%
Gap watch NWG - 289.9p gap closed today
Bunch of very ugly lower gaps out there - all just a few months old - have to wonder what could happen to get them filled - HMG sell off this summer?
2nd-3rd Nov 23 - 182.35p
20th-21st Mar 24 - 246.6p
21st-22nd Mar 24 - 253.8p
27th-28th Mar 24 - 263.1p
9th-10th Mar 23 - 289.9p - Closed today
23rd-24th Feb 11 - 471p
11th-12th Dec 08 - 648p
Based on LSE tech chart --- https://www.investopedia.com/articles/trading/05/playinggaps.asp --- https://allstarcharts.com/gaps-need-filled/
Absolutely OLR - and some gaps never get filled,
What I find strange is that we have exactly the situation on the NWG chart, but not on Lloy - suggests trouble ahead - but makes we wonder what could adversely affect Barc & NWG but not Lloy
P.s. I'm a Barc and Lloy long term holder, but I wouldn't be looking at buying more Barc while those lower gaps remain, re NWG, HMG might sell off its remaining shares this summer
Gap watch NWG - Ooo, so close to closing the 289.9p gap today
Bunch of very ugly lower gaps out there - all just a few months old - have to wonder what could happen to get them filled - Same situation on the Barc chart
2nd-3rd Nov 23 - 182.35p
20th-21st Mar 24 - 246.6p
21st-22nd Mar 24 - 253.8p
27th-28th Mar 24 - 263.1p
9th-10th Mar 23 - 289.9p
23rd-24th Feb 11 - 471p
11th-12th Dec 08 - 648p
Gap watch Barc
Bunch of very ugly lower gaps out there - all just a few months old - have to wonder what could happen to get them filled
2nd-3rd Nov 23 - 133.4p
19th-20th Feb 24 - 150.46p
20th-21st Mar 24 - 175.98p
17th-18th April 24 - 181.1p
Current Share Price - 199p
11th-12th Aug 15 - 278p
Interesting week -
So far, 2x gaps closed this week - now 55.17p calling
19th-22nd April 24 - 51.08p - closed yesterday
10th-11th April 24 - 52.46p - closed today
21st-24th Feb 20 - 55.17p
10th-13th Jan 20 - 60.1p
23rd-24th Jun 16 - 71.1p
27th-28th Oct 15 - 77.1p
Started this fantasy portfolio in 2016 to challenge various poster's perception that lloy is 'the worst share ever', 'better else where' or a 'dire share' - On 8th oct 2016 i invited wl/newchurch to choose an alternative ftse100 company, so i could run a comparison - since 2016 others have been added
~~~ on 8th oct 2016 - - 1000 quid bought 206 bp. shares & 1905 lloy shares
today's value, bp. 206@515 =£1061 v lloy 1905@51 =£972
~~~ in April 2017 invest4life suggested i add glencore - - on 22-4-17 - 1000 quid bought 335 glen shares & 1553 lloy shares
today's value, glen 335@474 =£1588 v lloy 1553@51 =£792
~~~ in July 2017 nucky suggested i add rbs/natwest - - on 12-7-17 1000 quid bought 384 nwg & 1512 lloy
today's value, nwg 384@277 =£1064 v lloy 1512@51 =£771
~~~ in july 2017 utrickytrees asked that i add barc - - on 30-7-17 1000 quid bought 479 barc & 1504 lloy
today's value barc 479@186 =£891 v lloy 1504@51 = £767
~~~ in sept 2018 motley fool recommended diageo over lloyds - - on 9-9-18 1000 quid bought 37.3 dge & 1704 lloy
today's value, dge 37.3@2837 =£1058 v lloy 1704@51 =£869
~~~ in april 2020 theosus asked that i add circassia - - on 14-4-20 £1000 bought 3891 cir/niox & 3058 lloy
today's value, niox 3891@65 =£2529 v lloy 3058@51 =£1560
~~~ in april 2020 theboard asked that i add rollsroyce - - on 25-4-20 £1000 bought 322 rr. (post 10for3ri 1073) & 3367 lloy
today's value, rr. 1073@396 =£4249 v lloy 3367@51 =£1717
~~~ this week's observation - Israel/Iran conflict makes markets nervous, russia/ukraine/israel/hamas hostilities rattle on - cost of living continues to bite, strikes strikes strikes, Rayner tax affairs, UK to exit ECHR? Rwanda flights soon? SNP scandal, UK rejects EU free movement offer
A very basic comparison that does not include divi yield, imo those still suggesting lloy is 'the worst share ever' or a 'dire share' should maybe consider premium bonds?
Gap watch Lloy - Current SP - 51p
20th-21st Mar 24 - 50.23p - Closed
15th-16th April 24 - 50.92p - Closed
10th-11th April 24 - 52.46p
21st-24th Feb 20 - 55.17p
10th-13th Jan 20 - 60.1p
23rd-24th Jun 16 - 71.1p
27th-28th Oct 15 - 77.1p
~~~~~~~
Gap watch Barc - Current SP - 186p
2nd-3rd Nov 23 - 133.4p
19th-20th Feb 24 - 150.46p
20th-21st Mar 23 - 175.98p
17th-18th April 24 - 181.1p
15th-16th April 24 - 182.2p - closed
11th-12th Aug 15 - 278p
~~~~~~~
Gap watch NWG - Current SP - 277p
2nd-3rd Nov 23 - 182.35p
20th-21st Mar 23 - 246.6p
21st-22nd Mar 24 - 253.8p
27th-28th Mar 24 - 263.1p
9th-10th Mar 23 - 289.9p
23rd-24th Feb 11 - 471p
11th-12th Dec 08 - 648p
Based on LSE tech chart --- https://www.investopedia.com/articles/trading/05/playinggaps.asp --- https://allstarcharts.com/gaps-need-filled/
Key dates over the coming weeks/months -
Lloy Q1 - 24th April
Local elections - 2nd May
London Mayor election - 2nd May
Lloy AGM - 16th May
Lloy divi pay day - 21st May
Lloy H1 results - 25th July
Lloy interim pay day - Sept?
Lloy Q3 - 23rd Oct
US election - 5th Nov
UK GE - Jan 2025?
Labours Economic Collapse 2029?
Total Voting Rights -
Looking forward to a solid ~6 months of buybacks
28th Feb 2023 67,386,199,641
28th Mar 2023 66,686,047,352 -700m
31st Mar 2023 66,615,936,756 -71m
30th Apr 2023 66,006,787,187 -609m
31st May 2023 65,652,037,259 -354m
23rd June 2023 64,961,222,997 -691m
30th June 2023 64,640,297,474 -321m
31st July 2023 64,359,436,417 -281m
31st Aug 2023 63,540,750,749 -819m
29th Sept 2023 63,546,314,345 +6m
31st Oct 2023 63,557,085,373 +11m
30th Nov 2023 63,562,569,090 +5m
29th Dec 2023 63,569,225,662 +7m
31st Jan 2024 64,086,434,019 +517m
29th Feb 2024 64,089,844,132 +3m total for year Minus 3.297bn
28th Mar 2024 63,716,020,308 -373m
https://www.lse.co.uk/rns/LLOY/block-listing-of-shares-dmptqi4ubwqloar.html
Another day, Another gap closed - 52.46 calling
Gap watch Lloy -
20th-21st Mar 24 - 50.23p - closed
15th-16th April 24 - 50.92p - closed
10th-11th April 24 - 52.46p
21st-24th Feb 20 - 55.17p
10th-13th Jan 20 - 60.1p
23rd-24th Jun 16 - 71.1p
27th-28th Oct 15 - 77.1p