Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Total voting rights - struggling to get back down to July 2023 level following a colossal block listing in Jan this year,
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
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',
8th oct 2016 i invited wl/newchurch to choose an alternative ftse 100 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@496 =£1022 v lloy 1905@52 =£991
~~~ 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@435 =£1457 v lloy 1553@52 =£808
~~~ 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@266 =£1021 v lloy 1512@52 =£786
~~~ 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@183 =£877 v lloy 1504@52 = £782
~~~ 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@2926 =£1092 v lloy 1704@52 =£886
~~~ 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@64 =£2490 v lloy 3058@52 =£1590
~~~ 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@427 =£4582 v lloy 3367@52 =£1751
~~~ this week's observation - flat week for bank, russia/ukraine/israel/hamas hostilities rattle on - cost of living continues to bite, strikes strikes strikes, us bridge collapse, ****** abbott re-admitted to the labour party, some people receive honours while others are jealous lol
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?
~~~ 1st real deal, 30-3-20 i bought 15,000 lloy @ 33.606 = £5040
current value - lloy 15000 @52 = £7800 = +55% over ~48 months
~~~ 2nd real deal, 4-3-22 i bought 8,500 lloy @ 44 = £3740
current value - lloy 8500 @52 = £4420 = +18% over ~24 months
~~~ 3rd real deal, 13-6-22 i bought 11,500 lloy @ 42.66 = £4940
current value - lloy 11500 @52 = £5980 = +21% over ~21 months
~~~ 5th real deal, 4-5-23 i bought 30,000 lloy @ 46.24 = £13872
current value - lloy 30,000 @52 = £15600 = +12% over ~43wks
~~~4th & 6th real deals sold at profit - details in previous posts ~~~
~~~ 7th real deal, 3-10-23 i bought 25,000 lloy@42.9 = £10725
current value - lloy 25,000@52 = £13000 = +21% over ~26wk
~~~ 8th real deal, 20-10-23 i bought 28,000 lloy@41.8 = £11700
current value - lloy 28,000@52 = £14560 = +24% in ~22wk
~~~ 9th real deal, 27-11-23 i bought 10,000 lloy@42.3 = £4229
current value - lloy 10,000@52 = £5200 = +23.% in 17wk
New gap @263.1p on NWG this week
Gap watch Lloy - Current SP - 51.76p
20th-21st Mar 24 - 50.23p
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 - 183.2p
2nd-3rd Nov 23 - 133.4p
19th-20th Feb 24 - 150.46p
20th-21st Mar 23 - 175.98p
9th-10th Feb 23 - 189.56p
11th-12th Aug 15 - 278p
~~~~~~~
Gap watch NWG - Current SP - 265.5p
2nd-3rd Nov 23 - 182.35p
20th-21st Mar 23 - 246.6p
13th-14th Mar 24 - 250.6p
21st-22nd Mar 24 - 253.8p
27th-28th Mar 24 - 263.1p New Gap
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 Ex Divi - 11th April
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 - struggling to get back down to 2023 level
28th Feb 2018 72,086,432,586
29th Mar 2018 72,176,280,921 +89m
30th Apr 2018 71,992,041,055 -184m
09th May 2018 72,407,041,055 +415m
31st May 2018 72,129,030,238 -278m
29th June 2018 71,958,123,874 -171m
29th July 2018 71,515,614,767 -443m
31st Aug 2018 71,132,542,688 -383m
28th Sept 2018 71,139,419,538 +7m
31st Oct 2018 71,147,373,711 +8m
30th Nov 2018 71,155,240,499 +8m
31st Dec 2018 71,163,592,264 +8m
31st Jan 2019 71,172,185,031 +9m
28th Feb 2019 71,349,949,398 +178m, total for year MINUS 736m shares
29th Mar 2019 71,196,168,225 -154m
30th Apr 2019 70,864,314,036 -332m
08th May 2019 71,409,314,036 +545m
31st May 2019 70,956,983,504 -452m
28th June 2019 70,764,310,880 -193m
31st July 2019 70,472,185,753 -292m
30th Aug 2019 70,128,674,524 -344m
30th Sept 2019 70,026,650,473 -102m
31st Oct 2019 70,036,069,794 +10m
29th Nov 2019 70,044,224,961 +8m
31st Dec 2019 70,052,557,838 +8m
31st Jan 2020 70,285,353,360 +233m
28th Feb 2020 70,426,890,295 +141m, total for year MINUS 923m shares
31st Mar 2020 70,442,102,615 +16m
30th Apr 2020 70,453,630,525 +12m
29th May 2020 70,752,109,189 +300m
30th June 2020 70,762,180,096 +10m
31st July 2020 70,774,420,907 +12m
28th Aug 2020 70,787,965,706 +13m
30th Sept 2020 70,802,126,471 +14m
30th Oct 2020 70,815,383,752 +13m
30th Nov 2020 70,829,127,790 +14m
31st Dec 2020 70,839,206,060 +10m
31st Jan 2021 70,849,366,949 +10m
28th Feb 2021 70,859,202,885 +10m, total for year PLUS 433m shares
31st Mar 2021 70,945,784,662 +86m
30th Apr 2021 70,954,353,687 +9m
28th May 2021 70,962,362,830 +8m
30th June 2021 70,970,030,431 +8m
30th July 2021 70,978,544,624 +8m
31st Aug 2021 70,986,783,092 +8m
30th Sept 2021 70,995,638,276 +9m
31st Oct 2021 71,005,038,043 +10m
31st Nov 2021 71,012,823,613 +7m
31st Dec 2021 71,022,593,135 +10m
31st Jan 2022 71,038,165,242 +16m
28th Feb 2022 71,047,437,994 +9m, total for year PLUS 188m shares
28th Mar 2022 70,305,970,390 -742m
31st Mar 2022 70,176,792,699 -129m
30th Apr 2022 69,666,692,662 -510m
31st May 2022 69,647,400,492 -19m
30th June 2022 69,042,821,945 -605m
29th July 2022 68,479,354,394 -563m
31st Aug 2022 68,243,054,666 -236m
30th Sept 2022 67,804,960,981 -439m
31st Oct 2022 67,269,682,667 -535m
30th Nov 2022 67,278,416,588 +9m
3rd Jan 2023 67,287,852,204 +9m
31st Jan 2023 67,406,788,337 +119m
28th Feb 2023 67,386,199,641 -200m total for year MINUS 3.661bn shares
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
The likes of Persimmon (PSN) and Taylor Wimpey (TW.) have pulled back on development in order to safeguard existing profitability, resulting in lower forward order books for both than in 2022. Meanwhile, high-end housebuilder Berkeley (BKG) has stopped building entirely. It ostensibly blames restrictive planning regulations, but the laws of supply and demand are almost always the real drivers behind housebuilders’ actions.
https://www.investorschronicle.co.uk/news/2024/02/01/ftse-350-review-the-best-value-housebuilders-in-a-cheap-industry/
The likes of Persimmon (PSN) and Taylor Wimpey (TW.) have pulled back on development in order to safeguard existing profitability, resulting in lower forward order books for both than in 2022. Meanwhile, high-end housebuilder Berkeley (BKG) has stopped building entirely. It ostensibly blames restrictive planning regulations, but the laws of supply and demand are almost always the real drivers behind housebuilders’ actions.
https://www.investorschronicle.co.uk/news/2024/02/01/ftse-350-review-the-best-value-housebuilders-in-a-cheap-industry/
Currently looking at Homebuilders, - anyone have info why PSN fundamentals seems to have been dropping last couple of yrs - note divi held up
"Buybacks are for life, a one of special is just for Christmas" -
I tend to agree at the moment, but . . .
* They take so long - @ current SP 10+ yrs to halve the total voting rights?
* Self defeating - as total voting rights reduce the SP will ultimately rise - reducing the buyback quantity - defeating the objective
STP
Unearned income - IMO fair and reasonable it should be sensibly taxed - I'm sure those in the privileged position to be affected by dividend taxation are happy in the knowledge they are helping to rebuild our post Covid society
Starting to see where you're coming from, sorry to disappoint, I'm not a bitter and twisted 'envy driven' lefty like many in The Labour Party
Ah - Where would The Labour Party be without it's stock-in-trade - envy and jealously, lol lol lol
MV - If we are collectively dumb enough to vote Labour in, I'll need to adjust my investment strategy,
ie take full advantage of the usual reckless spending boom (2-3yrs), then get out before the inevitable Labour Economic collapse (yr4)
STP -
The measure reduces the tax-free allowance for dividend income (the ‘Dividend Allowance’) from £2,000 to £1,000 from 6 April 2023 and then to £500 from 6 April 2024 for individuals who receive dividend income.
Policy objective
This policy supports the government’s objective of putting the public finances on a sustainable path in a way that is fair, with everyone contributing a little and those on the highest incomes taking on a larger burden.
https://www.gov.uk/government/publications/reduction-of-the-dividend-allowance/income-tax-reducing-the-dividend-allowance
STP - Question, why do you ask? Are you suggesting Labour wouldn't have done the same (or worse?), As the Country has just come through a very difficult time, huge sums spent on protecting businesses and jobs, it's understandable a responsible Gov. would look to raise income from those best placed to pay,
If your question is who would I trust to manage taxation after the General Election, My answer certainly wouldn't be The Labour Party lol lol lol lol
“until Labour crash the economy”
While I understand it's the current trend is to 'knock' the Gov. in power, It's really difficult for me to imagine the vast majority of sensible voters would inflict such an 'act of self harm' on themselves as to elect the Labour Party into power
Surely collectively, we're not that dumb???
Waspi Women - The Ombudsman has recommended those affected should receive £1,000 to £2,950 in compensation??? - could cost hard-working taxpayer £3.5 to £10.5billion - a bit worrying for the incoming Gov.
Meanwhile, during the same period, men born in the 1950's were forced to work till 65+ and will receive nothing!!!
Any way we can claim back money from those who were able to retire at just 60?
https://www.thisismoney.co.uk/money/pensions/article-13222927/Victory-WASPI-women-Ombudsman-compensation-scheme.html