Member Info for Asperger1

C'mon AHO, top up that buyback pot

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A1

Goldman Sachs shunned for £109bn Lloyds contract

https://portfolio-adviser.com/goldman-sachs-shunned-for-109bn-lloyds-contract/

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A1

Lloyds Bank ‘to cut another 380 jobs’ in reorganisation

http://www.edp24.co.uk/business/accord-union-jobs-lost-lloyds-banking-group-1-5682729

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A1

Which will explode upwards first.... Lloyd's or Gold?

LLOY lol

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A1

Trend reversal? -
https://www.investopedia.com/terms/d/doublebottom.asp

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A1

Well, It just had to re-touch the ~59.5 line yesterday didn't it, for sure Lloy doesn't seem to like being under 60p,
With the MP's back to work hopefully we will start to get some Brexit clarity to offset the hard line re-moaners

Utt -
My guess - £1 results Feb 2020

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A1

Thank you Wids
Figures from BSA seem to suggest (except for Buy-To-Let) repossessions and mortgage arrears are actually falling,

https://www.bsa.org.uk/statistics/mortgages-housing

Strange that MF is suggesting Lloy is 'feeling the heat'
Would you know of a respected source showing impairments rising?

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A1

Are you able read the whole MF piece Wids - I don't pay the subscription - care to share the full article? or is it just the 'hook' headline you are recommending we take note of lol

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A1

Silverjetta -

2015
Q1 Underlying £2.1bn Statutory £1.2bn
Q2 Underlying £4.3bn Statutory £1.2bn divi 0.75p
Q3 Underlying £6.3bn Statutory £2.1bn
Q4 Underlying £8.1bn Statutory £1.6bn divi 1.5p + 0.5p special
(Out - 4bn Ppi, other conduct 0.8bn, Volatility 1.6bn)

2016 results
Q1 Underlying £2.1bn Statutory £0.7bn
Q2 Underlying £4.2bn Statutory £2.4bn divi 0.85p
Q3 Underlying £6.1bn Statutory £3.3bn
Q4 Underlying £7.9bn Statutory £4.2bn post tax £2.5bn divi 1.7p + 0.5p Special
(Out - 1bn Ppi, other conduct 1bn, Volatility 1.5bn)

2017 results
Q1 Underlying £2.1bn Statutory £1.3bn (+99%) post tax £0.89bn (+68%)
Q2 Underlying £4.5bn Statutory £2.5bn (+4%) post tax £1.64bn (+12%) divi 1p
Q3 Underlying £6.6bn Statutory £4.5bn (+38%) post tax £3.1bn (+50%)
Q4 Underlying £8.5bn Statutory £5.3bn (+24%) post tax £3.55bn (+41%) divi 2.05p (+20%) + £1bn buyback program,
(Out - 1.65bn Ppi, other conduct 0.87bn, Volatility 0.7bn)

2018
Q1 Underlying £2.0bn Pretax £1.6bn (+23%) post tax £1.15bn (+29%)
Q2 Underlying £4.2bn Pretax £3.1bn (+23%) post tax £2.27bn (+38%) divi 1.07p
(Projected)
Q3 Underlying £6.6bn Pretax £5.5bn (+23%) post tax £4.1bn (+32%)
Q4 Underlying £8.9bn Pretax £6.5bn (+23%) post tax £4.8bn (+35%) divi 2.14p + 0.5p special + £2bn buyback
(Out - 1bn Ppi, Restructering 0.5bn, Volatility 0.5bn)

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A1

Yes it was me IvaP - 'Buyback those dips UBS' - and UBS did a grand job - IMO shame Lloy didn't top up the buyback pot at Q2

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A1

It was a £1bn buyback program - bought back around 1.5bn shares

The buyback program has taken us back to 2016 levels

28th Feb 2017 71,459,965,313
31st May 2017 71,759,965,313 = + 300m
30th June 2017 71,826,231,284 = + 66m
31st July 2017 71,912,763,773 = + 86m
31st Aug 2017 71,950,319,886 = + 38m
29th Sept 2017 71,956,178,351 = + 6m
31st Oct 2017 71,961,738,595 = + 5m
30th Nov 2017 71,967,363,694 = + 6m
29th Dec 2017 71,972,949,589 = + 5m
31st Jan 2018 72,070,202,434 = + 77m
28th Feb 2018, 72,086,432,586 = + 16m = total for year + 590m
29th March 2018 72,176,280,921 = + 89m
30th April 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

Prospect of a £2bn buyback next yr

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A1

Investinvalue

* Market leading and sustainable escalating divi
* Escalating profits
* Surplus profits = buybacks or special divi's or both
* Undervalued = historically low P/E
* Well capitalized, low risk with competitive advantage
* Organic growth and acquisition potential
* Huge potential uplift on sentiment reversal

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Billionaire racehorse owner launches court case against Lloyds Bank subsidiaries lol

https://www.theguardian.com/business/2018/aug/19/billionaire-racehorse-owner-launches-court-case-against-lloyds-bank-subsidiaries

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'Lloyds won't pay up for missed holiday because I turned 80' lol

https://www.telegraph.co.uk/money/jessica-investigates/lloyds-wont-pay-missed-holiday-turned-80/

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Noel Edmonds inches closer to filing £64m case against Lloyds lol

http://www.itv.com/news/2018-09-02/noel-edmonds-inches-closer-to-filing-64m-case-against-lloyds/

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The news is getting worse for lloyds banking group time to finally sell up lol

https://www.fool.co.uk/investing/2018/09/01/the-news-is-getting-worse-for-lloyds-banking-group-time-to-finally-sell-up/

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Lloy ;-)

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My usual weekend update,
I started this fantasy portfolio in 2016 to challenge various posters perception that Lloy is 'the worst share ever' or a 'dog of a share', on the 8th Oct 2016 I invited WL/Newchurch to choose an alternative ftse 100 company so I could run a comparison

On 8th Oct 2016 - 1000 quid bought 206 BP. shares & 1905 Lloy shares
Today's value
BP. 206 @ 547 = 1127
Lloy 1905 @ 59.3 = 1130

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 @ 314 = 1052
Lloy 1553 @ 59.3 = 921

In May 2017 Pugsy suggested I add Ocado -
On 22-5-17 - 1000 quid bought 331 Ocdo shares & 1392 Lloy shares
Today's value
Ocdo 331 @ 1072 = 3548
Lloy 1392 @ 59.3 = 825

In July 2017 Nucky suggested I add RBS -
On 12-7-17 1000 quid bought 384 RBS & 1512 Lloy
Today's value
RBS 384 @ 241 = 925
Lloy 1512 @ 59.3 = 897

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 @ 176= 843
Lloy 1504 @ 59.3 = 892

This weeks observation - all slipped lower this week, banks still mostly neck & neck, OMG wish I'd bought Ocdo,

Overall conclusion -
A very basic comparison that does no include divi yield, IMO those still suggesting Lloy is 'the worst share ever' or a 'dog of a share' seriously need to examine their concept of investing.

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Lloyds Banking and BT Group among the big names on the Investment Association's naughty step

http://www.proactiveinvestors.co.uk/companies/news/203791/lloyds-banking-and-bt-group-among-the-big-names-on-the-investment-association-s-naughty-step-203791.html

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Lloyds completes £1bn share buyback programme

http://www.proactiveinvestors.co.uk/companies/news/203669/lloyds-completes-1bn-share-buyback-programme-203669.html

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