Member Info for Asperger1

Currently looking at Homebuilders, - anyone have info why PSN fundamentals seems to have been dropping last couple of yrs - note divi held up

Currently looking at Homebuilders, - anyone have info why TW. fundamentals seems to have dipped for 2023 - 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

MV - Labour /Tory - if only there was a perfect alternative - an AI program? - would we vote for it? - can't see it myself lol

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

STP - and so???

I'm still baffled as to what point you are desperately trying to make

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

Gap watch Lloy -

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

“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

Poverty reducing?

https://trustforlondon.org.uk/data/poverty-over-time/

The case for Special divi's

Thanks to the buyback program, Share in circulation has dropped below 63.5bn

2023 final 1.84 + 2024 interim 0.92 = total 2.76p x ~63.5bn = ~£1.75bn

2024 = Buyback £2bn

£1.75bn divis + £2bn buybacks = ~£3.75bn

Lloy 2023 Post Tax Profit ~£5.5bn

C'mon Lloy - it's time to address the Divi v Buybacks imbalance - Restart the 'Special Divi's'

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?

Lloy 51.3p gap closed, new gap @253.8p on NWG

Gap watch Lloy - Current SP - 52.18p

20th-21st Mar 24 - 50.23p

9th-10th Mar 23 - 51.3p - 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 - 180.8p

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 - 261.1p

2nd-3rd Nov 23 - 182.35p

20th-21st Mar 23 - 246.6p

13th-14th March 24 - 250.6p

21st-22nd March 24 - 253.8p 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/

March 2023 gap @ 51.3p closed today - Where next for Lloy? down to the 50.23p gap or onwards to the 55.17p gap?

Gap watch Lloy

20th-21st Mar 24 - 50.23p

9th-10th Mar 23 - 51.3p - 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

Grrr - So unfair sellers are making Lloy pay 52p+ for buybacks

New gaps across all 3 banks this am

Gap watch Lloy -

20th-21st Mar 23 - 50.23p

9th-10th Mar 23 - 51.3p

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 -

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 -

2nd-3rd Nov 23 - 182.35p

20th-21st Mar 23 - 246.6

13th-14th March 24 - 250.6

9th-10th Mar 23 - 289.9p

23rd-24th Feb 11 - 471p

11th-12th Dec 08 - 648p

14th-15th May 08 - 3192p

3rd-4th Aug 05 - 5621p

8th-9th March 05 - 5920p

Based on LSE tech chart --- https://www.investopedia.com/articles/trading/05/playinggaps.asp --- https://allstarcharts.com/gaps-need-filled/

Rumour of 'Tax Cutting' budget before GE

#LabourisDead

#LeftyTears

Labours Economic Collapse - 2029?