Member Info for Bananaman2

Now into the 23p's to buy. Oh wow. where next ?? can't possibly go sub 20s can it?

I note that the SP here pre and post pandemic was in excess of £4 and more often £5 plus. It seems strange that given Synthomers resilience to the marker down turn as well as the ability to pass on rising costs (or some at least) to customers Synthomer are now looking like a value stock with some decent SP growth. Unfortunately the market doesn't always react in the way you think it should. In actual fact, they market seems to do the very opposite. So here we are, probably back to £2.80 area which will be a screaming buy for me.

damofarl, 40% premium ? Not sure why anyone would only offer a 40% premium on current market cap. The resource is worth so much more. I have seen people estimate between £7.50 to £75 per share. If you think that's unrealistic, take a look at it in more detail. Not sure why you think only a 40% premium. Maybe you should tell us.

Dividends are not sustainable? Again, have to disagree. I believe, if you consider everything paid out this year its actually a little under 30%. Personally only allowing for 20% and anything else is a bonus. For what reason would the dividend be reduced to 10% ? Please explain as I cannot see it.

Yes Malcolm. Keep the dividends rolling I say. However, a significant offer multiples of the current price would also be beneficial. I actual fact I'm happy with either or.

You've got to have a round head to be CEO. The rounder the better. ABs is a perfect sphere.

AB is a genius DW. Don't be so down on him. I bet you couldn't bring alkaline fuelcell technology to the global market.

I also bet you haven't got a head so perfectly round like AB either.

It is fooking struggling though. Maybe going lower yet. 23p or late teens ?

Just added 32250 at a touch under 25p which was my target price.

Haggis becomes more child like everyday. Copy paste merchant followed by childish comments. Cannot take criticism even if constructive. They just have to be right and can't see the view of others. Doesnt matter what they post the market sees this at mid 20s. Lots said this a few weeks back. Should this go on a run it has nothing to do with Haggis but I can guarantee they will try and take some credit for it

Good summary Trek. I had personally bought 17500 shares and sold the lot for 2.586. It was not any easy decision but overall I have cost myself £1000 in doing this now. That was considered when I sold the lot yesterday. I have slung some into DEC, some into VSL and some into GKP but have half left in which I am yet to find a home. I am a dividend investor and have actually improved my PF yield with yesterdays purchases. I just felt from where I was it was more beneficial to do it now that in 3 - 4 months time.

Maybe if i was holding more I may have looked at it differently and held on but I have been sitting on Petroteq shares for nearly a year whilst I wait for an hostile bid to transpire. I couldnt handle 2 of my stocks in the same position although this GLO looks very likely to complete. I dont think its as easy as someone making a greater offer when the current Bidco already own the majority share.

I hold VSL. Huge discount to NAV and a 9.5% well covered yield paid quarterly. Price keeps falling back but when you look at the trading there are some fairly large buys going in and not much selling. Just added a further 10k shares today.

I've added a few GKP. Very large yield. States around 13% on here but its much higher in reality. It is however high risk. Has paid quarterly dividend for the last year. Added a few from the profits. Other than that I am currently out of ideas for quarterly dividend payers greater than 8%

I have taken the market price on my holding. I'm caught up in a takeover with Petroteq and it's been a year long wait. This morning was to close to the offer price made by the majority share holder and reading the RNS I believe its likely to be October before the deal will complete. I may be wrong.

Anyway. Truly gutted as this is an absolute gem of a company. Best of luck everyone. I now need to find place to reinvest the proceeds at a safe and increasing yield of 8.5%. Gonna be hard.

Just a solid business. They had some very decent announcement prior to the recent drop which briefly pushed the SP back above £7. They also pay, unlike other in the sector the dividend in equal split which smooths or should at least smooth out the ex dividend drop. However, my theories on how this should perform have been wrong time and time again. I was happily buying at £7 last year and even happier to add at recent levels.

However, I also have an account which I manage for my wife. Its only ITs in there. I hold HFEL, NESF and GSF as I do in my own. If I added those to my own holdings HFEL and NESF would be one of my biggest and GSF would be in the top 8 of that list below.

As of today my PF percentages are as

IMB 12%
MNG 11%
PHNX 11%
DLG 11%
GLO 8%
HFEL 7.75%
NESF 7.4%
VSL 5.6%

I am holding 18 different stocks and Investment Trusts across finance, insurance, tobacco, energy, oil and gas, infrastructure. Capital loss on most as I started investing over a year ago. However, with dividend I am around 2% down overall and reinvest every penny.

I may sack off some of the smaller holding IT's that have performed well and current yields are under 6% and throw into GLO to boost the annual returns. Some of the ITs do not increase dividends annually and just about cover dividends through earnings. I think GLO is a better bet.

I also had another 5000 shares this morning. I'm out of cash now. Just dividends to reinvest as they come in.

I'm hoping for the sale of Petroteq to close in June. Its been going on for a year now. Then I will have some more cash to deploy. Buy and leave alone is my investment style now. Dividend compounding is the strategy. This (GLO) fits perfectly

They appear very professional with much diversity in their energy generating assets. Keen to give back to shareholders. Not a company that will keep you awake at night. Exactly what I'm looking for these days. Not exciting. Potentially never going to appreciate that much in SP value, although they are perhaps well below NAV and could be worth more.

Pleasant reading. Growth all round apart from adjusted net profit. I expect down to, as they state a conviction to increasing the dividend by 10% annually and several outages affecting bottom line. Unfortunately pressure equipment and boilers etc need to have regular or planned maintenance.

Boring stuff but I like it.

What is the expected dividend here going forward. I see a rate of 7% plus but not sure how that's been worked out on 10c per annum or 8p approximately.

Any advise would be welcome. Been looking over these all afternoon and very interested in adding to the dividend PF.

Thanks in advance