Member Info for bbrinkw

Aquisitions?
SP needs to triple before any mention of an aquisition.

Put in for a shedful of SHED. I like this company and looks a strong, steady climb forward.

As part of the proposals, the holders of zero dividend preference shares in Acorn will be paid an amount in cash equal to their final capital entitlement as at 28 February 2022, on completion of the rollover and liquidation, expected to be in October/November 2021.

AJBEll financials for BDEV Friday 15 October 2021:-

Historic Price/NAV(x) 1.3x
2021E PE( x) 10.3x
2022E PE (x) 8.8x
2021E Div yield 4.3%
2022E Divi yield 6.2%
2021E Divi cover 2.29x
2022E Divi cover 1.83x

"Nor does Barratt look particularly expense on the basis of earnings or book value, either, after the recent pull-back."

“Analysts’ old rule of thumb is that house builders are potentially cheap if they trade on one times book – or net asset – value or less and potentially expensive if they trade on two times or more. Barratt currently trades toward the low end of that range, at 1.3 times book value per share.

It's not the trust share price but the price of the NAV you need to look at; AIF price doesn't count. You want the NAV to increase because it's the NAV that gets divided out. Today, NAV is about 425p (-5.43% of price).
There is also the 7.5p.

No problem here. I recall that Jerry & Lodovico (and associates) had greed to sell a certain amount due to the placing late 2020.

I keep looking in on FUL.
I could be interested if/when sp is 15p.
(you may scoff,lol)

" so called them this morning as was told that as im retail i wouldnt qualify for shares "
Nonsense. There is a lock in period of 12 months, so you wont see a share price until 28 May 2022.

Tipped at 18p by The Sunday Times.
Anyone think FUL can go below this due to the prevalent supply issues we have (and going to get worse)?

Ty for that kevin55.
They say fair value for CEG is 49p.

I am saying where are 15 & 7.5% yields are coming from?
Are people mistakenly using capital gains as yields?
I am sure company hasn't indicated any such thing as a 15% yield.
Revenue will be held back to build the company, I envisage only a small yield.

"Incidentally, if you do end up with say a 15% return pa in the future then on float price of 100p thats a heafty yield of 15% and accordingly I personally believe that sometime in the next couple of years we could see the price at 200p which would still equate to a 7.5% yield. "
The 7.5% will be a capital gain. The CG of 10-15% to be over the medium to long term. Company revenues will be reinvested for accretive growth, so the actual yield will be small.

Hear, hear!
CNE to get what they are owed as per the law.

With the changes in law, this is India's last spin of the dice.

Say , you were forced to rent a home because someone took your house. After many years fighting the injustice the house is returned to you with no recompense. Then you hear things like " As an Indian, I feel good." & "..only fair and gives an easy way out of the battle."

I hope CNE continues to be a thorn in their backside.

Topped up twice this morning. Both listed as Sells!
I cannot see anything in the latest figures for such an adverse Market reaction.

Bought a shed full just in time (last month). I expect £19 , giving 4% for shareholders as they wait.

India's government says it has not received any formal proposal from CNE to resolve the issue within the country's legal framework. Well, they can
change their framework as they did to illegally grab CNE's money, to pay up.
CNE just need to carry on being a thorn in India's backside.

DUKE doing it again (with Creo-Tech Ind Group)
· Initial cash yield of 13.2% per annum via monthly payments, which commence immediately
Marvellous.

Wanted these when retired but not at +140p then.
Bought two shed loads today, shade under 118p.

So.
10mEuro invested in a secured finance agreement over 30 years with monthly payments starting this month.
Marvellous.