The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Thanks Fenhenda - I suppose the Divi will increase so a rise in SP would be a probable - that said I note your 'cautious tone'.
right - my turn to be thick here!! 'you have say' £20K of shares at say £4.20 each = 4762 shares in total. Aviva gives you £4762 in cash then takes 25% of your share holding leaving you with £15K of shares plus £4.762K in cash - net loss £238? I know I'm missing something as there hasn't been a sell off as yet. Thanks in advance for 'gentle' comments/corrections.
Hi All - more positives.
https://www.msn.com/en-gb/money/other/midas-share-tips-six-superhero-stocks-that-could-protect-your-isa-from-vladimir-putin-s-war-in-ukraine/ar-AAUZ6wJ
Re claims - that said there is less traffic on the roads and the cost of fuel is slowing cars down. This should lead to less accidents.
I find it reassuring tbh. What else can she do if she has half a million quid and uber confidence in her business? That said - If I had half a million quid it would be spent on fast cars, loose women and booze filled nights… I’d waste the rest… :-)
Just need to win more market share now all the systems and cost savings are in place. The new ‘level(er)’ pricing landscape should help this. Probably won’t get a true reflection of these good results in todays SP due to the bigger world picture.
Well played!
Hi Chaps - sounds like you've done the same as me - run out of powder. The divi still negates the paper loss - me trying to self sooth ;)...
Thanks for all the posts - Chased it to the bottom today - and misdjudged it too! but that said DLG's a well run company with a good divi return and people will always need to insure cars and houses so for me it's a long term hold rather than a day trading stock. If anyone has any more reassuring observations please post. Good luck all.
Markgo - I though I’d take the time to thank you for the post which has been the most useful in a while. Times are complicated and worrying and I sort of came to the same conclusion. Indeed hopefully the markets long ago priced in (or out) the Russia connection. Im my mind I’ve chrystalised that BP may have to swallow a bitter pill soon to fall in place with world opinion and also the green issues they are aligning with. Clearly being business partners to Putin doesn't look good. Oil, is going to continue rising so this is the factor which will ‘patch’ the current dilemma (Hopefully along with more production in BP oil and gas where). I would suggest the oil price level to worry about BPs cost feasibility is now way above $60 though with the Russian divis removed. A few heated discussions here too - but lets keep it businesslike and professional - theres enough conflict outside these discussion halls. All the best to all.
Hi All, watched from the fringes and I'm now an RMG investor. Seems to me all the bad news is (maybe 'over') baked into the SP already. People will always need parcel deliver and ever more increasingly so. Increased operating costs will result in price increases to the end user public which isn't a shock or indeed unreasonable. RMG seem to be cutting overheads too and have endured unsurprising staff absences considering employees are significantly 'customer facing'. The Putin Ukraine issue, whilst affecting market sentiment, shouldn't have any direct bearing on this SP. I'm far from being an expert, but I try to invest in things I understand and this must be one of the most straight forward and transparent business models; profitable with a dividend too. Good luck all - hit me with your comments please - knowledge is power!
IRA 500-800 active members in its day... Ukraine I'd suggest may be in the low millions.
Hopefully the 'numbers and losses' have been built into past results/numbers.
Yes oversold in the current 'perfect storm' - exdivi in a few days too- no brainer
Hi rumbers2 - yes its quite static - frustrating!! but it does seem to hold it's own when the market fluctuates - depending on your SP entry level admittedly. Stressfull enough holding other shares (BP!!!). Good luck
I can't see him 'conventianally' marching troops and rolling tanks in as he's stated he will not invade and has no intention to. If he does go back on his word he'll look very silly on the world stage and lose the significant credibility he's recently gained. Ukrane is a country of 40M 'tough' people - also with a respectable army. Many speak Russian and have relatives in Russia, how would it go down if you live in Russia and your airforce has bombed your cousin?
Morning all - Considering ex divi day, bouncing oil prices and Russia's military 'Hokey Pokey' - we seem to be holding up quite well. Sorry if I jinx this. Good luck to all!
Well I've gone for it - if it falls back I'm fairly sure we should be up to the mid £4s soon and it's only partially diluted my profit to date. Will catch the divi too! Total wet finger in a swirling air but willing to hold until next winter. As I mentioned there are loads of good things not baked into the full figures as yet and the promised divi increase has yet to come.
I can never call or fully understand how SPs behave on ex divi day - for instance I'd expect a BP today rise of 5p+ or so, especially at the current fallen back SP, followed by the usual 5p pullback tomorrow (excluding oil price flux and Russian issues). Anyone brave enough to call this? - I won't judge or 'long table you' if you're wrong ;). On a similar issue, is it possible for a rise in SP on ex divi day if good news and other factors such as a spike in oil price coincide?
'The victors always get to write the history'