Member Info for Cllwyd

Yes I agree Lots of potential headwind, however investors have been running away for all the reasons you've highlighted, however if sentiment turns then at current valuation I can see NWG along with Lloyds rising substantially and potentially quickly. Downside 10 -20 % Upside 50 - 80 %, only my view DYOR.

Weak pound, interest rates on the rise, top tax rate cut abolished, Banks to refund customers subject to fraud, concerning times have left buyers running.
Broker sentiment Buy , Overweight, Outperform.
Stability, certainty, direction is needed in the market, 57% potential upside, yield forecast circa 5.2 %

Natwest is in a particularly robust position going forward. Banks perform far stronger when interest rates are higher, which dramatically increases margins on lending. Strong dividends should follow over the short to medium term, whilst fiscal position relating to the tax and NI cuts announced along with the energy package , primarily aimed at the very domestic working market should ensure that those companies and individuals are in a position to service borrowing.

It's slowly but surely coming ................

RBC raises NatWest price target to 340 (330) pence - 'outperform'

After Market Close.......... Can't believe still adding at these Prices:-
(Sharecast News) - Analysts at Goldman Sachs reiterated their 'buy' recommendation for shares of Natwest, telling clients the lender was the "key beneficiary" from higher policy rates in the UK.

Evidence from second quarter results revealed that UK deposit beats were still low, despite higher policy rates due to the large amount of deposits trapped within ring-fences.

That, they said, was the main reason that drove net interest income beats and guidance for higher returns.

"We believe Natwest is the key beneficiary of higher UK policy rates and we reiterate our Buy rating ([on Conviction List])."

Trading 212 to be fair has been and continues to be brilliant, fortunately I opened an account when there was no waiting list to join, they at times been closed to "New Accounts" and then introduced waiting lists, Zero fees to trade, however reflected slightly in the spread.

1. Special Divi is recommended, has to be agreed by shareholders at GM on 25th August.
2. One can't assume the share price will increase if consolidation is agreed, there will however be less shares in circulation with a higher value based at that particular moment.
3. Special Divi is based on shareholding prior to any consolidation.

I'm surprised that NWG share price has been and still is in bargain basement price band. The writing really has been on the wall since FY results and yet the SP remains low. Aggressive interest rate rises, huge surplus capital, increasing DIVI, share buy backs, impressive cash inflow, NWG board has proved very prudent in their strategy and outlook going forward, I don't personally think this will be sub £3 for long and will be pushing £4 in six months, IMHO, DYOR.

FISHING IN CHEAP WATERS: 11 UK PICKS (0857 GMT)

One of the key features of UK stocks since Brexit is that their relative valuation discount has been progressively widening and this trend has accelerated over the past year.

Now, according to Bernstein, the UK valuation discount relative to Europe ex UK has reached levels last seen in 2000 and the dividend yield premium now stands at 76%.

On top of that, the U.S. bank highlights how UK funds have not seen an acceleration in outflows as severe as the one suffered by European funds following the invasion of Ukraine.

That being said, for those looking to get exposure to the UK, Bernstein outpoints 11 picks where it has strong conviction on the upside.

They are: Tesco, SSE, Compass, Royal Mail, ITV, Vodafone, BP, AVEVA, HSBC, IG Group, St James's Place .

Media analyst at City broker Shore Capital, Roddy Davidson, said it “wouldn’t be surprising” if ITV PLC (LON:ITV) received a takeover approach at its current valuation level.

Shares in the FTSE 100 broadcaster were among the worst performers in the index at lunchtime, dropping 5% to 146.5p after it said TV advertising revenue was “softening” in the fourth quarter amid an uncertain economic environment.

We will have more clarity at what I'm sure will be a very interesting upcoming AGM on 28/4. Q1 update on 11/5, should get the stock moving, in which direction is again a question No One Knows. The board have a duty to their Shareholders .

All the speculation and complete guess work, complicated algorithms, charts etc etc, predictions of next support levels are ALL PURE SPECULATION.
A takeover rumour has circulated for years when ITV was certainly a lot more expensive than in todays current market.The 16 analysts offering 12 month price targets for ITV plc have a median target of 120.50, with a high estimate of 195.00 and a low estimate of 80.00. The median estimate represents a 52.38% increase from the last price of 79.08.
I hold ITV personally as the yield has been and is forecast to remain very strong, if a takeover bid comes along all well and good, it would have to be North of 145. Best of luck to all investors here.

Are you on wrong forum ... this is about Lloyds PLC

Absolutely yes, very fickle Market, only way is UP

All going it the right direction, I added in the pull back, Strong year and next 36 months should be about the Banks IMHO

Look Out

Before Finals ..... two weeks today .... Momentum gathering !!

1111 GMT - BP should report a positive result from its LNG (liquefied natural gas) business in its results on Tuesday, says RBC Capital Markets, adding that Shell's upbeat results last week reinforce this view. In addition, the British energy company is expected to increase share buybacks this quarter in light of strong commodity prices and cash divestments, notes RBC. The bank estimates BP will post excess cash flow of about $3.3bn, suggesting $1.5bn to $2bn of future buybacks. "While we remain skeptical of BP's bold new strategy, we believe some of these risks are reflected in its current valuation, while we expect shareholder returns in 2022-2026 to be competitive with its group." , says RBC. (jaime.llinares@wsj.com)

1111 GMT - BP should report a positive result from its LNG (liquefied natural gas) business in its results on Tuesday, says RBC Capital Markets, adding that Shell's upbeat results last week reinforce this view. In addition, the British energy company is expected to increase share buybacks this quarter in light of strong commodity prices and cash divestments, notes RBC. The bank estimates BP will post excess cash flow of about $3.3bn, suggesting $1.5bn to $2bn of future buybacks. "While we remain skeptical of BP's bold new strategy, we believe some of these risks are reflected in its current valuation, while we expect shareholder returns in 2022-2026 to be competitive with its group." , says RBC. (jaime.llinares@wsj.com)

Recent years of share price/value depreciation, Billions in a buy-back, Dividend substantially back in play, Barrel price off the discounted rate, surely year end fair valuation approaching £30.00.