Member Info for ColinJ806

I bought in at 1070p for my ISA (Other holdings in my SIPP) so absolutely my fault

I have got limit orders in atm but the price has moved the other way. As it stands I will be reviewing this on 15 Sep 2025 for the results and 02 Oct 2025 for the ex dividend date. As a longer term 8% dividend this would be a great long term hold as any price drops would allow DRIPs to average down and with the interim and final being the same it smooths the income over the year.

I will probably get in but am wanting the right price, I might miss the boat if the results impress but I will have to accept that if it happens

The age old issue of timing, 13p dividend for me is about 2.5% but I am up about 35% on my investment.

Do you have any other investments you would look to put the money in to if you need to free up capital?

Seems to be the best rated UK water company and the current dividend appears to be pretty much covered which should mean it's maintained or grow slightly over time.

Fingers crossed I will keep these for years or sell before the ex dividend date if there is a run up before then.

HY report 15th September

I am surprised they awarded the one case they agreed with a "win" because he was financially illiterate and he even said that he was paying the amount that he agreed. Commission should be notified but I know my daughter bought a new car and is paying the amount (deposit, monthly and final) that she agreed and it was the car she wanted so even if the dealer is getting a cut then it doesn't really bother her

Debt levels have increased and free cash flow has reduced but I am not trained to know if these are significant movements. If

Any idea why BAE sentiment has reduced in the last few weeks? Beating first half earning and increasing FY guidance and the shares are down? I need to decide if I am cutting my losses at this point or double down, off almost 10% from their peak at this point. (I am off 5% I think)

I bought over the last year... Averaged at about 330, thanks to Asda and the ridiculous overreaction from the market about Asda.

I've sold some as was quite heavy as a proportion of my portfolio but think it will be a core stock for years to come tbh

The increasing dividends is an attraction on this IT compared to a generic FTSE 100 tracker?

Slightly better yield, slightly worse capital from what I can see

Gone from profit to a 6% loss on Tuesday I think it was, and then did a small top up to bring down the average price paid across the purchases and now back in to profit.

Hopefully next weeks results are well received

I know not to trust the source as it's click bait but still

https://www.msn.com/en-gb/money/other/how-does-this-relatively-overlooked-ftse-100-defence-stock-s-valuation-line-up-against-rolls-royce-and-bae-systems/ar-AA1IYYHh

I read a post about the current valuations of companies currently, a lot of the US companies have high expectations already priced in, so results have to exceed expectations rather than just meet them to shift the market. Saab PE does have a higher PE than GE Aerospace right now and the YTD increase of over 100% is crazy

Yeah me too, have averaged down to about 13.80. Wish I could have afforded more but this company needs a sentiment change but will be happy to pick up the quarterly dividend reinvestments

No idea why but despite being at 992-995 all day the limit order for sub 990 triggered late in the day. Baffling

Just put a limit order in to increase my holding, 989.9p that will bring my paid average to about 915 (late investor in a small pension I have)

So just watch the price either fly away and never get down below 990 again, or drop well below it.

Love to know what the story was yesterday. Up most of the day, huge spike and then has fallen back to 1400

Having done research on this I never realised when I looked at the name that Phoenix bought out Standard Life which always used to be one of the big 5 pension companies back in the day.

I'm sure it's a given for people in the know but unlike L&G and Aviva I'm sure private investors will pass over Phoenix as a no name brand.

The sooner they relaunch the SL brand front and centre the better

The share gives around 7% yield at the moment and has had ongoing small growth in the dividend since 2020. But the dividend cover is trash, the earnings aren't covering the dividend at all and EPS has been about 60% of the DPS.

How is this not just sucking capital out of the company that should be used to retain or increase the business? What am I missing about the company (apart from getting in at 180p) and its future prospects and earning forecasts?

And income generated is taxable so depends on how much you are looking to gift. Easy to do it monthly but you need the monthly income coming in on a regular basis (unless from ISAs)

Just saying that don't do this without taking proper advice and expectation it will impact your situation in some ways

Only if you divest yourself of it completely including income generated and pay rent to them on the property you are still living in.