Member Info for dadean

I must have 1st bought similar time to you Chestec, maybe the way I'll play things is wait to when they next announce an equity raise to buy the next asset and probably about then the shares will be near a high, conveniently timed so they can raise equity cheaply, high share price. Then could be a time to say bye caml... I do like the company and their narrative but I'm beginning to think they are not diversified enough, questionable juristictions, questionable returns over last few years and not enough reward for the risk.....

Is it just me or do others think that caml share price under responding to the commodities price boom, haven't carefully compared but my aal and rio seem to be going "gang busters" but my caml continues to dawdle around 2.20 and thereabouts.... Come on caml wakeup and head back to £3

Interestingly alexion share price has been falling back in today's trading, with the market knocking a chunk of that premium off, azn has also fallen a little bit more

I'll add I did briefly check out Alexion, good news is even with the 45% premium Alexion is still below its 2014 high and cheaper than astra. So they are not paying extra stupid money for it. Alexion has traded lower consistently for 6 years? Why so unloved!?? Well I don't really have the time to look into the company properly, maybe astra has sniffed out a bargain, but I don't know and at face value don't like today's news

Fatty don't be so paranoid, indeed it is my first post on azn, have held for donkeys, remember the grim days when could pick these up for 26squids. Why am I posting here today??? Something has CHANGED, I hold around 20 positions and I don't post if I consider a share stable... You really think that little private investors are going to move the dial on multi billion entities, this is not a penny stock

Don't like today's news very much, unsure whether I want hold given the expensive purchase. What price to earnings or ebit multiple are they paying for their new Co? Small consolation is they are paying for a large chunk of the takeover with overvalued azn shares so true cost lower..possibly azn will have indigestion for years..... Hicuup

Is there a stock buyback too, greatttt. Actually hmmm don't like stock buybacks in most cases, hardly any company buys stock at the right time...

Hey barchid indeed misinformation is rife. Interesting ref the div you mentioned, makes me think I should do something about my tesco shares, I've two thirds in isa one third in trading account, looks like I should sell from non isa acc, sell something out the isa and buy the Tesco back... Might be worth a little calculation see if the trading fees and stamp duty worth the saving in div tax, atb

Thanks for the wishes Chris, same to you in these unusual times. Good question ref fair price to suppliers and growers. When it comes to rewarding UK growers fairly tesco in the past 8 years has rewarded farmers better than many, if you have a direct contract with them, you've had a better price than the market average. Of course going slightly further up the supermarket price point, waitrose rewards farms well as does coop and sainsbury to a degree. Aside from that Farm shops often struggle though, despite high prices they don't always cover their costs, they could benefit from a bit extra trade to be fair. Another good point with farm shops, certain items they sell may be better for your health, slow grown, solely pasture fed lamb and beef for example,

Supposed to be around 50p I believe, way more than interm and full Yr, 5x more near 21% yield

Gosh Friday was another down day back under 230p , this ship does travel in a narrow channel, never gets cheap enough to warrant buying more never high enough to warrant selling,

Hey Chris I am qualified to answer that and I could say that over 100 such farms I've visited none run that kind of enterprise, the vast bulk of UK beef is grown reared on family farms, they have a herd of suckler cows, calve each year and their young are either reared sold fat, sold as stores and normally fattened in the UK, or enter the home herd as new mums..! Ps saw someone else's comment about mcdonald's, I know about their supply chain and can say they are supplied quality UK beef, UK free range eggs, British milk, British potatoes, they in fact source good ingredients and their company is subject to the "fake media" aka propoganda!!

This company has been on my radar for years never pushed the button, but do feel like covid has accelerated the structural change around those that use their services, will take another gander at this though, not seen their numbers or news for some time

You'll be entitled to the div up till the x dividend date whenever that is, but no such thing as a free lunch, buy more take the div, but also take the equal reduction in share price.... {bar any share price movement in the meantime}

Hey rosewall, I know you to be a very experienced investor. As others have indicated the share price post consolidation will be broadly what it was prior to the drop in sp following the dividend. They don't really try and raise or lower the price, they just, for practicality or vanity or simplicity want it back where it was before the cash return, well that's my understanding of these thing, in similar situations. Could be wrong of course

Hey Jiffy I'd say it has to be priced in, or let's say 90% prices in. Chances of shareholder approval are incredibly high and the market knows it. What was the must be the value of the Asia sale on a pe ratio type basis? Must be similar to the price they achieved. Not to mention they are plugging 2.5b pensions, handing back 0.6b to borat and cronies
Deemed fair value. I think we'll see some sp appreciation from here, but not much

22% div. I do hope see an extra 10p on top of the current share price though

22% div. I do hope see an extra 10p on top of the current share price though

The Asia sale money is already priced into the share price it seems, we have it already, but maybe we see a small rise over the next few weeks

Wonder if finally seeing the announcement of the special div will lead to a mini bull run in tesco shares, good buy for income funds wishing to show they are maintaining a large div, add some tesco to increase the average payout.... From a tax perspective not great though for small investors specially higher tax rate payers.... Some might even wish selll before the div, buyback after.... (not advice)