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AJ Bell still not allowing me to buy, even small amounts. Who are these people buying!
https://www.lse.co.uk/rns/RSE/final-results-for-the-year-ended-31-december-2022-m03vwdkgxcczgeo.html
A single 500,000 trade @48.00p indicates to me a bit of distressed seller type and this has been engineered to get them out. The holding RNSs will be interesting when the dust settles.
AJ Bell have just gone "Restricted on trading". Presume my holdings will be unrestricted tomorrow.
I appear to be getting a lot of credit for other people's posts! I think it's the way the mobile view of the posts can be confusing.
Anyway, we are going to get a payment on shares at 33% increase. The share price should fall under 48p to compensate, I presume 43-44p back to where it was. This will mean the yield increases. So to gain the system I need to add it before you all get to dividend in your accounts reinvest :-D
The results will be this Thursday (2nd March) with an updated NAV and dividend details.
AJBell does. Its because AA4 is a "special situations" type of investment I think. Actually, AJBell does almost everything.
I've paired CAML up with Glencore based on the higher copper exposure. CAML has been deep value for ages so am not surprised people have decided to take profit. The dividend is well over 8% now and they are able to still generate a cash a cash pile to grow (or increase the dividend).
The peeks of 335p+ back in 2018 will in time be smashed.
That is speedy. Nothing from AJ Bell from me do this is useful bit of info.
So to maintain the same earnings via dividend as today we will need to buy another 12.5%? The question on my mind is do I buy before or after this event? I think I will be buying after 14 March because I am getting payment at 64p a share at NAV to buy a share trading under NAV. But then I presume it's all mathematically calculated to be not advantageous to people like me thinking about attempting to take advantage!
This article clearly indicates a sell (peak optimism) came in late.
But this is now a great opportunity for new investors to get into the next cycle of growth.
0.075p / £0.485 = 15.46% yield
Better than my Brazilian at IBZL at 13% yield and DEC at 14.21% yield... but these are heavily commodity-based. Any non-commodity high-yielders with growing high yield please do post here.
Apologies incorrect forum the yield here is 8.22% and this is a growth story.
0.075p / £0.485 = 15.46% yield
Better than my Brazilian at IBZL at 13% yield and DEC at 14.21% yield... but these are heavily commodity-based. Any non-commodity high-yielders with growing high yield please do post here.
The lower the dividends are re-invested and any additional pound cost averaging the better we will be in H2. H2 is what the smart money is thinking. I am making sure I have had my fill before the smart money.
I am not a holder of RR... however, in retrospect they are up 17% today alone and in commercial aircraft. I do not hold RR.
AndyOJ2 I agree. The external environment of more flights especially the middle and far east is a factor. In hindsight, it's so obvious. Yet "smart" active management for years has failed to outperform index investing over more than a 5-year more period. Last year I made my money from gas and the same thing could happen again with gas prices being crushed and stocks falling for what I believe the entire H1. Are international flights going to get crushed? Don't think so. Lets see how long and high this will go.
Its always good to ask Why? did this outperform. It was obviously blown out but so are many other stocks we believe are so.
I think the key was rapid dividend growth before this week's dividend rise.
Are any other stocks that show this characteristic?
Private equity debt refinancing is now very high yielding. With 30% of APAX in that area I would think APAX is the best listed private equity trust you can buy for a steady gain.
This will outperform the S&P500. The question is when?
There was a pullback in October of 5%. I am a bit more of a trader. I have sadly been reduced a little on the way up when I should have been adding. Overall a terrible year down 1.5% for me having had double-digit gains last year... but like you looking for unloved blown-out stocks for my diversified portfolio.