Member Info for DGR1980

If you want to get in at a dipped price, your best bet is 3rd May when we go ex div and the sp drops by approx 40p

It doesn't matter today, next week, or even next month.

This is currently the definition of a value pick. To me adding around this price is an absolute no brainer. Am i likely to be able to get it cheaper? Probably. Will it cost me more later? Probably. Is this a long term divi payer for me? With the current divi at somewhere between 25 and 30% of my buy in price absolutely

Fine by me Autonomy. The divi is 30% at the current sp which is around where i bought in. Thats a good longer term hold

Autonomy - Yes, because the MCAP has dropped by 90%. Its basically dropped all the way out of the bottom. As the MCAP rises it'll go the opposite way in the quarterly reshuffles

The other thing to keep in mind is that the only reason the company is dropping out of the FTSE 100 is because its now not in the top 100 MCAPs on the LSE. That'll happen after a 90% share price fall

This is the text from HL if you try to buy

"Some stock exchanges have suspended trading in shares of Russian domiciled businesses. Whilst we are unable to speculate on future suspensions please be aware there is a risk these shares may suspend and/or you may have difficulty trading in them in the future."

They're just saying that the shares might not be available to trade if further sanctions take place. But that would be the case with or without the warning.

If progress continues in the peace talks this risk becomes smaller

Its nice to dream, but the time to be loading up is when nothing is happening. Far less competition for shares

Smiller - Its nothing to do with likely with liking him, however he does have quite a following so it can see increased interest

Was it definitely due tonight and not next week?

Looks like Blackrock have doubled their holding to 10% of the company

The biggest concern i have about the news on the new sanctions on russia around oil and PGMs is that someone decides "well lets just buy UFO up now at a premium to their current price" and we miss out on all the upside

Graham - You need to stop looking at the sp in isolation of everything that is going on in the world at present. I imagine we'd be down a lot more if it wasn't for the buybacks

No he had to pull out due to work commitments

Haha. No worries. Am often called DRG on here for some reason

And for what its worth i think that target is a penny or two short

If you think a pop to 1.5p is likely why would you not add for a 50%+ gain now?

Sells at 14.95p and 15.25p dropping trying to halt the rise

Ex-divi date is 31st March so you need to be holding at close of play on 30th March

upbeat - Really? The rising price of oil is going to make Hav uneconomic?

They're sending out the lowest ranked trolls today

At current prices you're looking at at least 6.5% divi for the year, even with them deciding to go for buybacks rather than a special