Member Info for driftking27

I expect BP shares to be trading in 370-380p after results due to lower Gas prices …

This is still not going away

Barclays raises Aberdeen price target to 170 (150) pence - 'underweight'

Don’t get excited …

RIO on BBc news tonight.

Rio Tinto operates the Oyu Tolgoi mine in Mongolia, and we have been shown how Chinese & Rio TINTO are managing the land.

Looks awful tbh!

The pollution from rare earth minerals there mining for

GS upgrades HSBC stock from 980p to 1020p

https://www.marketscreener.com/quote/stock/HSBC-HOLDINGS-PLC-16896790/news/HSBC-HLDGS-Receives-a-Buy-rating-from-Goldman-Sachs-50413739/

Weird one

650k shares bought by MS in March

https://www.marketscreener.com/quote/stock/HSBC-HOLDINGS-PLC-16896790/news/HSBC-Buys-Back-Over-650-000-Shares-From-Morgan-Stanley-50422607/

HSBC buys them back July?

😂

If BUFETT doesn’t buy BP with his $350bn, then no one will 😂

Just been looking back against the bank sector in general.

Best banking giant I hold ain’t HSBC, but GS, it’s been a beast the last 6 months, 2yrs, 5yrs, 15yrs Iv had.

It’s NOT all about a big yield, but growth and knowing where the bank is going.

You don’t get that with HSBC.

Iv had LLOYD in my time, though sold in 2020, to buy a Bitcoin, yes 1 bitcoin I bought, sold after 12months, to help pay for operation & bills for my poor wee dude cat whom was clipped by a car n broke his ankle. They bloody saved him so lucky, but one heck of a bill it were!

Thanks crypto no more.

HSBC lags many indicators… but still a holder of 2250 shares here since 2008 making top ups here n there.

It struggles to have a higher high as BHP is a diversified play unlike ANGLO, RIO, FRES etc …

THATS beauty of, that it won’t dive as big as others in my view.

I have the two, been here since 2008/09

The dividend needs addressing too I believe. This is holding back its cash reserves.

Compare CHES to compatriots abroad, 8% is obscene payout ratio. Should be be around 3-4% for a good company.

Companies with payout ratios like this need serious thought why you invest.

I invested in DLG, now with AVI, Lancashire looks another good one, but Chesnara needs ELLLIOT! Lol

Though when I browse marketscreener , they are expecting earnings to fall, possibly due to FX this yr more so with GBP

Earnings to pick-up from 2026 though…

https://uk.marketscreener.com/quote/stock/SPIRAX-GROUP-PLC-22554025/finances/

I’m pondering selling some of BHP to move more here

Goldman is SPOT on target! Dividend has to be cut , saud it at many high dividend FTSE payers..

All they do is flounder for yrs against index and competitors.

This dividend needs rebased around 3.5-4%, thus growth will commence.

You know I’m right, and yes I have an overweight here at 20k, but then I have overweight in better areas like tech / pharma that have doubled trebled in decades against LGEN.

Let’s see Elliot get stuck in here too,

Nice wee lift from 5700p levels. Levels I had touted as a possible bottom.

Here’s to move North to 7000p

There was an artical on yahoo finance today, research that fair value is £20.88 so 17% upside from today’s price

The projected fair value for Hill & Smith is UK£20.88 based on 2 Stage Free Cash Flow to Equity

Hill & Smith is estimated to be 20% undervalued based on current share price of UK£16.68

Analyst price target for HILS is UK£23.48, which is 12% above our fair value estimate

There will be a big bump upwards due to us DLG shareholders buying AVIva Shares with there sale profits today, and people topping up.

Iv got £11500 to splurge, might make it £12k to make round figure ..

AVIVA going North in July

Sold at 306.27p

Sparz, it was only 0.19% it rose ! Do your due diligence before posting …

I have also got BHP, it were up 1.14%. HSBC was up 1.01%, on 27/6,

Taken from a REUTERS article

Agreed…

BP has repeatedly been the subject of takeover rumours, but analysis of its disclosures shows the British energy firm may not be as cheap as its market capitalisation would indicate.

Why… it has far too big a debt mountain and will stunt all growth prospects that any supermajor is already on.

XOM CVX have already splashed the cash last yr, she’ll have already said no 2months ago.

This is just a silly PR stunt.

Thank god I never bought another tranche on the first possible merger months ago.

It’s not going anywhere…

I’m still a shareholder with a small 3575 shares unlike some here with 100,000 possibly on this board.

It’s just the purchase commision price* STAMP duty to buy them myself .

I did calculate my 3739 DLG at 275p £10,282.2

at today’s price 3739 at 306.5as we speak to sell £11,460

I’ll just hold on until Friday Monday as I were thinking

See you all over at AVI

Sold v bought

Vol. Sold 89,268

Sold Value £249.95k

Vol. Bought 17,197

Sold value £54k