Member Info for driftking27

Not sure what you’re implying . This is going of data I have collected from Tradingview , marketscreener accounts I have.

DYOR.

I’m only at 2% here, heavy in TECH, pharma / bio / banks / oil / funds / trusts

What’s your view smarty

So, Shel are possibly going to join the party in M&A. I hope it doesn't do so to expense of the growth of so & sustainability of the dividend. 

If we compare some gains here v UK stocks from 1994 to 2023 October 26th

XOM +750% plus dividends( USA) 

SHEL 144% plus dividends in that period 

BP. 320% plus dividends 

CVX. 700% plus dividend's (USA) 

OXY. 5800%! plus dividends ( USA) 

including 

BHP + 1,025% ! Plus dividends along the way!!

Diamondback Energy +780% (2012-2023) + dividends / special dividends (USA)

COP +950% plus dividends(USA)

Hey getafgrip,

I for one have said cutting the dividend not just here at BP but other FTSE companies for yrs. this is possibly why we flounder behind US compatriots. Wasting money to expense of growth that we all invest for.

Dividends a bonus.

There are dead weights, VOD / HSBC / IMB / BATS / LGEN add in SHELL too / ABDN / RIO / BHP etc etc.

They are similar lag seriously behind everyone else.

The UK seems to be the only index with dividend CUTS in history. I wait to be proved wrong, but I have done all my research.

I own both USA / SUI / DANISH / UK / FRENCH stocks.

I’ll shorten this to this example

May 2020 to May 2025

Shell 81%

XOM 155%

CVR 67.45%

BP 24%

I could post more examples again, but my research is here under my ID

The 2400p is a future 12mth target.

There is a big possibility of a FULL USA recession in 2nd half of 2025.

This would hit sales to our blue chips as USA is our biggest exporter to.

You need to keep yourself.

With UK already showing recessionary gdp figure in last 2quarterz, we’re already in recession, but with DEBT for US aimed at $45tn by 2030, US have to rectify there budget quick, abd sort their growth.

That is why they have a realistic 2400p SPT

FQ44…

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Don’t be daft in buying because questor says to. You need to do your due diligence. Look at balance sheet growth prospects, earnings versus competitors before you invest.

Just like when buying a car. You do research.

DGE sales were up in the 1st quarter of ‘25.

Iv been here since 2011, and it is heading back to this SP undoubtedly.

The culture / generation of GEN Z has changed since 2020. Thus could well be one reason & cost of living the other.

When you have generic brands at LIDLS / ALDI selling their own variation of rum / gin whisky, it’s no wonder people are not buying into DGE brand like they used to.

I’m one of them, stopped buying KRAKEN / Captain Morgan / Gordon’s gin, to buying Lidls own brand, and I have had a nice surprise. They are just as good if not better both taste & cost by a few GBP difference.

Market research is key to investing in consumer brands, just like with Unilever shares i also have had since 2008..

but key, is drip feed, don’t throw all your money in one go, also only top up if SP drops at least 10% from current position.

At the minute I believe we have found support at these levels since falling from 8000p in January

5590.0000(SP2) 5675.0000 (SP1)

Resistance is up at 5835p

Https://research-centre.barclays.co.uk/shares/spirax-group/broker-views/broker-forecast/

You have to do your due diligence, check the balance sheet, free cash flow especially, and current headwinds.

I still believe SPX will come good again in next 4-5yrs.

GLA

drift

I wasn’t sure when the rebranding would happen, but it’s been a complete joke what Theyv done, £ wasted too

These have recovered from a low of $1.20 a few weeks ago, to over $1.80 just a few days ago

This is the UK, we use £ here lol

Not sure if you k ow this mistake or not..

Then you need to fix the rest of your feed. Is it all in £ you meant?

Looking to make this equal weight to BAE in my industrials.

What’s everyone else’s thoughts.

Iv read Morningstar’s views. Yes have to see effect of TRUMPS tariffs this yr on markets, so maybe just sit and weight.

But 5400-5700p area I’m tempted in moving £2k profits from surge in CREDO stock I have and move it here.

The bubble has been high for yrs, and yes we have been in recession for last 2 quarters, but no fall as yet from these numbers.

Iv got a well balanced portfolio of 25-30 stocks main pharma that have outperformed, along with some big tech.

I’ll pick the time to haircut the big boys, but this one has sat perilously in - figures for yrs… just claiming dividend.

Dividend should be cut in half in my opinion to aid growth here

Can’t believe since Standard Life acquired Aberdeen Asset Management, SL has no part in the new companies name still.

On different note, added another 1000 back in January. Been here since 2006 when SL was 470p.

I have used VOD to offset any gains last yr and sold a large tranche at a big loss.

Was too good to be true VOD, sold the Crown Jewels then it were all down hill for them.

BP in a similar dire position, selling assets now to to balance books.

Here’s hoping ABDN can return to over 200p this yr too.

Having read results today, they have made new holdings in MBG & Meltronic.

Both I believe are double baggers over LONG term.

I could be using my DLG cash injection from the sale to add another 3000 …

Views, it’s discount is 8.2% I see

But remember this.

It’s not what a CEO says that determines who consumes your whisky, gin, vodka, Tequila, rum.

It’s the changing world that has hit us since 2020, it’s a new generation of people whom are more focused on health and well-being than any Gen before.

I believe that deal will drop as you are suggesting, but will grow as investors buy more AVIVA shares to bring down the high average cost of our AVIVA shares.

That’s my take

Thanks for summarising this.

Agreed on your calculations, being a DLG shareholder for 8yrs. I will be using my cash proceeds to top up and average down the value of the AVIVA sp.

Most of us i believe will be doing this at DLG as we are investors, not really traders.

Hi Crossley,

Where do you get those numbers of Net Asset values?

Iv looked at Tradingview & marketscreener and only get £4.36bn

Market cap

‪‪3.92 B‬‬

Debt

‪‪439.60 M‬‬

Enterprise value

‪‪4.36 B‬‬

In my view I’d rather SHELL did not pursue BP, and possibly CVX would take a bite if the HESS deal fails.

We will find out on Monday after XOM / CNOOC & HESS get together at arbitration with CVX for this deal.

https://finance.yahoo.com/news/exxon-hess-face-off-over-155015359.html