Member Info for driftking27

Just thought i share some research on expected dividend payouts at BHP again.

With higher material costs and lower demand there is there is going to be lower profits obviously.

So, as my broker was against me buying into BHP for this reason in 2021, he was right due to continual downward trajectory on divi and eps

I have found this to add for everyone

Divi info

2024 expected 158c compared to 171c 2023 152c for 2025, 142c for 2026.

That’s for BHP plc shares.

There is also an article on fools.co.uk siting future cuts to aid growth for BHP due to higher costs and divi cuts too to read.

As iv been here since 2008/09 I’m not bothered, as I’m just watching another New World create and send us another direction.

Gla

My other trades have been in October here and GOOG, CVX & DGE in Jan

The P/e of LMT is around 15.7 times 2024 earnings

BAE stands at 20 times 2023 earnings until 21st.

Think this will undoubtedly have a pull back.against FTSE it’s too high I’m afraid, though graphs say differently

Same. Been here since 2010… steady eddy. Possibly best steady eddy

Can we compare earnings of the 2?

Since January 24th, LMT has had its SPT reduced by around 2-3% by at least 7 that I have reviewed.

Lockmartin have an order book of .$160bn, but are FEDS going to grow defence spending like UK?

This is a hold after checking LMT results 23rd Jan.

LOCKHEAD MARTIN beat on there estimates, BUT there were no assurances about profit margins growing. This is why it has dropped 9% since 23rd Jan.

Hope BAE does not have similar effect.

Target price? The target price is based on the world of tomorrow. Know one knows.

Just like the start of the Ukraine war .

I’m saying look at graph and forward to 2034. If you’re invested, you need to broaden your mindset on silly SPT.

It could be 2034p by 2034! We coujd another burst bubble, we coujd gave another asteroid come close to hitting earth, we coujd have another world virus, anything is possible, but just sit tight, BAE has been picking up steam of late.

I’m not a seller. Are you?

S

So, i have read that along with C, DB have got views on LGEN.

The article has estimates of EPS for 2023 to come in around 17.4p-18.5p from both brokers. (It was 32.5p in 2021 fyi )

Net income is halved to 1.04bn from 2.2bn in 2022

Net Sales is THE BIGGEST worry for both analysts, especially when 2022 was bad too.

These are figures though it all matters on the day in March when they announce the figures for real.

This board is NOT all about you avocet123.

Thus this information is for everyone to see whom doesn’t understand but and sell signals

It’s for all the shareholders…

Steveb is the reason it took so long to grow down to having a market beating dividend behind it?

I remember GSK, Imperial tobacco etc with 5.5-6.5% divi’s then.

Those with high dividends do not grow as fast as 2% dividends like AZN.

If you understand RSI being a low number, then it inplies a STRONG SELL. We will watch and see this continue to drop. 1858p was a top when I called this. 18% down…

With wholesale energy prices dropping each month, this will be adding to this drop I believe.

Rsi weakness continues. Why, who knows, but then look at how LGEN noise dived this week .

Could be MM making money …

RSI sat at 17.6 this morning

Now at 36.2

Still a STRONG SELL here.

So, I’m new here, got two US home builders whom are doing opposite of PSN, so thought I come and see what we can make of this one.

Iv looked at a simple moving average and I’m sure I can see 1372p as next support area. If it breaks that then 1281p.

For now it’s on my watchlist for an entry in March. Hopefully BoE will lower rates by May - June..

When interest rates godown this will be a top performer. Guaranteed

Hopefully

This happens with every investment, from football clubs spending big on top players, to biggest behemoth companies for growth.

Not good with M/cap of €20bn and net debt of €36.2bn! Shocking…

This is the fault of sadly the previous CEO

When everyone thought after VODA sold of the Crown Jewels back to VZ and they could use funds to invest left right n centre.

So wrong …

Word of warning, never invest in 6% chips unless you understand pitfalls.

Hope they totally haircut the dividend in half .. AGAIN.

NG is outperforming SSE still

In last 3mths SSE is down 1%; while NG is up 4.1%

In last 1month SSE is down 9%, while NG is down 1.7%

Over last .6months NG up 4.47%; SSE up 1.75%

Forgot to mention trailing p/e if the CAC is 22.6, and forward P/E is 16.9.

Still think DGE is going to fall on the news from reiteration of profit warning

The FTSE on Friday 26th Jan 2024 traded at 15 x

DGE trades at 17 -18 x based on possibly EPS of 151p.

Compared to KO which trades at 24

BUD at 20

PERNOD at 17

PEPSI at 28

It is still expensive to forward earnings for this yr versus FTSE average.

Let’s see what happens over this week.

Also regarding this ‘PB’ causing many empty flats / offices all for what?

There is around 20% of properties empty, this that ghost town is still visible having spoken to a friend whom has family over there.

As we all know China is Rio’s main customer, as 70%+ goes there. Though looking at what is happening in Europe/Asia, you might think otherwise with the destruction in Ukrain3 / Isra3l / Gaza.

I would not be a buyer at these levels after the steady climb over the last few months from 50’s to 55’s.

There will possibly be a rerating downward. I’m a holder and have been from October 2008 and been accumulating every yr.

Here’s is an article to help back up my view on seekingalpha

https://seekingalpha.com/article/4661252-rio-tinto-iron-copper-prices-likely-crash-2024-china-stimulus-fails