Member Info for FQ440MR

Good observation. Investec, another promotion to the FTSE100 when the new season starts on June 22 finished down 3.26% today. computer centre faired better. Rejoining the FT100 is a welcome achievement, especially for a business operating in the financial services sector where credibility is so important. I am expecting them to rise steadily towards results but for now, i am also happy to take what looks to be a safe 6% dividend. Not long ago, the concern was that the dividend would likely need to be cut but if momentum is confirmed in June, then the next change is likely to be upward. Probably 2028 payments.

That’s my take as well. Placed 85th, they are positioned to rejoin the FTSE 100 on June 22 when the June qtr reshuffle takes effect. At 2.6%, shorts are the lowest they have been in years. Not long ago, Aberdeen was one of the most shorted companies on the exchange. I am also expecting the price to steadily rise as funds rebalance their portfolios. They should also rise in anticipation of what are likely to be a good set of half year results; to be announced towards the end of July.

To make it back into the FTSE100, Aberdeen need to be in the top 90 on 2nd on June, which is only a few days away. Interesting to see that Hedge funds have started reducing their short positions in anticipation; shorts now standing at 3.64%, the lowest for sometime and significantly down on the 5.25% seen a couple of weeks ago. Aberdeen investments have also recently announced some mandate wins and with AJB shares rising 14% today on the back of very strong results, things are looking promising & sustainable. With SL share price also performing, Aberdeens investment in them is now worth over £800m + another £800m pension surplus and a heap of cash as well. With a 6% dividend, i think that these are still very attractive. Both results in July and entry into the FTSE 100 are likely to see these rise further.

Dividend looks to be a safe 7%, so happy for ii to auto reinvest. May even get some price growth if current momentum is maintained, particularly at ii.

Funny how it goes. The results were delivered in line with guidance and there is nothing to suggest that the divi is in danger of being cut. Many that were happy to buy yesterday at £2.20 are now panic selling at £2. JW hinted that ii will likely have its best quarter ever in Q1 2026 and they are still targeting $300m profit for the year. Not fussed that that they are going down at the moment as I am in for the dividend and with these set to auto reinvest, it means I now get more shares..

WB observed that the best time to buy into a good, well managed company is when everyone else is selling and in the case of IAG that’s likely to be first thing Monday morning. Since the price hit £3, I have taken the view that these are best day traded, rather than being held onto. Long term, I think they will be fine but in the meantime it’s going to be a rollercoaster ride. Aside from Sudz, many will have been burnt buying AIG at highs and panic selling at lows. Investors will likely be more weary this time, so I don’t see any quick recovery back to recent highs anytime soon. I will watch on the sidelines as I think there will be better buying opportunities in the coming days. Good time to start the new buy back.

That’s certainly likely to have contributed to today’s rise and will no doubt have spooked some of those currently shorting the stock. Personally, i don’t want a bid approach just yet. I would much rather wait another year or 2. I have confidence that JW & Richard W at ii are doing the right things for the group and that should start to be reflected in the stock price over the next couple of years. First we need to get back in the FTSE 100. Any approach now would likely greatly undervalue the stock.

I am invested for the dividend which looks very safe, so i am not too fussed if the shares go up or down one day to the next. Long term these are likely to do very well. Expecting a positive forward looking update on March 3rd along with full year results. AI scare may drive short term movements but i don’t really see it coming to much loner term. Rapid growth is likely to continue at ii, they already said that they are seeing a 200% increase in transfer requests from HL following their price restructuring. Advisor will likely be turned around this year. It’s a very respected platform with around 3,400 advisors and roughly 400k customers. Also, with magnificent 7 now at peak valuations, investments division are well positioned to benefit from clients looking for alternative places to invest.

And yet AA shares were down 7% yesterday

FTSE 100 promotion/religation takes place quarterly, March, June, September & December, based on the rankings on the first Tuesday on the month. For Aberdeen to go up, they would need to be in the Top 90 by market cap. At the same time, companies greater than 111th place go down. So, just before results day on 3rd March.

I’m just here for the divi which looks safe after the latest trading update. Likely to be back in the FTSE 100 at some point this year. Only down side is that my auto dividend reinvest will get me less shares.

I have been trading these on and off since they were @1.40 but i feel that i am now at the stage in the game where there are perhaps only a few small ladders left and still lots of big snakes to land on.

Probably went up yesterday on rumours that a Russia / Ukraine peace deal was getting closer but Russia since confirmed that Ukraine would actually need to give up territory first which is unlikely, so back down they go. Usually when oil prices go up, airlines go down & vice versa. Also, many are nervous holding these over the weekend, particularly if purchased on margin. I am out again for now as the only way to make money on these is to trade them. Otherwise, it’s a case of watching them go up only to see them fall back down again, with not much reward for holding. Just a 2% dividend that is subject to a 20% withholding tax.

Market cap now around 4bln, thats got to be very close to getting Aberdeen back in the FTSE 100. A positive update next Wednesday, should see these go even higher. Pleased i held out.

Or some shorting the stock may be deciding that it’s time to bail out. Will be interesting to see if the % being shorted drops before next Wednesdays trading update.

My experience of selecting auto divi reinvest with ii is that they wait a few days before using your divi funds to buy new shares, it doesn’t happen right away. Sometimes thats a good thing, sometimes not.

Ii caught me out as well paying the divi in Euros. My ISA ones got paid in GBP but the SIPP was in Euros. I guess being a Spanish registered company, that’s how the payments are received - less 20% (non recoverable) withholding tax. Not realising, i bought some Aberdeen shares with the proceeds and now have a negative fx balance on my account.

Waiting a few days before buying more is generally good advice after a profits warning (although generally best to keep away altogether in those instances) but that wasn’t the case on Friday. Full year guidance was maintained and Q4 is looking solid. I doubled my holdings at 3.7 on Friday. A bit risky but it’s paid off so far. We could get stuck around £3.80 for a while now but expecting to be back over £4 before Christmas.

With the PE ratio now dropping to 6.4, IAG shares are hardly a bubble waiting to burst. Today’s results were respectable and the drop looks overdone to me, so I doubled my holding at £3.7. Ordinarily, it’s often best to wait a few days before jumping back in but on this occasion i decided to act right away as there is a reasonable chance that a resolution to the US shutdown could be found later in the day which should benefit the shares on Monday. Comments by Luis Gallego also suggest that the weakness seen over the summer months are not expected to continue into next year, something i would expect analysts to take note of in their forward looking projections.

“the group said it had booked 30% of its tickets for the first quarter, and Chief Executive Luis Gallego told a media call that he was not concerned about possible transatlantic weakness dragging into the coming year.”

The comments about announcing further shareholder returns in February suggest that another round of share buy backs is likely. For now, i am happy to hold these. Would have been better to have sold yesterday and bought back in again today, but that aside, i am not overly concerned.

Special divi for 2026 is unlikely as IAG will likely want to build a cash pile to buy a chunk of TAP . It will be interesting to see what they say on the 7th. Expecting a divi but not sure if they will do another round of buy backs. Guessing that they will but not sure if it will be 1bln again. Results should be good.