Member Info for Gerry557

"Was that aimed at me Gerry?"

Yes. Things change one moment it looks one way but then something happens and it looks a different way. You don't go bust taking a profit. You made your decision at the time and at that time it was the right decision, for the reasons personal to yourself. Obviously with hindsight you now might wish to change that decision because it went up a bit more. If only we knew when the highs and lows were ....at the time. We would also pick different numbers in the lottery.

It's difficult to see the effect of our decisions sometimes and if things here go Pete Tongue in the near future you will mop your brow and say it was a close call but that regret will disappear. Then if there is a bid and the price rockets so be it. You have to just try your best and realise you are unlikely to get everything perfect.

Buying Shell when the oil price is negative seemed foolish at the time, now not so much. I do keep a ULVR sale tracker. Currently Im 23% better off selling and buying something else. The intention was to rebuy ULVR but under one broker and miss having the ice-cream shares. If they hadn't done that deal and me holding in multiple brokers I would have just held and been none the wiser.

Hopefully I can be a lucky investor if Im not a great investor and that might work for you.

Do I see 230 happening, no but I don't rule out that things might change and it has been there recently just before ex divi. Do I see a bid, not really as I think regulators might say no but that doesn't mean it can't happen as there are some clever people out there. You pays your money and you take a chance.

It would have been better for the buyback if the bid had not raised its head. I wonder how much it will have cost if its a false alarm

But if the SP falls in the summer back to 230 you will look like a great investor. We have lots of right now moments some look good some look bad.

Just hope to be happy at some later point.

Wise oil

"Any explanations of the auction transaction are welcomed for the enlightenment and education."

Google ..... uncrossing trade

Because the deal isn't done yet. Once its done then I expect they will start giving more details and expectations in the normal update cycle. So probably in November unless they choose to do a post deal update but I would expect that they will want to get there feet under the table first.

The deal has to be signed first though before the clock can start.

Well that's one way to increase my post count Soz

Will I have just added some more of these to the PF.

Im hoping that the current fall in SP is getting to its low tide and things might get better soon. The yield has pushed up to nearly 6.5% and the ex divi date is just a month away.

Can't say I have high hopes for these and there is lots of potential pitfalls which hopefully will be more noise than substance.

Now do I close my eyes and go away for the weekend or sit glued to the screen watching the knife still falling.

Will I have just added some more of these to the PF.

Im hoping that the current fall in SP is getting to its low tide and things might get better soon. The yield has pushed up to nearly 6.5% and the ex divi date is just a month away.

Can't say I have high hopes for these and there is lots of potential pitfalls which hopefully will be more noise than substance.

Now do I close my eyes and go away for the weekend or sit glued to the screen watching the knife still falling.

Denby ..... "Intentions is a big word"

Well its the nearest thing to a cast iron guarantee that you are going to get. The board have looked ahead and made this statement putting their reputation on the line. There is a bit of flex as the buyback can be adjusted if there was some poor performance but unless the markets and this don't go to hell in a handcart you can guarantee that the board will do their utmost to honour it.

Even if they cut it further in 2028 which I don't see on the cards currently. They did the same with the 5% announcement and that panned out as expected so they do have good form.

The slowing of the dividend growth and buybacks should reduce pressure on dividend payments going forward to make things more manageable. Is that good planning?

Denby, its also worth watching the results presentations. Where things like this get mentioned and there is a question and answer session at the end.

Dangerous question to ask with so little other important information about you. It's like asking what is the best tool. Some will say hammer others a screwdriver. Then you come back later saying it was terrible at cutting wood,

You need more info on timescale, risk appetite, current holdings, state benefit status, dependants.

It that play money or if it all goes wrong are you on the streets.

Nice lofty expectations for GB energy, so it is using tax payers money then. Hopefully it wont suffer windfall taxes like other companies.

As for your water, ask to be nationalised. :)

I dont think they can state what the EPRA earnings per share will be after the consolidation, although I don't see a big difference from the deal. With lower management fees and lower LTV why wouldn't the dividend be maintained.

they even said .....

The shareholders of each of SREIT and LondonMetric will be expected to continue to receive ordinary

course dividends in line with recent historical practice as to timing and amount in respect of their current

shareholdings.

I remember Railtrack being taken over as a bit of an unexpected shock. More to do with a Labour policy to renationalise. Normally its all the unions inflexibility and striking that causes much of the problems with the way services are run. Partly why I wouldn't invest in Royal mail and look at how thats going.

I dont remember monies being used for water recently although basket case Thames Water might as it sounds like the government want to prove something again and stiff the tax payer with another nationalisation. We have GB energy sucking from the tax payer to the tune of £10Bn or more another example of nationalisation, how is that solving anything. The NHS is being dragged down as doctors are still striking after having a large pay rise and now wanting more. Add to that more retiring early as its not worth them working. Great system.

Anyway Ive just received my water bill and it tells me prices have risen 8%

Well there was "regulation" but it seems it didn't help much. It stopped good companies doing some things but failed to stop bad ones getting worse. The priority was low bills and we were all happy with that for a while. Those Regulators stopped further investment.

Now the priority has changed, its investment, investment, investment. Still we can moan about price increases cos there isn't any magic money that can pay for all of this.

Does anyone remember government run services. No investment as there was always some voters that demanding funds being spent on education for their kids or the NHS.

Looking at how poor governments have run the country over the last few decades I wouldn't let then near anything.

"I have a total return of over 25% in 13 month" Robbo24

I thought that seemed a bit high until I checked some of my own figures. My Mar 26 last top up is showing 22% and then there are some dividends to add to the mix. Not all buys were as lucky as that. Still its pushing 18% XIRR.

That doesn't instill buying more currently and one waits for Mr Market to offer you a better price hopefully before any more rumours raise their head. Sell in May hasn't kicked off yet.

"This seams to be stuck at this price and has run out of steam ?"

Yes its not been this high since Aug 2022. So if you pick that point as your yardstick then you are correct especially forgetting all those dividends.

This isn't the share for a continually rising share price (are there any) but if you don't forget the dividends and reinvest during that time then you would see continually growing shares in your account, some of which will be in profit. Especially if you timed any of the various dips around 230.

So the split on the properties will be done on the basis of what is in each debt lenders bag. That also implies that it won't be held as a joint venture so that should make things simpler.

So SREI can do whatever it wants with the Aviva, NatWest and Uncharged Properties.

I have had a belated reply to my questions about the deal. It's only taken a month to say ....

"We are currently reviewing your questions and will provide a substantive response in due course."

Doesn't endearing one Does it. Maybe they are too busy talking. I was going to call them when back in the UK but probably not worth it now.

So I would now have expected the auto reinvest to be mainly done. I think HL had a set day of the month so might still be a few bits left still to be bought.

Anyway the price hasn't really dropped as much as I was hoping. Probably lingering buyout hopes keeping it alive

I'd read of falls in the US markets and Asia but not much here. Back to watch n wait then