Member Info for Gerry557

2phevs

"Sustainability: Up to 85–90% of old turbine materials can be recycled, contributing to a circular economy."

Where did that come from. I know its been an issue but I thought a solution was a long way off.

Not even an inflation bump this year. Not the best news but with lower than expected output and government changes to contacts I can see why they are going the way they are.

The Board remains committed to the Company's progressive dividend policy, which is to at least maintain the level of dividends and increase them when it is prudent to do so. The 2026 dividend target is maintained at 7.55 pence per share1. In setting the dividend target for 2026, the Board has prioritised restoring net dividend cover to the range 1.1x - 1.2x and future growth of the NAV.

A tad more expensive now to buy more.

A late reply. I think the family has control so unlikely to be taken over. Although it would be easy for the family to take overall control. I wondered if this would be their strategy when taking it out of REIT status.

I would be happy with a bump in the dividend:)

Im fairly confident it will make me happy.

I didn't realise A17 had sold up. Thought he would be here forever.

Yes I like a dividend and this was a darling. Relatively low yield but grew every year get in on a dip and Bob was your Antie. Just sit back and watch it grow and keep collecting ever bigger dividends. A small while and the running yields would be north of 7%.

I wasn't very master class with CLLN or Deb but you have to be in it to win it.

Well its only a "mistake" right now. It was the other way round at one point, then I was a "master investor" The actual sell and rebuy of the ULVR part sees me better off than just holding. (See still a master) The other IT buys are currently lagging ULVR slightly Although the dividends might be higher but I'm ignoring them currently . (the mask slipping) The biggest factor is the drag holding the remaining cash which hasn't risen with the markets.

I have updated my sheet to see in real time how master I am or how silly I was. Hopefully a dip will save me.

I have enough green energy that has big divi yields and need to keep an eye on Reform and their plans with that sector. So ITM being zero of the yield front, Im out.

"Strong margin performance throughout the Group means that profitability is in line with market expectations."

I wonder what the expectations are

It's looking like my decision to sell up and avoid lots of little bits of ice creams has come at a detriment to my financial wealth. I bought a couple of ITs and some of this and still have some cash left over. I might add it onto my spreadsheet to track how the decision is going. At one point it looked like a good decision. I suspect it will ebb and flow.

I shall also have to follow how it affects monthly income but note that its payment moved on a month anyway so would affect that totals anyway.

The bump in the divi was welcome. So it will be a dark green on my sheet even though the overall amount will be down on last year.

It has already been said that the first dividend will be based on 2026 results so expected in H1 27

Helps the buyback though.

D27

I sold up pre deal and bought back some post the deal. I have less than I started with. Im not currently looking to increase unless there is a dip in the market. Currently I don't have much on the nearly buy list.

Thing have been going well and I'd rather buy cheaper than expensive. Still there is always what tomorrow brings.

Look ok but nothing really stand out. A bump in the divi and another buyback. Ahead on some metrics but nothing to write home about. I wonder when the buyback becomes not worth it as its a fully valued company.

The 19.9% ice cream holding now worth a bit less but probably clearing the decks so might improve next time around. They were up 30% at one point.

It's the end of day Uncrossed Trade. Not a big buy.

"Consistent with this, and reflecting strong performance in 2025, GSK has declared an increased dividend of 18p for Q4 2025 and 66p per share for full year 2025. The expected dividend for 2026 is 70p per share."

A self reminder for later. :)

"Why would you do a share buyback when the shareprice is nearly double the net assets? Would have been much better to double the dividend and let the owners choose where to invest thier own money."

This was covered in the presentation Q&A 1h29m39s in. They still see value. From memory they also said buybacsk have resulted in 20% less shares.

Whilst generally Im more on the same page as you in wanting bigger divis I still see the benefits of some buybacks. You might prefer them too if you have to pay divi taxes and it pushed you into a higher tax bracket. In an ISA wrapper the scales swing more to dividends.

We have both and the dividends can increase faster because there are less shares.

Well its given me the opportunity to rebuy some of those I sold before the split.

I think its just a bit of waiting to see how new ULVR pans out now without the ice cream. There will be an update soon. People need to see some improvements against the headwinds

My first batch of these purchased yesterday. Just rotating some funds from a sale into some income producing units

Just rotated some funds into a first holding of these yesterday. Doesnt seem a busy board which might be good thing.

Where did I get that price from? Well I made a wrong assumption instead of reading the information. I took the 1 for 5 figure but used it against ULVR not MICC so I got it all backwards.

Even so Im not sure why the SP drifted on the Monday instead of opening with the correction and then moving with the market then jumping again after the consolidation.

Anyway its looking like the outcome today is the SP is up a little post the deal but the ice cream struggling a tad