Member Info for Gerry557

Suf

Some of that bid premium is already showing in the jump from 248 to 264

Divi-Collector "Any takeover has to pay at least 30%-50% premium above the current price at the time of the bid."

That isn't a hard rule. I own a share doing a buyout at just a 7% premium to the SP. Often there is a bid premium to get things over the line especially if its undervalued.

If its undervalued why sell. Why not wait for it to show through and collect dividends whilst you wait

10 and 30 year gilts on the rise. Due to the possibility of a more left government and inflation concerns. Why "risk" buying here when gilts offer a similar yield with virtually no risk.

All bond like utilities will get knocked.

Sorry Damienmoore, I missed that point.

I think this deal has merit. Nothing further from Jbarcroftr

300p is less than 3 years dividends on top of the SP plus you would loose any buyback help.

Its short termism vs mid term prospects. Then you have to find a better home for your cash.

I can see why they would be interested but I hope it doesnt happen

I dont know why they didnt change their financial calendar or announce the change in dates. Sounds like quite poor admin.

Anyway its been pencilled in but the highlighted colour is light green signifying a hold in divi rather than a dark green signifying a bump in the level of divi.

Of note .......

"At 31 March 2026, National Grid plc had £17.0 billion of distributable reserves, which is sufficient to cover more than five years of forecast Group dividends."

They didn't mention the government who will get more taxes from the extra corporation tax on increasing profits and all the extra vat.

If we get a bit of a rise or year end.

I note MKC is now worth $11 less. How low does it have to go before someone rocks the boat about this deal. If we're are lucky it will get called off before I sell.

I'd prefer that he explained himself in case Im missing something. It was his first post so let's go easy on him. He might be mistaken on something too. We all make mistakes.

It's looking like the SP has stopped falling and seems to be settling a bit ............... awaits the news cycle.

Im not sure why he's voting against or what he's really concerned about.

Another positive update today. Makes a change from the usual comments by others that its challenging times.

Record Q1 result driven by strong execution amid favourable market conditions

Jbarcroftr, any detail about that that you can share. Google is full of this deal

It should be good for SREI.

The SP is taking a hit due to events in the gulf and Labour leads hip which is hitting gilts pushing up rates and inflation. It's looking like things are going to get worse before they get better.

Anyway I have added some more this morning as there are some good sides to this which should filter through until the noise above dissipates

"The dividend announcement is now due to be this Thursday (14th May) and is still scheduled to be paid on 30 June."

Was the reply to my missing divi announcement

I think they were too busy with the Capital Markets Seminar on Monday and forgot about the divi announcement :(

An update on TRIG's strategy will be provided to institutional investors and sell-side analysts at the Company's 2026 Capital Markets Seminar on Monday 11 May 2026 at 14:00 UK time (registration from 13:45). The Company's Chair and its Managers, InfraRed and RES, will highlight TRIG's strategy for shareholder value creation, review progress made since the 2025 Capital Markets Seminar, and discuss TRIG's approach to capital allocation in the context of the current volatile market environment.

We could remind them or ask a question at the event. Yes it should remain the same unless things have got so bad that they can't meet the target, which is unlikely

The divi is like a small sale at 253.65p which you can use to buy back at 185p. That sounds like a plan!

Harley

I'd expect low turnout today cos the elections are tomorrow.

Robleo.

It might be a sell in May year. OK Im not going to be selling but I suspect there will be dips that offer opportunities to aquire more shares much cheaper than the current SP. You might have to be patient though. Summer holidays can be a good time to aquire things for your PF.

Definitely going to be a bumpy ride, last 48 hours have been down and up again. Who knows what tomorrow brings. I think I will be biding my time with the dividends hoping to luck in.

KatieD.

The 2/3 1/3 split for dividend payments is quite common.