Member Info for Gerry557

I paid previously but then again it might have moved since.

I will have to check to see where it is based, I thought it was London.

I had a limit order in for 105, I wonder if its going to get tagged by days end

I have added some more of these, strangely I wasn't charged Stamp Duty.

A mistake in your favour, please pass go and collect £200.

I wonder if the broker will come back to me and take me to task

So I have rebought some of the sold shares. Main reasons :-
Its cheaper than I sold
I know it fairly well having previously held.
The buybacks should improve things in the longer term
Inflation dividends
It didn't fall too much when the market did.

It not all positives though. Its never going to shoot the lights out, the yield is still relatively low. I would have preferred more special than buybacks. Another concern is the downward trend hence the foothold rather than a total rebuy. I still think the market might take some big hits so want to keep options open.

What difference does it make? If they give you a bonus its from your own holding that will drop by the same value when its removed anyway.

Paul,

I think it needs to be placed in context against pay levels and bonus payments.

So I'm not "that" impressed, although it better than nothing.

These go ex divi shortly, I assume that's way they are holding up reasonably well in the current market. I considered topping up a different REIT but its dropped a lot more post ex divi and I wonder if this will do the same.

I listened to the call last night. So whilst most was ok there were a few cons :-
I wasn't aware of the sold division - bumping dividends which appears to be over a couple of years.
I wasn't aware of the Covid positives - this will fall away as normality resumes.
I wasnt aware of the USA Divisions - currently acting as an anchor.

DYOR and all that but mine was more of an opportunistic buy "on a dip" quickly done and into something new with some cash needing a home and only a smallish amount. If only my crystal ball was a bit clearer! Whilst markets have been hit hard by current events in Ukraine, top ups just drop under water too. It hard to see your bargain fall by over 10% in a short time and wonder if the bigger bargain might just get even bigger again.

Currently mulling a third batch.......... wot could go wrong?

Im beginning to wonder if the ULVR offer was a bit of a missed chance. I know there is a bit of hindsight going on right at this moment. I can see why the major share holders made them pull the deal.

The way things are going with the ULVR share price and the offer in part by shares, they might have had a second consumer division to spin off in the same year.

Im tempted to buy but everything I touch at the moment goes underwater, including a portion of this.

I was averaging up. Ill be averaging down ........ on everything soon.

Thing is you have to jump sometime or you will miss it after it jumps.

Looking back, it was looking like a black Monday for most shares. Im not sure why this dipped so much as you would think it far from current events baring the all ships thing. Maybe they hold more companies that might be affected by sanctions.

Maybe I should do a tad more research into its holdings or compare with others in the sector

DBarnet.

The SP back under seven quid. The market was down a lot generally so maybe not too unusual that this has fallen back a bit too. Unfortunately I have no idea what is going to happen over the next few days either here or other areas of the market.

Risking it.

I don't mind SP drops as it allows you to buy cheaper. That's OK if its just a temporary blip. The market is on one at the moment, I'm just hoping it gets back to some sort of normality before my pockets run out.

Still not too long before the next larger portion dividend

A trailing divi yield is not much use, its looking forward that matters. I tried to strip out specials to find the underlying amount and then any special is a bonus.

I also think it more muddled as it includes what appears to be a return of capital from a sale, and it looks like the last part of three. So it should start to settle down dividend wise. Not sure about the SP current events wont help.

I had a quick look this morning and thought it was ok. Not had chance to listen to the call yet to see what they thought.

Not sure why it fell so much. Anyway I tried to catch the falling knife and added some more, which looks like its gone underwater already too.

If the SP keep falling, it might be time for a top up. Only a small slice nothing that needs me to start stroking a white cat and inviting Mr Bond over for tea.

Mr Market not impressed

VinaCapital now 3.14%

A slight drop percentage wise. Cant see it helping you much

Reading around, there is a groundswell of support for action such as this.

Im not sure stopping selling mayo and ice cream will stop Russia but I suppose it another bit of pressure.

As a shareholder, I can see that this might affect the bottom line and can understand those that just want sales no matter where attitude. I note the SP has fallen away a tad. This might be a mix of the action they are taking and the market in general. Hopefully we can be sharing ice-creams with our Russian friends soon.

"Jesus, you didnt know what caused the spike? got room under that rock you live with?"

Yes I didnt know as my focus was elsewhere and was surprised by such a big jump on the day. I can take an educated guess that current events might play apart and the recent results were ok but the rise seemed unwarranted for my best guess.

I've still not had time to do full research but even an increase in defence spending and current events make it seem an overreaction. Im prepared to listen to your findings as I can buyback cheaper.

"The share is rallies this morning the buybacks are working"

livestock, that made me smile.