Member Info for goldenshares

Two tumbleweeds in the cave, named Bob and Fred.

Welcome back to cave Armani!

Yep building stocks sound good for the long term.

I'm currently leaning more towards aviva than lgen at the moment, there's a good article on them released today by Dr James Fox on motley fool which indicates substantial growth in eps over the next 2 years, I would have thought if a bid was to happen it would be before the next set of financial results if it doesn't happen then still sitting on a share with a good growth and cost cutting thanks to Amanda Blanc.

Are you tempted by building shares Optimus?

*wouldn't surprise me not would.

Lgen 12% from about next 13 months 3 exs but also Nat West could be massive on payout if it repeats special dividends in August or was it just a one off for last year? not sure but special, interim and final came to about 80% of earnings.

Dividend history repeat(nat west) would see 50p paid out over 13 months roughly(about 20%) and a price target of 320p would surprise me ina favourable interest enviroment.

Holding for about 13 months from this point should result in entitlement of 2 interims and a final ex so roughly 12% in dividend which is covered by almost x2 of earnings.

Results out later this week, could carry on recovering imo.

I've gone in quite heavy on lgen, selling other parts of portfolio.
Quite keen on housebuilders too.
My posts are opinion only etc.

Weatherspoons might be worth looking at starting to recover, could end up being last pubs remaining.
Foxtons gaining revenues from rents going sky high.
Lgen always a favourite 8% yield good.
Hilton steadily rising.
Cavers a more select group nowadays lol but visitors are always welcome.

Armani-Greggs 2372p 2634p +11.4%

Mtb- kr1 25p(ref hl open price) 52.5p +120%
Gs-Deltic Energy 2.50p 2.9p +16%
Optimus-Rolls Royce 94.76p 107.8p +13.8%

Is the 3,5 and 10 year graph for this company an upward incline?
From a graph interpretation it would seem like investors over the long run have made good returns or have I missed something?

Armani-Greggs 2372pOptimus-Rolls Royce 94.76pGs-Deltic Energy 2.50pMtb- kr1 25p(ref hl open price)

Armani-Greggs 2372p
Optimus-Rolls Royce 94.76p
Gs-Deltic Energy 2.50p
Mtb- kr1 25p(ref hl open price)

Armani-Greggs 2372p
Optimus-Rolls Royce 94.76p
Gs-Deltic Energy 2.50p

Armani-Greggs
Optimus-Rolls Royce
Gs-Deltic Energy

If its any consolation 7 out of 8 telegraph tipsters came out negative, winner was up below 5%.
2022 was a bad year for investors, but like with pandemic 2020 hopefully v shape recovery and profit to be made with a sector, last time financial this time maybe building for me.
Deltic my tip is 45 days into a 60 day program of n sea drilling with shell, could be 10p on positive or a dacia! (duster).

Armani has notified me his pick will be greggs.

Scrap Persimmon, I will go for Deltic energy.

My pick Persimmon.