Member Info for gulfharbour

Agreed Wilks.
I took the opportunity to average down will SP was low and this is now paying me a div of nearly 6.5%
And I love the monthly div payments.

another return to circa 100p!
Just top sliced about a third of my holding and will buy back on the next dip sub 95p which on current form might be as soon as next week.

sorry my maths was wrong- you "only" have a yield of 7.8% lol

Robleo, with a 229p average you have a very tasty 9% yield which is amazing for such a solid share such as LGEN!
I'm jealous but am still pretty content with my paltry 7.1% yield.

BCPT has a solid portfolio but seems to be swinging quite regularly in the 94p to 98p range.
This has given some trading opportunities but I will still keep the core holding long term

£3.54 Emerald
£3.64 JPWilliams
£3.75 Gulfharbour
£3.90 spights

Also Nervous there is not remote chance of a £1 special.
Probably more likely to be in the 10-15p range although I would love it to be more!

I would have thought that EZJ are less of a target for takeover now they have an enhanced balance sheet especially as travel activity increases.
It would seem more likely that they could be a hunter rather than the prey!?

I hope you are right Gooner but my bet is on 49.1p

I have been monitoring TED for a few months and decided to dip my toe in the water with an initial purchase this afternoon.
Covid shutdown has caused it serious problems but the opening of retail should help a steady increase from these depressed levels.
Current market sentiment may still result in some further slide but I believe this must be close to the bottom now

Fugazi,
Indian virus may be out of control in India where only 3% of the population have been vaccinated but not so in UK.
Recent studies show that the current vaccines are effective against Indian variant, so continuation of the vaccine programme is still our best path out of Covid.
As a matter of interest, what would it take for you to actually have anything positive to say about IAG?

Pat, you are describing a consolidation.
A special dividend is simply an additional one-off distribution of excess cash paid per share owned

I don't think you have missed the buying window just yet Jimster.
There is no immediate news expected until year end trading update which based on 2020 dates should be during October.
It would be very nice would be if that trading update included clear guidance about re-instatement of divs which would be a welcome addition to my SIPP earnings

Oops, should have said 92.95p.
Still a good buy proposition anything under 95p from my point of view and will add some more when funds available if still around these prices

I'm with you jimster.
Just bought another tranche at 92.7p based on expectations of continued strong performance following recent reopening of inside spaces.
A bit of nice bank holiday weather would not go amiss to help things along!

Afternoon Falkland,
Why Barc as opposed to LLOY or HSBC?

Probably a lot of people sitting on hands awaiting clarity on next phase of re-opening travel routes.
Frustrating atm but this needs news to shift it from its current range

Government website link to the information as below:
https://www.gov.uk/government/news/government-confirms-traffic-light-list-ahead-of-cautious-return-to-international-travel#:~:text=The%20%27Stay%20in%20the%20UK,will%20no%20longer%20be%20illegal.&text=Different%20levels%20of%20restriction%20will,by%20the%20Global%20Travel%20Taskforce.

Lee, on 17th May the rule prohibiting on overseas leisure travel ends

I'm very surprised that China was not on the green list as they currently have very low covid risk and are an important business travel destination to boot.
When the next revision of the green list is issued in 3 weeks I would expect China and also USA to be among those added and when that happens I would expect a significant re-rate from current SP.