Member Info for hope9

Four year halt on THAMES dividends means large income loss to their investors. Would think there is a strong chance they will move here. GLA

Perfect time for SS to convert his options to show his shareholders his commitment and belief in the company?

Perhaps the cash if raised will fund buying out other minor partners in HH who can't put their share for the costs up?

Please restore current filters

UU not reported to have any major problems with supply this morning unlike Thames who have major trouble in London. Hope GOVE was out with his wench. Sorry wrench!

From yesterday's attack on ALL water companies by the master of backstabbing opportunism (bad luck Boris) who received a cabinet seat for his endeavours it seems, and will shortly be receiving a pay rise himself, may we assume his immediate disposal of the OFWAT regulator whom he obviously feels inept? The distributed profits he referred to were after allowance for forward investment. In our case about �800 million I recall. He will need all the help he can get from the surviving water companies (many with large foreign shareholders) to fill the gap I feel is about to appear from the dreadful state of Thames Water (another Carillion?).

If you are with HL they only pay out dividends on 10th of the month. Your nominated account to which they are paid (even though it's BACS) will require 3 working days to credit it to your account. Guess where they put it in the meantime and earn money for doing so which you don't get? Overnight rate or elsewhere.

Small trades all day and then (excluding UT trade) �10M+ in two seconds at the death. Who was that I wonder. Someone seems to think we're oversold.GLA

Deutch bank re-iterates buy with target �870.

So we had the presentation following the Regulators preliminary plans. Scope for increased income with regard to the rewarding of target overachievement. This seems to be well in range from current performances. Gearing within acceptable limits. Further broker recommendations yesterday and forthcoming dividend ( goes ex on 21 Dec so some stimulus there) suggest upward share price IMHO. Happy xmas and good luck all holders.

World class rating for tenth year. Dividend increase. Gearing within range. Profit up. �3 million from J/V. Looks very good to me. GL all.

Upgrade by Standard and Poors and continuing good grading by Moodys together with increase of just under 3% on six month trading seems solid to me. Yield attractive and plenty of upward movement as the JV firms up IMHO GLA

The government sights seem to be set more on Thames who have paid out millions in dividends to Quataris and others while failing to invest enough in infrastructure. UU reduced it's dividend formula at the beginning of this five year period and earmarked £800M capex for infrastructure improvements and exceeded customer satisfaction targets. Most brokers recommendations still above £10 per share. New joint venture for non domestic market well under way with Seven Trent. GLA

Credit Suisse re reported via BUZZ as saying the 2019 OFWAT pricing round will adversely affect UU. As no information is available from OFWAT this is pure conjecture. UU has consistently exceeded its leakage control targets and if I recall correctly was high in the customer satisfaction field. Was it £800 million they are committing to further refurbishment? If the dividend commitment is to be believed we will approach 40p this coming year which my calculator tells me at todays closing price will give a 4.61% return without any share price increase. As a holder since 2001 I can say we have suffered these dips before. A very good buy in point IMHO.GL all.

Obviously they haven't read the trading statement...or someone is trying to lower the price?GLA

Pleasing positive statement today. Good position for April J/V start. GLA

Quatar investing £5 billion (on top of existing £42 billion) in UK. Infrastructure reported as part of it. Back in Nov 2014 were rumoured to be considering a joint approach with the Canadian Teachers Pension Fund for UU. New Tarrif opportunity from 1st April could make us of interest again. Trading report shortly . Over £10 again with dividend in August. Could be some fun coming IMHO.GLA

Top slice then. Up just under £1 since 5 DEC 16 plus nice interim dividend. Perfectly placed with J/V for April start of the new water (non domestic) tariff battle. Three brokers currently aiming for £10. All those new houses will need water. What's not to like. Next dividend Aug 17. GLA

JP Morgan....overweight.....target £11.20. Plus dividends of course. Don't need Black Friday at these prices IMHO.GLA

Long way to go yet IMHO. Pulled down by the Nat Grid loss which affected the sector. Oversold and now going back to previous levels. Position re finance and readiness of JV for April next year must be exciting. GLA