Member Info for Joeoh33

I wonder who owns Davy’s…….

GLA

Ash, yes I see what you mean with the “7%” today, although is a better look!

GLA

What’s with the 5% drop?

GLA

Good job nobody remembers my “she will > €10 by the summer “ disaster! Ah well this old FKIR never fails to disappoint…..

GLA

Back above €10 in the morning…

GLA

Bank of America upgrade?

GLA

I hate to be a broken record…..is there anything to be said for increasing the dividend and binning these buybacks!

I am sure someone has the exact figure, but from causal observation they would appear to be buying approximately 500,000 shares per day and have been since 28/02/24, so I would say 15days gives 7.5M shares? Long way to go yet…..

GLA

Hope,

You obviously know your own business best, but a 20% rise from here to achieve your break even is surely doable? I think we will be above €10 by the summer.

GLA

Hope,

What’s your break even?

GLA

John,

You may be right, but I see PTSB underlying profit before exceptional items going from €44M in 2022 to a reported €166M in 2023. And given that the CEO is still talking of dividends being kicked down the road, if I was invested there, I wouldn’t be best pleased.

GLA.

John,

I think it’s the fact that the boss of PTSB said that they won’t be paying dividends for another 2 years! 2026!

That’s a dividend policy that investors love…..

GLA

Again see what the PSTB policy towards dividends gets its investors…..

Growth and dividends drive the SP…..not pious BS.

GLA

*investor focused

My eyes have gone to £&?k!

GLA

AIB are a better bank than BOI and should produce better results, always have been invested focused and would not be surprised to see a materially higher return than our old FKIR.

GLA

Steady as she goes?

The plan appears to spend €5M a day on buybacks. I suppose this allows for the best bang for buck on the buybacks, but it’s not really going to move the dial with the SP.

GLA

In yesterday’s Business Post interview Myles O Grady said as much, ECB rates gone up by 4.5%, but BOI rates only up by 1.75%. Drops in the ECB rates are not going to be mirrored by BOI as they did not follow them up.

GLA

I was only dreaming of a life without share buybacks and a dividend of €1.10…….

GLA

Given Market cap of €8.6B a distribution of €1.15B is some 13.33%……in a year !

GLA

My PTP of €2.3B is looking a bit short now, happy to wrong all the same. Can’t imagine the boys and girls in Davy’s / Goodbody’s haven’t been given a steer by their respective owners?

Tick….Tick….

GLA