Member Info for Joeoh33

Interim Results:

Profit after tax €927m; EPS 39.0c; RoTE(1) 21.4%

Interim Dividend €263M or €0.123 / share

GLA

Let’s hope that AIB don’t jump on the grenade like their compatriots in PTSB & BOI have done!

GLA

The €137M of provisions didn’t help much but otherwise pretty much as expected?

GLA

PBT €721M

Interim Dividend €0.25

GLA

EU officials suffering for it now…..

Everyone is always a genius and could have got a better deal when they don’t have to actually do it!

Anyway, roll on the interim dividend 💰

GLA

John,

Yes, enough of the BB’s!

Keep plenty of shares circulating.

I was hoping for €0.25 this autumn and €0.40 next summer, or similar which would demonstrate this as an income stream for pensions etc.

GLA

A lot of ambulance chasing ads on daytime telly about it……. Free Money!!

GLA

From Bloomberg:

Pricing on rates still moving. It was 40% before the decision.

Traders Trim Bets on ECB Rate Cut in Sept., See 25% Chance.

GLA

Also, ECB holds its rates for the first time in a year.

GLA

Hi Yeats, always remember that you can never have enough on a winner etc. I was trilled to get a fair chunk away at €9, so you’re not alone!

Will be interesting to see what a 15% EU/US deal will do for this SP, mad times we are in!

Might be time to buy a farm….

GLA

Irish banks out of favour again today.

GLA

I know I keep harping on about it but this is a small regional bank in the grand scheme of things, the only thing that should be moving its SP is the ECB interest rate……

Tariffs are by their nature inflationary so interest rates will not fall.

GLA

I would say more a cliff fall in the morning!

GLA

Should be a stabilising effect on the SP:

The hurdle for another interest rate cut by the European Central Bank is "very high" as the euro zone economy is holding up better than expected and inflation is moored at 2%, ECB board member Isabel Schnabel said in an interview published today.

From RTE

GLA

That didn’t last long…..

GLA

A nice Monday for a change….. perhaps a good week in store?

GLA

John, I was also predicting €0.70 dividend for 2025, but with a 50/50 split to reflect the 6 month cycle and bring BOI into a regular dividend paying stock, maybe even get to a properly predictable investment…..

Got to get to a place where the profits aren’t such a surprise!

GLA

We will have the 2025 interim results at the end of the month, for pig iron what do we think they will be?

PBT:€959M

Interim Dividend:€0.35

BB’s continued:€200m

GLA

Must have got buyer’s remorse today!

GLA

Start of a takeover build up……….

Well you never know, maybe one day!

GLA