Member Info for jonathb

Be careful what you hope for! Yeh GBP is cheap - and can get cheaper.

Can't find the link!?! I had it yesterday anyway. Of course their guy was peppered with "If you're such a good biz proposition, how come you tanked 40% under IPO price in the last couple months?". But he had a good story to tell and made me feel like doubling down, but I might wait a while in this iffy market. The current interest rate paranoia will take a while to pass and everything is down this week, especially growth guys like this.

Y, EMs paranoid, AUMs reduced, dog bit postman. Ouch!

To answer my own q a guy on the ADV board seems to approx concur. If that's the only bad news from EAT.L I'm ok. .. or?..

Any more info on this? i just saw that the div payments for 2023 were projected 1.45/pq/sh which IMHO is 6.44% @90 SP. Right? Or..?

Y darn it I did actually klik last week for YA double-down under 70, but AJB didn't fulfill and I couldn't be bothered to call up and trade over phone. Aarg! It's still attractive at 75, but I have lots already. SGRO.L also interesting, I wish they paid better divvy.

?

Y Both crazy cheap.

So if you followed Citigroup's advice you would have done a perfect "Buy high, sell low". Well done, Citigroup: perfect "catch the falling knife". You sold bang on the bottom! You get the "Torygraff Questor" cup, inscribed "Buy high, sell low, and always be the last to know".

To answer my own q: net div that appeared in my UK SIPP ac was gross minus 25% which I assume is now an Irish company subtracts div tax at source. So 2022 net div = a little over 5%.

Hi, how do the taxes work on the div? I just got a msg from my SIPP broker, I seem to have paid something like one-third in "tax" - or maybe a quarter, I don't understand the print.
? ideas?

Basically, yes, all ok. I said to myself I'd double down when:
(a) Chairman Matt demonstrates a clear change in the trajectory of the AUM, and ..
(b) ..and JUP.L begins to look like a garden-variety LSE AM in a rough patch, as opposed to a Kamikaze.
I think this has happened. Anyone else?

It's how our glorious new leader wants us to speak: "Cheese. Is. Disgraceful." i.e. "I. had. a. lobotomy."

Putting this another way, you're evaluating the NAV as worth 20% less than it was before they announced that recent hikes may reduce their earnings by 10% over the next year.

Am I right that you're getting the same share for 80p today that got 109p in the oversubscribed offering a few weeks ago? i.e., you get 30% more biz for the same money?

WTF happened?

BTW Which CLI? Curious.

Y the NAV has done better than the SP not just this (miserable) year but last 3 yrs. It does look like a cheap way to get big income. I just worry that when big inflation numbers print this winter it'll get cheaper.

Am I reading this right? The forward div is still projected somewhere around 8%/pa? Payout aims at about 1/3 of profit?

IMHO macro-economic stuff is of tiny significance compared to other issues w OCDO.L.