Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
A. godo long term. hold. Well managed by the. Coombs. family. From. now. onwards. , rising. dividends. Second hand car prices. are. rising which. should increase the value of their . transactions and therefore increase. revenue
Its. 5.53. Woodside shares. for. every. 100. BHP . Therefore. 18.1%
dim123 How. to. you arrive. at a 10%. dividend? They pay 4.44 p. this month and. will pay the. same in November - total 8.88 p - Divide. by the. share price. - 128 - and the. dividend is 6.9%
Given that we. are all fans. and shareholders. of. GLO, are any. of. you prepared . to say. what percentage of your . share portfolios is invested . in the. company as I. would like. to. compare that my own portfolio I. have 6% in GLO. As an income investor and just. for. information - I have 9% in HFEL , 7% in LGEN, and 6% in both. PHNX. and. NCYF.
Thankyou. Guitrsolo. Two. things. t consider: HFEL. invests in China in companies which supply the. domestic market - banks, telecoms. for. example. Therefore. are nor especially affected by reductions in. exports.
I lived and worked in Indonesia Singapore and Malaysia. and was most impressed by the. work ethic of the. population They have a real determination. to. succeed. I truly believe that the. Far East economies will. grow. more rapidly than the. West over the medium and long term.
HFEL is. clearly affected by China (Covid etc) but. it will rise. again - and so, hopefully, will. our NAV. HFEL has. good reserves. to enable. increases. in the. dividend and. were even adding to the. reserves recently.
The U S. dollar strength. against. Sterling will also be beneficial. for the. dividend. All of the. CLO. funds. have been reporting positively. this. year MPLF, TORO, BGLP etc They seem to be. doing. very. well - with very few impairments.
The. dividend will not be. cut, t. will be increased -as always. Hfel. did a survey of institutional investors. asking if the should. concentrate. more on the. NAV. rather than - - increasing the. dividend. The answer they received was a very clear. support. for the. high . and increasing. dividend. HFEK is my. largest. holding, followed by. LGEN NCYF M&G and GLO.
I checked with BHP. by e-mail and the advised. the. Woodside Shares. would be. credited . to. my account in. June.
We just have t be patient. We know. the value is there probably we have to wait until, the. next results are out, w hy
The risk is minimal . Kazakhstan is neutral on the. Ukraine- Russia. conflict. Their. president. will. follow. U.N. guidelines.
CAML have operated. there. many years. and. will understand. how. to deal with any. situation. which. arises.
I have held this. stock before on several occasions and always made. money. Great dividend. too. BUY.
I wold. appreciate your. opinion as to. why. GLO is so undervalued. Is it. just the. amount of . . . . debt? The debt. does not. worry me unduly as the. 115 operations. around the. world are obviously producing. the income. to. cover . this. Is. there something else'
Urraca - like you. I am vey optimistic about. BHP. and. commodities in general. Re. the. BHP. div. I think the. final. dividend. may not be. up. to. your. expectations. as the iron ore price. has. reduced. about. 25% from last. year. Perhaps a. final. div .of about. 2.00 is more likely..-Fingers. crossed!
Forecast is 8.9 p. for full year. paid in. two. equal parts, so pos 4.45 p in May. plus possibility of. special
Exactlky, totally agree. I have been investing for. 40. years and. have. full confidence. in PSN.
I think it is. just the. debt. which is. holding the. SP. back. Investors. do not know or have not bothered. to. find out that. much the. debt is external debt pertaining. to. each specific. operation (115. of them) and not. to the. company as a. whole