Member Info for Krustysmegma

StarBright, interesting point about the NAV and dividend payments. I'm a long-term holder of TW and they have recently changed their dividend policy in a similar way (they're committed to paying shareholders 7.5% of NAV p.a. by way of dividends). I can't help but agree with you, it would seem to make much more sense (to me) for companies to pay dividends from free cash flow rather than the NAV, which may be at a discount or premium for reasons outside the company's control.

Re the 8p dividend, I think I'm right in saying the metric for this is based on an average of the previous year, so in effect it will lag the NAV increase by 12 months. I therefore still expect a dividend of 7.5p in the current year, hopefully increasing to 8p in 2025.

T_o_D thanks for the heads-up, I neither hold nor follow GRID having looked in depth at their business model so it's useful to get some context for this morning's fall.

Yes it could be ria, or it could be yet another opportunity to throw good money after bad. You & British Bulls obviously think the sunny uplands await shareholders.

British Bulls have turned £100 in TRP into £9 in 2 years, according to their own chart. Not sure whether that includes dealing costs for 76 trades. I can see why you'd be paying so much attention to them, they're doing better than most on here.

4 candles?

That was yesterday ("pump").

Today is a sell rating ("dump")

Doesn't sound like this is for you then alibaba. Thanks for your thoughts though.

It's already been voted on Gs so there's no going back now. A bunch of greedy fund managers decided they wanted to cover some of their losses elsewhere by splitting this up & banking the NAV. It's backfired spectacularly on them though. Why they couldn't just take the 10% dividend on offer & keep quiet I don't understand I'm afraid. It's a rotten outcome for everyone, particularly income seekers looking to supplement their pensions.

Haha, a month without receiving a dividend would be a bloody disaster saintly! A week makes me twitchy. Which reminds me, EAT should be paying out today...

Already locked in profits so on a free carry now. Probably should have held (definitely should have held in fact...) but had my fingers burned so many times before, including here when the dot com bubble burst.

Potnak, re Del Boy, fair enough. Please accept my apols. I think we are, perhaps, closer to a breakthrough than many here think, and therefore any negotiations would be on a much firmer footing once news is released. But it is just my opinion, appreciate others have different views for a variety of reasons.

Only wish she was still with us monkey.

I notice that, like me, you're in RGL. I thought this was your only turkey?

I take the opposite view potnak. I don't want Del Boy & Rodney getting involved just when the goose is about to lay the golden egg. Within the next 12 months there could be all manner of exciting developments here (yes, yes, you've heard it all before and we're all growing older, I know...), then let's worry about who's negotiating on our side. Anyway, isn't Parker supposed to be the ace deal-maker? Just relax, give them some space and buy a few more cheap shares while you still can.

Thanks saintly, I've still got a few shares that are keeping my head well above water for now at least. Hope you're doing ok and keep banking those dividends! K

5th August 2021 it was still a penny share...

Personally I'll be sorry to see it go. There are becoming less & less safe places for investors to earn a decent return, not saying RLE was one of them but it's yet another selling up rather than looking to merge or be taken over. What's your view?

Interesting saintly, I guess we're both looking for income so there's bound to be overlap. My REITs also include AIRE, AEWU & RGL, but also SERE, IHR, THRL & SUPR. All have been flattened in the past 12 - 18 months but most (accepting RGL is a basket case) seem to be recovering slightly now. And all paying a decent dividend too, for now at least. My "ones to watch" for income (not REITs) include FAIR, SDIP, BATS and TFIF so as my existing investments (VSL, RMII, RLE & TENT) wind down and start returning cash, I'll most likely look to make investments there to maintain diversity rather than topping up existing investments. Still undecided on FAIR and BATS for now though, pending more research & news.

Barclays raises price target to £28.10 and pushing on towards £25.00 this morning, plenty to like about this share. Q3 performance update Thursday, should make for interesting reading.

£4 Alan, when was that then, just out of interest?

Hello spurs (Reality10), I forget your other label when you got confused & replied to a post using the wrong user name but no doubt others will recall. You're about as welcome back here as a dose of the clap. Sensible posters beware and/or ignore.