Member Info for Krustysmegma

Bought back half at 120.6 in the end, will buy the rest back tomorrow if the sp falls again.

Nationwide data showing price RISES slowed in July from June has hit market sentiment. I'm tempted to repurchase shares I sold for 129 recently in expectation of good half-year results from TW tomorrow. When the market takes against though it can flash red numbers regardless of results.

Another strong performance here in the first half, revenues up 11% on an exceptional 2021 and trading in line for the full year. Decent yield for a growth company at these levels too. Sooner or later this will re-rate to reflect the excellent progress being made by management. Look forward to seeing half-year results on 5th September.

Half-year trading update due here, possibly as soon as next week. Could this price move be in anticipation of more good news from BLV? They rarely disappoint...

T_o_D lol - love it!! Guess I haven't told the story on here, to cut a long story short it's supposed to act as a warning to anyone thinking of following any "advice" they might perceive they got from me. Imagine the conversation with the wife if a share goes ****-up - "well Krustysmegma told me to buy them".

"60p target for this share going forward IMHO."
I presume you've changed your mind about topping up at 115p then??

Maybe T_o_D but BlackRock are still adding, the new CEO just spent £50k on shares and two NEDs bought £150k's worth between them. That sounds like a pretty clear indication of where they see the business going, and they've got access to a lot more information than us lowly PI's.

Yes I've added to my holding sam. My personal "rules" don't allow me to hold more than 2.5% of my portfolio in any one investment but TMIP has earned the right to join a very exclusive 5% club with GSF, TW. & POLR!

Yes colbalt, when I read the RNS first thing I thought we'd maidit but since then it's gone a bit Warty (apols for my awful sense of humour).
The market reaction to what is, in my view at least, fantastic news is disappointing if not surprising after all the false dawns over the years. As usual it's a case of hanging in there and hoping for better soon.

2.00 US cents!! An increase of 14%!! This is the gift that keeps on giving. Positive trading update too, coming slightly off the dizzying high rates earlier in the summer but apparently looking good for the remainder of this year, next year & into 2024. Over 30% of vessels now tied to 12-month contracts or longer at attractive rates.

Yes I'm looking forward to some educated replies too adv11 because I don't know where to start with it! POLY is surely going the same way as POG and good riddance to both of them. VOD I've never liked and will never hold. PUR & AMC I don't follow & have no interest in. The guy seems like a worse stock-picker than me, and that's saying something!
Re GSF, I've sold about 40% of my holding here but will hold on to the remainder and keep some cash handy for the next discounted cash call.

Well it's not looking too clever this morning & that's a fact! I invested on the basis that, even if the divi is cut by 50%, it's still a decent return. Any hint at improvement on Friday will quickly see this re-rate. Accepting, of course, it could go the other way - let's see!

I've sold some this morning. Dividend held at 1p (you were right richred) which was expected, but EPS down from 16.1 to 14.15, which wasn't. I assume it's the effect of additional (placing) shares in circulation when the new assets aren't yet generating income. Whatever the reason, I've reduced my holding for now at least. My average is down to 87p which infers a yield of 8% so I'm happy enough with that.

T_o_D I like that strategy, I like it a lot! £1 would, after all, equate to over 17% yield at current rates. However, there's another scenario where the sp cruises back over 150 over the coming few weeks and marches on towards £2 by year-end as margins recover. So I've snapped some up, just in case. I will, of course, add some more if it reaches £1. But I'll add a lot more if it gets back to £2.

Spot on Velo. Tipped as a "buy" in Shares Magazine yesterday.

NAV now 1406 so currently trading at a whopping discount. Action has resumed it's remarkable growth story and (as you rightly say SD235) now represents slightly over 50% of the entire portfolio. I assume at some point iii will sell a further tranche but why would they do it now when sales & profits are growing at such a rapid rate? I'm guessing 2024/5, maybe a further 20 - 25%? It depends how much control they're prepared to cede. In the mean time, this looks an excellent investment, going from strength to strength. Sooner or later the SP will reflect that, but don't hold your breath. K

1st quarter dividend due to be declared within the next couple of weeks, expect it to be c. 1.85 US cents (equivalent) given the stream of positive news and assuming continued impressive performance.

gwm121 re divi % I do both, so I have a column on my spreadsheet for present yield % and one for my own % yield. If the present yield is a lot higher than my yield I look to add. I'm fortunate to hold a few shares where I've got a free carry so I regard the yield on those as being 100% (they've cost me nothing).
"New" Glaxo yield for 2023 is c. 3.25%. Haleon, in my view, is unlikely to pay a dividend until the debt has been significantly reduced, so it's a growth play for now. I want to see what the company says about strategy, growth plans, forecasts etc. before making a decision. My GSK holding was small anyway so my Haleon value is tiny, barely worth selling for now. I've still got a couple of growth shares in my ISA although most have been moved (sold & rebought) to my SIPP.
Re charges, I'm extremely grateful to adv11 on this one. We had a lengthy discussion (maybe even on this site?) about who pays what charges, I must admit I was completely wrong and he was right. It's completely changed my strategy, made it simpler actually.
I like GSF and expect it to grow steadily over time. I particularly like their Irish investments which appear to be effectively underwritten by their government. So unless the Irish build a pipeline to Russia for Putin's gas, I see that as a solid investment.
Plenty of investment opportunities out there, I've already listed several of mine so won't repeat. I'm not sure any of them are stable, given the Treasury is basically insolvent, inflation close to 10%, unions demanding unsustainable pay rises, war in Ukraine, pending stagflation etc. etc. but you've got to hope that this is as bad as it can get and will, at some point, begin to improve. It would help if the POO dropped by about 50% off it's peak but that looks unlikely for now. K

Siddeek - GSK

Fractional holdings (anything that doesn't divide by 5) to be returned in cash, once aggregated & sold by GSK.
Expected dividends of 16.25p per qtr this year and 56.25p for f.y. 2023 (c. 3.25%).