Member Info for leas

MM

It depends on your trading circumstances and strategy. Surely you cannot compare like for like as investors buy at different prices.

Additionally the yield is based on MC that fluctuates.

My average is belie £4 now so happy days for me.

@Peterpharma

P41 ??

@stagecoach

Could not agree more. Australia too have gained from selective immigration. You have to bring something to the table rather than just take from it.

Mxp

Note the word expected but they are likely to announce an increase payment amount on their final dividend payment when they publish the full year results are published in September.

The interim payment for the last interim is in a couple of weeks.

Meeson’s share holdings are too big. Holding the sp back. Acting as an overhang. No incentive to unlock shareholder value when you’re a wealthy man.

Just my opinion of course but the MC should be much higher. The yield is poor, it’s almost like they want the ii’s to pass it by.

Wigwammer, totally agree. That was exactly the time I sold at an average of £1.71 after TM announced a raise just before the last P3 readout. My average was 19p. Not currently invested but risk v reward at this level is pretty good. Ramping alone got this back to over 5p a few weeks ago, so any significant change in news which is positive should see this multibag. Not that I think it will be anywhere like £1.71 again. Been following SCLP, some positive news over there but largely ignored by the markets. Now the rampers have moved on, it has fallen back again.

Pretty robust trading update given the economic environment. High inflation, high interest rates and higher taxes. Forward sales down 10% but imo understandable. Costs savings with the recent merger and relaxing of planning laws should help maintain a healthy balance sheet. Lots of positives going forward with previous guidance being met.

Thanks Rumpel for the link. Appreciated.

Due tomorrow. 16/04. No RNS today in relation to share repurchasing scheme. First time it has not purchased any shares on a trading day. Relaxing of planning rules should help the company going forward, offset some of the legal costs with the rise in N.I. and materials.

For anyone private investor interested. UBS have now (by guessstimate) purchased £20m worth of shares with a further £30m to go.

Some very large trades yesterday, far in excess of the 150,000 total published in the RNS. Institutions accumulating?

@Ab53

The sell the or buy indication is determined at the time a trade is reported to the market. If you’re suggesting manipulation then you are very naive.

RNS today reports a further 150k purchased which is substantially up on the previous amounts.

Interesting to see how house builders sp reacts to today’s announcement. Those algorithms will have to work overtime to keep the sp lower today. Slowly slowly to reach their daily target of 125000 shares.

Broker upgrade and share buybacks. Free float shares being hoovered up. Seem good value at this level.

The drop seems to be overdone imo. My concern here is the huge holding of shares by the directors. The fundamentals are great and should give a valuation closer to 20

Well done to the LTHs here. Have to admit I did expect a fall today based on results and poor UK outlook. I sold on Monday morning so not too far away from the current sp.

Looks like a mistake but good buying opportunities in other sectors.

Good luck to those currently holding.

Chid

Quite right. Been sat on cash since Monday. Thinking the expected results are already ‘in the sp’ Markets are nervous at the moment with the wider Geo political shenanigans.

The plus side imo is the ftse may follow our ex Yankee cousins and the feel good factor over there pulls us along. Alternatively, unless results beat expectations then there may be an overreaction to the fundamentals.

Example of that today, although not main listed is JET2.

Take your seat and let’s see the cards….;)

Apologies for going off topic here, particularly with the important results tomorrow; do fellow members feel that Brexit and immigration are good for the country?

;)

Any investor have any thoughts about the short term affect on the sp due to the buyback program? UBS are tasked to complete the purchases and will do so at a price that is as low as possible. Fantastic results in this climate but the current sp is drifting back down to the 430's. The reality is that the sp should be heading north.

Property

That news was released today hence the sudden drop. I don’t expect the sp to open up due to sentiment and uncertainty.