Member Info for longtimeinvestor

Sim

''invested in just one retail company, that being Action of Europe. I regard that as verging on irresponsible''

3i Group invest in many businesses.

The valuation of the ACTION investment has grown and grown and grown and grown and the Action business is still growing.

That is why that investment now makes up a large percentage of the 3I assets.

What was irresponsible about that outcome.

3I act in the interest of shareholders - they deem ACTION to be a good business to hold about a 62% stake in.

They have the option at some time in the future to float ACTION on the stock market.

''There was always going to be that risk of a profit warning''

What profit warning?

NC

''my only share I never complain about has fallen 11% plus today. I think you still hold such too. A reason to worry or not?''

Make that getting towards 16% now

You should know by know that I would have posted a sale.

Yes I still hold 25% of my 188p purchase.

I think I have stated the very large premium that 3I Group had reached and a pull back was a possibility.

No worrying from me, as would the case with any of my stocks.

Pullback makes the premium now 'only' about 20%

Share price now is about 3440p

NC

''my only share I never complain about has fallen 11% plus today. I think you still hold such too. A reason to worry or not?''

Make that getting towards 16% now

You should know by know that I would have posted a sale.

Yes I still hold 25% of my 188p purchase.

I think I have stated the very large premium that 3I Group had reached and a pull back was a possibility.

No worrying from me, as would the case with any of my stocks.

Pullback makes the premium now 'only' about 20%

Share price now is about 3440p

As expected MAST continues to fall as well - down another 25% to just 13.8p - still good profits for warrant holders

Also EEE continues to fall from 70p when I said it was overvalued - now down to 31p

Desperation is palpable

Ch

''You would have thought people would be jumping for joy''

The vast majority of poster/investors that used this board previously completely sold out in the 40's.50's and 60's.

Hit

Hit

Nerv

''don't like handing my profits over to Rachael.''

Unfortunately there are ever increasing benefits to pay out to certain segments of people in the country.

RR will want more money from people very soon to fill the self inflicted BIG black hole in the UK finances

Nerv

''don't like handing my profits over to Rachael.''

Unfortunately there are ever increasing benefits to pay out to certain segments of people in the country.

RR will want more money from people very soon to fill the self inflicted BIG black hole in the UK finances

Nerv

but of course each investor has their own personal dividend yield based on their average price.

I am very nearly 100% up on my retained shares, so obviously my personal dividend yield based on cost is double that of what is on offer at the current share price level.

I would probably sell a few more at a higher levels

Nerv

but of course each investor has their own personal dividend yield based on their average price.

I am very nearly 100% up on my retained shares, so obviously my personal dividend yield based on cost is double that of what is on offer at the current share price level.

I would probably sell a few more at a higher levels

Nerv

A dividend yield doesn't determine future valuations of a business, but if someone is not investing for the longer term and only invest for dividends, then those investors may consider alternatives to SSE for shorter term dividend payments

Nerv

''What happened to the 5-10% dividend growth? Was expecting interim of at least 22.2P.''

Targeted dividend growth in future years is over a 12 month period - new approach determined the interim payment

SSE

''the Group has moved to a formulaic approach to calculating interim dividends which will be one-third of the prior year full dividend, reflecting the inherent seasonality of the business. Therefore, for 2025/26, an interim dividend of 21.4 pence has been declared, being one-third of the 2024/25 full year dividend of 64.2 pence. The Board will continue to announce their final dividend recommendation in May, as part of the Full Year Results announcement, which is expected to reflect an increase of between 5 - 10% on 2024/25.''

Glad (currently) that I only sold a single digit percentage of my shares - powered up now to 2265p

To hit the market on Thursday - price paid for new shares (interesting to see) may have an impact on the market share price when known.

The question is - how much are institutions willing to pay for new shares

The question is - how much are institutions willing to pay for new shares

A123

''The yield here is no longer attractive.''

Look forward not back - more news out than just results

888

''people I know including myself are trimming and profit selling into this bull run ''

yes I have also just sold a few HSBC and SSE- - went up a lot on results