Member Info for longtimeinvestor

Tp

I imagine if there is an implied figure, I guess that would be the figure if convertibles were made to ordinaries

Fakey

''*Year 2026* will be the year of the falklands oilies..,wait & see''

you appear to rollover all of your timescale predictions including Lloyds, when the previous timescales have been a flop. When will it be when you admit that you were completely wrong?

China 20.54% as at 30 Sept (cannot be bothered to see if there is an even more up to date figure)

https://www.janushenderson.com/en-gb/investor/product/henderson-far-east-income-limited/#country_exposures

Re FT - it says as at May 2023, but dated today on top, therefore previous post can be ignored

''Australia is now the country with the largest HFEL holding''

it looks from this that the China exposure has been increased recently.

https://markets.ft.com/data/investment-trust/tearsheet/holdings?s=HFEL:LSE

Increase in share price backed up with above average volume

Of new share repurchase programme - shares have hit the £6 mark

Many stocks up with the market.

Closed remaining SB's for a total of a 2.74 point gain from closed positions over about the last week.

Lloyds share price now comfortably above last weeks purchase at about 39.8p

Opened at 41.446

now close at 41.618

Ad

'''Have a policy' is not the same as 'can'.''

what do you not understand dipstick?

can only ,because HFEL has not been set up to pay out from borrowings or from capital.

Dividends are FULLY covered from income and in addition there is a dividend reserve fund.

If dividends were not fully covered and the reserve was also depleted then the dividend would be cut.

A couple of other years -

2020 and 2021 Nim was just over 2.5%

Jcb

''Higher rates have done nothing for this Donkey or other banks''

Nim in 2019 was at about 2.75%

Lloyds is now forecasting Nim to be in excess of 3.1%

Ls

''have done nothing for shareholders, other than your holding have gone up 0.1%''

there would otherwise have been 12,379,829,989 more shares in issue .

So very roughly a long term holders percentage ownership of Lloyds is about 16% greater than if there had been no buybacks.

Average price now 20.61p

order at 39.45 cancelled

Opened at 40.12

now closed at 40.934

HFEL do not have a policy whereby dividends can be paid from borrowings or capital returns - the dividends are currently fully covered from income. If there is a shortfall then they have the dividend reserve available as a backup.

HFEL has had about 15 years of consecutive dividend increases, but as I have said I would be happy with the current level, for the next 5 years , as I have made purchases at low levels with double digit yields.

Ad

stop being pathetic.

money that HFEL pays in dividends comes from generated income

Rich

''currently 4.63% ''

that would be comfortably above ftse100

'' I'm now waiting for SP of £4.50 before I get back in''.

Are you extremely patient

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''I of course meant beyond that''

how often do you expect an increase FFS

''you are clearly indicating you think the dividend will be maintained or increased''

really? -maybe you should clear your hazy brain.

I would be more than happy with a 6.1p quarterly dividend for the next 5 years.

HFEL can only distribute from income generated - they do not control what the underlying companies wish to do regarding dividend payments in the future.

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''who think the dividend will indeed be increased as the managers suggest.''

there is no thinking - the quarterly amount has recently been increased from 6p to 6.1p