Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
NC
if the Rosneft asset was ever written back onto the BP balance sheet, it would currently be worth about 13 Billion dollars. In addition there would be accrued dividends
NC
''That Lti is because HMG are not so influential''
The BOD's run Lloyds NOT the government, as is the case of Aviva. In any case not relevant to buybacks.
''I have fair bit in BP, and again, should Russia ever pay back the capital accrued, you can bet HMG will ensure, with the help of vile protesters that it must be 'given' to Ukraine.''
If the large capital value of the 19.75% stake in Rosneft (which BP wanted to offload) and dividends being accrued from it is ever unlocked, they will be assets belonging to us. the shareholders - NO ONE else
Less than 3 weeks to go before a relative 1.84p per share reduction in share price purchases for MS .
Fakey you will have to pay this IF holding a 'sell position'
Lloyds continued to rise in valuation, enabled some to find alternative pastures.
The 2023 buyback turned out far better than my hoped for purchase of 4 Billion shares.
A lot more sellers now required to get to another hoped for 4 Billion share purchase amount.
Aviva continues to impress - now closing in on the £5 level - today sold the shares purchased at 379p
3I has continued it's fantastic performance - currently still over £27 per share.
I have said that I would never sell any of my remaining 3I shares, but when most of the value
is in the retailer 'ACTION' where it has been over a 100 bagger on the investment made, and 3i is now priced at a large premium, it may be time to reconsider.
Not good to have an investment company with such a large weighting in one investment.
Ideally a flotation of 'ACTION' would be good at some point as a way to reduce exposure.
3I own more than half of 'ACTION'
Vodafone holding it's ground after the news of a future halving of the dividend and
2 X 2 Billion buyback programmes
At over 495p, the shares bought at 379p on 2nd Aug 2023.
Average price on remaining shares now 261p
Cr
''If these manage to creep up to 60p I can see them trying to force the stock back down to the mid 40's to carry on with the buy backs.''
oh dear - the BOD's or MS do not control the market valuation of Lloyds banking group.
The market cap at 60p would only be about the same as when the shares were at 53p in Jan 2022
''AV''
on the day I bought at 379p (2nd Aug 2023) -
Fakey
''2 Aug 2023 09:08
Have a buying order @ 350p ....imho''
2 Aug 2023 10:47
'' I will wait till the sp hit 350p...IMHO-DYOR''
fakey
when in 2024 will Lloyds be at your waiting for 34.5p level? (rolled over from 2023)
Cr
''they are starting to get expensive to repurchase.''
don't be silly.
the number of shares bought back will depend upon the average price paid during the £2 Billion investment.
DCB
do you get a good picture on your TV set in Spain?
shame you never got to sing and wave the red flag along with JC.
Has certainly gone well since my sub 40p purchase less than 5 months ago (25th Oct 2023)
NC
''AV''
You do not appear to have any problems in putting a bit into Aviva with them doing share buybacks, but for some reason are very unhappy with Lloyds doing them ?
Lloyds still at a price where double digit returns are on offer
S123
''Still more upside LTI?''
I last made a sale at about 53p on 7th Jan 2022, which will be equivalent to about 60p per share now, making the current market cap still a way from the 7th Jan 2022 valuation.
NC
''Very strange time for shares especially here to be on the up, not sorry, just seems illogical.''
Nothing illogical about a little bit of buying pressure in a UK market that is so cheap , locking in some good future dividend yields where the current consensus is that the only way for interest rates to go is down. Investors had a very long time recently to top up on Lloyds, giving 14% + returns each year.
I wouldn't like to see rates go back to being near zero again. A 4% to 4.5% base rate is just fine - this would give people who only keep cash a little return.
Bug
''Price falling on the Nasdaq, looks like a bad day tomorrow….again.''
the after hours closing price equates to over 68p
NC
''3i, which I bought around the same time as Lloyds, but sadly only a few compared to the latter, have gone from about £2 or maybe £3, I cannot remember which to £27 +. Adding around 9% just today.''
No good comparing investments.
As you know I bought 3I at 188p - unfortunately I sold 75% of them by the time they reached
615p, meaning I only have 5,000 left out of the original 20,000 shares purchased. This was an occasion where there was not a fall back in price from sale prices at the time.
As you also know I would have topped up on them when they went below £11 in 2022 had HSBC had them in their system to purchase at the time. Would still have been a good purchase at about £17 (in hindsight) , the price they were when HSBC had them available once more to purchase.
'' It would have been nice to have been a millionaire''
Health is far more important.
My brother left a very good amount to his children after a lifetimes work, only to then have had a couple of months retirement before Covid 19 killed him.
Jest
I last bought Vodafone on the 7th Feb at 64p
Slpj
''since greed and fear are two of the most powerful human emotions, and both are very much in the investing driving seat.''
I have neither greed - don't need the money
or fear - don't need the money.
It plays NO part in my investment decisions
Slpj
''My perhaps silly question to you is, how did you select when to sell and when to buy? How did you know when others didn't, it was going to fall and when on those rare ocassions it was going to rise? And is it going to rise from here, or will it fall more?''
Yes, you are correct - a silly question.
I haven't a clue if it is going to rise or fall from here - the market determines the valuation of Vodafone on a daily basis.
I will purchase more on any worthwhile fall from here, as I believe Vodafone is not going bust, and the world needs telco's.
I will sell in stages on any worthwhile increase in valuation to reduce average prices on shares kept,but no current plans to sell any whilst waiting to see the 4 Billion investment in Vodafone shares play out.
FB
''Is expressing zero emotions natural?''
stock market investment is not for the emotional - save that for something more important