Member Info for martin9325

Thanks Geochem, it didn't occur to me to reread the Q4 Report, I just knew the Final Results mute be due about now and looked at the diary and found no dates for anything! I agree that .90-£1 seems a likely figure for the dividend.

Woodside Investor Relations site is really pretty poor. Most companies at least show when they are going to issue results, Woodside is just a list of N/A. Is this just laidback Aussie management or do they really not know until they wake up one morning and say "G'day mate, here are the results"??

Hmm looks like someone has woken up to the potential here.

I read somewhere in the last month that the MOD has not yet replaced, or even ordered replacements for, any of the weapons they have given to Ukraine - the Treasury has apparently not yet signed off. Surely they have to be replaced and presumably BAE will be a beneficiary of these orders in addition to what they will get from all the frontline states that are upping their defence spend. I agree the JPM target is very bullish, but I am surprised the downturn is as big as it is.

Just a guess but if the Republicans have edged into control of The House they are threatening to limit financial support for Ukraine. Biden has been hinting that there will have to be negotiations at some point in an attempt to keep the initiative and Zelensky has softened his words about negotiation. Doubt that anything will come of all this, but the market reacts to suppositions and BAE does well from wars so any chance of it ending will push the price down.

I have mine with ii, but it was not there this morning but have just checked again. Now that it is an Australian business I think we probably get our dividends later, my RTZ was showing but BHP wasn't.

I think it was admitted in much the same way as BHP was delisted, the three month review can be ignored in special circumstances. My guess is that there are now 101 in the FTSE100.

Pfizer say they intend to sell down their holding in a controlled way and until they have substantially reduced their 32% I guess the stock price will not rise much. As for the tracker funds, they will have received their shares from Glaxo like we all did and so whilst there will be some adjustment I would not expect there interest to make much difference to the price,

Interesting, mine are not showing yet in ii, but I guess they are having to do it manually and so it will take some time. If they don't show on Monday I'll query it with them.

Anyone seen these shares appear in their account yet? I am with ii and they are normally quite quick but as they are AUS shares maybe it will take a few days to sort out and be credited to individual accounts. They don't seem to be listed in London yet either, which it was rumoured they would be but maybe I am looking in the wrong place.

Isn’t it more like 18.7%? I also note that any fractional entitlements will be lost. I guess CGT (when applicable) will be based on the values of both shares on June 1st. It will be interesting to see how this shakes down. Slightly different scenarios will play out with GSK later this year.

Already in.

Yes, I agree is it poor that they don't seem to have realised the change was going live today. They say you can trade but my holding has been expunged from my account. I am not worried that it will come back once they have sorted themselves out but disappointed II have been so unprofessional about it.

I thought it was a late April Fools Day joke, totally mad but driven by the fact that abrdn.com had not been registered I suspect. They have it and it is already displaying a message about the exciting new era.

If this were France and the survival of the company was guaranteed by the government I would buy more. We might go a year or two without dividends whilst the government was repaid but as you say it is a fundamentally sound business brought low through no fault of the management. Hopefully the UK government will soon emulate France, Germany and the US by offering some support to British companies.

As far as I can work out the shares are suspended and the company seems to be being renamed as Scirocco and taking over assets from, ONE-Dyas and waiting for licenses for its interests in Tanzania. All of which, if they come to fruition, should be good for shareholders if anyone from the company ever bothers to tell us. We are very definitely being given the mushroom treatment at the moment. Put these shares back in bottom drawer and look again in another 6 months.

Too many countries in Africa have been ripped off too often and Tanzania will understandably take time to check and double check everything before issuing any licenses. The greatest resource needed to do business in sub-Saharan Africa is an infinite supply of patience as some contributors to this board are maybe learning.

They were being nice, they pushed the share price down with the sell before the CFO and other senior staff were awarded their share options, 2,288,000 shares at £2.6695, and as sm1tser says they will run into the close period. Possibly also tax payment dates coming up next month for last years sales.

I wonder if today's shakeout is because Black Friday didn't go as well as expected. I guess we will have to wait until mid-January for the Christmas trading update. Meanwhile I'll hang on in, the CEO is believed to be on a very big bonus if the shares make £5.00.

Been out all day, anyone know why Ashmore dropped 4.6% today, cannot see any RNS that would account for such a drop.