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Yep. £50M seems like small beer to me. Less than 2p/share.
I'm not clear though - is that the total cost of the claims, or the excess over the expected? Either way, I'm sure the actuaries (who are all geniuses apart for the ones at DLG) have these events built into their premiums.
Late January now - there may be a cold snap in the second half of February, but looks like we are in for a good winter & lower claims :)
Not sure how you can claim to be no better off. We got about 1/4 of our cash back - which you could choose to re-invest or not. Yet the actual dividends expected to be paid are over 10% more.
2022 - 10000 shares = £2100 dividend
2023 - 7600 shares = £2356 dividend. Plus £10K invested elsewhere eg 4000 LGEN = £760 dividend.
How's that not better off? Especially as a dividend hunter.
I saw a smash in Asda car park at the weekend. Significant damage to the rear bumper of a Fiesta and the front wing of a Kia. Could that be enough to screw the 2023 dividend too? No doubt the board will keep it in their back pocket to use when they **** up next time.
I don't hold this one thank god, but have always followed closely with a view to getting in.
But, if a chilly week in December can **** the company for a year then I can safely start to look elsewhere. Sounds to me more like poor decisions made at board level which they've decided to blame on a little snow & ice.
Where will they be come the spring?
I'm out and staying out forever.
I've not had much to say on Aviva over the last 6 months. Traded a few times on dips but generally been quiet.
My home insurance has been with LV for the last 19 years, despite checking every year I was still getting a good deal. However, this year Aviva was 18% cheaper than LV with the same level of cover. - even the premium offering with all the bells & whistles was cheaper than LV. Does this suggest more focus on the home markets now the distraction of the foreign stuff has gone? Anyone else had similar experiences?
Don't think that is correct Bobf. Plenty of houses in my 'hood have more than 16 panels. 200 watts each is also very low. More like double that. Maybe it was a rule that no longer exists. Was hoping for some news on domestic installations in the autumn statement, but was disappointed.
to clarify.
that was boll oc ks and ar seh oles
Well, it's nice to see a broker give a reason for a downgrade, even if that reason it total ******.
Income stream annihilation in 2027. Wow. Maybe some of those streams will tail off, but they seem to have forgotten the new drugs coming to market. Isn't that the very nature of pharmaceuticals. But they have got the response they wanted for their clients. Now they can all buy back what they sold 10% cheaper.
There'll be a special place in hell for these ********s.
Not sure that they don't pay their debts Denby, but FIT's are s national disgrace. Every other tariff is just as bad. If they'd sort this out and pay minimum 50% what they charge per kwh then I'd be on board. My roof will take 39 south facing panels, but I'll be fcked if I'm forking out £20K for the power companies to be the main beneficiary with no contribution from them. Great business model for them though - get someone else to lay out all the capital & take all the risk while you reap the rewards.
I'm no tree hugging green, but stop burning gas to generate electric & use what we have. FFS.
Not ready for the battery option yet either.
and out again today. 6% in 2 weeks. That'll go a long way towards Mrs. Nellys next cruise.
Spikey - if I'm at the bottom of a radioactive crater I doubt I'll be too interested in the price of AV or anything else for that matter, and nor will my loved ones.
In the mean time I'll continue to buy low & sell high as often as I can. And so will Mrs. Nelly & Nelly Juniors.
Well Porsche I got in with a good chunk yesterday. Yes UK struggling, but a good company is a good company.
Happy to take a short term profit, or sit it out for the long haul.
Either way I'll not be making 6 figures on this one (unless you include the pence do you??)
That must have been a fair old wedge to throw in yesterday Denby. What are you expecting the SP to hit today to generate that?
Thought long and hard about topping up.
While a potential 20% rebound may be on the cards, decided that the amount of money I'd be prepared to throw into the pot would not make it worth my while. I wouldn't want to double up or anything close to that with the crazy world in which we live.
Felt like something akin to a gambler chasing losses (although still well in profit).
Hence the username I guess.
GLA
Oh Whoopee.
Another buyback - returning cash to shareholders. Not. :(
As I said when someone mooted it on LGEN earlier in the week - may as well set fire to the excess cash in the car park.
Just pay us a special.
Casapinos - I too took exception to your "ftseTracker" comment, but looks like most posters beat me to it.
You really underplayed the quality of this company, and the ever expanding income streams from which it draws.
PS. I wish Nige could take the helm at my other FTSE holdings.
:)
Dividend date is a certainty. Value pretty much nailed on @ 5.44p
But please......don't announce any kind of buy-back. I'm sick to the hind teeth of those these last 18 months. Might as well set fire to a pile of cash in the car park.
I vote for the 50p reduction. as long as it keeps paying me 18.45p X 1.05% compounded per year
What does my holding need to be before I need to declare it? :)
If total dividend is you only concern - then yes you are getting screwed.
But please try to see the bigger picture.
That said - my father sold his considerable stake shortly before the split as his primary motive was for the dividends. I chose to keep mine in the end (but did very much consider selling) in the expectation of future growth.
All depends on the timeframe you are looking at.
Some goods are just not price sensitive - they have low price elasticity - i.e. when the price goes up, although some customers will drop of, the rise in price will more than compensate for those few lost sales.
I'd include all healthcare products in that - people feel that they are a necessity, and that they are getting a better product with a brand, where as in reality they are all virtually the same.
We don't take so many chances with our healthcare.
Personally, I'm not a slave to any brand, but I do choose branded toothpaste at 4 times the price of supermarket own, when I know in reality there is no difference. Can't think of another product where I think like that