Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Omicron hits the USA.
Buying opportunity in the morning??
Me too AAS.
Sold today the ones I picked up in the Black Friday sale for a profit of over 4% after tax & fees :). 80% of the annual dividend in 5 days.
Too early?? I don't know, but it's money in the bank now.
Looking forward to the next variant. Can I start the rumor now?
WHAT?????
I'm actually too numb at that to check. Surely not, that's massive.
Out now, but having a proper look later.
to continue tophats simplified explanation...
If the company then goes on to make £100 in profits, this would equate to EPS of £100/500 shares = 20p. Previously it would have only been £100/1000 shares = 10P.
Clearly then potential for higher shareholder rewards in the future.
The trouble with Aviva is what level of profit we can expect from the new, smaller Aviva. I've not been around long enough to be fully aware of the the contributions from these discontinued businesses, but one would expect that they were fairly small, and no account taken of the possibility of growth in those (eastern) markets
....nothing!
I don't get it. Circa 20% of the company to return to investors & no update on the plan while March???
If it's going to returned by June then the only option is now cash isn't it? I suppose to that extent it removed some doubt.
Would have preferred some payment in 21/22 though. Now it will all land in 22/23 with the higher tax implications
Jam tomorrow.
Just thinking (again)......
With all the talk of what a good job Aviva have done keeping the SP down while conducting the buy back, surely a better way of doing it would have been to pay the special first, then buy the shares back at the lower price. Wouldn't Aviva get more for its money, while the shareholders end up with the same.
Granted, more specials would have been payable, but even so.......
Excellent Guess Paul. What does your crystal ball say for next week?
Should we buy more or sell?
This one has just become my most profitable of the year (of the ones I don't trade)
Happy days.
I've just watched the presentation.
Well, I say watched - endured would be a better description. Both Emma & Ian were totally dry & uninspiring. I question if they actually understood what they were presenting, or just reading what had been written for them. This was their chance to shine, to show us that they are the right people for the job, and they both failed.
As an accountant it's the numbers that I focus on, but when they are presented like that there is no wonder people shy away from numbers.
Have to do my own analysis the BOD were not capable. Don't like calling them, but they don't inspire confidence.
Did anyone else notice that all the time Emma spoke the SP continued to fall. Once she shuts her mouth the SP rises gain.
Can that be a lesson for next time?
They are if you're in New York :)
Need to fit in round the Yanks. 12 noon i'm afraid.
Then you get to sit & watch Emma's presentation. Takes her 5 hours to do her make-up.
They are if you're in New York :)
Need to fit in round the Yanks.
If it reaches 4000 won't we all be sat in a fancy resort sipping ****tails 365 days a year?
But seriously, just reading the Q2 results (again), particularly the bit about returning cash of £4B by the end of Q2 2022. That's not plans afoot & announcements made as to the plan - that's cash returned. With 'only' £750M of buybacks between August & January, Leaves £3.25B to return in the remaining 5 months. If they manage a further £750M buy back between Jan & June '22 that leaves £2.5B still to distribute, or 65p/ share based on 3.8B shares remaining after initial buyback.
What other options are there?
Thanks FP. That's useful.
Also took the time to listen to the conference call. Seems that the volume issues are Covid related. TBH, didn't appreciate how bad Indonesia & Thailand have had it with Covid lately. So every thing else being equal, volumes are a short term blip & nothing to be unduly concerned about.
You understand my earlier concern over price sensitivity?
Glad it's working out for you. I do the same with Aviva & a couple of others. For me this is a long term keeper, so day to day SP not super important, but it's hard to keep watching it fall. As far as the Divi goes, when the shares are over £38 & I only hold 7-800 a 1p cut doesn't break the bank.
Am I asking the right questions?? Are there any wrong ones? Just find the lack of information frustrating. As FD it's the obvious one to ask. Is this the start of a long term trend?
FP - it's easy to say nothing & pull apart others comments. So pull your fat neck in or contribute something of your own.
As I said reduced volumes across all divisions are concerning when there is no explanation given as to the reasons why. If its down to short term supply or transport issues then no problem, but if customers re shifting away.......
But happy to be wrong so far re market sentiment.
Then again, one swallow doesn't make a summer. Update still poses more questions than it answers.
Yes NS11, a dividend reduction.
Which ever way you choose to look at it - for UK holders a 0.95p from 36.93p to 35.98p reduction as per Unilever shareholders site.
Maintained dividend in euros, which in these inflationary times is a real terms cut.
and year on year Q3 2020 37.46p - 2021 Q3 35.98p = 4% reduction.
Yes, but falls in sales volumes over all sectors, and reduced dividend will cause jitters. Would nice to have information on the not insignificant volume reductions - supply issues ? transport issues? customers switching to generic brands?
Expecting further significant falls.
Gulf - I absolutely agree no chance of a £1 special. It was just a rough calculation based on a scenario that will not be happening, that I was putting out there for one of our less enlightened friends. Some people expect money for nothing.
Max - "held" for 10 years? That explains why you're so grumpy. You've missed the boat several times. My numbers are fine apart from the typo. You really have the audacity to call me after the ill informed & Micky Mouse dross you've been posting. If you've held for 10 years you should have a better grasp of what may happen.
Me? Held Aviva briefly in 2013. Bought back in February with a core holding & trading shares. Gravy all the way.
I've been in LGEN for quite a few years, initially in a small way, & then bumping up, and agree that it is a long term keeper.
However, In Q3/4 each year (last year excepted for obvious reasons) there has been an opportunity to top up. I know our Q3 price this year was a little subdued, but I'm hoping for a dip again south of £2.50 before the rise to next May.
Fingers crossed.