Member Info for Nthoftheriver

Good post, Agricore.

I’m perhaps overly cautious on the dividend only to ensure my I’m budgeting my income.

In an interview Inglis did feel he was fairly confident on things and he felt the market had over reacted. So I was happy to add more then and still hoping to add. I feel then next update will give us a better view on things. (Probably a few months off).

Good luck all holders

Should add that I’m looking to add if funds become available, as even at 5p that’s a 10%+ yield.

I’ve mentally taken the view of cut in the dividend. So currently budgeting my income on a 5p annual dividend. (Around 25% cut). Hopefully it’s much less or even better no cut at all, but market is seemingly taking things negatively, so personally it feels prudent to take a hit on my income. (I’m retired so may have a different view to others here).

Good luck all holders

Trek. Nicely done on getting your average down to sub 90p.

Great news on Disposal and buy backs.

Adding small amounts as I can. Far to say this is my largest holding, but hard to argue the yield and potential for long term growth of SP and Dividend.

Good luck all holders

Didn’t expect much of an increase, but still good to see.

Nice post Agricola.

Recent fall into the 40s would seem to be on small daily volume. So not reading too much into that other than poor sentiment in the sector add to that BOE interest rate decision.

I’m not adding for now as no cash. But happy to collect the dividends for now and maybe re invest some later.

Good luck all holders.

Wow Mulder that’s Spooky.

Wonder if the 16 Banks willing to lend monies to DEC having all done their own checks all missed something. Could you help them out.

Added more here. Well over loaded here, but hard to argue with the yield. Got my average down below £1.05 now.

Good luck all holders

Hopefully this is a positive and helps SP recovery

Might be a lot more to worry about than Gas Price and our hedge price if war breaks out.

I hold my shares in a ISA & SIPP Nominee Account (via Charles Stanley Direct), when I asked about the withholding tax they advised they had the Nominee Account covered by an W-8BEN form. As such didn’t need to fill out a form personally. Received my ISA with 15% deduction. SIPP only bought recently so first Dividend due.

Trek, thanks for setting out that Broker analysis.

Sadly not in a position to add at the moment, but happy to see the steady recovery in the SP. Back into the 90p zone, hopefully clear the mid 90s next week and head on to that recent raise price. (105p).

Good luck all holders

More Director buys

Good to see Rusty and another Director buying more shares in 83p region.

Hopefully this marks a low now.

Many thanks Agricore for taking time to clarify things. Got to be honest here, I’ve probably sounded off on my own frustrations.

No intentions of selling up or trimming back as this is part of my income portfolio (all be it a bigger part after recent additions in the low 90s and a few more in the 80s). Have just found the drip drip down really strange when the story feels good here and that 14 Banks felt confident enough. Think the Director Sale just before the XD wasn’t the best of timing and subsequent drop down has been a bit sharp.

Appreciate all the recent discussion here and the detail many have put into their views.

Good luck all holders.

The Market is saying “we don’t believe your biz model” - Think it’s time for Rusty and Co. to step up and show some gumption. Agree that some buying of our shares along with a statement that more will follow should the low SP persist is needed.

Well down on my holding average in my ISA, but hopefully this is more a summer issue and a recovery of sorts will occur (fingers firmly crossed lol).

Don’t suppose the Director sale has helped with sentiment.

Hard to understand the continuing drop, but does feel that someone still wants out buy the drip feed of sells.

Ask spread now over 97p

Also added more yesterday.

Hoping as the CEO implied the market has over reacted on the Share Price markdown, so see a bit of recovery in the SP this year plus maintain the Dividend, (ideally fully covered).

If you want to sell, would have thought it be better to do it prior to the XD and re - add after 3.5p deduction. But it might not drop by that on Friday.

I bought in for the dividend income and although down on my average (1.071p) I’m hoping to make that plus more back over time.

Anyways good luck with what ever options/permutations people are taking. Hopefully we all end up quids in.