Member Info for nuri123a

fevertree sales flatline and its share price is up 8%... Aviva annouces its keeping asian business which is making good profit and refreshs its strategy to set clearer direction and sp down 8%.

They are unhappy because Aviva made £3 billion pounds last year.... They need to wind their necks in! They should be unhappy if it was trading £3 billion loss! Or if the dividend was being cut.... greed is at the heart of their angst! They want to make more and more and more. I am happy with the refreshed strategy.

Thoroughly agree. At first I thought its quite a juvenile attempt at a refreshed strategy but the new structure makes sense.... perhaps they would prefer the bs that Ocado comes out with....

Well - I've no more money to invest in Av. or any other share for that matter. But it wasn't worth a mark down at all.... the market are not receptive to Tulloch but he actually has got a good plan

Well investors are saying that what was there previously was better than the new plan. In other words, if the new plans weren't shared, the share price would have been higher.... I actually think the plan shows clearer priorities... better focus.

Well the market is clearly underwhelmed by the plan... its seems simplicity isn't valued.

Clear messages straightforwardly put across. Lets see what happens...

Cheap as chips! Still!

Return of capital to shareholders - I DON'T WANT it, if it means less long-term returns. Selling off profitable parts of the business to return money to shareholders is plain silly!

Still in the doldrums!!! For whatever reason!

I am telling you - investors are the most fickle I have ever seen in my life! And this share exemplifies the innate inability of investors to read both sides of the argument and conclude that this piece of news is innately and 100% positive. On another point, I'm not so sure that much is going to change in terms of how this company operates - its so large and unwieldy and makes a lot of money - a big shakeup could cost a fortune and generate very little in return. This is not a Centrica - its a well run company making loads of money... just keep doing what its doing is more than good enough for me.

Yes AllAtSea - I get what you are saying.... but its not as if Aviva ever had to put anything up for sale. It seems that shareholders are desperate to push management into doing something that is not needed and that would be destructive of longer term shareholder value... I would like to see the supposed rationale for backing out of a sale or for that matter the supposed rationale for ever putting the business up for sale....

I'd hate to see bad news...!!!!!! This is as good as it gets - the BOD change course and keep a thriving and growing part of the business to add to the bottom line in the future and the market marks it down 4.5%. On top of that, the company is has £11 billion spare capital and is making c. £3 billion profit per annum and paying a healthy dividend of c. 30 pence per share....

Having seen this reaction, I fundamentally believe that the market makers have marked this down anticipating that people would be negative about this.... I mean at 8.20am - news at barely sunk in about the change of heart and it began to decline all morning.... buys are still well ahead of sells.... whats going on?

That explains why L&G is up today then...overvalued vs. asset value of share price

I'm totally amazed at the supposed 'market' reaction... like who on earth would sell based on that news.... amazed... this represents a good decision in the end... LSE is showing many more buys than sells.... God help anyone selling based on that good news - they'll soon regret it. I am also surprised this isn't £5 by now given the level of profitability and dividend.... I must be a stupid investor?????

its funny the reaction.... why sell the family silver when you dont need to. never understood the case for selling it.

Flip flopping its not... a change of heart based on fundamentals... very wise imo.

Surprised sp didnt go up. I've just added based on that news. funny old world. NAV of shares £4.35 - current sharw price £4.1950. unusual for a company with so much capital and cash sitting around

pressure to do something different. certainly not because they have to.

This mornings news that Aviva did not sell its asian business is a great decision in my opinion. That's where future growth is at and selling it when sales are increasing rapidly and its contributing to profit centre would have been stupid.... think its actually the right decision.