Member Info for picstloup

All "grown up" brokers will charge 10% wht. I have my ISA with Investec and they have no problem getting my wht at 10%. Unfortunately a lot of execution only brokers like AJ Bell and Hargreaves Lansdowne can't be bothered to do their jobs, so people with them get stiffed for the 20% rate. I have my SIPP with HL so I am actively switching the remaining TGA shares there into my Investec ISA (all them by next divi). There's a significant (4 figure) difference between the two tax rates for me. If only TGA would dual list on the London stock exchange the problem wouldn't arise, but I expect there are reasons why that can't happen.

Not been a good few days, not been a good few months. Well underwater here, average around £9. But, but, I think the fall is excessive. Sure, profits are massively down, but it's still in profit, which is pretty impressive in the circs. And it is a well run and (normally) cash generative business.

So, despite not being a fan of catching falling knives, I added 33% to my holding just before close @£2.99 (if accepted), taking my average down to £7.50.

Will take a while to get back into the green, possibly more than a year, but I think it will.

Put in a order for a modest top up @ £6.40. We'll see if it goes through. If it does, it will take my average up to £4.75.

Yesterday's 4% drop, the day before full year results, looks slightly suspicious. Can't see any real reason for the drop, as the results merely confirmed what was in the guidance. I'll carry on holding, so pleased by the (modest) rise in the (massively well-covered) divi.

An extra 11.7 shares at $39.89 for this quarter's divis. From 15.2 @ $30.12 3 months ago. Now 95 extra divis (12%) in divis reinvested over 2.5 years, and total gain of 15.13% since spun out of the Pru.

Not bad, but still hoping for $50.

Stuck myself down for a few more at £2.03.99, more or less my "long" term average. Assume the divi will be lower than last year, but still high.

I stuck this week's divis back in here at about 43p, and April's 1.6p at about 45p. Hardly a stellar return, but over 5% extra shares this year to help future compound growth - "the eighth wonder of the world" (Maynard Keynes).

£1.37.67 per share coming next Thursday. Yum yum.

At last. Assume this is a result of Jackson joining the S&P smallcap 600?

Athletes completes the purchase of Ensham mine in Quuensland, NSW, this week. At 2.7mtpa (current estimate - originally estimated at 3.2m) and fob of $120/t, this should produce a profit of over $100mpa, against a purchase price of $170m. Seems quite a bargain.

Revenue up 25%, and full year guidance increased by another 18%. Onwards and upwards - £20 falling soon, on way to all time high before year end?

1st half results looked pretty decent to me, especially the 5% bump in the divi. But the markets clearly think otherwise, hence the 2.3% drop in the share price. I'll hold, and buy more on any excessive dips if cash is available, as I have been since these were £3ish when I bought my first few 100 in the mid 80s.

After months of stagnation and falls, the price suddenly rises by more than double tomorrow's xd fall, on negligible volume. What gives?

I don't check every day, but every time I've looked in June there have been three or four bulk carriers moored at or near Richard's Bay; consistently more than earlier in the year. Which, I would hope, means a very strong end to H1 and results at or above the upper end of expectations. 80p-£1 interim divi?

I've just added a few more @ £6.91, just before the close. Well underwater, and think it will be a slow recovery, but they are efficient, relatively cash secure, market leader and the strike, when it ends, will release pent-up demand (I hope). Or, at present tempting price, they'll get taken over.

A few divis arrived this week so stuck some of them in here, another 750 @ just under £1.93 a couple of minutes ago, bringing my average down to a tad under £2 (not counting divis, obvs).

Celebrated the new listing on the NASDAQ by buying a few in my Charles Schwab account, at a fairly tasty $22.01. Hope they enjoy ringing that bell tomorrow. Currently 3.3% down on Wall Street.

Yup, really nice. Just gave me and doubtless others here an unexpected opportunity to top up at ~£15 before resuming the upwards march. Next stop £20 and then an assault on the all time high?

Added 2415 shares in my ISA at c3.24pm at £5.80.2. HSBC were late in paying my divis, which only arrived yesterday, but with the advantage that they managed to get me the full £1.78 per share. Seemed sensible to plough some of them back in, especially at this low price. Takes my average price per share up to near £4 (not counting the now c£5 in divis, which always previously had SA withholding tax deducted).

3.6% rise on the jse yesterday, which should translate into a ~25p rise here. We'll see.