Member Info for Realist1

Canoe Financial have recently bought over 8 million shares so they clearly do not agree with Terry Smith.

https://www.marketbeat.com/instant-alerts/canoe-financial-lp-acquires-8104301-shares-of-diageo-plc-nysedeo-2025-01-18/

Dividend now declared at 0.062p and paid on 28th February.

This is the latest dividend information for those asking. Should be a declation anytime.

https://www.dividenddata.co.uk/ex-dividend-date-search.py?searchTerm=HFEL

LVMH (fourth largest holding) spiked up today on broker buy ratings with 15% upside.

For once, I agree with Motley Fool:

https://www.fool.co.uk/2025/01/14/as-the-diageo-share-price-falls-another-6-in-2025-what-should-investors-do/

Mineral shares go up very quickly when they become flavour of the month. Comparing the charts, it looks like BRWM is driven by Glencore who is out of favour at the moment but whose broker ratings (for what they are worth) have a considerable upside.

Https://www.forexlive.com/stock-market-update/hsbc-upgraded-hong-kong-stock-outlook-to-overweight-raised-its-hang-seng-year-end-target-20250109/

I think anyone who has stayed the course and reinvested their dividends is going to do very well out of this. My dividends have now exceeded my capital loss but I would feel better if this were closer to £3.

So Terry Smith has dumped DGE due to side effects on weight loss drugs?? If he thinks people are going to stop drinking, I doubt that.

Wait while they discover the side effects from the weight loss drugs themselves. They will surely be there.

As of this morning, there is a 7.84% discount to NAV. As tmnky says, there must be some upside from here.

Final ex-divi date coming up in March (17p last year). Should be good to reinvest at these prices.

Yes, Samsung and the Maquarie Korea Fund. My Vanguard Asia Pacific Fund took a modest hit. It seems more about domestic politics rather than any real threat from the North or otherwise.

https://www.google.com/finance/quote/VAPX:LON?authuser=0&window=5D

So if Flowserve is up 56% in the past year, there is massive potential in the industry:

https://www.google.com/finance/quote/FLS:NYSE?authuser=0&window=1Y

Getting ready for another run upwards methinks.

Https://content.spiraxgroup.com/-/media/engineering/documents/results-and-agm-notices/2024/results/trading-update-november-2024.ashx?rev=af216ed34198448c996c9e5b2b0f6feb&hash=B63F336BF1471D61EDD458EC95F9DD04

And, meanwhile, the head of the LSE is scratching her head wondering why UK pension funds don't invest in the UK:

https://www.cityam.com/london-stock-exchange-boss-britain-needs-to-re-think-weird-view-of-capital-markets/

Https://www.thespiritsbusiness.com/2024/11/diageo-forms-luxury-group-to-accelerate-growth/

Ignore the broker targets. All of the major brokers set tagets at £15 plus going back 12 to 18 months.

High trading volumes on Friday. Probably someone just locking in gains.

Https://otp.tools.investis.com/clients/uk/janus_henderson/rns_hfel/regulatory-story.aspx?cid=2903&newsid=1882756