Member Info for Robina

I bought some recently to exploit the dip (always seems to be a mistake) and on the basis of the dividend.
I should have been more concerned at the steady drop though since June. Financial stocks seem to be out of favour.

This seems to be one of NT's favourites. A flurry of selling today though.

Hmm Mr.Strode, if you've just sold £5M worth of MNG you must be worth a fortune and an unlikely poster on a BB!

I added today on the basis of the dip, dividend rate and more importantly recent institutional buying. Hoping for a rise to 230+ by the autumn.

Who would want to takeover Vodafone other than an asset stripper?
What still puzzles me is the 150-200+ targets all the brokers have. Does this mean the SP is being kept artificially low to allow for a takeover? If institutions thought the SP could rise significantly they'd own more of the stock. Only half is owned by institutions and none of the leading funds list VOD as a major holding. That's gotta tell you something.

As far as I can tell there are nearly a billion shares or 27% outstanding i.e. on the market due to offloading by Swiss Re.
So it might take a while for these to be bought. Who knows.

I too have wondered this. The standard answer is that the market cap drops or something like that.
Cynically I tend to suspect with many stocks the div rises on payment day so punters pay more and then it drops back.
Shell might be treated by many as an income stock rather than an accumulation stock?

It seems to be creeping up which is good since I have a large holding and reinvested the divvy. It really has fallen a lot in recent years and don't really see why other than the fact that the growth story is now stagnant and so investors have better opportunities elsewhere. It is a safe stock to invest in at the current price though I feel so might add a few more.

I confess to not knowing whether the update is good or bad. Maybe we could day it's speculatively good. I invested this week based on the uptrend and dividend but wonder whether a LGEN top-up would have been a safer bet.

Pleasantly surprised for a change to see the sp rise after reinvesting my dividend.
Still feel that the sp is totally irrational though. I can't really see what's changed between the sp at 140 and 113.

I am down on nearly all my stocks but up on nearly all my funds and trusts except emerging markets which have been clobbered lately. I find that in the main, whatever I buy as an individual stock goes down.

PLUS has its ups and downs but is on an uptrend since early 2019. Shorts are nil. Modest target of mid 1500s from PEEL HUNT seems reasonable in short term. Very attractive dividend. If US venture has legs we are in a good position. But then again - what do I know.

This has a really high P/E and has grown massively in a year or two. Can this continue?

I'd like for my average to reduce so I'm not running at a loss but can't see that happening any time soon. Dont know yet whether to auto reinvest the dividend. My prediction is bound to come true which will annoy me. It seems obvious the MMs will hike the price for a day or two and every penny counts.

My prediction is a rise on the 6th so we pay more for dividend reinvestment, followed by a steep decline to 110 or below.

As I've said before I just don't understand all the high broker targets or rather why they would all be so daft. Seems to me that a return to 130ish is the best we can hope for.

Steady train wreck of a share this. Think the story has run its course or did so a year or more back.

No doubt we'll be underwater by the close. More buys than sells so far if the figures are to be believed.
It seems that the market wants to continually punish vodafone. I guess the main problem is the continual racking up of debt. Looks like madness. When will they say enough is enough now let's make a decent return for shareholders?

Taking the long view, this has declined massively since 2016 but turned last autumn. The fact that it's a good dividend payer can't be overlooked at the current price.

This has been on a downtrend for 5 years. I made a miscalculation when I bought in in May thinking gambling on a few pence rise to 130-140 maybe. So it's a trading stock. The annual downtrend expunges the dividend. Once again locked in to avoid selling at a loss.
If there was a takeover then the sp may rise?