The next focusIR Investor Webinar takes place tomorrow with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Great performance and I see so much long term potential here. So reassuring to see an understandable and clear strategy so well communicated.
IMHO this is a £6 share in the next 18months. I haven’t heard the takeover rumours that others refer to. Although I’m in this for the investment return, I hope Aviva stays independent.
Well done Amanda and the whole team at Aviva.
I dont know anywhere else where I can get 8% on my investment. If the share price is adversely affected by this uninspired update then the % return increases as future dividends are secure. This is now a ginormous organization, I hope the share price does drop so I can buy a few more. I realize that not everyone is in here for the dividend but I am!
Anyone know the background to the stabilisation RNS?
These things take some time to construct. Discussions and basic due diligence can take a long time before any formal offer is formalized. It would be highly irregular for a firm to comment too early in any discussion with a prospective buyer as well as breach confidentiality agreements. As a significant investor both here and in L&G I am just excited that both firms are paying significant and sustainable high dividends and are in shape to be considered in speculation. In the meantime enjoy the dividends …..
Looks like many are reinvesting the ROC immediately and why not with a 7.5% dividend and IMHO with a solvency margin at almost 2x and solvency II about to be unwound far more funds to be returned in the next 24 months. Again, I restate that IMHO this company is being turned into a cash generating business focusing on its core strengths. Well done BOD and especially Amanda B
‘Negative’ not ‘evasive’ ???????
Never said it was guaranteed it…. However, such a positive Q1 trading update is fantastic news and a very positive indicator. As always do your own research and expect the unexpected both evasive and positive. After years of holding Aviva I am just pleased to see such a clear strategy and great communication. Well done Aviva Board which has been much maligned in the past and GLA
Great progress. 31p dividend is over 7.5% return at todays price. Even at £5 the return is 6.2% and there is a further release of capital when some Solvency II reserves are released. Only negatives that I see on the horizon are the external factors of Russia and associated inflationary impacts but overall this is easily the largest share in my portfolio and I am happy to hold and watch an Aviva Board (and especially the CEO) continue to reinvent the business model and add value for shareholders. Good job so far.
Honestly, just look at the chart for the last 6-12 months. The board is doing an amazing job. Why anyone would think that there is a free lunch for the next month is ridiculous. However, there is a lot more to come. Wait until the Solvency 2 release that Brexit allows is fully understood by the financial markets impacts here and in others like LGEN.
Great to see Aviva evolving into a modern company and focusing its efforts on core markets and returning funds to shareholders in value and distribution. Nothing unexpected in the RNS as it was well trailed. But great progress since Amanda Blanc’s arrival. Looking forward to see what the next few years bring. As always I remain confused by shareholders comments on this board but I assume the same investors are confused by my satisfaction with how the present board is shaping the company. Each to their own ?????
If aliens land today and hope to find intelligent life on earth, I hope that they do not look at most of the posts on this board.
I believe in a strong leadership with a clear winning strategy. There is a clear movement away from the failing strategy of the last 10+ years into what I consider over the next 2-3 will become the best income generating business in the U.K.
I will be buying many more of these. DYOR
Nice coverage even before today's news!! http://www.fool.co.uk/investing/2014/12/19/are-these-oilies-worth-a-punt-at-current-prices-premier-oil-plc-enquest-plc-and-circle-oil-plc/
'this well will add significant volumes to our reserves for potential gas production and at rates not subject to oil price fluctuation'
Fantastic!
This really could be a game changing discovery for a company with such a low value.
P
TTED DICK
I thought that the title might make people read my comments! I cannot understand why the crazy (in my opinion) decision on sexual descrimination would impact on insurance company share value. Sure there are some new pricing models to produce (by 2012) and some new marketing initiatives to consider ie how to make adverts for car insurance appeal to women over men (not difficult for Shelia's Wheels) but pricing will sort itself out and the same profits will be made. Also books of business will be large enough to even out for companies like RSA. Tempted to buy more now.
Hi. I am mainly in mining stocks at the moment but am looking to diversify. A friend has recommended this company. This bb is veer useful for research, I have looked at the last 20 pages, I have also looked at the news over the past 12 months. Is there an obvious place where I can discover more? It looks as though the USA approval is crucial but what could it do to the share value? Also why was this company above £1.50 a share 5 years ago? And what happened? I would really appreciate any help. Thank you