Member Info for SD235

Agreed 1472 is a nice number.
Market not that bothered either way.

With the benefit of hindsight!!

I will be changing my name to captain rear end!!

robleo
Sorry just copied and pasted what I posted in 2008 and 2020!!

RNS
Iceland (food warehouse) taking up two sites. The definition of necessities. Minimal move on the share price front.

Aviva up 12%?

Dubs
No chance. I expect shares to fall 50% plus before next Friday

casapinos
So I assume you agree with me that legal and general have a beta of 1.5!!

casapinos
Legal and general have a beta 1.5 for the last 5 years, not quite a tracker.

I believe the best way for them to improve share price performance is to pay a dividend doesn’t have to be large.
2% of NAV would be enough.
But buy backs at this discount are far more beneficial at the moment. Once on 20% discount then dividends might make a difference.

Just started buying July/August. Up 5% but still on 15% discount.
Had some 3i group as well (12% up) discount almost gone but it is normally on a large premium 14% average for the year.
Aiming for these two to be my largest investments.

Krustysmegma
And I would not be surprised if they sell some at 50% above it's valuation.

I thought results were today?

1292 to 1400 is 8.35% gain. Very likely.

Oops forgot about the buy backs they have been very consistent.
Now I am inclined to think 1400 is achievable.
Not that it matters a huge amount as 672 is getting close to 50% discount which is ridiculous.
What we need is the sale of one business with part of the sale proceeds paid to shareholders.

Agricore
"My estimation will be that it's actually been a positive."
How have you come up with this estimate?
As an aside the rather dramatic increase in the share price of bank of Georgia should mean a reasonable increase in NAV unless other parts of the portfolio are devalued.
Is that 1400 a re rating of the NAV.?
Not impossible but I think the other companies have to move upwards. Higher profits and lower risk are the requirements.

unvrkw
Looks like oil will continue to fall. As interest rates rise people will use less oil and if we go into a recession they will use considerably less.
Gas is different matter the extreme reduction in output by Russia will help keep priced high but it to will be effected by an recession....and a cold winter.

They will lift there dividend by 5%.

In pub ****ed.

RE: They will crashToday 15:10
SD235. Big lunch ??

Massive!