Member Info for Sean1986

Dazed, or dizzy seems to patrol the forums looking to start an argument. He/ she will jog on if they haven’t already.

The wind may be down, but the turbines and generators can be made more efficient. If R&D is funded then efficiencies can improve.

The circle, plan-do-adjust -act, needs to keep going.

So growth! This share can be both, and certainly it will be in the future.

Buybacks are acutely tax efficient compared to increasing dividends. That said only a few investors have bothered to read into them. They’re treated with disdain, but from a business point of view they’re good..

A small growth that keeps up with inflation, and 9%. What is not to like! Soon that dividend growth will drop below the rate of inflation. That’s when ai see part two of the plan coming to the fore.

He is a completely different mindset, growth is not beyond this plan.

Not sure who you were aiming at, but it wasn’t me.

Totally at odds with the two half its earlier. A level headed post and touches what is to come with a lower divi growth.

Seems like I have hit a nerve amongst the human centipedes that n here.

This love in boast session , look at my inflation etc Gary to you- to me…: get a life or a 4 poster with a cradle.

You have mastered what the new direction is, but not because you aren’t bright, but because it happens at and after results time.

To you, to me Gary and co, I don’t think the light is on, let alone nobody being in.

If only it was that simple. I’ve played the dividend game and it is not a reliable path.

There are a couple of non hormonal investors on here that have ignored the new direction the company has taken.

Nomad, you seem the new matriarch.. what is the new dividend policy? If you don’t know then you are probably the leader of the many blind mice posting here.

I could give you a clue, but my enjoyment here is laughing at you and your fanatical opinion.

What is inflation today? What is that trend.

Remember, opinions are like ar5eholes, everyone has one.

Not long to wait now, other builders are at the top of their game. Apart from the common sense warning that things cost more now, what is wrong here?

Where do I start! They’ve hedged. Price moves either wat they wi.

So, it’s pretty much on the money now, which may mean the price is capped, or IIs notice it and buy in. Sadly I think it will be the former, but the dividend is nice, and whilst it will compete with more lenders as interest rates come down it has a great team with which to do so. A solid hold.

Another analyst will value at a £1 soon enough. It’s a circle for income. A form of clickbait

Lowball offers have a use, they flush out the stalkers.

I do believe this is a good target for a take over. At 250? Nah, you don’t know your bottom from your arm. A US hedge may take exception to the divi and storm in.

It’s got a failed arm, so a company that replace that with its own from within the UK may go for it.The price of any offer would be 300+, and I don’t think it’s imminent, but very possible!

Dixon, this is exactly what I have done: I have a core of AV/ LGEN/ MNG which pay enough dividends to live off. I’ve built up since 2018 and have been lucky.

I have outliers like PHP and SUPR as well, plus a builder.

Every Jan I compare where I am now to where I was a year ago. Share prices have increased, but in the meantime I have had cash.

I reinvest the cash and increase my holdings and will do so for another year.

MNG and LGEN are paying 10% for the prices I bought in at, and their dividends fund the gilts and bonds I’m buying now.

Each to their own, but my drawdown, when I do it, will be funded by dividends I know I’ll be taxed for.

Water would have been good as well, but at some point they need to pay for the infrastructure from their excessive profits.

Power? I have UKW in small numbers, but the quarterly divi can pay my council tax. All this without having to sell when I need money!

Nathan has a habit of trolling. Forget his/ her nonsense.

If you look back to the recent trading update, then at the dividend metic, we are about to fly.

Expect interest rates to drop next week, and expect more because the BoE does more than fight inflation.

I attempt to trade around the dividend, 6-8 weeks before XD I buy in, hopefully a little bit before the divi hunters. I sit there until I have made a profit of at least the dividend, usually adding a couple % plus the cost of stamp duty and broker fees. Essentially I see this as having taken the dividend early.

This method works most of the time, but not always. I’m sat on a significant number of MNG which bucked the trend last year now, so I’m just taking the divi, as I also hold MNG as a core stock for dividend.

Same fore LGEN, it’s a core holding in my SIPP but I have traded it in my ISA.

I like LGEN, even with the reducing dividend increments, I still have a few to add to my SIPP, as I’m going to hit drawdown criteria later this year; time to indulge!

As for builders, I’m watchingTW, I already own and I think the dividend increments is safe, but I do have that limit sale in the system if it does surprise.

Good luck with all the strategies out there, I do a mix, and I’m happy with where I am, but can always be happier!

Calm down dear, it’s mending slowly.

Wrong again!

1643 for me, so couldn’t trade all day and won’t get the cash til Friday at the earliest now. I don’t think that’s great service at all.