Member Info for Sparz

In all the noise india growth looks optimistic with the right execution and use of AI and local language LLMs.

Buying in with 3yr horizon.

Expecting 2-3% div hike according to analyst views. Very modest. Coming in 9 months ago it's done very well. Happy with this staying over 300 as the new norm now. Slicing off a bit for better dividends elsewhere but mng has good safety now

Dropping. Agree could be a good add opportunity too.

Trump is absolutely trashing wind in Europe in his speech.

Not a fan and I hope he's wrong! Looking forward to the European response to his comments later on.

210p

France should be strong + discount retail in general . not sure how the Tariff/Greenland volatility will carry out given this weeks timing which is unfortunate. Like to see this closer to 240 otherwise.

Yes good one. I decided to get out with the +33%. Not sure confident i understand their investments enough to continue. The Venezuela debt happened to be a positive and is an unexpected windfall

It's a great opportunity for the one that gets it right.

Not just more homes but at scale a housing stock that's sustainable long term, long life, energy efficient, affordable modern without escalating maintenance costs like we have with many houses today.

I'd buy new if they built quality but my last 3 have been older houses from 1930s or post war , unfortunately as much as a new build looks nice on day 1 but fall apart after the shine wears off.

I bought at 105p looking to see TW come through on what's needed. Yes good dividend as well.

They're inflation linked so I think at this compounds it will grow with it.. Not sure they give the details but it's a based on their dividend policy as a REIT..

Good update. Let's see how this fairs after the earnings call..

"Strong growth with completions up 12%; full year underlying PBT at the upper end of market expectations"

Finally. Happy to see this.

2026 quarterly interim dividend of 1.825 pence

Great to see this back to where it was in June.

Looking to see this get to 1600 to 2000

Let's see how the results are and steady as it goes.

A rerating for the sector as a whole would be good pending global events

Love to this shoot up with maybe some M&A but took opportunity to slice some off for now. If this cab get to 330 I'll slice some more but still well invested here

Your are right. I was just asking when the dividend calendar would get updated as their Web site shows nothing for 2026. Not expecting advance info but just a financial calendar given the history of RNS in mid Jan.

So good now it's back to anyone's guess when they provide an update on any Q1 dividend.. If any.

Year my bad for believing their email. Oh well.. Guess it's due soon still though some announcement!

Https://www.londonstockexchange.com/news-article/TRIG/recommencement-of-trig-s-share-buyback-programme/17408079

Starting a buy back... That's good to see

No idea.

Let's see...

Reliably told by the wonderful person at PHP investor relations the RNS on the Q1 dividend will come 12th Jan.. Monday.

Thank you very much

🙏

Nice. I'll jump back in if this drops below 80p on a bad market day hopefully soon.

Still looks good. Just weighing up this vs SUPR..

Both look steady.