Potential but steady rate cuts through the year. Lower gilt yields and improving sentiment plus it's 6.5%+ yield of maintained.. I think with any upside from Assura etc too 113p achieves 20% return IMHO with room for upside and capital gain towards 20% on its own. My average is at 96.5p
Then again I'm just hoping.. A lot seems to still depend on UK recovery and even more on global politics right now unfortunately.
Agree.. Should be closer to £17+ but the divi may get cut. Really need to get a clear strategic update from the new ceo...thought he would have finished his homework before Christmas and be quick out of the gate in the new year....
Wonder if the House of Guinness story on Netflix has given this a boost or cost them more in marketing in someway..
Looks a general move up on Property. Be good to see this fly past 100 and stay there as the Inflation/Interest environment improves. This should be a good +20% by year end or more
I feel this will be a strong year for patient uk investors. I could not help top slice (8% of holding) on this today and still keep this as my highest weighting in portfolio.
BBC... "Record year for wind and solar electricity in Great Britain in 2025"
Well... NESF stock didn't seem to follow.... Let's hope 26 is better... Perhaps the NaV, inflation, CPI etc work to oppose this.. Or there's a recovery due with clarity on policy
RE: Mkts worried by near term challenges21 Nov 2025 16:41
If booze and alcohol are challenging with consumer trends... perhaps like BATS , IMB etc, keep divi high(er) but.. drive into new adjacent markets and drive efficiency...this should fly