The kitchen sink has been and gone
- new ceo 1.1.24
- div circa 10p March 24
- sale of NIG complete
- 10 point increase in capital in July 24 due to discount rate change
- motor and home premiums increase to continue until Q3 24
- claims inflation to fall
I’m afraid so / frustrated because dlg has been picked up and manipulated by US hedge funds despite being v well run and highly profitable - hopefully the 750k increase in policyholders in oct will help close the shorts - the commercial book is a real positive
I see the endless discussions here re DLG motor book - let’s discuss their commercial book - what’s the 5 year increase in gwp? - number of policies written - profit - commercial as a percentage of total gwp - where will commercial be in 5 years - why not spin it out via NIG?