Member Info for taudelta

following last Friday's vote, all hope of a higher bid is now gone. GLA holders, spend your cash proceeds wisely and enjoyably, hope see some of you on other boards..............

It's the dividend progression that matters IMO, increases year after year after year in the manner of Spirax-Sarco and James Halstead (which each have several decades under their belts). If that happens then long term total return = today's div yield plus growth rate of eps (and hence of divs)... the "Gordon" model in the text books. GL

trading statement today, will be a nice divvy increase when full results announced, GLA

weakness great for SPX, more important than £/€ strength... 2015 will be a solid year, and watch that divvy edge up again (how many years is it now?)

Was a snip at 2.10 when market dipped, people didn't realise that the bulk institutional annuity biz is much more important than retail annuities until the RNS put that straight. Now think it's fairly priced, think it will be a market performer short term... built for comfort not for speed, with good divvy growth to look forward to. GLA

reported yesterday, see their RNS, much below Youngs ... underlines how well Youngs are doing...

AGM statement today, see RNS, implies coping well with poor economies in Continental Europe :-)

I would buy DWHT not A as 17% disc is as narrow as I can remember, and also below the SDRC/SDR and YNGN/YNGA discounts for non-voters. Anyway, I own them both, love them both, great results, quality biz, high ROE and superb divvy record... GLA

have given us a lift ho ho GLA

Good to hear from you, CM. LFC more solid last night .. good to see Ricky Lambert performing well ... no case for Signor B coming back! GL to all on this board...

I check every day but haven't posted because I see nothing happening ahead of 2015 ... AFR not in any hurry to explore OPL310 but Otakikpo should start producing good cash flow ... so I'm very comfortable sitting and waiting ... GL

going on?... SP is above the 126.5 agreed takeover price and there have been open market purchases at 126.5 by the offeror...

interim results today ... like-for-like streets ahead of GNK etc..... AND, this co has too few pubs to be affected by the legislation currently in Parliament... GLA...

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i really hope you didn't take your broker's advice! GL

One day, younger Youngs are going to want to sell in order to diversify their inheritance ... but that could be any time in the next 25 years!

I'm out too, very happy with profit, wanting in lower at some point, still pondering impact of any nationalisation/closet nationalisation if Lab win in 2015. CM, wonder if James Halstead (JHD) is on your watch list? ... very high ROC, superb dividend record (in that sense a kind of "junior Spirax Sarco" although it's a flooring company, not an engineer) ... I'm a long term holder but would like to see it lower in order to top up... a chance might come as their Achilles heel is that a very high % of sales is in continental Europe. Superb Hendo goal on Saturday LOL, hopefully first of many past Joe Hart but not while on national duty... GL all...

gl with your timing ... borrow JH's gloves to catch a falling knife ... I'm just a long-term holder, unfortunately no room for more.....

shows strong sales, profit, build of cash... class act just goes from strength to strength, GLA (if there is anybody watching this ultra-quiet board!)

yep, well stuffed, more than a Chimichanga burrito (incidentally burrito is Spanish word for little donkey). Not the first time this has happened, e.g. ABS Insurance, and the original Denby Pottery. Only consolation is that some of the pain is absorbed by HMRC as holdings purchased when ISAs could not hold AIMers. GL debeege and other holders...