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for the next 12 months, CFFO could approach USD60bil. So dividends and buybacks could get to 8-9% yield levels. Please correct me if I'm wrong..

no mention of the interest rate payable?

dividends will be 80% of UFFO. 80% of say 40mil leads to a 10% dividend yield for the coming year

$6bil of operating cashflow...great results. not sure why the buy-backs can't be higher, but at least they've commenced

Does anyone want to forecast the net debt, divi and buybacks to be announced this week?
I’ll go with $34bil net debt, 5.25c divi and $1bil share buyback.

great news!
I'm trying to estimate the buy-backs for 2021, based on 60% of surplus cash flow. My estimate is USD26bil of op cashflow and then after dividends, capex, disposals, etc we get to approx. USD10bil available. So USD6bil for buy backs. very significant.
would appreciate comments and corrections. thanks

35c dividend just declared. almost 3% yield. Not bad considering the circumstances. Hopefully quickly back up to approx. 100c divi next year

Another small increase in NAV. still yielding 8.75%

good results and almost 9% yield!

US close was 325p, so with the higher oil price, I'm hoping for 335p+

Agree with your reasoning. So why are we only at 1.90? I want to buy more, but worried there’s something I’m missing..

BTC @ 50,250 ! let's hope it stays >50k

P/E of 2 plus a tailings resource that is worth more than the market cap

should be close to 300p. what is the free float? could move up quickly

wow...didn't expect this. yes, 2 quid would be a fair price!

Now I can't buy in HSBC as well. Just sell.

BTC price only really took off in the second half of December, especially in the last week. Therefore will only see the full impact of the higher prices in January. Could be an extra GBP400k of profit for January (vs December)..

can you post the article here? thanks

the lock-downs (more on-line sales) & stronger GBP (higher gross margin %) are going to lead to bumper results for the FY. Surprised that this has not motored to over 3 quid, especially as it's put itself up for sale..

Iron ore prices going even higher:

https://www.wsj.com/articles/fatal-landslide-in-brazil-pushes-iron-ore-toward-record-11608605871

See these at GBP10 if iron ore prices stay elevated

Russian rouble still weak, which presumably helps too