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I hope this price dip stays til after 15th June. Will get more shares with dividend

The investor relations part of the web site simply says “June 21”. So don’t think it can be confirmed yet

This board hasn’t been flooded with the groupies who chase shares that have big rises.

This means the sensible comments aren’t drowned out.

As an aside, I apologise to Ahha for making a disparaging comment when he was upbeat. He was right

I would think we have had a great year, which will be reflected in the results.

But what will the effect of the ending of lockdown be on the future? More people eating out, less people cooking at home?

Could this explain Paulson getting out, with an inevitable dip on the way

Electric cars need....
Batteries. Batteries need.....
Minerals......

https://www.thisismoney.co.uk/money/investing/article-9530727/Batteries-power-profits-cars-green.html

“The evidence appears to show that both coronavirus vaccines are safe, and that any side effects are likely to be mild. The likelihood of the vaccines causing or making tinnitus worse appears to be very low.”

https://www.tinnitus.org.uk/coronavirus-vaccines-and-tinnitus

Please no buy backs! I have Direct Line and BP and have seen no benefit from buy backs

Maybe they are..

Or maybe the rampers have made their money

Thanks Asperger.

Hopefully it won’t be a buy back, as I never see any real evidence of advantage to shareholders. They sound great n theory but never reflect the buy back in an increase in the share price or increase in the dividend. I would be VERY happy to be corrected on that, as I hold DLG shares who are doing buy backs.

I have just gone through the Lloyds investors relations website and can find nothing about quarterly dividends.

Is that still happening? Or did that quietly disappear?

I know the theory of buy backs is there will be less shares on the market therefore the share price should increase, likewise the dividend.

But I can’t find any examples of this actually happening. Or is it so long term, the increases are un-noticeable?

With hospitality reopening, Booker should become a real star in our crown.

Booker sales grew by 10.5%, due to the inclusion of sales from Best Food Logistics which was acquired at the beginning of the financial year. Sales to retail customers were strong, increasing by 18.5%, as we expanded their grocery ranges in response to demand from customers aiming to shop closer to home. In catering, sales declined by (40.8)% due to the closure of the hospitality

Although I can’t find an estimated cost of Covid in the results, I think the following was very positive

“.....we expect a strong recovery in profitability and retail free cash flow as the majority of the additional costs incurred as a result of the pandemic in the 2020/21 financial year will not be repeat”

In that case I hope you are right. As you say, the results are the critical time.

ahha ...

You must have a strong telescope to see so far ahead

With the number of shares reduced, surely the dividend will increase? The amount of money for the dividend will be the same, it is just divided in less shares.

The forecast for full year is c£700m, almost the same as full year FY 19, suggesting either a chunky special dividend this year, or a huge one next year

Results are good for dividend reinvestment.

COVID will end and the move away from a focus just oil will have a positive effect on company share profitability and price in medium term. So I am adding while I can

The new help to buy scheme was introduced in November 2020 and runs to 2023, so that’s a cliff edge moved.

Re special dividend, I think Taylor Wimpey’s cautious approach is sensible and wait til 2022. This pandemic isn’t over yet by a long way.

Phil White the new CFO, seems to have a long record of being parachuted into companies to help them turn round in the short term.

This may be ok, but surely we need some stability and a longer term plan. The worry is, the board are always on the back foot being reactive, rather than proactive.