Member Info for Twonko

TRIG and GSF are both on a seemingly endless downward trajectory as well. I have a fair old paper loss on these three, but will wait fior a recovery and cop the divs in the meantime. If the divs are maintained, these three are bargains at this price. Fairly large testicles required though.

Yep. The next dividend will be paid a few weeks after it is declared. You are welcome.

I have been a GSF hopeful for about three years and am as happy about the SP cliff as everyone else. But I wonder why it is happening. The NAV seems prety rock solid, the div seems secure if a little poorly covered and the latest Co staements seem pretty buoyant. It is tempting to put in a lot of cash for the current 10% ish div and possible equity uplift, but I must be missing something. Any idea what? All well informed comments welcomed.

Mostly these boards are inhabited by over-optimistic gamblers so it is a bit refreshing to read a bit of honest negativity and caution. My own take this after quite a bit of research is that there is good reason to invest in NESF. They are well diversified, well hedged against inflation, FIT prices are reasonable and rising and short of nuclear winter, the sun will continue to shine. I would prefer the div to be slightly lower than the current 9% and talk in the latest FYR of share buybacks look s a little premature. Personally I would always be much happier with debt reduction, especially at currrent rates. Full disclosure, I do now hold a fair number of there shares and bought a further sizeable tranch today. I also have solar at home and can vouch for the financial benfits it delivers me personally. Nationally, fossil fuels are increasingly dead, nuclear is expensive and takes years to deliver, hydrogen is too dangerous, fusion has been 40 years away for the last 40 years and still is. The remaing feasible options are wind and solar. Both work, both are clean, cheap to operate and here for the forseeable future. Solar is is quick to install. It ain't going away. At this price, it was irrestistible. I have donee similar with TRIG which is also pretty depressed atm.

Tatt if it's any consolation, I have just sold my entire holding at 210p. I did think about selling at 150p because I bought all my shares at less than 92p in three trades. It could go up now and if it does, I will take it on the chin. A profit is a profit and I'm sure you made one. If it goes down I might buy back in but I doubt it. The roller coaster days are gone now and I rarely hols shares that don't pay a dividend. Good luck all.

It is precisely for times like these that I keep cash on standby. Chewise is right. This a buying opportunity and we should be grateful these come along from time to time. GSK, LGEN, NG, DGE and a whole bunch of other FTSE giants are well down right now and all pay divs and all will recover one day, but maybe not Vodafone, If you don't like it, check the amall print where it says you might not get your money back and put your monry in the post office instead.

I took Zantac once (possibly) and now I feel stressed. Can I have a payout from GSK as well? Coughing up shareholders money to get rid of chancers is no way to stop it happening again and again in the future.

Around ten years ago I had cause to complain about a phone I bought in store. Hours on the phone sitting in a queue, not being called back, talking to different people all the time and being lied to were just some of the problems I had, which only got partially resolved when I blanket bombed board level management directly. The upshot was I cancelled eight business contracts with them and moved them to another provider, who I am still with. With customer care like I received, it is no wonder they are making 11,000 people redundant. Statistically, mot of them will be useless anyway judging by my experience. The sooner this bunch of jokers goes broke the better.

Just been reading some of the rubbish written by the hard of understanding after today's update. Seems to me that stock markey investment is probably not the best option for some and they would be better off putting their mmoney in the Post Office.

I recall pre-covid that there was talk of LLOY paying a quarterly div. Anyone know what happened to that?

@Drunk, there are shares other than insurance shares out there. I dumped DLG a year or more ago because I could only see them going down and as a div trap. Around the same time, but not connected, I bought more AV. Other than LGEN and LLOY I have no other financials. What has done well for me this year is IT's, most of which are large cap based and in December, I sold 2/3 of my GSK on good news and bought Nike and Wickes. Happy New Year or what? Personally I would leave DLG well alone. No div probably means no or little recovery. There is much better out there, but it does take a bit of hunting down atm.

Tambo I wouldn't go near DLG but I have upped my MNG holding this week and will probably buy more after this morning's fall.

Quiye
One company should only make ~3% of a portfolio, so why do people get so aggrieved?

Well that's a lot of bollards. What if your portfolio only totals £10,000 or less as I'm sure many do? And if you have a large portfolio, having 30+ holdings risks being a tracker unless you know what you are doing, and many don't. GSK makes up 4% of mine give or take, but LGEN makes up 7% and LLOY 6%, (though that is temporary). I am a buy and holder and hate selling. At least GSK pays a div, though the board really needs their ****s kicked. Where has Eliot gone?

Drifting, you seem to think GSK is my only share. As of this morning it makes up 4.4% of my portfolio. But thanks for the advice about broadening my horizons, doing some better research, diversifying and "going global" (have I missed anything?). I'll be sure to crack on with all of that straightaway.

Seaking I would agree with you but I've been saying the same for too many years and the future never seems to come for GSK. Side by side with any one of numerous other large pharmas, GSK comes a pitiful second. It's just like being a Spurs supporter, which I have been since 1965. A life dogged by despondency and under-achievement (them, not me).

I've held GSK for quite a bit longer than a decade and other than a once decent divi, it has disappointed virtually constantly. I have watched AZN and others reward investors handsomely while GSK treads water and occasionally sinks. The split earlier in the year was supposed to release value and instead, both shares have plummeted. I'm with Fox. When I can get a half decent price, I'm gone.

Am currently reading Dominic Seabrook's history of Britain volume 1974-1979. The parallels with today are extraordinary although inflation was worse then and so was unemployment. In 1979, Mrs Thatcher rode to our rescue with her unpopular and divisive policies and also sticking it to the unions, which had way too much power and as today, made matters worse by constantly going on strike. Callaghan and Wilson were hopelessly out of their depth and it was Chancellor Denis Healey who was the catalyst for change (parallels with today anyone?) . I cannot see Liz Truss riding to our rescue this time round and Starmer is a nice bloke and a hopeless politician. There's nothing like a good world war to stimulate growth and boost the economies of the victors. If only there was some way for this to happen...

MP you are right but that is not the cause of the crisis. The problem is that nobody believes that having such a huge amount of unfunded debt is a good strategy and undermines the view that the British economy is well managed by competent individuals. There is also the view that the tax cuts will increase inequality, which seems pretty obvious and this equates to political incompetence as well. And just think, we thought Boris Johnson was useless.

Problem could be that TW is more prevalent in London than other housebuilders and you can't buy a house there without stumping up a shedload of stamp duty. After what seems an eternity of prevarication, I dumped all my TW shares at 1.08 last week. Took a hit but have done well trading them over the last 10 years, so not too disheartened. Not sure about the outlook though. Bit bleak IMO.

Isn't Eccles a type of fruit cake? A name well chosen in Eccles04s case. First up, vaccines do not prevent transmission and that was never their purpose. They provide antibodies. What has the vaccine failed on? Name one thing! It has kept untold thousands (millions?) of people alive. Eccles, you are natural selection in action. Unvaccinated, more likely to die, less likel;y to breed. Job done.

Nice SP rise today BTW (just to stay on topic and keep the whiners happy).