Member Info for unvrkw

i'm adding no more. watch and wait now, market isnt great overall so lets see, all waiting cpi now, interest rates delayed, QE back on table and being done, inflation back again

on its way down, the yield if remaining against a standard divi. as the dollar drops does the exchange divi become less attractive and cause a bigger problem, less for us? holding here, interesting time ahead as QE comes back.

I’d bet they’d rather do no divi and put a special one in later, utilities need these contractors too and a lot of work if gov cash comes through

That valuation may now start to change as confidence gets restored to either growing business or takeover. There aren’t enough constains operating widely in uk for infrastructure project etc that also deliver,future can be good.

They delivered the A1 expansion near me, on time and really good job

Disagree, shows disapline that the business has lacked for years. This should improve the sp and we will have to wait a little longer for divi

Dow is now well in the red, sometimes it takes a few idea for it to realise what’s going on

caveat, if it hits 80p i'll start buying!!

the US is looking very low. i'm holding out buying more as ex divi, further to go down based on everything else but will buy more at some point

they'll raise through more share whether they have other options or not. they'll want to take cash from the biggest and easiest place whilst they can, dilution at this stage isn't their problem

i'd wait and then average down. this isnt a bad share its a hard market, i'd wait longer, see US open, later this week, next month even and average down. anything below 244 gives around 8% yield

Takeover at some point maybe ?

That’s pretty bad I think

when this hits £1 in the next 12 months i'll buy lots

overall most of the market is decline, more rate rises to come, their not sure on what china reopening will bring as yet and tons of debt problems, war in urkraine, russia etc so stability comes a premium. i'm in dec exactly for the yield and hedging as thats the whole point, some copper, some gold and half cash waiting for that period when i think we are heading upwards which i think is sometime away. if i can get 10% plus yield in the meantime of a 20% investment of total portfolio in dec im happy to sit back and leave it all alone

they also have a 19.8% share in libero in south America? seem to have hands in a few spaces, not sure what azerbaijn is like?

Buffet bought a few more billion in US oil stocks this week

If we now enter recessed, Powell keeps his foot on the interest rate pedal and everything grinds to a halt. Won’t a heavily gas hedged business do ok? Be covered for this exact senario and get through even if it yields 9% until rates back off, inflation comes back and QE starts? Gas overall has a great future just how you get from A to B still making some money

Sure as Sam it, buffets not selling all his stocks because recessions coming, he’ll be buying more

not avoiding tax on the withdrawal, i'm too young to consider as yet getting money out. i'm just saving on tax upon divi by having them within my sipp. when we get to withdrawing no idea exactly what i'll be doing and how, will try and mitigate tax over time alongside my total income.

Sipp for zero tax

if we get around the 3.65 p for divi after exchange rates and multiplied by 4 for the year then I'm currently looking at a 12.5% yield overall. i guess exchange rates impact, there could be an increase or decrease in divi amount but at the moment looking good.