Member Info for whitelye

Strange how Persimmon seems to be in favour - I think it has risen for the last two days yet TW seems to be persistently unloved.

Tipped in today's Times probably helped as well. Good write up.

What would be the implications on dividends - would UK shareholders be subject to withholding tax on dividends paid. Would the standard listing talked about circumvent this ?

Encouraging update today, full details RNS

Good news reported today by AEW. Successful outcome of court case to recover rent arrears. Full details on RNS.

Concerning that Blackpool and Glasgow issues wont be resolved until 2022, also the provision for doubtful debts all factors driving the divi cover down to 55%. Hope to see some improvement next quarter when hopefully new investments are taken on board.

Update today on RNS.

Results to my reading not that rosy, albeit rise in dividend.

Thanks for that. Makes sense particularly the solid advice in the last para !

Can anyone make sense of the latest monthly report and the impact Bakkt Holdings is having on the business. I notice that the discount to NAV has gone up (84.6 price to 102p NAV assuming I am reading that correctly). Completely at sea with this one, explanation welcome !

Investor Place (amongst many others) reports on a few facts behind this deal. If you think the future of cryptocurrency is secure could be interesting move. As always figuring out how VPC operates and plays a part in this is a bit of a jungle !

... and also a very bullish RNS announcement this am about future low to mid percentage increases in the dividend !

I see Laybuy is mentioned in the Times this morning as floating on the Australian Stock Exchange for £115 million. VPC funded this company to the tune of £80 million earlier in the year. Article also explains how Laybuy operates and how they originated in New Zealand. Shame no mention of VPC ! I wonder if they will put out a release ?

Thanks for the link. Actually I've been invested for a few years (not in a big way) but have felt for some time to be on the sidelines of a company with not too much interest in their shareholders and more being run for their own account. I fully agree VPC probably do intend to take the company private. I too was in SQN but exited before things went awry. Would much rather see the 56m shares owned by institutions and private investors. Are they actually owned by Richard Levy or the parent Victory Park ? Questions, questions ....!!

I suppose any company exposed to second tier credit lending in this environment, a portfolio with some US based start-up companies, effects of Covid in US and a 12.3 % yield would make many think "too good to be true"! I think the machinations of the company are confusing, the price seems to hold up by the adviser buying shares on a daily basis (I know not uncommon, but this has been going on since I've been following the company). The whole thing isn't straightforward to me and screams caution. Hope I'm wrong.

How do you know the "sells" are actually "buys" ? !

Interim dividend of 7.3p maintained. But a question mark over the final divi (section - Chief Exec Statement "Financial Strength in Volatile Markets") My interpretation.

Looking at past divi payouts, final always looks to be 2.2 times or thereabouts interim - so about 12.50p for the final putting share on about 6.4% yield. Any other guesses ?

Six pence interim dividend, but dividend policy to be reviewed later in year 4th quarter.

I see Direct Line Group have reinstated their divi today plus a catch up as well. Who knows what Aviva may pull out of the hat (or not) on thursday ?