Member Info for zoros

Livestock....obviously. As the SP goes down the yield goes up. BUT, doesn't mean that LLOY will payout does it?

watch this space.....

Latest, to date:

19/03/2020
National express - monitoring their declared dividend
Playtech cut their declared dividend
Portmeiron no final dividend to conserve cash
NewRiver reit Q4 dividend cut
Crest Nicholson cut their declared dividend
Next plc deferred final dividend
Elementis Cut their declared dividend

20/03/2020
Travis Perkins cancelled their already declared dividend
Intercontinental Hotels Group cancelled their declared dividend
Marks and Spencer will not pay a final dividend this year
JD Wetherspoon will not pay an interim dividend

SCS declared an unchanged dividend of 5.5p

23/03/2020
Stagecoach no final dividend
Go ahead cancels declared dividend
Aggreko cancels declared dividend
Card Factory no final dividend
ITV cancels declared dividend
IWG cancels declared dividend
N Brown Group suspends dividends for the foreseeable future.

24/03/2020
Santander has cancelled its 2020 interim (paid in November 2020) choosing instead to make a single payment in May 2021. Declared dividends unaffected.
Mortgage Advice Bureau was going to declare 12.8p, but instead has declared 6.4p now with 6.4p delayed.
Dunelm has cancelled their declared dividend
Redrow has cancelled their declared dividend
Gateley has cancelled their declared dividend
RPS has cancelled their declared dividend

25/03/2020
Cairn homes cancels declared dividend
DFS cancels declared dividend
Vitec cancels declared dividend
Persimmon cancels declared dividends
Volution Group cancels declared dividend
Rentikil cancels declared dividend and suspends dividend payments
Unite cancels declared dividend and suspends dividend payments
McCarthy & Stone cancels declared dividend
Morgan Sindall cancels declared dividend
Wilmington cancels declared dividend
Mears will not pay a final dividend
Halfords suspends dividends indefinitely
St Modwen Properties adjourns AGM therefore delaying the dividend until a new AGM approves the dividend.
Keller, similarly to NEXT plc, has put the declared dividend under review
Animalcare defers the payment of its final dividend
Bellway will not pay an interim dividend
Walker Greenbank will not pay a final dividend
SSP defers final dividend payment from 27/3 to 4/6 and will ask shareholders to waive their entitlement. Will not pay an interim for H1 2020.

Lloyds?

When the markets reopen for business post Covid-19, the demand for Copper will be enormous and there will be some surplus cash sloshing about in the tanks of some of the majors. Could be the catalyst to ignite SOLG.
Only one problem along the way though. Coronavirus. Ecuador will lag behind the rest of the world like several of these south american countries, regarding the recovery phase and until then nothing will happen in the mining fraternity, there.
Expect this 'minnow' to hibernate for atleast a year, maybe more.
The world is about to go to war........doing commercial business is way down the list....get used to it.

When the markets reopen for business post Covid-19, the demand for Copper will be enormous and there will be some surplus cash sloshing about in the tanks of some of the majors. Could be the catalyst to ignite SOLG.
Only one problem along the way though. Coronavirus. Ecuador will lag behind the rest of the world like several of these south american countries, regarding the recovery phase and until then nothing will happen in the mining fraternity, there.
Expect this 'minnow' to hibernate for atleast a year, maybe more.
The world is about to go to war........doing commercial business is way down the list....get used to it.

NM is weighing up the prospects of his expat team being stranded in south america for however long...or putting the site on ice and going back to Aussie until much later this year or early next year.... He has his team to think of, here.....the gold aint going anywhere.

Peru has closed all itys borders. Banning people leaving or entering. Mining is shutting down consequently.
https://www.reuters.com/article/us-health-coronavirus-newmont/peru-miners-halt-operations-to-slow-coronavirus-spread-chile-braces-for-impact-idUSKBN21445N

Chile - same.

Ecuador?

Does anyone honestly believe that the Ecuadorian government is going to continue with its fiscal agreement at this present time? I expect atleast a one year delay until the CV debacle blows over in Ecuador and it works out how much money it will have to spend on goodies like SOLG.
Could be playing nicely into the hands of BHP or Newcrest therefore?

Perhaps what was discussed around that nurse is that flu jabs are an essential weapon against the CV because it reduces the strain on health professionals by reducing the number of flu patients in the nhs - and freeing them up to fight the CV - no?

MickB thnaks for your insight. Appreciated, as usual.
Jamesroo - hi! The reason I say very little on here nowadays is because the forum was hijacked during the Brexit debacle. I complained to the admin and they said - "it is what it is"?
So I sat on the sidelines watching paint dry for 2 years!
Never in a million years would I have believed anyone who tried to tell me Lloyds is where it is today because of a bug going around.
Consequently, I feel hopeless watching it go down the pan. I felt the need to try to understand where this mortgage holiday is taking the company and thanks to several for their observations.

Lloyds moves at a snails pace - and I had accustomed myself to it...surfacing only to check up on the divi now and again. Alas Lloyds dividends seem a thing of the past now after all of this blows over as Lloy does an impression of a snail in its endeavour to creep back to the 50p's and 60p's we once dreamt of!!
Just as Brexit was settling, unemployment was at an historic low, loan rates were attractive.....Lloy looked promising. Now, it's at the very least, back to square one. At worst - a (single digit) penny share!
Stay safe Jamesroo......and all.

Mr soft = massively invested in what I thought was a boring plodder of a share where my £12k/year divi (tax free) was a certainty!! Ha....you have to laugh don't you, otherwise you'd fall under the next bus!

RD12 - thanks for clarity and hope you are right!
Trevor - you must be confident that Lloyds wiull recover from this if you are investing - why is that then? What makes you think they are OK?

mrsoft - wrong guy> sorry

rd12 - whats that all mean

Jt5006 - you're not philip green are you?

MrSoft - you've got the wrong guy??? I've been in Lloyds for decades.

Someone in the corridors of power, is earning their income tonight!

Can you imagine how many are coming cap in hand to the government for financial bailout for the next (shall we say) six months?
£300 billion is a drop in the ocean compared to what is needed in this regard. I'm thinking 1.5 trillion+.
Might it not be easier for all the main banks to be nationalised - it is a quick fix to a very complex problem?

Faulkes - thanks.
Let me throw in some numbers - you can correct:

lloyds mortgage customers: 30,000,000.
How many lloyds customers are/will lose their jobs over the coming days/weeks: shall I say: 5 million? (any better takers?).
Average monthly mortgage payment is £700.
5 million x 700 x 3 months = 3.5 billion!! Lost income to Lloyds until end of June. This is probably manageable. However, how long can they sustain this loss without government input? And will the government pay every tom dick and harry for their losses either other banks, sick pay, large businesses like airlines paying off etc etc.
This period of uncertainty will at the very least - supress the SP. Any hint by the government that they can't continue to support certain sectors could be the death knell for many.

Views?

Thank you Trevor for commenting. Have you worked out how much Lloyds will lose in income over a year!!!!
Bazillions

sorry - northern rock!!

I don't wish to wind anyone up or put the cat amongst the pigeons. I simply think this has legs and legs run away with things!
Seriously, I don't have the expertise to fully understand the implications of what is about to happen. I simply wish to learn.

Was it nationwide who went bust. The government allowed this to happen and made the purposeful decision to exercise that right.
However when RBS started to wobble - the government couldn't allow them to collapse, so took them over. Shareholders went bust overnight!
Now, if there is a 3 month holiday for mortgage payers, I ask the question:
How many will ask for that holiday?
How long will the holiday last?
During the duration of the holiday, how much money does Lloyds lose?
How does this affect their bottom line and our dividends?
How long could lloyds go for....with this holiday and if they start to buckle under the strain of a significant loss of income, will the government watch them fall off a cliff or will they nationalise them to save the customers?
Either way, it appears at this stage in my tiny mind, that shareholders are about to get burned big time.
And I haven't even mentioned loans outside of the mortgage department yet!

In a constructive way - could someone with more knowledge than me, please comment?

Sorry about the distraction Jerry. I have just realised who SeanHunter is (was) from another board, and why he needs filtering for good.
No more distracting from me - honest.

PS: Don't call me surely!