EssentialInvestor
22 Mar 2017
Re: Had planned to buy today..... It got very close to that level this afternoon.Looks value to me on a 12 month view, just IMV.
PrefInvestor1
20 Mar 2017
Had planned to buy today..... Hi All,Watched them for the first 15 mins and wasn't sure if they were going to drop further. Dropped to 332.5 in the first few minutes before recovering to 334+. Had to go out then so set a limit order to buy at 333.5, by the time I came back they were up at 338, so may have missed my chance. We'll see.ATBPref
Hydrogen Economy
16 Mar 2017
Re: Ogden discount rate EI I agree premium increases should cover the additional claims from next year. The forecasts (4-Traders & DL) are showing little reduction as yet (maybe not yet updated).A decent % div payment can often cause a slide of much more than the payout. I added a few today but willing to add more if the sp goes much lower. 2016 17 18 19EPS p 20,2 28,9 30,4 30,3DPS p 24,6 23,7 26,2 25,4H2
EssentialInvestor
16 Mar 2017
2018 Yield I hope for approx 7%, inclusive of a FY 2018 special dividend.DLG results may surprise on the upside over the next 12 months, just IMV, lets see.The 2018 yield is my estimate only.
EssentialInvestor
16 Mar 2017
Ogden discount rate This is just all IMV only - people may be viewing the Ogden rate change incorrectlyre DLG.This applies to the entire UK sector, who is likely to benefit most in a rising premiummarket with more motorists searching around for good deals?- the sector strongestis my take.DLG will hopefully thrive in this environment.Yes short term pain on the skipping of the special payout, medium term positive.As always please DYOR.
Akis1999
16 Mar 2017
Re: where next ? At 3.3% down it is peculiarly spot on dividend + stamp dutyJust the right price to null out the dividend arb
Callun
16 Mar 2017
Re: where next ? Time will tell whether a floor was established around 332 __________ __________ __________ __________ _______Therein lies the conundrum. After a steady rise over recent years the SP peaked in January at 400. Since then DLG has been in a downtrend, and the Ogden episode will not support a reversal. The rise since that event is probably attributable to the close proximity of the ex-divi date, today.I still have a limit buy in place at 330, and am concerned it is set too high.Indeed, time will tell.Good luck allCallun
blouson blouse
14 Mar 2017
where next ? Almost breached 350 this morning. Has been a nice run up following the sell off after results. Time will tell whether a floor was established around 332 and ( excluding the ex dividend 10p drop due this week) these will now consolidate on business fundamentals. that is my view and including the dividend this strikes me as a relatively safe earner in the medium term
Dealing Dude
13 Mar 2017
Re: Im in should have said this was last Friday afternoon.
Dealing Dude
13 Mar 2017
Re: Im in Hi In with another weight Long @344.2.Also bought some real shares in ISA. Excellent growth and earnings potential here.Over reaction to this Ogden nonsense.If rise continues may well leave SB's in place through Ex Div.GL all and ATB
EssentialInvestor
11 Mar 2017
XD on the 16th. XD next Thursday, if we get another sell off worth adding imv,depending on price.
soi
08 Mar 2017
Re: Im in HiI liked the results and entered long SB ( spreadbet ) positions yesterday.Prepared to add more long if it dips back.Looks a bit oversold to me.Just looking for a modest recovery in time.GL Allsoi
EssentialInvestor
07 Mar 2017
Re: Im in Agree. If it wants to go lower short term then will not complain.
Knuckle Rider
07 Mar 2017
Im in Good company. Shortlived problems and good divi growth.
blouson blouse
07 Mar 2017
Re: Results Having mostly digested the results now I think these evidence a great underlying business with all key metrics showing good control . I suggest you all read the results but especially the very last page- the pro forma results.I take great comfort in the long term performance from-1. The significant increase in cash thrown off from operating activities, and consequent increase in cash on the balance sheet2. The pro forma numbers (i.e. 'looking through' the one off Ogden impact) which is a 31.5p fully diluted eps, growth of over 10%, putting the shares on just over 11 x earnings, which I believe is too low for a company in it's position and with its growth profile and yield 3. The rapid growth especially in H2.The yield for the year is in excess of the assumption I had made (as per my earlier comments- I had assumed a 4% average yield- 2016/2017 is likely to be a low point and is 4.2% and I would expect current year is likely to be above 6% )I have bought significantly more this morning at average 345p
