|B.P. Marsh & Partners
||EPS - Basic
||Market Cap (m)
BP Marsh Share Discussion Threads
Showing 276 to 298 of 300 messages
you're not going to get 3 million shares for 50K
surely a missprint ?
Also shares held in treasury is a waste of time
if you're going to do a buyback then CANCEL the shares
otherwise a pointless exercise|
|Sky, spoke to an old Willis broker from the era when they ruled the roost who described Marsh as a chap who did what he wanted and he didn't much like him. Must bear that in mind about divs or buybacks.|
|Fair trading update in these times,
Happy to hold.|
|Hmm - I don't think Brian Marsh understands the meaning of the word "meaningful"!
The Board has recommended a dividend of 3.76 pence per share (GBP1.1m) for the financial year ending 31 January 2017.
This represents an increase of 10% over the dividend of 3.42p per share (GBP1m) paid in respect of the prior year.
It is the Board's aspiration to maintain a dividend of at least 3.76p per share for the years ending 31 January 2018 and 31 January 2019. This is subject to ongoing review and approval by the Board and the Shareholders.
When considering a dividend, the Board will continue to strike a balance between rewarding shareholders by generating value through investing available funds in opportunities that will deliver long-term capital growth and providing a meaningful dividend.|
You just don't like this,
I am more than happy, depends on your time scale etc.|
|The long anticipated disposal of Besso provides BPM with £18m of firepower; but adds less than 2p to the Jul'16 NAV:
Not very surprised that no mention of a Special Dividend!|
|Sky, certainly the treatment of small holders by dominant holders compares badly with ASY. I did buy here @138.82 on 14.01.15 and have had a unrealised gain with a poor dividend which contrasts well with ASY where the yield - currently 6.55%-- is the only bonus, So I guess I'm happy with BPM. Both have the outside possibility of death break-ups in my view.|
You are good at what you do!
Pointed me in the right direction a couple of times.|
|elmfield - agreed, nice and slow wins the game. Regardless of my concerns I obviously sold too early; but moved on within the PE sector, so all good...|
|yes i think i'm up more than that, inc divs|
|In the last 3 1/2 years since i first bought them the price has risen 60%. I don't want income; I want growth but if I did want income I could easily sell some.|
|Dividend up 10%
Discount to NAV been steadily narrowing.
I am happy to settle for that, nice and steady as we go.
Sky, a little harsh but you probably have little nuggets elsewhere to deal in
and out of, good luck.
I settle for nice and slow, works in the long term pretty well.|
|Skyship I have held this share for over 6 months and have looked at historical data. Having seen the rns today I have to agree with you completely and sold all my holding at 207p just after open. Good company but agree they should give more to shareholders or do more to close the gap with NAV. I may return if the price drifts from here. If not I'm happy with 20%+ return since I bought.Good luck all.|
|elmfield - just seen yr post No. 259 above. Pls re-read my 258.
You will see that I was not knocking BPM or the sp; I was questioning their dividend policy. I still do...is that unreasonable?|
|Happy with that, so far so good.|
|reported NAV 253p|
hit 210p this morning|
|You have been knocking these since you sold.,
Meantime up from 145p to 190 in no time and more to come!|
|With the cash and profits avaialble for distribution a mere 3.76p for a 2% yield is parsimonious in the extreme. The policy reflects the tax position of the 56% controlling shareholder rather than the best interests of outside shareholders.|
|I have queried share buy backs in the past. Apparently AIM rules mean they have to be proportionate to general market trading. I agree £10k looks a nonsense - but there must be reason.|
|Trading update this morn
Ticking along nicely
apart from the pointless 5726 treasury share buy back :)|
|APEF - yes, had a good run there. Trimmed a few at just over 100p last week.
Bizarre goings-on yet again at LMS....was Westpool a similarly bad corporate governance situation. Don't recall...|