Admiral Share Discussion Threads

[jpleight] 14/7/2022 11:59

at 2030 yield is 6.4% / 13.7% including specials, no brainer despite the butchery today.

[essentialinvestor] 14/7/2022 11:31

It's made some longer term holders very rich, even at today's price a 600%
return over 18 years, which takes no account of dividends, let alone dividend reinvestment.

[adejuk] 14/7/2022 11:27

if it isn't already, at some point soon it will be a stonking buy

[porsche1945] 14/7/2022 10:48

Munich re timing dumping these was spot on, always follow the big sellers.

[dhmace] 14/7/2022 10:23

reduced private motorist mileage (?) because of spiralling petrol costs mean reduced claims. If so offsetting claims costs to an extent.

[jpleight] 14/7/2022 10:06

tree shake to get some whale in cheap

[bountyhunter] 14/7/2022 09:58

It seems like a massive overreaction to an article in the FT but then the market was never rational! If claim costs are up premiums will go up so that the insurers can maintain their profits.

[roguetraderuk] 14/7/2022 09:08

they said some time ago that profits unlikely to match 19/20 levels. i think you could take a stab at 1750

[holts] 14/7/2022 08:50

Sabre Insurance said its 2022 performance will be impacted by the need to reflect “extraordinary inflationary pressures” across its current policies and prior-year claims reserves.

[cwa1] 14/7/2022 08:50

To answer my own question, seems to be this:-

[cwa1] 14/7/2022 08:45

What's put the wind up ADM this morning?

[trikytree] 12/7/2022 14:32

Up over 10% from the lows. Anything in particular driving this?

[jubberjim] 27/6/2022 16:21

Sold my lot out just now

Everything very unconvincing will look to go again if and when it dips back down

The whole market looks distorted

Prefer safety of cash for now

[trikytree] 27/6/2022 00:44

Now sure how they’re calculating their yields as most look way off to me. GLEN at 9.6% is more than double what I get and RIO at 14% is daft too. It’s Nearer 11. Which if still good. ADM is nearer 6%. Still, their idea is right and I hold a few of them. And if some mug DM readers pile in then all the better.

[pj84] 26/6/2022 23:30

MIDAS SHARE TIPS: Could these dividend powerhouses be building blocks for income? Firms with largest payout for each pound you invest.

According to the article the yield is now 7.7%

[jubberjim] 23/6/2022 14:27

This particular share is holding up rather well

Maybe just maybe a support level has been found

I hope so because everything else is glowing red
I am suffering here at moment

What do others think ?

[f56] 20/6/2022 20:30

The only thing that matters is the transfer of power from the west to the east. Short term gov. vs long term gov.

[adejuk] 14/6/2022 14:54

ave pe in usa is over 30
what's to worry about ? :-)

[adejuk] 14/6/2022 14:53

apart from that i share your sentiment that the world is going to the dogs

[adejuk] 14/6/2022 14:50

porsche
hang in
you will feel better
tout passe
i'll be delighted with £20

[porsche1945] 14/6/2022 14:36

All seemingly heading back to 2018 prices, so i guess these around 17-19 good entry. Got a feeling UK property market next to go pop, it always does, credit junkie population and rising rates are not a good combo, everything re setting to pre covid prices, US and Canadian property market already rolling over, oh dear.

[davidosh] 13/6/2022 16:15

We have a great show lined up for tonight and Admiral will feature in the BASH session...



The full programme for the evening is here...

Monday 13th June 2022, 5pm – 9pm
Programme

5.00 pm Mello welcome and Company presentation by Impax AM with Ian Simm
5.30 pm Gervais Williams – Inflation changes everything – How the UK stock market could come to be the asset of choice for global investors
6.00 pm Nicky Foulston CEO at RBG Holdings shares her insights into the recent RNS concerning the share register
6.30 pm Paul de Gruchy presents – Alternative Funds: more than a safe port in a storm?
6.50 pm Company presentation by Hercules Site Services
7.30 pm Vector Vest
7.45 pm Specialist insight – Steve Clapham looks at The Wire Card Fraud
8.00 pm Mello BASH

You are welcome to join and as this is no doubt important for you all to watch I am happy for shareholders to join for free using the code FREE1306 but please do not share elsewhere as this is a ticketed show and there will be hundreds of investors who have paid to join.

[adejuk] 08/6/2022 11:31

judging from ins stocks it seems the market has little faith in the future of the uk economy

[trikytree] 20/5/2022 14:06

Glad it wasn’t just me not understanding him. I took a look at his GDR and it’s down about 80% in 18 months. Poor kid has probably lost his pocket money there and trying to ramp it back up. I’ll be avoiding thank you and filtered him too.