Aviva Share Discussion Threads

[rongetsrich] 12/12/2024 17:39

No spud, if it was cheap then maybe a good deal. They played too nicely and got squeezed; they should have been doing the squeezing.It will balance after a couple of years, but this board need to remember they work for the shareholders.

[ianood] 12/12/2024 16:26

If the T/O of DLG goes through OK and leverage increases a tad it's a better use of funds in my mind than being leveraged in to having to support Govt sponsored small caps with requisit support musterred by Rachel R!

[pete160] 12/12/2024 14:26

Imo the bid going through and the dilution in the av price is largely already in todays price. There is a small discount for the execution risk offset by the upside potential if the deal falls apart.
The av. price will be subdued until they issue the first results of how the integration / cost savings are progressing which will be well into 2025.

[p0pper] 12/12/2024 12:40

Anyone any ideas/guesses where the share price will be on the official bid? Also taking into account the dilution?

[tornado12] 12/12/2024 11:59

Spud, you are not alone on the DLG deal. I prefer Aviva to grow their long term revenues through PRT and the private health businesses. I see these as excellent long term robust revenues with lower short term impact from local & world events… however, impressed with Amanda and plan to keep my holding long term with adding on occasions GLA

[smurfy2001] 11/12/2024 22:29

Sir Clive Cowdery set for bumper windfall on £8.3bn sale of insurance firm Resolution Life to Japanese rival

The deal comes amid a spate of takeovers across the world including the recent £3.6billion bid by UK insurer Aviva for smaller, struggling rival Direct Line.

[spud] 11/12/2024 18:33

I surely can't be the only cynical one regarding the potential DLG acquisition can I?spud

[bountyhunter] 11/12/2024 17:36

A firm offer (assuming one is to be made) must be made by 25/12. They've got Santa working on it.

[tornado12] 11/12/2024 15:43

Are there any indications on the timetable for the next takeover steps ?

[dope007] 11/12/2024 07:42

The risk is it doesn't happen. I'm keeping my Aviva stock

[cwa1] 11/12/2024 07:31

*JEFFERIES RAISES AVIVA PRICE TARGET TO 560 (550) PENCE - 'BUY'

[klotzak] 09/12/2024 23:10

That’s a good position to be in! Nicely done

[pete160] 09/12/2024 20:58

Rightly or wrongly, I've sold out of av. today and kept my dlg.
I think the risk is currently with av.
And if nothing else, I'll get some av shares again next year in any case :-)

[rongetsrich] 09/12/2024 18:28

I'd agree, but they're looking for more acquisitions, which will need funding.I do not see dividends going higher, I see capital growth.

[pdosullivan] 09/12/2024 14:24

I have no doubt that buybacks are off the table for the next two to three years given the use of capital to finance the acquisition. That said, given that EPS is set to get a double digit uplift post the acquisition I do not see any reason to expect the dividend per share to not continue to grow.

[skinny] 09/12/2024 12:58

Thanks - some interesting reading.

[smurfy2001] 09/12/2024 12:45

Aviva boss Amanda Blanc seeks more takeover targets after Direct Line deal



Can the Aviva share price smash it again next year? The experts have spoken

[skinny] 09/12/2024 07:13

The article mentioned in post 20457 :-

.

[rongetsrich] 08/12/2024 23:42

Cardinal, the good bit is 18 months or so away, for now it means diddly squat. A pay now (lower share price) reap later (bigger dividend).They have overpaid in my opinion; they played nicely. All this, and the CMA can stick their oar in when it goes to them.Don't get me wrong, the BOD had to do something as the sediment was starting to settle, plus there's further reporting that they are open to more acquisitions.Patience.

[cardinal3] 08/12/2024 21:06

The basic question for me is how will I, as an AV shareholder, benefit from this takeover. Cost synergies will presumably be spelled out in the prospectus but what about the risk to the dividend a long drawn out CMA review and possibility of rejection due to market share.

As of now I am not convinced.

[cardinal3] 08/12/2024 21:03

The basic question for me is how will I, as an AV shareholder, benefit from this takeover. Cost synergies will presumably be spelled out in the prospectus but what about the risk to the dividend a long drawn out CMA review and possibility of rejection due to market share.

As of now I am not convinced.

[huncher] 08/12/2024 14:49

Cross selling opportunities are overrated usually driven by the marketing dept. The key in motor will be a continual focus on cost reduction. If they just by the book and kill off the rest then this could be a good deal.

[whatsup32] 08/12/2024 09:09

Sunday Times "Drivers on hold in mega merger" " Dial M for Merger"
Argues pro's and con's of the deal. 2 pages. Reads good .

"Direct line is over manned.Too many HR, too many managers"

On the question of will quotes get higher with less competition " it can be argued with cost cutting and stream lining , with greater scale they'll be even more competitive"

On the question of government claiming profiteering.
Industry says " every £1.13p paid out in claims and expenses insurers received just £1 in premiums"

Begs the question as to why our Dame wants to buy DLG.

[smurfy2001] 07/12/2024 21:25

The Aviva-Direct Line deal will face scrutiny by the Competition and Markets Authority (CMA) amid justified concern that the presence of much bigger beast in the marketplace could mean higher premiums.

There is confidence at Aviva that it can demonstrate to the CMA that there is already ferocious competition in the markets for motor and home insurance.

When examined on a segmented basis, such as EVs, women and younger motorists, there should be no problem. But caution is called for.

[smurfy2001] 07/12/2024 20:58

How Aviva won Direct Line in eight days