Aviva Share Discussion Threads

[garycook] 03/7/2020 02:37

If LGEN,& PHNX,can pay dividends,then so should AV,if they are sound financial as quoted by the CFO on CBNC.The BOD,s are the problem here,not allowing the dividend.Why ?

[eurofox] 02/7/2020 23:04

Spot on cjac39

[cjac39] 02/7/2020 21:36

It’s hard for the board and has parallels with the sage committee. The problem with group board / committee think is it sinks to the bottom. They collectively take no risks, want no blame , and are too scared to disagree with group think unless driven over the top by a significant influence.

So in micro you have idiot decision by this country to believe a narrow group of scientists who weren’t representing the science as they were scared , conformist govt employees. Yes shut down country as reasonable worse case scenario for modestly bad flu.

As a parallel and to keep it on topic you’ve got a board who have zero incentive to back a divi when the PRA are following the politics and obviously a ceo and cfo who have zero cohones between them to say no

[imagining] 02/7/2020 16:43

Nonsense! The political environment is exactly the same for others, such as L&G. Aviva is a private company that ought to be making their own autonomous decisions imv.

[grahamburn] 02/7/2020 15:13

Plus any decision has to take into account the "political environment" - which at the present time probably takes precedence over any financials.

[dbadvn] 02/7/2020 14:48

Cjac39, great post. Nailed it.
Jasp3 he is not allowed to say pay or not pay - needs to go thro the board , he said as much as he could I think.

[jasp3] 02/7/2020 14:27

CFO on CNBC, they couldn't get him to say divi will be paid - but in a strong financial position Macro environment a concern - but company finances are healthy, Aviva CFO says https://www.cnbc.com/video/2020/07/02/aviva-cfo-macro-environment-a-concern-but-company-finances-healthy.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

[spud] 02/7/2020 10:22

Agreed cj. The media has totally overblown this whole virus thing and now they're desperately wringing it out for every last drop. Bad news has always sold so I guess the longer they can keep spinning it....spud

[cjac39] 02/7/2020 10:13

the way the govt has influenced the media in this "pandemic" has been appalling and the media are complicit in it. its gone from cases, to hospitals, to icu, to ventilators, to deaths. now that all these trends are right down and staying down they go back to cases again. they don't say asymptomatic cases or mild cases just cases. and forget about the fact that testing has increased enormously just to get these cases.

the problem with this scare tactic view is deaths will not rise from here and we are now below average mortality rates. i would expect we remain below average mortality rates as covid brought forward some mortality events by about a month.

if the media were doing their job properly and not continuing to scare people as main tactic they would look at mortality rates in this country over the past 18 years or so (data is easier to get from 2002). mortality adjusted for population for first five months of the year shows 2020 is 4th out of 18 years of mortality. moreover the past 5-7 years are all below trend and therefore we were due a bad flu type year or mortality.

so no , it wont go down from here unless the stupid govt decide another lockdown, despite the science, is a vote winning strategy. that's a non trivial probability given scaring people seems to be popular.

[bothdavis] 02/7/2020 09:59

Why should it?

[lako42] 02/7/2020 09:56

Why wouldn't it?

[eurofox] 02/7/2020 09:40

who still thinks this is going back to 250p?

[hhhold2] 01/7/2020 14:01

kicking the can down the road & papering over the cracks with the money printing,

it will have to end at some point & throw in a pandemic, job losses etc,

time for new cleaner industries to emerge,

will have to grasp the nettle at some point,

[hodhasharon] 30/6/2020 08:49

The second wave is here.....both C19 and the C leg down.

Charts showing 80p here......surely not.

[hhhold2] 30/6/2020 08:47

Would like to see this nose dive to the £2 mark one more time,

job data soon so could get bumpy next few weeks.

[eurofox] 29/6/2020 15:59

one can now see the importance of not eroding one's core holding

[pvi1] 29/6/2020 15:42

Pleasant surprise in the share price today. I fully expected a drop into the 250s

[eurofox] 29/6/2020 12:03

I suspect we have already had the second spike and that the greater number of flu-like things seen by doctors in December were probably the first wave

[cjac39] 29/6/2020 10:55

its all in the data WBA. germany, NZ etc 0.2-0.4% of care home residents died. UK, Spain , Belgium 5-6% of carehome residents died. the UK govt has a lot to answer for but probably never will.

no scientist can explain why marches and mass gatherings in may have led to zero uptick in deaths in the UK. they have now moved their group think onto it will reemerge in the winter because the current data doesn't fit the immediate second spike narrative.

[lauders] 29/6/2020 00:48

(Bloomberg) -- Manulife Financial Corp. is emerging as the leading bidder for Aviva Plc’s Vietnamese unit as it eyes further expansion in southeast Asia, according to people familiar with the matter.

The Canadian insurer is weighing a deal that would include a so-called bancassurance agreement with Aviva’s local partner Vietnam Joint Stock Commercial Bank for Industry & Trade, or VietinBank as it is known, to sell insurance products through the state-owned lender’s branches, the people said. A deal could be valued at several hundred million dollars, the people said, asking not to be identified because the deliberations are private.

Negotiations are still ongoing and could still fall apart, the people said. Other bidders could also emerge, they said. Representatives for Aviva, Manulife and VietinBank declined to comment.

[rettah] 27/6/2020 22:08

Only about 10% to 20% of people who’ve had Covid actually test positive for antibodies apparently due to other body defence mechanisms kicking in before the need for antibodies. I don’t think anyone knows the actual picture.

[dr biotech] 27/6/2020 19:07

One of the stats that has been touched upon today but not so widely reported on is the hospital death rate - this seems to be falling quite sharply as the treatments have improved. Once this falls to the same level as flu, then the picture changes.

If you look at the US now where in some states the cases are rising quite severely, it seems they re-opened too soon and will have to take remedial action. Whilst I'm no fan of this govt, they were stuck between a rock and a hard place and probably did what was right at the time (with hindsight of course they should have done things differently).

My sister has had a positive antibody test which surprised her as she has been asymptomatic. I hope its genetic..

[cjac39] 27/6/2020 18:24

You won’t because it is indeed the case. Herd immunity occurs at 15-20%.

[spud] 27/6/2020 17:40

I'll probably get lambasted but I believe that there's been a massive overreact to this Covid-19. The only way we're truly going to get rid is through the original plan (before it was deemed politically damaging) of herd immunity! spud