Aviva Share Discussion Threads

[eurofox] 01/9/2020 09:28

topped up 275.08

[1pencil] 01/9/2020 08:44

I'll try this week for additional contact details.

Bit surprised at the lack of interest given discontentment expressed by so many.

[1robbob] 29/8/2020 09:20

I have not been able to find out the email addresses of the Non Ececutive Directors?
Help would be appreciated

[1pencil] 28/8/2020 20:40

Was there any response to 1robbob21 Aug '20 - 15:26 - 4171 ?

If someone already has established comms within Aviva (bypass PR dept) it might help.

[spud] 28/8/2020 19:36

I can see UK M&A activity picking up if the Market continues to undervalue itself..spud

[dr biotech] 28/8/2020 18:57

I’m thinking Dow is way overvalued rather than UK being depressed. Would like to be proved wrong though.

[tornado12] 28/8/2020 18:24

There’s good reason for UK being the most depressed investment platform. We’re suffering most in G7 for COVID GDP lose in H1 and the cloud of Brexit no deal. I don’t see major improvement unless vaccine and/or Brexit solution are resolved. Never mind the discussion of recession and job loss epidemic. I’m hoping by Q2 next year things can materially change if outcomes are positive. In meantime Im taking what limited divi is available and extend the range of my portfolio. GLA

[spud] 28/8/2020 16:38

I guess that implies a substantial upside what with the UK being the Yanks hedge...spud

[uppompeii] 28/8/2020 16:23

Dow almost back to pre Covid levels, the ftse meanwhile languishes sub 6000.

[cjac39] 28/8/2020 10:38

yes wba1 - life comments only. i wouldn't dare comment on your patch!

[wba1] 28/8/2020 08:53

cjac39; I presume your comment on Italy refers to the life/investment side? The GI business is severely sub scale with a set up and performance record which is poor next to the bigger players. I appreciate Aviva are more significant in the life market in Italy and may well have a sustainable business at scale.

I see no reason (in Italy or elsewhere) not to treat life and GI as separate businesses and consider their futures as such.

[scnash1] 27/8/2020 18:55

Cjac39
Any Idea on the value of European business individual or as a whole?

Scnash1

[burbelly] 27/8/2020 17:02

Didn’t think they had anything in Spain or Holland, Luxembourg maybe

[cjac39] 27/8/2020 16:26

i did some digging on the european businesses. before that its worth noting they got quite close to selling HK and Singapore previously so i would expect that to resurrect. its also definitely the case that inv bankers are out and about talking to everyone on all non core, non UK / Canadian assets according to friend of mine on board of large insurer.

on europe apparently: Italy excellent with some great bancassurance relationships. poland is prob the best with leading mkt share. spain and holland also have some good bancassurance relationships. france is bit of an average one and probably what they will struggle most with.

[spud] 27/8/2020 11:30

Shore Capital backs new Aviva boss



Shore Capital is giving another new chief executive at Aviva (AV) the benefit of the doubt as it resumes coverage of the insurer.

Analyst Alan Devlin resumed coverage with a ‘buy’ recommendation, with Amanda Blanc the latest chief executive to promise improved performance.

‘We believe previous chief executives did make progress not reflected in the current valuation, and Blanc should be given the benefit of the doubt to build on the work of her predecessors,’ he said.

Devlin said the balance sheet was stronger, meaning Blanc could target operational performance and had ‘gone further than her predecessors’ in focusing on the UK, Ireland and Canada, ‘increasingly the likelihood of success’.

spud

[eurofox] 26/8/2020 11:56

None of that. Just observing a readiness to be on either side of that trade at that price. Today is more interesting, trade volume very low. Fairly strong base not selling?

[moontheloon] 26/8/2020 11:12

What's your thinking eurofox? Surely be a disclosure rns if one party? Takeover purchases? Be nice to have a sudden boost and everyone happy apart from any shorting scum. (would have to be brave at these levels)

[eurofox] 25/8/2020 13:13

Interesting ... 5,687,000 shares transacted intraday at 287.7p at 13.01.42 pm

Looks as if everything that is being sold is being accumulated

[moontheloon] 25/8/2020 08:40

Let's hope forthcoming assault on 300 sticks this time chart looking that way... Going to be profit takers on the way in a jittery market. Before fall back from the recent covid era spike I looked at all my portfolio and thought it was looking to good too soon and nearly sold... It was and I didn't but hey ho. Could have gone other way and these are patient holds for when covid is just another little 'parasite' in human life

[gary1966] 24/8/2020 20:13

cjac39,

Is the last sentence referring to JRP or Aviva? If the latter then just in case you missed it they are paying dividends again.😀

[cjac39] 24/8/2020 17:13

thanks wba. i will tread with care.

sorry another off topic qn but Eurofox, do you follow the flows on JRP at all? it put out a great trading statement, jumped appropriately up, but has chipped back down even on green days which makes me think someone is offloading. out of all the UK insurers this is still the most cheap in my view (but more risky for sure and non divi payer).

[eurofox] 23/8/2020 22:39

What you may be missing is that 7.5% for L&G is likely to be unsustainable because we are moving from a growth environment (which has powered their dividends, share price trajectory and optimistic Mark to Market assumptions for their investment portfolios) into an environment in which the same sort of growth is almost certainly not going to happen.

[1robbob] 23/8/2020 22:10

I don't understand references to a 5% dividend.
Is this 5% of 280p ie 14p per share.
With L&G yielding 7.5% surley the AV price will immediately fall to circa 185p
.....I must be missing your point