Aviva Share Discussion Threads

[1robbob] 06/9/2020 09:29

The interesting parts of the Telegraph article are:
1) That the unpaid part of the 2019 Final Dividend 14.9p will be paid in full
2) The likelihood that the dividend for 2020 will be cut by a third from the 2019 level of 30.9p
AND
3) That Panmure Gordon analyst does not expect any announcement on the future dividend policy until after Christmas

The later statement does not appear to take into account that as yet no dividend whatsoever has been announced or paid for 2020.

[burbelly] 06/9/2020 09:19

httpx://www.telegraph.co.uk/investing/shares/questor-aviva-can-still-yield-7pc-cut-dividend-income-seekers/

[salver2] 06/9/2020 09:12

I hope with Questors record this isn’t the kiss of death does anyone have access to the article?

[eurofox] 06/9/2020 08:04

Featured as a buy by Questor in the Sunday Telegraph.

[1robbob] 05/9/2020 17:06

whatsup32
>> Claims down near 50% and yet premiums rise
Good news for Shareholders!!!

[whatsup32] 05/9/2020 14:41

Claims down near 50% and yet premiums rise.

[1pencil] 04/9/2020 20:54

Its probably a lot easier now to support the markets with so many trackers.

Add liquidity (buy forward contracts) and let the trackers take over.

[edmundshaw] 04/9/2020 20:28

Agree about not throwing money into the wind on pointless acqusitions. But what is so bad about just running Aviva as a cash cow to the best of her ability, offloading or fixing underperformers, looking for efficiency gains, keeping pace with technology updates and updating products to fit with ever-changing market needs?

To that end, it is hard to see why a substantial dividend should not be paid. Removing dividend to go for speculative acquisitions is not going to win over the City and improve the share price.

[wskill] 04/9/2020 16:27

Asagi I have little faith in any of the management here in Aviva I believe we have more of the same with the new CEO more or less an insider in my book .

This company is only run for the salary of top management nothing else it really is about time the major shareholders demanded a break up and sale of the company .

We cannot let this lot decide to go on the acquisition trail we all remember Friends Provident think it was sold for a few hundred million but paid billions for it.

[1pencil] 04/9/2020 09:49

Spud, short tracker only shows disclosed short positions above a certain threshold;

"Short Interest Tracker shows details of all short positions in UK listed companies that have been disclosed under the FCA's Short Selling Regulation"

Creast loan data gives the average across a given month of stock on loan, this can be used for any purpose but not necessarily sold short - brokers, hedge funds or market makers may need access at short notice.

FCA data may only show a fraction of the short selling given the % and size of Aviva, i.e a relatively small % could equal a large sterling position.

[asagi] 04/9/2020 09:33

I threw in the towel on this one yesterday after years of holding. It really is a perennial plodder and periodic disappointer.

It has been woefully mismanaged by its board. Getting rid of Wilson, appointing an insider after a three month search, then appointing his replacement over the course of a weekend.

Of course it never would have fallen so far if they had not cut the dividend and it is hard to avoid the conclusion that COVID was used as cover when they decided it was too high a payout c.f. LGEN

Asagi (no position)

[spud] 04/9/2020 09:15

Short tracker showing below 0.5%. spud

[1pencil] 04/9/2020 08:56

Small reduction in average stock on loan

August

GB0002162385
AVIVA ORD 25P

3.45%

July

GB0002162385
AVIVA ORD 25P

3.68%

[leedslad001] 04/9/2020 08:24

Back in 274

[uppompeii] 03/9/2020 16:43

2nd crash? Is this your first year?

[hhhold2] 03/9/2020 16:24

Hope this is the 2nd crash starting, come on down aviva.

[leedslad001] 03/9/2020 16:19

What price do you see over coming days waiting to buy

[eurofox] 03/9/2020 16:13

options expiry this month (triple witching?) should be interesting

[leedslad001] 03/9/2020 16:10

Agree I only ever buy with cash I have

[eurofox] 03/9/2020 16:09

no wonder that margined traders without two pennies to rub together loose a bucket load of money

[eurofox] 03/9/2020 16:06

Indeed so LINTONS

[leedslad001] 03/9/2020 15:54

Think we are going to fall through over next few days

[linton5] 03/9/2020 15:50

Almost resting on it now eurofox 🙈

[lord gnome] 03/9/2020 11:42

You could certainly be forgiven for interpreting the chart in that way. Fingers crossed, eh?