Aviva Share Discussion Threads

[muscletrade] 12/11/2020 10:00

@cjac39..."i really dont understand the disparate valn of av just vs lg and phnx"

Well for starters both L&G and Phoenix maintained dividends.Just a thought.

[dr biotech] 12/11/2020 09:55

I moved my SIPP from HL to Halifax. I was paying £300 a year in platform fees and now its much less. Plus I lost trust in HL with their continual backing of Woodford even when the writing was pretty much on the wall. At one time I had almost 30% of my total holdings in various Woodford funds - unusually for me I took on board some of the comments that the negative posters were saying and sold them all before it got too bad. Then when I switched to Halifax at the beginning of the year I had to sell some non transferrable funds, just before covid hit the fan which saved me from a more severe hit. Investing by luck.

[eurofox] 12/11/2020 09:22

added at 305

[cjac39] 12/11/2020 09:14

this caught my eye in L&G:

Excludes total LGR mortality reserve releases of £920m made between 2017 and 2019. For 2020, a further mortality release of c£200m is expected

a further £200mln at l&g augurs well for aviva and just

P/B and div cover look bit high / low for me. much can go wrong with cap generation assumptions like they have.

one to ease out of around 20% higher than share price to recycle into proper cheap ones like av and just.

im also going to start reducing my phnx holding as they get closer to £8.

i really dont understand the disparate valn of av just vs lg and phnx. of course you can point to historic underdelivery on just about anything to do with av but sotp alone takes you much higher.

[eurofox] 12/11/2020 09:02

... and again 305

[wskill] 12/11/2020 07:19

Looking at lgen today is just shows what shambolic management we have had here with Aviva I will pray they would take over AV unlikely I know but always an optimist you have to be here.
It just seems like we only employ idiots each one worse than the last the company should be broken up and sold as none have been able to grow it like lgen.

[dr biotech] 12/11/2020 07:10

L&G announcement...would appreciate something similar here

We are today setting out new five year financial ambitions for the Group.

As 2020 is a pause year, the Board's current intention is to keep the final 2020 dividend flat. [4]

From 2021 the Board intends to grow the dividend at low to mid-single digits.

[garycook] 12/11/2020 03:36

Cassini,Agree my Son as a ISA,and Trading account with ii,which I Manage for him.It is ok,but had a problem with a Evraz dividend being paid in USD,in March.I informed them that I wanted the EVR dividend in the DRIP(Dividend Re-investment Program)But they did not do it,and I had to convert the dividend to GBP.You get a bad rate,because ii charge 1.5% for the conversion. EVR were 226p at the time.To cut a long story short and after around 20 secured messages,and 6 months later,my son got compensated 100 Quid.The DRIP is good value at 99p

[garycook] 12/11/2020 00:52

The ii SIPP is different. With a SIPP fee of just £10 a month (special offer: pay no SIPP fee for six months) plus your £9.99 monthly service plan fee, you'll know exactly what you're paying 19.99 after 6 months.I have a SIPP with HL paying 16.66 a month,and customer service is excellent.I also manage my Son,s ISA with ii.HL as the better service but charge 11.95 per deal.ii is 7.99 per deal.Both lower rates if you trade often.

[cassini] 11/11/2020 23:00

thamestrader
11 Nov '20 - 18:08 - 5217 of 5220

Sorry, guys, my fault. Market must’ve got wind that I’m moving my pension pot from Aviva (£57/month) in fees) to a SIPP with ii (£19.99/month).

Don't quote me on this but I thought I received a message from ii within the last month or so that they had changed their SIPP fees.

It used to be £10.00/month for a SIPP not in drawdown (or whatever they call taking money out of it) then an extra £10/month on top when the SIPP is actually in drawdown.

I thought they said in their communication they were waiving the drawdown fee in future? That'd make it £10/month flat fee.

Am I hallucinating about that?

[cl0ckw0rk0range] 11/11/2020 22:48

Because you can get two for one by comparison.

[salver2] 11/11/2020 18:41

I’m with Cyberian on this one

[smurfy2001] 11/11/2020 18:27

I had CFDs in Natwest dividend was paid ex-div the broker later took back the dividend!

=

Dr Biotech11 Nov '20 - 13:19 - 5207 of 5217

An interesting point would be those who had spread bets open - these typically pay out on the XD day, so I'm not sure what would have happened when it was subsequently cancelled.

[thamestrader] 11/11/2020 18:08

Sorry, guys, my fault. Market must’ve got wind that I’m moving my pension pot from Aviva (£57/month) in fees) to a SIPP with ii (£19.99/month).

[cyberian] 11/11/2020 17:54

Comparisons between LGEN and Aviva...the latter's P/E ratio is 36% lower than LGEN, and yet Aviva's earnings are 39% higher than LGEN. Incidentally I hold both, but with overseas asset sales likely soon to be announced, and Dividends to be re-introduced I am a little more comfortable hanging onto my Aviva shares.

[dr biotech] 11/11/2020 15:58

AV is behaving as I expect. Unfortunately the rest of the market is misbehaving in running away from us. Don't get me wrong of the 20+ shares that I hold there are several that haven't gone up at all this week - but this is a laggard compared to most in the sector.

I'm going to wait to see what AB says. She deserves a chance and at least 12-18 months. But I'm hoping for significant corporate action before then.

[uppompeii] 11/11/2020 15:46

Precisely why I bought L&G at 174 I think a couple of weeks or so ago. Learnt that lesson many times....

[oggyrocks] 11/11/2020 15:18

Really frustrating as all other financials are up today. Luckily bought some LGEN at 198 recently, and can't understand why this share always seems to underperform that one. Had hoped that AV would outperform - will wait and see what happens at the end of this month. It should be up 6p today really, not down 5p.

[leedslad001] 11/11/2020 15:17

I am here to make money plain and simple

[eurofox] 11/11/2020 15:15

Can't understand you moaners - it can't go up in a never ending straight line - the bedwetters and margin traders have to be cleansed every so often - its behaving as I would expect - perhaps insurance shares only appeal to ultra-cautious people?

[whatsup32] 11/11/2020 15:09

Agreed , can’t understand why it’s not rising. I’m holding for two more weeks then it’s sayonara

[leedslad001] 11/11/2020 14:54

Really is a poor performance compared to rest of the market will hold till after results but other good solid companies up over 3% again today

[whatsup32] 11/11/2020 13:26

Thanks Doc. I thought as much but another commenter stated otherwise so I thought I’d ask.