Aviva Share Discussion Threads

[eurofox] 13/11/2020 17:28

Dominic Cummings gone from No 10 with immediate effect - is a Brexit Deal (not to his liking) imminent?

[1robbob] 13/11/2020 17:18

cjac39
£1.5bn special = 37.5pps if my maths is correct.
Any idea as to the net eps loss

[dr biotech] 13/11/2020 17:10

Where did you hear that about France?

[cjac39] 13/11/2020 16:57

theres an interesting wrinkle with sipps and the like. in the ordinary course client assets in sipps will be held in a separate custody entity which is bankruptcy remote from the operator. however where an insolvency occurs and there arent sufficient assets to pay the costs of the insolvency practitioner then they can reach into sipps.

look up beaufort secs.

am hearing fr progressing but quite a bit of execution risk with unions. 3-4 still target. i would guess they pay down something like 2 of debt, bag 0.5 for group and special the rest. not sure on timing pre 26/11

[cassini] 13/11/2020 16:36

uppompeii,

Cheers for that. I read in the ii terms that they held cash with other entities, various banks, but wasn't sure about equities.

[leedslad001] 13/11/2020 16:29

Ftse only market down say no more

[uppompeii] 13/11/2020 16:26

Cassini, the money isn't help by the SIPP provider, so creditors wouldn't be able to get their hands on it.

[cyberian] 13/11/2020 15:49

LGEN share price storming ahead today after recent results with a current P/E of 7.8 leaving Aviva relatively unsung on a P/E ratio 3 points lower at 4.8...what can one make of that!!The former is up 4.4% and dear old Aviva just 1.24...better add some more like Eurofox....the share price must get a deserved re-rating soon? Good job that I also kept faith with LGEN.

[dope007] 13/11/2020 15:31

GOne pretty much all cash again now. Just have a few Aviva and BAE plus 2 small pharmas

[cassini] 13/11/2020 15:25

Off topic but for those of you that hold SIPPs, does anyone know what the position of a SIPP holder is, if the SIPP is held with one provider and they go bust?

Let's assume the SIPP value is above the £85,000 FSCF compensation limit.

In fact I don't limit the question to just SIPPs, it could be that people hold more than one type of account with the same broker.

Do people take the risk, or split their investments between different providers up to the FCSF limit, or am I missing some important piece of information? The impression I get from the bulletin boards on ADVFN is that £85k is regarded as small potatoes by many of the investors here.

[dr biotech] 13/11/2020 12:09

You’re right. Just saw a bit in sky news about it and assumed when they said “due to start” it was today.

[mark1000] 13/11/2020 12:05

Dr Biotech I believe Court case starts on Monday should last 4 days.

[leedslad001] 13/11/2020 10:43

I hold NEX and CNE and ODX (before COVID) dyor

[uppompeii] 13/11/2020 10:25

Thanks both, much appreciated.I'll likely dip my toe and put 10% back in.

[dr biotech] 13/11/2020 10:20

Supreme court today starts the hearing on the Covid insurances cases. Presumably will last a week or so.

Three biggest funds in my ISA/Sipp are SL Smaller companies, Marlborough Smaller Companies and Marlborough Special situations - first is Harry Nimmo, latter two both Giles Hargreaves. Their respective records are excellent and the funds have even performed well since I bought in.
Also have a large European smaller caps (T.Rowe) and smaller russian holding - both have done OK and until recently henderson smaller companies, but switched those into more SL as their record is superior over most meaningful timescales.

Also have a couple of income funds that have performed badly - used to have Jupiter India, Marlbourough MultiCap, Woodford, and some HL "fund of funds" but sold out of these last year. All performed poorly.

Very roughly my fund sizes are 2-3 times my individual shareholdings.

[spud] 13/11/2020 10:07

BRSC. Dropped close to 800p during The Ides of March but now nearly recovered to pre pandemic levels. spud

[mountpleasant] 13/11/2020 10:01

When I top slice a trading position, I put money into 2 etfs. IDVY for total return, EMBE for income. First one is pretty low, based on my earliest purchase in 2012.
Second one has held up well. It has risky underlying assets, but well spread. Pays out monthly, which is nice.
I've never said to myself.. I don't want anymore income.

[uppompeii] 13/11/2020 09:49

I generally run my sipp these days with minimal input from me, been lucky with SL Global smaller companies, BG Shin Nippon and Fundsmith equity and a couple of others.I have some standalone AHT, AV. and recently L&G.I've 30% cash still... and am more out of touch with the market than when I used to trade regularly.Has anyone a suggestion or two for funds and/or recovery shares that I should look at?I tend to look for growth as income funds always seem to have disappointed me, especially these last years.It would be interesting to hear what other Aviva investors invest in...

[spud] 13/11/2020 09:21

Legal & General To Keep Final 2020 Payout Flat, Plans Growth From 2021Source: Alliance NewsLegal & General Group PLC on Thursday set out a five-year plan for dividends, expecting to keep 2020's final payout flat in a "pause" year but aiming to (grow from 2021 onwards). spud

[eurofox] 13/11/2020 08:34

it bounces after all

[cjac39] 13/11/2020 07:17

Sorry to go off topic but do any of you follow metro at all? I was looking at their t2 debt yday and it’s mental. 2028 bonds trading at 42%. Are they going bust?

[spud] 12/11/2020 14:47

Some dividend visability like L&G would do wonders for the price. However, if they're looking to rebase, they won't be wanting the price to go too high....

spud

[eurofox] 12/11/2020 14:45

added 303.85

[action] 12/11/2020 11:12

I agree with you. I had ac with HSBC and if you can not get through the line for say 30 min in busy time they compensate you for the loss. With HL high platform fee but no compensation when you can not sell on their platform or by phone.

[cjac39] 12/11/2020 10:19

thanks muscles i hadnt spotted that