Aviva Share Discussion Threads

[pvi1] 30/12/2020 10:31

Everyone seems full of festive cheer. Happy New year

[1robbob] 30/12/2020 10:31

Returning to AVIVA !!!

Calendar for 2021:

21st January: Interim Dividend paid (7.0p)
4th March: Full Year 2020 Results
6th May: Annual General Meeting
14th May: Final Dividend paid (14.0p foecast)
27th May: Trading Update Q1
12th August: Half Yerar Results
1st October: Interim Dividend paid (7.0p+?)
25th November: Trading Update Q3

[mo123] 30/12/2020 10:29

I see this thread is starting to become infested with a ranter, who is intoxicated with his own puerile diatribe.

[jordaggy] 30/12/2020 10:07

Well said GtG.

[geckotheglorious] 30/12/2020 09:57

wba1
Post 6395
"I am afraid that Cassini, much as I respect his Aviva posts, seems to have a view of the LSE as obsolete as the sad Little Englander bile of Gecko. But we are all entitled to the odd delusion. Gecko's seems to be that he worked in every industry he ever seeks to make comments on - despite clearly knowing nothing about them"

The usual uneducated smear of being a Little Englander just because I voted Leave.
Hilarious.

Only Little person round here is the Little European who cant stand not getting his way....

Nope, never said I've worked in every Industry. Show me where I made that claim.

I'd trust Ukippers (both Left and Right)far more than entitled Remainer scum like you who think they are better than everyone..

Only deluded people round here are Remoaners who think the UK is too weak, not good enough to be an independent nation, and think we should cede our freedom and independence to a bureaucratic and undemocratic union of European nations.

You lot also seem to think our membership is the best thing since sliced bread but you'll change your mind when the EU collapses and fails to drag us with it.....

[geckotheglorious] 30/12/2020 09:51

RCTurner2
Post 6394
"I must admit I never understand these posts. People have been saying the same thing for years, yet none of this ever seems to happen"

How long do you think the US, and the Rest of the WORLD can engage in unlimited QE, aka money printing.

And the longer they do what do you think the economic consequences of such are?

[geckotheglorious] 30/12/2020 09:50

Dr Biotech
Post 6391

"So what exactly did you do for a career? When you posted as CTR you said you visited every major “pharmaceutical factory” in Europe. Now it seems you also worked in the city. Sounds like an interesting vocation"

??

I never posted as CTR.

Can you show me where he made that claim of visiting every major pharmaceutical factory because I bet he didn't.

As an aside you do realise that one can work in the City and visit every Pharmaceutical factory in Europe

IF

one is a Pharms/Biotech analyst at a City institution you dope.

All irrelevant as I never posted as that individual(I assume you're talking about my brother who lives in Canada) nor was I a Drugs sector analyst.

Nice try though.

[pete160] 30/12/2020 09:38

Perhaps he did go to all of those places - as an Amazon delivery driver :-)

[rcturner2] 30/12/2020 08:40

"Global insurers are toast when the debt illusion of wealth bursts.
As is the banking system

Interest rates are too low.
Pension/Annuities are screwed.
The economic tsunami heading our way is worse than 2007/2008."

I must admit I never understand these posts. People have been saying the same thing for years, yet none of this ever seems to happen.

[unastubbs] 30/12/2020 07:39

hope everyone enjoyed the xmas break. i know i did. :) just scrolled through what to me seemed to be a number of off topic posts. clearly brexit affects aviva in a general sense, as it impinges upon every UK company but surely there is somewhere else that views on this can be posted so we can keep this board focussed on AV.?

[dr biotech] 29/12/2020 23:14

So what exactly did you do for a career? When you posted as CTR you said you visited every major “pharmaceutical factory” in Europe. Now it seems you also worked in the city. Sounds like an interesting vocation.

[edmundshaw] 29/12/2020 19:00

The compelling reason is undervaluation and perception of serious beneficial change coming.

Mark Wilson talked the talk and pushed Aviva up from under £3 to well over £5. Tulloch did not talk or walk. Amanda Blanc is sounding good so far... but I feel the market wants to see the walking this time as well as hear the talking...

[anthony100] 29/12/2020 17:14

Dear 1robrob

Government Debt held by the Bank of England could possibly be rolled over to infinity and thus be effectively cancelled. As there is no cost for the debt...interest is returned as dividends well and good.

Monetary financing means that no premia is paid on pandemic debt but there may be a loss on debt purchased in previous QE from third parties.

The financial stocks I hold have not remained at the party today. Up in the morning and modestly down by close.

The share price of Aviva is far more important to me than balls written about government debt. This turkey ought in my opinion to be 400p plus but that is not what this market feels is appropriate. When the fund manager holds the index there is no compelling reason to be overweight this stock that has never delivered on the sum of its parts.

[edmundshaw] 29/12/2020 16:53

wba with due respect, I think talk of a British Empire is a little silly. Brexiters are not exactly all 90-somethings who think we can go back to Edwardian notions of British power. But I agree with the rest. The brexit vote was a difficult one for me, as there are so many complex implications that I could not begin to resolve.

There are positives and there are negatives, and true the financial services are not a happy bunch in the short term at least. Longer term is more unclear I think for several reasons too involved to try and explain let alone agree on. I could try but it is marginally off topic. The positives are mostly potential outside the EU (RoW and local businesses), the negatives mostly in our dealings with the EU now and in the immediate future.

But Aviva is the end point of any discussion, and I think we will be fine. We are concentrating on Canada and the UK principally for now, which fits well, and there may well be other non-European opportunities that Brexit can bring into focus. Meanwhile, we are assured that Italy, Poland and France will carry on fine at least while the deal lasts as it is and until they are offloaded.

[alphorn] 29/12/2020 15:31

Looking into the NY Aviva is a candidate again for option writers for yield. Let the dust settle going into 2021.

[richyggg] 29/12/2020 15:30

you are immoral , that is clear

[wba1] 29/12/2020 15:25

I fear that this thread is becoming infested by those with more interest in politics than the future of Aviva or financial services more generally. Looking at Gecko's posting history it is difficult to find posts without a 'let's cheer for Brexit' message.

I will continue to respond to those who use this thread for their own narrow political purpose rather than addressing matters relevant to the thread, but I do hope it will not be necessary for what has been such a useful thread to be either cleansed or replaced in future simply to avoid this small minority who think every thread is there only for them to issue propaganda. I would much prefer to debate the issues about Aviva than wallow in nostalgia.

[waterloo01] 29/12/2020 15:18

wba1, as usual great post, unfortunately we won't fully see the structural changes for a few quarters, but the UK tax base will have been badly hit.

[wba1] 29/12/2020 14:49

GeckotheInglorious;

It is such a shame when political fanatics let fantasies interfere with objective reality. I have assumed from your various posts that you have as much experience of the financial services sector as I have of the Pre-Tridentine Mass, although the latter at least has the advantage of making more sense than your bigoted ramblings. As someone who worked in the sector for 40 years, including 20 at director level, I can assure you that what we now have carries significant cost for the UK. Why, for example, do you think Lloyds is transferring policies from London to their Brussels subsidiary on 30 December? Why do you think that companies like Allianz no longer include the UK company as a suitable home for any pan-European facilities? Why have companies been moving assets from the UK to Europe?

Unlike you I could not give a toss whether we are in or out of Europe as long as we have a basis for business which is optimal. That is what we were promised by the current government and they have utterly failed to deliver for our sector. Do remember this is an Aviva thread and what matters here is the impact on financial services - Aviva's business - not some vague and distant dream of a British Empire. We are only fortunate that (most) Aviva business is already structured to be less affected. The position of global insurers and some investment banking operations is another matter.

It is now clear that when Johnson talked about an oven ready deal, financial services would play the role of the turkey.

[eurofox] 29/12/2020 14:15

have to agree!

[geckotheglorious] 29/12/2020 14:03

"Financial services has been totally sold down the river and the only saving graces for this, the most important sector of the UK economy, are that at least the meagre deal achieved will stop some firms defaulting on debt, and the sector has been better than most at preparing (by opening overseas offices and setting up subsidiaries - even at the expense of jobs here).

The deal is better than nothing (hence the relief) but let us not pretend it is anything remotely like the lies told during the vote and the last 4 years"



There was no Single Market for Financial Services before Brexit so what's the big deal?

The EU(France&Germany) have been trying to steal financial services for the last 10 years even though we were an EU member,partner and supposedly friend!!!!

You remainers disgust me.

Same old whining and drivel.

What happened to those hundreds of thousands of job losses in the City you claimed a vote to LEAVE, not even Brexit itself, would result in???

The lies told mostly by defeatist Remainers - so bad is their self doubt and delusion in their own abilities they could not muster a positive campaign to stay in the EU.

Pathetic.