Aviva Share Discussion Threads

[1robbob] 17/6/2022 08:26

whatsup32
Your honesty is much admired, well done

[eurofox] 17/6/2022 08:04

sorry about multiple post - key got stuck - need to change keyboard!

[eurofox] 17/6/2022 08:03

psychology

[eurofox] 17/6/2022 08:03

psychology

[eurofox] 17/6/2022 08:03

psychology

[salver2] 16/6/2022 23:46

Charts are pointless

[klotzak] 16/6/2022 22:37

Eurofox, could up you please explain how you came to that figure? Very precise, you must be charting?

[cassini] 16/6/2022 22:10

Hospitality/travel shares have been a total bust since 2020. I held Marstons and Wetherspoons, made a small amount on MARS, lost a bit on Wetherspoons. I bought no airlines, thankfully.

Avoid.

Their time will come, but I know not when!

[eurofox] 16/6/2022 19:53

back to 370p coming - still have the capital return intact

[whatsup32] 16/6/2022 19:51

I sold my Aviva (after holding 4 years) about a month ago @430 xdiv and bought IAG @151p

Aviva is down 20p -5%
IAG is down. 40p - 26%. It’s almost in a race with Bitcoin

At times of turbulence with rates going up Airlines seem to get hit hard while insurance as it should behaves defensively.

It’s not always greener….

Experience of someone that sold ..

[mountpleasant] 16/6/2022 15:13

I'm holding for 370 level..
There's enough negative sentiment to push it this low.

[tornado12] 16/6/2022 13:47

I’m long on Aviva and not yet used my dividend as I expect sub £4 to arrive in next days/weeks. I see inflation continue causing havoc with prices and fall in GDP / recession in near term … Good period to have some cash looking to then add at strong value. I don’t expect government to interfere with dividend moving forward, so pretty safe and well covered

[oggyrocks] 16/6/2022 13:09

Well - for some crazy reason used my
Aviva monies today and topped up at 4.09. That’s me sorted for a decent dividend amount now in the next few years. Planning on holding for a while now.

Gla

[adejuk] 16/6/2022 05:38

thx stun et al
i understand and it still doesn't make sense !

[ianood] 15/6/2022 23:49

cjac 39 - I know how you feel, missed out on the tech boom fearing another dotcom type scenario especially after the popularity of SPACS.FI has been out of the question for 7 years +. Bitcoin was never an option, I just don't understand it and therefore never bought in.

[cjac39] 15/6/2022 21:42

its not that complicated - issue capital allowable debt at an ok yield vs equity. part of recycling old sub debt into new and probably getting in before debt markets get worse and yields rise. credit and int rate markets are cracking and liquidity collapsing like i havent seen since 2008. thankfully its not a bubble bursting like 08 or 00 but certainly a meaningful deval and us stocks returning to earth. aside from insurers, relative to gbl eq ive been out of tech and duration for past 4 years and looked stupid all the way so i guess the sunshines eventually

[spud] 15/6/2022 21:07

I'm struggling with the methodology as well tbh. spud

[scobak] 15/6/2022 20:01

Can't see any joined up thinking there.
Av. reduce the capital base by spending cash only to effectively borrow money
at 6.875%.
And then to be convertible into shares?
What happened to keep it simple or am I missing something?

[stun12] 15/6/2022 12:57

adejuk, it's a £500m subordinated bond issue. It's Tier 1 capital, so counts towards Aviva's financial adequacy figures. Pays a 6.875% coupon and is convertible into common shares, but only at Aviva's option unless triggered by a solvency requirement breach.

[adejuk] 15/6/2022 11:48

can anyone explain that rns?
thx

[spud] 15/6/2022 11:20

Great final day and well done to the boys!

spud

[yf23_1] 15/6/2022 09:57

The sun's out, we won the test match and Aviva's up ...now what could possibly go wrong LOL!

[yf23_1] 15/6/2022 09:47

Glad I put my cap return back in yesterday at 407. Not so pleased it UT'd at 404 10 mins after.
All comes clean in the wash today though.

[eurofox] 15/6/2022 09:24

This is a good example of short squeeze and/or FOMO - or positioning for options expiry on Friday