Aviva Share Discussion Threads

[blusteradjuster] 15/3/2016 07:55

The whispers about the budget presumably had nothing to do with the share price rocketing above the 200 day moving average on Friday.

There will be some market-players caught out by that and they'll want it back below.

These rumours are usually spread by those with a book to talk.

[skinny] 14/3/2016 16:47

From earlier - hardly controversial !

RBC Capital Markets Underperform 488.05 460.00 480.00 Reiterates.

[cyberian] 14/3/2016 16:43

Spirito...bad for individuals perhaps, but Insurance parties are just the collecting agent for such increases in premiums....so neutral for Av., and the like.

[alphorn] 14/3/2016 15:52

The Bluey who red ticks should make their own statement rather than hiding in the shadows.
We are all here to share our own opinions and hopefully make some money.
(btw. I am net very long at present).

[spirito] 14/3/2016 14:26

Insurance premium tax up again probably

[alphorn] 14/3/2016 11:02

Still some noise that GO will hit the insurance business on Wednesday.

[adelwire2] 14/3/2016 02:06

Impressed with Mark. Onwards and upwards

[zho] 12/3/2016 17:51

Aviva’s Friends deal looking better by the day

Aviva hasn’t entirely shaken the perception that last year’s £6bn takeover of Friends Life was a rights issue in disguise, but chief executive Mark Wilson is gamely trying to move the debate along.

[philo124] 12/3/2016 09:58

Well that's 5k recovered from my budget deficit.

[dr biotech] 11/3/2016 11:35

I don't really understand how Flanagan had such a high forecast for the divi and future growth but then also rated them as a sell beforehand.

The amount of shares in issue is well known and so is the dilution with the friends deal. As the profits were higher than expected the EPS must have been higher and only the amount of distribution is a factor.

I'll keep all mine.

[nicksoj] 11/3/2016 09:41

Not sure if anyone applies the broker recs to their decision making?The median broker consensus for av. has been at 591p for some time.It'll never get there!Future earning potential looks strong - imo.Let's hope they keep the continuity going with the management team...

[speedsgh] 11/3/2016 09:32

Aviva 2015 results: good, bad and warnings -

Insurer Aviva (AV) delivered a set of results ‘with a smattering of good, bad and warnings’.

Shore Capital analyst Eamonn Flanagan retained his ‘sell’ recommendation but does not have a target price on the stock following 2015 results. The shares rose 2.7% to 471.8p yesterday.

He said the ‘good’ focused on the ‘Solvency II coverage ratio of 180%’, a measure of insurer’s financial strength, which was better than the 155% expected and ‘the operating profits were better than we and the market had expected’.

The ‘bad’ was the 15% growth in the dividend to 20.8p. Flanagan said this was ‘well below our top-end 22p forecast and the market’s expectation of 21.2p’. He added that ‘the dilutive impact of the Friends Life deal is becoming evident and [there are] some forex hits’.

The ‘warnings’ were around normal earnings growth which is likely to be ‘in mid-single digit’.

‘In addition the dividend growth is expected to moderate in the coming years. This compares to our forecast of c.15% per annum growth in earnings per shares for the next two years with a similar level of dividend growth attached,’ said Flanagan.

[alphorn] 10/3/2016 10:49

Results look good. Non life income not badly impacted by storm damage.
Future looks bright other than referendum uncertainties. Presently very long but will open bearish positions shortly to close mid June.

[speedsgh] 10/3/2016 10:02

Dividend payment dates are buried somewhere within the plethora of results announcements. Probably quicker to look on their website which confirms XD 7/4 with payment on 17/5.



EDIT - separate rns now released re dividend timetable...

Dividend Declaration -

[philo124] 10/3/2016 09:34

Or breakout to 520p.

[uppompeii] 10/3/2016 08:57

No one mention a gap.

[bili1946] 10/3/2016 08:51

Well PHILO subject to ECB today you should reach your target......

[philo124] 10/3/2016 08:07

Would be happier with share price through 485p. Overweight here.

[philo124] 10/3/2016 07:37

Yep, very good results!

[dr biotech] 10/3/2016 07:35

All seems good to me. Better cor divi up, strong capital position and integration on track.watch them plunge at open...

Nice to see Wilson being upbeat too. He has previously understated and overly delivered. Onwards and upwards.

[spacecake] 10/3/2016 07:27

Stronger results with each year since the CEO change to Mark Wilson, just hope they can hang onto him. I'll have a few more of these before xd day.