Dee Valley Grp Share Discussion Threads

[scribbler101] 16/1/2007 12:44

jeffian - add volume to that graph!

[praipus] 15/1/2007 16:57

jeffian take a look at ECWC for utilities excitement but what ever you do dont sell all of the DVW IMHO.

[jeffian] 15/1/2007 15:50

Could someone get the defibrillator, please? The patient appears to be flatlining!

[one for the money] 01/12/2006 10:40

Praipus

Thanks for the info.

I already get my asset-backed excitement elswhere than DVW ...and some are a bit TOO exciting for the blood pressure sometimes! :)

Cheers
john

[praipus] 01/12/2006 10:34

If you feel the need for some asset backed excitement take a look at ECWC or their largest holding quoted on euronext Sechilienne-Sidec PSECH IMHO.

ECWC are raising more capital to buy some more utilities.

PSECH is a wind farm business with rapidly growing income and shareholders clammering for control. Ecofin having recieved unsolicited approaches for their 24% stake!

[one for the money] 01/12/2006 09:21

Here! Here!

[one for the money] 01/12/2006 09:03

Steady results - good divi maintained

[lundhousegreen] 07/11/2006 11:05

I note that today's sells are through Plusmarkets.

[scribbler101] 07/11/2006 00:00

lhg - I think the next int rate move is largely discounted already. And 12.5p is not that much for such a high value share. With so few traded minor transactions look more siginificant.

[lundhousegreen] 06/11/2006 17:47

Not taking many shares to knock DVW down. Down 12.5p on 500 traded. It could also be that if interest rates go up as expected Thurs., IMO this will have a negative effect on the share price as the dividend does not look as attractive? Still possibilities of corporate action here and in the sector, though.
LHG

[scribbler101] 20/10/2006 18:04

Our Dee Valley water went about 4pm and has not come back yet.

Fortunately this happens often enough that we keep a strategic reserve.

[ivancampo] 20/10/2006 17:58

agreed

will go sooner than most imo

[praipus] 20/10/2006 17:29

Only sell if you need the money IMHO.

[v01101999] 20/10/2006 12:26

sold a good part of mine at 1226 .. not sure how long the run will last .. thinking for shifting to KEL instead ..

[zeppo] 13/10/2006 17:29

The price is still firm - so whatever amount this trust sold was taken up right away.

z

[scribbler101] 13/10/2006 16:15

Take profit?

[v01101999] 13/10/2006 13:21

RNS Number:4477K
Dee Valley Group PLC
13 October 2006


Dee Valley Group plc (the "Company")

The Company received notification on 12 October 2006 that, following recent
disposals, Small Companies Dividend Trust PLC no longer has a notifiable
interest in the Company.

Why are they selling ?

[zeppo] 12/10/2006 20:01

Praipus

Thank you!

z

[praipus] 12/10/2006 16:59

zeppo

In terms of where to go may I suggest taking a look at ECWC and UIL they seem to achieve in excess of 20-30% per annum without you even having to get out of bed!

I've chased the portfolio with some interesting results which lead me to believe it is an easier life letting the professional's do the thinking.

DVW is an exception of course (a prior Director of Dee Valley runs Utilico) in that the dividend and consistant increases in profit and asset value make the reason for buying compellling IMHO.

[zeppo] 12/10/2006 15:58

lundhousegreen

Thank you.

I have copied it into my financial update folder.

I am just about at par with this - having come in at £20. sterling then added a few more at slightly below £20. I hope it goes ahead from here.

z

[zeppo] 12/10/2006 10:23

Praipus

Thank you for your comments.

I value the four water companies that I hold for their divis - which currently rise gradually each year. Presumably only the regulator could knock that in years to come. Any take-over premium for me has to be balanced against the problem of where do I invest next for safe growing divis.


z

[praipus] 12/10/2006 10:00

The problem is some of the people bidding for these companies have no need to borrow money and only need miniscule returns, as long as it is cash generating inflation linked, capital growth capable and in a stable economic environment. So IMHO you could see an extraordinary premium go through.

On the converse why sell when the dividend remains good, the customers are happy and continued capital growth is all but gauranteed.