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Share Name Share Symbol Market Type Share ISIN Share Description
Direct Line Insurance Group Plc LSE:DLG London Ordinary Share GB00BY9D0Y18 ORD 10 10/11P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.90 -0.3% 300.90 302.30 302.60 305.20 300.20 302.00 3,368,165 16:35:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonlife Insurance 3,202.6 509.7 29.5 10.2 4,137

Direct Line Insurance Share Discussion Threads

Showing 2626 to 2647 of 2825 messages
Chat Pages: 113  112  111  110  109  108  107  106  105  104  103  102  Older
DateSubjectAuthorDiscuss
29/4/2020
18:41
@wba1 I already own large blocks of Allianz Zurich and Munich re having sold out of equally useless aviva and put the money to work there. Why AXA? 50 pc share upside/great yield.
porsche1945
27/4/2020
10:58
Re sufc/1247^. I understand it was the govt that vetoed insurance co divs. There would be logic if the rationale of preserving cash on the books led to the buy-backs halting too. On the bright side, growing cash on the books might help propel DLG back into the FTSE100. We saw how it flopped when it was demoted, so... fingers crossed eh? I prev floated at #1243^ 'One to keep an eye on closer to the next FTSE 1/4ly reshuffle; DLG is currently just within range for promotion to the FTSE-100. Next valuation/cut-off is 3 June, and those changes will happen on 22 June. A/o the close of last week 9-Apr there were six FTSE-100 stocks facing demotion. Of the FTSE-250 possible risers, DLG was in 6th position (!)' That now reads 'A/o the close of last week 24-Apr there were *seven* FTSE-100 stocks facing demotion. Of the FTSE-250 possible risers, DLG was in *4th* position.
jrphoenixw2
21/4/2020
17:20
Fair points
sufc555
21/4/2020
15:01
sufc555; whilst I agree with your core point, the comparison with Admiral is inappropriate. Admiral are more like a broker than an insurer as they reinsure a huge proportion of their risk, predominantly to Munich Re. This has been their model from the start and means they are exposed neither to claims volatility or the sort of solvency capital requirements of a real insurer. Amazingly the deal with Munich Re also provides a huge profit commission based on loss ratio. I can only assume Englehardt had incriminating photos of the Munich Re board when they did the deal.
wba1
20/4/2020
21:17
Why Axa? If you want to switch to global insurers why choose the worst managed of all? Allianz and Zurich have better management and, in Allianz case, a stronger global position combined with a better portfolio of group companies. This is a genuine question as I wonder if I have overlooked something.
wba1
20/4/2020
16:42
The only reason to hold this pos was the divi, had zero reason to stop paying it, UK as always the biggest basket case, have switched to AXA, better upside, euro denominated and better dividend (still being paid) Exiting all uk investments, country has had it, basket case.
porsche1945
19/4/2020
09:26
encarter; there may be a small, but not material, impact on DLG. They write business interruption as an extension to business property cover. Whilst it does not cover pandemic, it does cover impact from supply chain disruption. How far this stretches would need to be tested in court. However, any impact will be swamped by the reduction in loss ratio (and COR) due to fewer road accidents and burglaries. I am treating DLG as a trading opp rather than a long term hold. I prefer Sabre (on pure quality of underwriting) and Aviva (for 5 year recovery) for the long term. But I was interested in the FTSE100 comment.
wba1
14/4/2020
14:38
One to keep an eye on closer to the next FTSE 1/4ly reshuffle; DLG is currently just within range for promotion to the FTSE-100. Next valuation/cut-off is 3 June, and those changes will happen on 22 June. A/o the close of last week 9-Apr there were six FTSE-100 stocks facing demotion. Of the FTSE-250 possible risers, DLG was in 6th position (!). Of course 3 June is a looong way off, but the 'enforced' FTSE-100 index tracker fund buying IF it were promoted would be a joy for longs to see. The only site I know for keeping a weather-eye on the FTSE promotion/demotion zone has the look of a long-running (15 years!) home-based project; still useful though. hxxp://www.stockchallenge.co.uk/ftse.php [change the 'hxxp' to 'http' to create a working link]. If anyone else has another source for following these prom/dem candidates I'd be interested to see it - Thx.
jrphoenixw2
13/4/2020
18:30
No they're not.
encarter
12/4/2020
17:59
https://uk.finance.yahoo.com/news/uk-insurers-face-legal-action-161957455.html Anyone know if DLG are affected?
oniabsta
11/4/2020
05:55
GARYCOOK Thank you for that, apologies for not checking back. Maybe all is not lost, see what they say on 6th May.
billy5
10/4/2020
18:50
Is that the end of the dividend for 2020 or is there a possibility of some hand out when things become more normal, what is their intention. Thanks
billy5
09/4/2020
11:53
that's right tomleafs but that's the cash part in the balance sheet. I'm looking at net debt. Sorry my figures above are of net debt 2017: -523 million Net Debt 2018: -319 million Net Debt 2019: -126 million Net Debt
farrugia
09/4/2020
10:22
Anyone who sold yesterday was mugged imv.
essentialinvestor
09/4/2020
07:53
From the annual report they state cash and cash equiv of £1,358.6m in 2017, £1,154.4m in 2018 and £948.6m in 2019. Where are you getting your figures?
tomleafs
09/4/2020
06:34
why is their cash balance declining year on year? 2017: 523 million+ 2018: 319 million+ 2019: 126 million+
farrugia
08/4/2020
13:37
Had a few.
essentialinvestor
08/4/2020
13:33
The divi will be back so well worth holding imho. And buying.
encarter
08/4/2020
10:21
Very little reason to own this dog anymore, shocking how quickly all these financials have dropped dividends, hasnt happened in the US or europe, all still paying, as usual shxthole uk suffers worse.
porsche1945
08/4/2020
06:34
Top up on the low down.
p winky
08/4/2020
06:22
Best to move to L & G as this will bomb today
superbarnet
04/4/2020
14:50
How long is a piece of string? Unknown unknown.
scobak
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