Buy
Sell
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
  3.10 1.02% 307.10 306.20 306.40 306.70 298.90 304.80 3,870,486 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonlife Insurance 3,202.6 509.7 29.5 10.4 4,223

Direct Line Insurance Share Discussion Threads

Showing 2651 to 2672 of 2825 messages
Chat Pages: 113  112  111  110  109  108  107  106  105  104  103  102  Older
DateSubjectAuthorDiscuss
10/5/2020
08:47
DL under pressure to pass on savings of 70% on poss windfall of £60ml Admiral's hand back to all customers could be matched by DL giving discounts as and when premiums are due for renewal thus creating more loyal customers and spreading the costs of hand back, the drop in claims will continue for many months
mike24
06/5/2020
15:19
No reason they can't do both.
encarter
06/5/2020
15:14
Restoring the dividend or improving total return could be an interesting issue. Last year we had dividend plus special dividend, this year it was proposed to have dividend plus share buyback. With the potential of 'waves' of Covid-19, it may be that buyback is the way ahead as it can be switched on and off overnight. Might lead to the same total return, but I do not believe it benefits the small shareholder who relies on dividend.
vinceelliott
06/5/2020
12:32
The main plus point is motor premiums moving forward, all be it offset to an extent by claims inflation.
essentialinvestor
06/5/2020
12:05
can anyone put a figure on savings of reduced claims,enough to push share price through 300p ?
mike24
06/5/2020
10:59
This looks like good news have added some to my portfolio for a longer term recovery
wall street trader
06/5/2020
10:16
It seems thanks to Direct Line update the AA plc is gaining some interest after a few long flat days.
marmar80
06/5/2020
07:37
No reason for the divi not to be reinstated on next review.
encarter
06/5/2020
07:34
Good update here and good indicator for the AA update tomorrow. Insurance companies on reduced number of claims should be not lower than before covid.
marmar80
06/5/2020
06:39
Yes, impressive. They come across as caring and I like that a lot.
lord gnome
06/5/2020
06:20
very positive from direct line this morning , they appear in a lot better shape i guess then many companys out there at the moment
casino444
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
Chat Pages: 113  112  111  110  109  108  107  106  105  104  103  102  Older
ADVFN Advertorial
Your Recent History
LSE
DLG
Direct Lin..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20201125 00:02:52