Diverse Income Share Discussion Threads

[jimmladd1] 02/8/2022 07:41

SYNT interim divi declared 4p today....about half of last years of 8p. So expect the final to be about 10-12p (my guess!) (Final was 21p)... So forward yield of around 6.5% hopefully.

[jimmladd1] 31/7/2022 08:16

Thanks for the additional numbers. Just be careful with the yield for SYNT, last years divi was exceptional, not sure it'll be as good again. I still hold though, to see what the interims bring.

[peterbill] 31/7/2022 06:09

Aleman ... thanks for the list - had some time so added some numbers - please check and DYOR.

Yield % PE Ratio Mk CapSHRS 5.3 IT 76mWINK 5.3 8.85 22mXPS 4.9 13.4 301mIPF 8.32 4.9 214mSUS 3.33 6.7 251mALAI 6.84 IT 29mHSD 12.5 10.28 49mSYNT 12.8 3.07 1.09BnCSN 7.65 16.1 443mMRCH 4.86 IT 753mMCRO 7.69 - 958mAEI 6.56 IT 154mCRU 6.78 - 12.3mDUKE 7 6.7 141mWIX 8 0.1? 354m

[tuftymatt] 27/7/2022 09:05

RIO today make a cut but LLOY make an increase.
I guess by having a couple of quality companies in each sector there is a good chance us dividend hunters will still do ok and be ahead of the FTSE 100 as an average where dividends are concerned.

[misca2] 23/7/2022 07:59

CLARKSON CKN

[edmundshaw] 21/7/2022 12:37

Hi Aleman. I hold two of those.

CSN has been predictable for years, hefty 8% dividend yield and pretty safe for that for the next 2-3 years at least. Share price around 275-300p has hardly moved though in the last 2-3 years (covid and Ukraine invasion dips excepted) during which I have held it (also held it about a decade ago for decnt results). Used to trade higher, I think it might head that way in the future...

SYNT is a newish stock for me. Seems oversold and that has created a chunky 5.1% yield where one would normally expect a more modest one. Chemicals seems a bit out of favour for various understandable reasons, but recovery could add a very useful capital gain (perhaps up to 100%).

Please DYOR of course.

[aleman] 20/7/2022 20:04

Some less mainstream shares worth researching for income, with no recommendation intended:

SHRS
WINK
XPS
IPF
SUS
ALAI
HSD
SYNT
CSN
MRCH
MCRO
AEI
CRU
DUKE
WIX

[fordtin] 20/7/2022 16:48

smidge21 -

I've just been pointed to this thread earlier today from the MNG thread. I've only managed to skim the last few months of post but noticed this one;

29 Apr '22 - 22:09 - 519 of 532
0 1 0
Other passes were BATS(got), CSN, CLIG, RMG, IMB, IPF (now got)

Can I ask why you passed on CLIG? I've held a few for a couple of years, but today was the first time mine entered negative territory. Before being drawn down the rabbit hole of averaging down, I'd appreciate some insight as to why you were wary.

TIA

[aleman] 22/6/2022 10:31

MCRO interim dividend falls slightly to 8 cents but the current strong exchange rate sees the 6.42p sterling dividend set to increase marginally. A similar situation for the final would see a FY dividend around 22p for shares now under 300p after a heavy fall this morning that comes despite a large debt reduction on free cashflow up over 1/3rd. Consensus is for a slightly increasing dividend to 2024 as debt/EBITDA falls from 4 to 3. It fell from 4.0 to 3.7 in this 6 months.

[waldron] 27/5/2022 19:19

UK dividends calendar - next 7 days

Fri, 27th May 2022 16:02
Alliance News

Monday 30 May
Bakkavor Group PLC dividend payment date
Central Asia Metals PLC dividend payment date
Mortgage Advice Bureau Holdings PLC dividend payment date



Tuesday 31 May

4imprint Group PLC dividend payment date
AEW UK REIT PLC dividend payment date
Anglo Pacific Group PLC dividend payment date
Arbuthnot Banking Group PLC dividend payment date
Bankers Investment Trust PLC dividend payment date
City of London Investment Trust PLC dividend payment date
Custodian REIT PLC dividend payment date
Diverse Income Trust dividend payment date
Ecofin Global Utilities
& Infrastructure Trust PLC dividend payment date
Henderson International Income Trust PLC dividend payment date
JPMorgan Global Core Real Assets Ltd dividend payment date
Picton Property Income Ltd dividend payment date
Sportech PLC dividend payment date



Wednesday 1 June

Alliance Trust PLC ex-dividend date
BAE Systems PLC dividend payment date
Bodycote PLC dividend payment date
Derwent London PLC dividend payment date
Essentra PLC dividend payment date
Evraz PLC ex-dividend date
Henderson Diversified Income Trust PLC ex-dividend date
Henderson European Focus Trust PLC ex-dividend date
Henry Boot PLC dividend payment date
Hilton Food Group PLC ex-dividend date
IntegraFin Holdings PLC ex-dividend date
JPMorgan China Growth & Income PLC dividend payment date
JPMorgan Claverhouse Investment Trust
PLC dividend payment date
Legal & General Group PLC dividend payment date
Majedie Investments PLC ex-dividend date
Menhaden PLC ex-dividend date
Momentum Multi-Asset Value Trust PLC ex-dividend date
National Grid PLC ex-dividend date
Porvair PLC dividend payment date
Premier Miton Global Renewables Trust PLC ex-dividend date
Regional REIT Ltd ex-dividend date
Residential Secure Income PLC ex-dividend date
Restore PLC ex-dividend date
RM Infrastructure Income PLC ex-dividend date
Sabre Insurance Group PLC dividend payment date
Scottish Mortgage Investment Trust PLC ex-dividend date
Severn Trent PLC ex-dividend date
Triple Point Social Housing REIT PLC ex-dividend date
Tritax Big Box REIT PLC dividend payment date
Utilico Emerging Markets Trust PLC ex-dividend date
Vodafone Group PLC ex-dividend date
VPC Specialty Lending Investments PLC ex-dividend date
Warehouse REIT PLC ex-dividend date
Zotefoams PLC dividend payment date



Thursday 2 June

Gamma Communications ex-dividend date
Hill & Smith Holdings PLC ex-dividend date
Jupiter Emerging & Frontier Income
Trust PLC ex-dividend date
Keller Group PLC ex-dividend date
Macfarlane Group PLC dividend payment date



Friday 3 June

Aptitude Software Group PLC dividend payment date
LSL Property Services PLC dividend payment date

[aleman] 23/5/2022 17:05

IGV looks very risky but has paid out some good dividends in the past. If you get interested in such risky vehicles you should spread your cash thinly. I've looked at similar in the past and thought other stuff is risky enough.

Incidentally I bought some ALAI today. Most exposure is to Brasil but the Real has been weak for years and markets fell so it might be a better time to buy while noting it is still a bit riskier than some markets. (Brasil historic average P/E around 13-14 but now 8.9.) Countering that possibly, or at least spreading risk, there is quite a bit of bond or convertibles exposure to other Latin American markets. The yield is around 6.5%+. There was talk of a possible dividend cut if volatility continued in Latin American currencies and markets but the stronger Real this year has possibly seen off most of that risk.

[maywillow] 23/5/2022 16:44

Norry

start your own thread if really igv important to you and perhaps others will contribute

[maywillow] 23/5/2022 16:38

Targets Six months: 110.96 One year: 129.60

Supports Support1: 90.67 Support2: 88.00


Resistances Resistance1: 95.00 Resistance2: 110.96

Pivot Point 90.43

[maywillow] 23/5/2022 16:33

Norry2
23 May '22 - 13:47 - 522 of 522
0 0 0
Anyone have any thoughts on IGV?

No worthwhile comments apart that it pays a decent divi later in the year and it might be worth substantially more than its current sp

although thats the case for many shares these days

good luck

[norry2] 23/5/2022 13:47

Anyone have any thoughts on IGV?

[turvart] 07/5/2022 09:16

Good value at the moment is SYNT going Ex-div paying 21p on 1/6/22.

Do some research, you should like it, well under valued on fundamentals and in a very good market position. I hold in my portfolio.

[smidge21] 29/4/2022 22:09

Other passes were BATS(got), CSN, CLIG, RMG, IMB, IPF (now got)

[smidge21] 29/4/2022 21:00

This one had passed my screen (on fwd FCF, DYC etc) but haven't yet plucked up courage (fearing a value trap)

[boystown] 29/4/2022 20:31

FWIW, I bought SNWS as a value-cum-yield play this week. The yield COULD be as high as 8.7% at 34.5p, and should be a minimum of around 5% depending on what is said with the interims on Wednesday. Last year's divi puts the shares on a yield of 4.34%, whilst 2018's would be 28% :-) Of course, the share price was then over a quid.

This is a very cheap share on conventional earnings metrics with a probable P/E of around 3, and a PCF ratio of less still, but that's because it operates in an industry that is deemed to be in terminal decline (mainly the wholesale distribution of newspapers and magazines). So to my mind, the only reason to buy is the hope of a sustainable high yield - which I think I will get. I think the decline of print journals must be as low as it's going to get, but what do I know!?

Anyway, it's risky and it may be wiser to wait to see what is said on Wednesday if anyone is interested, but I bought just 20k shares at 34.5p in hopes of a 3p divi this year or next, which I'm hoping will finance one of my 52 weeks of each year moving forward - as I have limited needs :-)