Was around 15% for a couple of weeks during early Covid lockown, following a spike to 23%. |
NAV is 96p so the discount to NAV is now 13.5% which is approaching record levels if the HL charts are right. |
It is interesting how ESCT is subject to activist intervention when ESCT has beaten the benchmark and has hugely outperformed EAT.I still think EAT is a good recovery play as EU cut interest rates although inflation is still a problem |
... attractively positioned for a recovery ...
Again.
Still got to fix some bad stock picking can't blame it all on macro. The opportunity to do better still needs to be taken. |
4 x 1.38p it is, then. |
nice 1.5% jump in NAV to 93p. Unexpected but welcome. |
Worth a look around 75/76 pence for me,
given Trump and macro I would now only consider lower down - which may not be available. |
We have not yet had Dec 31st NAV, though there should be no material change. There has been no statement of any change in dividend policy. Given the very cautious outlook for Europe at the moment, I'd guess the dividend will be 4 x 1.35p = 5.4p, thus yielding approaching 6.7% at the practical buying price towards yesterday's close of 80.5p. |
Year end NAV 91.966% of that to be paid as dividends next year Marginally over 7% on today's buy price then ?Is that still policy ? |
The outlook is terrible for Europe just now but I'm still holding and added a few at 81p. There is a dividend annnouncement imminent. |
No rally this time oh well here's hoping for better next year |
Better fortune and better stock picking and we should eventually recover, and that opportunity is still worth holding for. This is about as low as I remember. But we are struggling for the sort of good news which will give us another Christmas NAV rally to hold up the dividend. Fingers crossed though, every penny helps. |
I think it is entirely reasonable to mention that it reached it's highest point (since the 90s) in the everything rally following COVID and then was sold off due to profit taking but also the rotation away from smaller companies. Hopefully you haven't overlooked me also saying it isn't ideal performance and agreeing. The new managers need to do better. I know they hold shares which have seemingly had a good 2024, but it's always a question of what and when they bought them.I am fully of the belief that it will get above 100p again in the future, I've no idea how long it will take, but I will reinvest dividends and top up when I see value. |
Yes, but that was well truly the everything rally rather than EAT being a better prospect at that point. I agree however the performance has not been good enough, though it is smaller companies based which have also struggled yet not to the same extent. Yet to see much change from the new managers in terms of progress but there have been some changes in the top ten from a quick look. Industrials making up nearly 40%.I remain holding and picking up dividends, buying at this price has served me well in the past, but I am not excessively buying either. |
In October 2021 the share price was near £1.50.
Utterly dire.
Nice day for SWR. |
Yes. NAV is around 95p and could easily rally a few pence like it did last year. The share price discount has widened but that doesn't affect the dividend, it boosts yield. |
Still time for a rally to 90p with a US election rally before the annual a Santa rally? |
Starting to look like the 2025 dividend will fall significantly but it might then have a slightly higher cover. (So 5p and 45-50%?) |
Kepler Trust Research |
Apologies misread your post, As always depends on what time period you chose which is very subjective, for me happy with a return of 9% in a year which is nonetheless below the peak and somewhat dissaponting that it hadnt kicked on from there but thats the story for the whole stockmarket . |
I have 98.78 pence per share from the last December RNS before the new year. |
Did I misread?. |
How did you come to that conclusion?NAV has risen from 87.86p 10/9/23 to 96.09p 10/9/24That's over 9% increase. |
Register for streaming realtime charts, analysis tools, and prices.
Hot Features
Premium
