European Assets Share Discussion Threads

[dodger777] 27/4/2022 13:03

Actually it’s just over 8% 🤔

[dodger777] 27/4/2022 13:00

Decent price currently to start buying in ? I know there might be more opportunities ahead but to get my foot in the door and a 7%ish dividend on current price looks decent value

[brucie5] 14/4/2022 16:29

Small topping up here too.

[catch007] 12/4/2022 10:48

Added some more at 108.5 to my SIPP & ISA holdings today looking ahead to August Dividends and hopefully a recovery in share price.

[chc15] 08/4/2022 20:10

Did exactly the same thing..

[marktime1231] 06/4/2022 13:38

Added some in to my ISA at 115p to catch the ex-div but in the short term I suspect EAT might drift.

(Edit ... rats, could of had these at 113p if only I had held nerve. Hey ho. Now the trick is spotting the bottom to double up ... 100p again?)

[killing_time] 31/3/2022 13:16

Ex div on 7th April, 2.2p = 7.46% for the year at share price 117p.

[marktime1231] 31/3/2022 12:35

Ditto, had to wait until the ISA / SIPP windows opens and it doesn't give us much time to get in before ex-div. If the price heads back over 120p by then I might look elsewhere, the medium term outlook for European stocks is quite depressed.

[rcturner2] 31/3/2022 07:06

I must admit that I also considered doubling up at 100p but didn't do so.

[brucie5] 30/3/2022 10:48

Dang... Knew I should have bought these at £1... Sometimes it doesn't pay to overthink.

[tonytyke2] 02/3/2022 12:00

Just found another 5k from my wife's proposed new kitchen fund, so just added that also! Ha Ha!

[tonytyke2] 02/3/2022 11:56

Just added 10k, let see how it goes. GLA!

[marktime1231] 01/3/2022 21:01

Still hovering, and in the top three on my buy list for when the ISA window opens along with LGEN and i3E.

[killing_time] 16/2/2022 14:45

All data as at 31 January 2022


Top Ten Holdings %
Ringkjoebing Landbobank 3.8
Storebrand 3.5
Lectra 3.1
Cancom 3.0
Interpump 2.9
Sparebank 2.8
Stratec 2.8
Atea 2.7
Gerresheimer 2.7
Nordic Semiconductor 2.7
Total 30.0


Trust Geographical Breakdown %
Germany 22.1
Sweden 15.0
Norway 13.3
Switzerland 10.6
France 7.6
Italy 7.5
Denmark 7.1
Netherlands 6.7
Spain 2.7
Belgium 2.0
Iceland 1.9
Ireland 1.8
Portugal 1.7
Total 100.0

[panshanger1] 15/2/2022 11:59

Getting close to 52 week low I notice

[panshanger1] 15/2/2022 11:58

Nibbled a few here for the dividend income - not much of a discount though Will add over coming weeks if opportunity presents itself

[marktime1231] 25/1/2022 17:59

Looking at the remaining 6.6p dividend this year yield would be 5.5% if you can get some at 120p. Thereafter 6% of year-end NAV. Is the share price / NAV heading back to 140p+ from here, well I would hope so yes but it could also drift a bit further with inflation and economic drag in Europe as we overcome Omicron. You could hedge your bets by taking it in instalments eg some in case this is the low and some either if it dips lower and/or when it becomes clear values are on the rise again.

Even though my average buy price is so much lower I mentally set myself a buy price of 120p, wondering whether there could be a 10% bounce ahoy.

[killing_time] 25/1/2022 16:09

Yep me, I have been buying this this afternoon, locking in a 7.2% div.

[cwa1] 25/1/2022 15:55

Someone thinks it's fair value...

[panshanger1] 25/1/2022 09:33

Still yielding over 7% at this price

[cwa1] 13/1/2022 12:23

XD this morning for 2.2p, pay day 31/1

[cwa1] 12/1/2022 17:06

Capital Partners with almost 5%:-

[marktime1231] 10/1/2022 14:50

Understandable. The macro pressure is downward on underlying stock prices just at the moment, I'm wondering if there may be an even more tempting opportunity to add on the way.