European Assets Share Discussion Threads

[brucie5] 09/5/2022 18:56

Shares tend to fall fastest towards their ultimate destination after the £1 threshold crossed. Just an observation. This may be brutal, but it's an income IT, so a case of safety in numbers...

[marktime1231] 09/5/2022 12:43

The trick to investing in EAT is to buy in when you think the share price will be higher at 31 Dec next, then if all goes to plan you are buying a 6%+ future dividend. Look beyond the short term payments, and the next one is months away yet.

I was waiting for under 100p to double up, but I am still not sure what the bottom is or what the year end might bring. Could we see something in the 80s even?

[brucie5] 07/5/2022 20:44

Back to £1. A break below would be interesting.

[brucie5] 04/5/2022 16:02

Added by >10% today, and it'll no doubt get lower still.

[panshanger1] 28/4/2022 07:37

Almost certainly as it will be 6% of year end NAV

[rcturner2] 28/4/2022 07:30

The dividend they pay in future may well be lower than the current dividend.

[lima666] 28/4/2022 06:57

Panshanger1, are you suggesting the dividend will be much lower than currently offered ?

[panshanger1] 28/4/2022 06:32

Don't forget though that next year's dividend is based on the year end NAV and not earnings They can pay out of capital here to cover shortfall if necessary

[dodger777] 27/4/2022 12:03

Actually it’s just over 8% 🤔

[dodger777] 27/4/2022 12:00

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 15:29

Small topping up here too.

[catch007] 12/4/2022 09:48

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 19:10

Did exactly the same thing..

[marktime1231] 06/4/2022 12:38

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 12:16

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

[marktime1231] 31/3/2022 11:35

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 06:06

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

[brucie5] 30/3/2022 09:48

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