Hansard Global Share Discussion Threads

[pvb] 27/9/2013 00:47

Keep it in the family! As Dr. Polonsky is no spring chicken, presumably his son is his favoured representative if he cannot attend due to infirmity.

I confess I am still never quite sure what to think of this company... not a good sign?

[grahamburn] 26/9/2013 20:21

I am surprised there has not been any comment on the second RNS today regarding the involvement of Dr Leonard Polonsky's son as an "alternate director", especially as it would seem Marc Polonsky is not currently directly involved with the business.

[exbroker] 26/9/2013 18:26

Gargoyle2
Dont assume that there is only 1 seller.......

[gargoyle2] 26/9/2013 09:39

Good to see someone picking up 100k shares at 120p this morning. Lots of buyers today. Solid results imo. The seller's still around, but at some point it will be cleared and we can move up towards the Panmure target imo.

[stemis] 26/9/2013 09:27

I've updated the header for the results. Nice to see the cash/share and Embedded Vale/share turning up again.

[longwell] 26/9/2013 09:13

surprised more people don't have on their radar,good yield,good growth potential,a must for a balanced portfolio

[aleman] 26/9/2013 08:39

Decent showing. Costs under control and sales headed the right way with improving visibility. They sound bullish on sales so it looks like there is scope to increase the dividend from here. I bought a few more. Shares will probably edge up to towards 150p but not too bothered so long as the dividend is maintained. Dividend growth and capital gain would be a bonus from here but I think it will come if markets don't throw a wobbly.

[this_is_me] 26/9/2013 08:16

Continues to look very good for the long term.

[fangorn2] 26/9/2013 08:15

Record "regular premium" biz
Very credible performance imo. Tempted to tuck away some more.

[skinny] 26/9/2013 07:02

Recommended final dividend per share 4.75p ( Subject to approval by shareholders)

[gargoyle2] 17/9/2013 15:59

Looked at these again today, and decided they are cheap as chips. Topped up at 116.66. Forecast to yield over 7% for the current year, ended June 2014. Regular premium business (where the margin is) is going through the roof. Panmure have a price target of 162p. The seller at the moment is holding the price back, good time to pick some up imo. DYOR obv.

[skinny] 16/9/2013 15:34

Results and dividend declaration on the 26th -

[gargoyle2] 16/9/2013 15:31

Lots of buying here, it seems, but a seller holding the price back. Could be a good opportunity to pick up a few imo.

[longwell] 11/9/2013 12:18

should start rising into ex divi date at end of month

[pvb] 23/8/2013 14:37

Some might say boring is good...

[gargoyle2] 23/8/2013 14:22

If I'm not careful, I'm going to allow myself to get bored into selling here..

[deepvalueinvestor] 29/7/2013 06:55

Just to clarify, we are expecting an 8p dividend (final plus interim) going forward, which then rises with time? This being a cut on the 2012 divi.

[longwell] 28/7/2013 20:21

stand corrected but still 4% and good future growth prospects

[grahamburn] 26/7/2013 13:35

Not sure you are correct, longwell, unless you are referring to a "further" reduction.

A reduction from 8p final to 4.75p final was effectively announced in the interim results in February:

"Dividend
In line with previous guidance, dividend payments for the year ended 30 June 2013 are expected to total 8.0p per share and it is the Board's intention to pursue a progressive policy thereafter. The Board has resolved to pay an interim dividend of 3.25p per share."

[longwell] 26/7/2013 09:56

8 weeks time a big dividend will become a factor in sp,they seem to be on track so no reason to assume a reduction at this time

[danieldruff2] 26/7/2013 07:26

Far East saved their bacon

[this_is_me] 26/7/2013 07:21

It looks like they are delivering on the strategy.

[westcountryboy] 21/6/2013 09:50

Yes, perhaps the remaining policyholder was offered 0.5m (the same proportion) and was not happy. Perhaps a few hundred thousand extra will be needed.

I consider it must be a positive overall, though, so I bought back some of the ones I sold a bit higher up.