Merchants Share Discussion Threads

[superiorshares] 14/1/2021 19:44

Gateside
On SSE that is my electricity provider.
This Green electric. My friend has a windmill on his farm . When you get close to it is enormous !.. People think this free wind makes the profit , it doesn't it's the Tariff that the tax payer pays the owner . The windmills do not produce the electric it says on the tin . It's about 2/3 of what they are supposed too . The huge one of Great Yarmouth is worth reading about . I think all utilities will come under enormous pressure from political/ consumer bodies to cut there charges. All of this green Revolution is reliant on the tariff the Government pays . I think by the time Corona is under control , the UK will be 4-5trillion in debt. Basically utilities will come under the cosh !
I am not thinking that MRCH or any other high yielding trust is going to cut their dividends over the next couple of Quarters but I do think all companies will either be forced or coersed into running more prudent accounts . If that's is correct ?. I think in around 3 years time high yielding trusts will have yields of 3-4 per cent . With the yield on a lot of stocks being around 1-2 per cent . I just think that will be the new norm .

[ctrader3] 14/1/2021 09:13

SSE decent yield, looks fairly secure after they trimmed this
year's payout, up35% since last September.
It's just that I have two separate portfolios,
collectives in one where I trade only for the
yield and the other for shares for a capital gain where
any dividends are a bonus.

[gateside] 14/1/2021 08:38

How can SSE not interest you?The green potential is excellent, the business is being transformed. Just look at its recent performance.It went ex-dividend today, so that will be more money heading towards MRCH for them to pay shareholders.

[ctrader3] 14/1/2021 07:43

“The end of the pandemic occurred because the virus circulated around the globe, infecting enough people that the world population no longer had enough susceptible people in order for the strain to become a pandemic once again,” says medical historian J. Alexander Navarro, Markel’s colleague and the Assistant Director of the Center for the History of Medicine. “When you get enough people who get immunity, the infection will slowly die out because it’s harder for the virus to find new susceptible hosts.”

Eventually, with “fewer susceptible people out and about and mingling,” Navarro says, there was nowhere for the virus to go —the “herd immunity” being talked about today. By the end of the pandemic, a whopping third of the world’s population had caught the virus.

[superiorshares] 13/1/2021 19:43

CT trader .
Of course the world will need to be vaccinated . Unless of course every country is going to close its borders again . They would be wise too but they won't .
Where do you get this 51 per cent from and why does only 51 per cent have to be vaccinated .
I see in this 51 per cent it includes those that have had Corona . Well an aweful lot of people that have had it , nobody now's about it including the individual. 2 million that have had it won't need a vaccine because they are dead .
CT trader this is what these forums are meant to be about debating why you think this share or any other for that matter is going to go up or down .
Not looking at past charts picking a low point and saying " if you had invested x amount at low point your money would now be worth etc.
I'm intrigued why does only 51 per cent of the planet need to be vaccinated and 49 per cent don't ??.. Even under your theory roughly 4 billion people will need to be injected 4 times a year .

[ctrader3] 13/1/2021 19:25

u need two opposing opinions to make a market, I tend
to follow, tend rhymes with trend.
If MRCH change their dividend policy, plenty of
other shares with similar yields or better.
REITS
Renewables
Annuity plays like 24 Income
Just as an insight, the globe doesn't need to
be vaccinated, the total including those
that have had covid and been vaccinated
needs to be 51%.

[ctrader3] 12/1/2021 12:22

Share issuances and buy backs

The board has a policy in place to (i) issue new shares when the company's ordinary shares are trading at a premium to NAV with debt at market value and (ii) buy back shares for holding in treasury to help dampen share price volatility when it is at a sustained discount to NAV. The renewal of this programme was approved by shareholders at the AGM in June this year. During the period under review the company has issued 6,016,423 new shares.


30/09/20

[ctrader3] 12/1/2021 09:05

MRCH go xd at the end of this month and then
again in April.
I am fairly confident the dividend will be
held, I can't second guess the company
further than that.
If I'm wrong I will re-assess.

[ctrader3] 12/1/2021 08:10

oh dear, I would guess u are short here and showing
a big loss ?

Lets do this :-)

Let's not :-)

[superiorshares] 12/1/2021 08:00

Lets do A MRCH chart from now .
see who is right ?

CT trader . print one up please.
Then we can talk in depth . Corona /money printing/ dividend pay outs / Government debt and vaccine time scales

Lets do this :-)

[superiorshares] 12/1/2021 07:55

zac0_4

My best ever short was SGI £2.97 average closed at 0.37p

Wayo .. sweet that was :-)

I am a philatelist a bit of insight secured that .

[zac0_4] 11/1/2021 22:12

superiorshares - well done shorting BP. But telling us now is a bit like telling us you've backed a winner at 33-1 after the event!

As for £3.00 being on the cards here, well, you're entitled to your view but it's not one I'll be taking any notice of.

[gateside] 11/1/2021 21:21

I have 15 seperate companies and 10 Investment Trusts.All but two pay a dividend. Overweight in mining and Renewables, so the Trusts add diversification. Re-invest dividends and try to trade very infrequently. MRCH is a smaller holding, but will add on any further weakness.

[superiorshares] 11/1/2021 21:04

My point to all you fancy chart types is all you are doing is quoting history . My view on MRCH and anything else for that matter, is it's going to go down massively !.. when you drip in monthly and re invest the dividend. You will lose more each month . And I can not for the life of me see how they are going to maintain it ?. I will be in in abut 2/3 years time , I will be picking in the dust then . Bitcoin is a classic of this bubble. Hands up who thinks the Government's of this world are going to allow Bitcoin to take over all of their currencies . Oh both mine are on the ground :-) .. Wayo are held sky high!
Mrch dropped a tad today . With about 25,000 people passing away each day , £3.00 is on the cards . The stimulus can not be printed forever.

[superiorshares] 11/1/2021 20:53

Wayo . Hilarious I've been trading since 1997 . My last short was BP.
Well I had several actually an average of £ 3.12 and I closed the lot out at £2.20
Wayo carry on Waffling :-)

[ctrader3] 11/1/2021 20:10

Apple is now worth more than the entire FTSE 100
Apple is worth approximately £1.65tn, while the whole FTSE 100 is worth just under £1.63tn.

By
Matthew Field and Louis Ashworth
1 September 2020

[che7win] 11/1/2021 20:03

What about TSLA? It's in a bubble, too many punters who've never experienced a crash around

[daler1966] 11/1/2021 19:46

Agree it's going to happen History dictates it . But how and when is the $trillion dollar question.

[jeffian] 11/1/2021 15:15

Thanks, will take a look.

Due to unforeseen takeovers, I found my portfolio 70% in cash earlier this year. 2 of the biggest t/o's were the pubco Ei Group and the brewer Greene King. Phew! How lucky was that?!