National Grid Share Discussion Threads

[bountyhunter] 08/11/2023 15:32

SSE is down today as well so may be nothing to do with results tomorrow.

[bountyhunter] 08/11/2023 15:23

>> a Conservative Gov in name only

I couldn't agree more. (Unelected and out of touch) "Richy's" strategy seems to be to go one further than even Labour would do to silence them in a pathetic attempt to try to gain popularity (e.g. the increased and seemingly never ending windfall tax) alongside pursuing every photo opportunity under the sun!

[utyinv] 08/11/2023 10:56

gbh2,

Hedge fund shorts playing games. Also, JP needs to spell out that NG is not a charity and if there is a cost of living crisis it’s nothing to do with NG or it’s owners (shareholders) and more to do with the wasteful furlough and Fraudulent business loans that will never be recovered.

Too many politicians put pressure on businesses to remedy the failings of Gov policy and in particular, Boris’ famous contrition of his true beliefs ie ‘f..k business’.

Hedge funds are playing games with the fact that we only have a Conservative Gov in name only and it scares the average investor and the Hedgies take advantage.

Whoever, we get later next year (in Gov), needs to realise that business is everything and is so important to the wealth and general well being of the people.

Nothing in life is free and Gov Policy should underline that ‘work should be made to pay’ and to reiterate that no one should expect something for nothing. The only people who should get State help are those too young to work, those retired and those who are physically or mentally not able to work. Everyone else should work for a living. Man was born to work.

[gbh2] 08/11/2023 09:57

Beginning to look like tomorrows RNS may well bring bad news!

[bountyhunter] 03/11/2023 10:07

All in the header :)

[gbh2] 03/11/2023 10:04

Ex divi 23rd Nov.

[bountyhunter] 02/11/2023 20:03

Half year results only a week away now on the 9th November.

Any advance on an interim divi of 18.48p (Uty's guesstimate)?

[freedomexpress747] 02/11/2023 19:39

These should rise this week as we approach xd.Fry the hedgies.Quality stock.

[utyinv] 30/10/2023 16:34

Yep shorts on NG at another high in the US

[newbank] 30/10/2023 16:33

Spot on again Uty.

Look at the chart at 13:30 UK time when the US opened.

[utyinv] 30/10/2023 06:48

There are three weeks in a year when there is only 4 hours difference between UK and US eastern time. One week in Autumn and two in Spring. This week is the week where the US markets will open up one hour early, effectively, due to the UK clock change.

There is usually some erratic volatility during these weeks as the US Shyster Hedge Funds have an hour longer to play mischief

[utyinv] 27/10/2023 15:29

Yanks at it again😤

[bountyhunter] 22/10/2023 10:51

MNG also looks interesting, only 5 years of dividend history but increased every year even during the pandemic, and currently with a yield of 10.6%. The danger of course is that such a high yield could be a red flag.

[bountyhunter] 22/10/2023 10:32

PG looks good for consistent long term capital and dividend growth, I have not found any shares on the UK market that match up with this one..

Divis..


Long term chart..

[bountyhunter] 22/10/2023 10:25

I agree Uty. The market has already given Liz Truss's policies a huge thumbs down so she should stop banging on about them as she can never prove the market wrong.
Imho the Tories' only chance of winning the next election is to have another leadership election to democratically elect another leader but I can't see Sunak relinquishing power in which case a Labour victory seems pretty much a done deal. At least it would be Starmer rather than Corbyn.

[utyinv] 22/10/2023 09:41

Bounty,

Re: post 8617

You are absolutely spot on with your take. I read yesterday in the papers that people like Liz Truss are not helping either. Whether you agree with her politics or not, I think she ought to be a bit more savvy. Liz has set up this ‘Growth Commission’ which is out to identify the heavy taxes we all are subjected to, present and future, under Rishi’s stewardship.

IMO, Liz feels comfortable in making the Conservative Party ‘self destruct’. Because she will never otherwise get the chance of becoming the Leader of the party again, she wants Rishi to lose the election ( the natural opportunity to have a Leadership election).

Liz is sacrificing a Conservative Gov to try and become another Maggie……

Power crazy????

[bountyhunter] 21/10/2023 16:32

For really impressive long term dividend growth look to the S&P 500 'Dividend Aristocrats'..

[bountyhunter] 20/10/2023 17:46

This one looks good for long term dividend growth and has a yield of 3.7%


(switch to "Annual Dividends" at the top)

Maybe a little overpriced following it's recent strong run. Any comments?

[bountyhunter] 20/10/2023 16:42

anhar - agreed, but miners and builders alike have all taken a hit with dividends (and share prices) and the timing of recovery is unclear so as I'm looking for consistently growing dividends I'm leaving RIO and PSN out, although they would probably have been included a year ago.

Uty - agreed and I don't know what the answer is except to seek out potentially resilient shares which is not easy, especially in the UK market.
Re Labour if they win and further damage to the UK markets ensues then a lot of people's pension funds are going to get hit hard, not that they haven't been hit already. The so called gold plated final salary pension schemes are rapidly becoming a thing of the past and even they invest in the markets to meet their payment committments. Most voters seem to be oblivious of this but then the Tories have dug themselves into a hole with little time left or willingness to make the necessary changes to get themselves out, imho of course!

[utyinv] 20/10/2023 16:33

Sorry posting a bit difficult as travelling abroad.

When gbh2 says pricing in a Labour win….. then yes, but what options do we have as an alternative to stock? If you convert into cash ask yourself why the Gov are badgering the Banks to offer higher interest rates to savers. Notice also why the highest rates offered are outside ISA’s.

Chancellor wants 40% ( if you are a 40% tax payer) on any income from interest earned that is any more than a paltry £500 / year.

You cannot really put earned wealth into property without being stung for either CGT. Income from renting will be heavily regulated and not as lucrative as it has been.

There is no real incentive to build wealth and very little reward for being ambitious

[anhar] 20/10/2023 16:27

...RIO looks like a good recovery play and has a strong dividend growth history ...until this year ...when it has been cut as well as no special of course so doesn't quite fit the bill...

I've held big miners RIO and BHP in my income port for many years. Spectacular long term divi returns on average, including two valueable demergers from BHP, but as you suggest they are not progressive divi payers. Instead, their divis are a function of profits and the latter are highly variable due to fluctuating commodity prices. So not for those seeking steady payout rises year on year.

Despite that, I am though happy to hold forever and regard this sector as core in my port. I can live with the divi flucs because my belief is that the long term average payouts wil continue to be good. No guarantees of course.

[gbh2] 20/10/2023 13:58

imo the threat of Nationalisation will be a concern.

[bountyhunter] 20/10/2023 13:52

Fwiw Sunak can't win imho. For the Tories to stand any chance they need yet another leadership election to democratically elect a new leader but I guess that won't happen?!
Dangerous territory I know so please take my political thoughts with a pinch of salt!