Natwest Share Discussion Threads

[fhmktg] 21/8/2007 23:29

17th was the register day,I believe - the day the Ottawa transaction was reported.

[sllab101] 21/8/2007 21:01

Went ex div the other week.

[fhmktg] 21/8/2007 20:47

Yep, another 6 million! Just in time for the divi as well.

[sllab101] 21/8/2007 20:03

Looks like the Teachers have taken a few more onboard.

[sllab101] 14/8/2007 13:20

UBS has a neutral and 210p target for Friends Provident, remains positive on Reckitt Benckiser, reiterates sell and 350p target for Trinity Mirror, has a sell and 325p target for Johnston Press and sees buying opportunities in Centrica, British Energy, Severn Trent and Northumbrian Water.

[sllab101] 12/8/2007 15:54

Ex div Wednsday.

[alan@bj] 10/8/2007 17:03

Not sure, depends on the U.S. market. This has shown some unusual strength at times this week - up to 330p at one point yesterday for example - but it's also collapsed dramatically down to 302.5p today. I've watched it for 3 years and they are unusal movements even in this market.

[aspers] 10/8/2007 13:17

Did not expect this today!! goes ex divi next week so even more to fall I guess!!!

[alan@bj] 10/8/2007 10:23

Getting hammered today - presume that's because private equity are now less likely to bid?

[bountyhunter] 07/8/2007 16:13

that's generous of them (re NWG) ;)

[sllab101] 07/8/2007 15:52

Utilities
Severn Trent has been raised from hold to buy and its target from 1350p to 1500p by Deutsche Bank in a sector review. It has lifted Northumbrian Water from 330p to 340p while repeating its buy rating, upped its target for Kelda from 800p to 890p and for Pennon from 500p to 560p

[bountyhunter] 03/8/2007 12:37

Director purchase of 10,000 shares just notified @3.2375

[bountyhunter] 02/8/2007 16:56

on it's way already! - just another 11p :)

[bountyhunter] 02/8/2007 12:35

good point about the gap; I guess we just need to break through resistance around 325 first and then we could quickly go to 340

[sllab101] 02/8/2007 09:24

However, the investment bank argued: "We believe the sector implications from the current difficulty in credit markets in absorbing risky LBO debt are fairly limited because the amount of deeply subordinated debt in potential water LBO structures is relatively small."

Pennon Group, which has recently been touted as a target for a big European predator such as Aguas de Barcelona, crept up a penny to 617½p. Just before the market closed, Northumbrian Water - which is also frequently cited as a potential takeover candidate - was buoyed 13¼ to 317½p.

[sllab101] 02/8/2007 09:22

After UBS said that leveraged buy-out activity in the water sector is still likely because it requires a relatively small amount of deeply subordinated debts and carries less risk, buyers dived into Northumbrian Water, 13¼p higher at 317½p. Up 18½p at one stage, Pennon added 1p at 617½p on continuing talk of a French bid.

[sllab101] 02/8/2007 08:59

Getting very near that gap.

[sllab101] 02/8/2007 07:54

Outlook

We have made a good start to the year and are confident that this performance
will continue throughout the year to 31 March 2008. At the Annual General
Meeting to be held later today, we will propose a final dividend of 7.52p per
share which will be payable on 14 September 2007 to shareholders on the register
as at 17 August 2007.

[aspers] 01/8/2007 22:07

Looks like being an interesting week.....a near 5% rise when all hell let loose elsewhere means there is big news coming!!!! Glad I bought back in last week.

[praipus] 01/8/2007 17:16

Overheard some institutional investors saying that Utility assets are between bonds and stocks in terms of risk profile perhapes explaining the price being chased up on a down day.

[sllab101] 01/8/2007 16:45

Held very well can't say the same for pnn.

[markie7] 01/8/2007 15:25

fascinating rise today against this backdrop. tempted to sell again.

[optomistic] 01/8/2007 14:45

Follow the leader!