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Share Name Share Symbol Market Type Share ISIN Share Description
S & U Plc LSE:SUS London Ordinary Share GB0007655037 ORD 12 1/2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  70.00 3.18% 2,270.00 2,180.00 2,200.00 2,210.00 2,170.00 2,200.00 20,387 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 89.9 35.1 239.6 9.5 275

S & U Share Discussion Threads

Showing 1676 to 1699 of 1700 messages
Chat Pages: 68  67  66  65  64  63  62  61  60  59  58  57  Older
DateSubjectAuthorDiscuss
30/12/2020
12:06
I did likewise topvest. I will no doubt return to SUS once we are outside of the Covid pandemic, as it is a great business and fantastically managed. I just see better short term opportunities elsewhere currently.
haywards26
30/12/2020
11:27
I have decided to sell my small holding, after the recent strength. Good to make a 10% profit and the dividends over a 3 year period given the impact of COVID-19. I have decided to gradually exit lenders in my portfolio, after listening to the wise words of Terry Smith. This is probably one of the highest quality niche lenders though in my view. Good luck to those that remain.
topvest
29/12/2020
17:52
Big jump today, any reason?
gabsterx
22/12/2020
16:07
Quite a long write-up in Telegraph's Questor today. Nothing we don't already know. Conclusion: Hold.
jeffian
10/12/2020
06:24
Big 35% dividend cut on the last payout.. was not expecting this but I cannot blame them for being prudent. Hope it will be compensated with later payouts next year.
gabsterx
01/12/2020
21:24
Open access. If I get a few new perspectives or pointed refutations I am better off for it! Preaching to the converted here, I understand, and we are all prone to a little bias on the stocks we hold...
exv
01/12/2020
19:51
When I saw the link, Lewis, (by the way, you can fix the link by editing your post and changing the http to hTTp) I cynically assumed it was yet another fishing trip to get people to sign up to your website, so thank you for the open access. A most interesting analysis, although I probably fall into the psychological trap of approving of comment I already fundamentally agree with anyway (as said above, I have been a holder since 2001).
jeffian
01/12/2020
19:09
Fine folks, I wrote up my thoughts on S&U, which is my biggest position. All comments, pushback or additions welcome hTTp://lewissrobinson.com/su-plc-credit-where-credit-is-due/
exv
15/10/2020
10:30
Very interesting, thank you, CWA1. I'm normally wary of Edison reports for this reason - "This report has been commissioned by S&U and prepared and issued by Edison, in consideration of a fee payable byS&U." - particularly when they are bullish, but I am a fan of S&U management and feel this is probably their way of guiding expectations for the next couple of years. In all the time I've held them (since 2001 originally), I've never known them cut the divi, even when it was barely covered in the dark days of doorstep lending before the arrival of motor finance, but they have always had shareholders' interests at heart so I am sure that they will try to 're-base' at a sustainable and growing level.
jeffian
15/10/2020
07:11
Just for interest, the Edison report from 7/10:- https://www.edisongroup.com/publication/adapting-to-the-new-environment/27933/
cwa1
02/10/2020
09:26
For the avoidance of doubt (#1616) I meant "out of" the commercial property business, not SUS! I remain a shareholder here.
jeffian
02/10/2020
08:42
Investor meet company now on - Sound confident - very honorable and responsible towards staff and customers. Will continue to hold.
pugugly
30/9/2020
12:23
Luckily, I am out of it, both as an investor and a career!
jeffian
30/9/2020
09:25
Ian, HMG arguably creating systemic risk in the commercial property market. Need to be very careful in that sector atm.
essentialinvestor
30/9/2020
09:22
I've owned shares in this company since 2001 and it's the first time I've seen a dividend reduction. Paying a stable or increasing divi has always been a 'badge of honour' for the Coombes family, so things must be worrying. I think the Government made a huge mistake by imposing 'repayment holidays' on loans, not just in terms of banks and loan companies like S&U, but also allowing tenants not to pay their rent and be protected from recovery action or eviction. All this does is pass the problem down the line to someone else. When(!) things get back to normal, there is going to be an awful lot of pain as these things unwind.
jeffian
30/9/2020
06:59
Results down as expected - still paying a dvdend but significant reduction - would notmally have expected a markdown but in this crazy market anything could happen. Possibly the most worrying aspect is the massive impairment provision - OK very prudent but potentially indicating (imo) worse to come.
pugugly
25/8/2020
10:47
Savings deposits have rarely been higher. It’s probably safe to assume at least some of that will be used to pay down debt. There’s not much left to say about interest rates. I still smile at re-mortgage rates, given I’m old enough to have paid 15% on mine. Will banks start ‘charging̵7; for large deposits of cash, ie will rates go negative. There’s some evidence to suggest negative rates are already with us. So ‘bad debt’ can and will be carried for a long time to come. However, it looks likely we will also see levels of unemployment we haven’t experienced in a generation as Furlough ends and those jobs are no longer there? But hey, that’s investing, isn’t it. Good research, time, a decent bit of luck and a healthy dose of guesswork thrown in for good measure. I think we will likely trade a bit lower. My experience of that is usually an opportunity to add a few more. This is a fairly boring, dull, predictable company and given I also hold a few gold miners, there’s absolutely nothing wrong with that in my book.
chrismcglone
24/8/2020
11:07
Re: Bad Debt Relationship may not be as cut and dried as you might think. For example H&T [HAT] reported a high level of pledge/loan redemptions during the lock down/post lock down as people's discretionary spend had plumeted they had more cash available to pay off loans. (Plus not having any interest to pay, probably helps).
taylor20
23/8/2020
13:00
Share price may be targeting the March low circa £14.20. If that goes then around £12 may be another interesting level imv.
essentialinvestor
22/8/2020
22:59
It's all about bad debt provision. I like SUS, I'm an ex holder, but it's difficult to see how bad debt is not going to rise significantly over the next 12 mths
tudes100
22/8/2020
06:15
Don't understand the sell-off, given the situation you'd think people would be shunning new cars in favor of second hand. This was evident by the record number of applications received. hxxps://www.express.co.uk/life-style/cars/1323685/used-car-sales-record-demand-second-hand-vehicles-price-rise
gabsterx
21/8/2020
07:34
Tempted to buy down here for all the reasons mentioned above. One concern is whether they have to cut the divi at some point. £15m pa and they do not appear to have masses of headroom in their borrowings but on the plus side remains twice covered looking at forecasts.
tiswas
11/8/2020
10:33
I know you're not supposed to "fall in love" with a company, but I do this one! (I've been here since 2001). Their reports and TU's are a model of how companies should keep shareholders informed and always sound as if they've actually been written by a human being.
jeffian
11/8/2020
06:52
Wise words from the TU which are applicable to all life's activities and should (imo) be printed out and stuck to the wall where you can see them all the time - " it is wise to recall Mark Twain's admonition- "It ain't what you don't know that gets you into trouble, but what you know for certain that just ain't so". .
pugugly
Chat Pages: 68  67  66  65  64  63  62  61  60  59  58  57  Older
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