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Share Name Share Symbol Market Type Share ISIN Share Description
Severn Trent Plc LSE:SVT London Ordinary Share GB00B1FH8J72 ORD 97 17/19P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  99.00 4.44% 2,331.00 2,317.00 2,323.00 2,350.00 2,221.00 2,240.00 1,333,666 16:35:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Gas Water & Utilities 1,767.4 384.7 133.4 17.5 5,539

Severn Trent Share Discussion Threads

Showing 626 to 646 of 925 messages
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
DateSubjectAuthorDiscuss
12/10/2011
09:26
12 Oct Severn Trent PLC SVT Morgan Stanley Overweight 1,551.00 1,510.00 1,540.00 Reiterates
miata
09/9/2011
09:36
09-Sep Severn Trent PLC SVT Citigroup Buy 1,455.50 1,653.00 1,653.00 Reiterates
miata
11/7/2011
12:22
Merrill: NWG has announced today that CKI has made a revised non-binding cash offer at 465p per share, 9% above Friday's close price. A 465p offer represents a 28% EV premia to 2012 RAV, we estimate, above the average 25% takeout multiple in previous UK water deals from back in 2006-07. NWG has agreed for CKI to now undertake due diligence. Existing shareholders will also be entitled to the 9.57p final dividend to be paid in September. Positive for UK water peers: This is a significantly positive development for the other UK water stocks. Severn Trent being the cheapest UK water utility, remains our favourite UK water name but clearly Pennon and United Utilities are also likely to benefit from the above average takeout multiple implied by the CKI offer. Current trading multiples of water peers: In terms of 2012 EV/RAV premia, Severn Trent is trading at 5.5%, UU at 6.3% and Pennon at 11.4% premia. 15% EV/RAV Scenario: As highlighted in our scenario analysis earlier, even applying a conservative 15% EV/RAV premia would suggests upside of 18% for SVT and UU. Pennon is already trading at 11% premia, so a 15% scenario would imply 4% upside and a 10% premia would imply 9% upside from current levels. We remain Buyers of SVT and UU and maintain our Neutral on Pennon, although Pennon is also clearly likely to benefit from this newsflow.
miata
28/6/2011
16:13
If a bid emerges for Northumbrian, then it will underpin valuations in the wider water sector. UU SVT & PNN are all trading at c.2% premia to their 2012 RABs, showing the scope for further upside. On our estimates since 2004 the transaction multiples for UK regulated utilities has ranged from a 20% premium to RAV in July 2010 to a 48% premium in November 2007, with an average of 29%.
miata
06/6/2011
09:25
Severn Trent dropped 1.28% or 19p to £14.61 after JP Morgan cut the company's rating to Underweight from Neutral.
miata
07/3/2011
16:22
Me too - £15.09!
beardmore
07/3/2011
14:47
Out for now at 1513.4!
db125
04/2/2011
13:07
Merill UPGRADE to BUY. High RPI is beneficial for valuations, revenues, dividends and debt ratios. The Jan 2.5% VAT hike, higher commodity/food prices and utility bill hikes are expected to support 2011 RPI at high levels The next catalyst is 15th Feb 2011, when Jan 2011 RPI will be published. While 4.5-5% RPI starting Jan 2011 would be very supportive, we believe risks are probably on the upside.
miata
04/2/2011
13:07
Severn Trent is up 60p (4.3%) at £14.50 and United Utilities has added 21p (3.8%) to 576p following the upbeat note from Bank of America/Merrill Lynch.
miata
18/1/2011
13:25
http://www.my-share.co.uk/Broker-notes-January-2011/ Broker upgrade
nellie1973
02/12/2010
14:04
JTCod's thoughts might be of interest: http://www.advfn.com/cmn/fbb/thread.php3?id=13974731&from=35167
dnevets
02/12/2010
10:51
Out of this for now,,,
5dally
01/12/2010
10:41
XD today, pay 26.04p on 14/01/11. Seems a 'risk on' day (ie miners up utilities down) with positive Chinese PMI.
miata
01/12/2010
08:33
A good topping up opp. or wait ???? will we see £13 ????
5dally
23/11/2010
15:53
Except of course their pricing regime is RPI based and demand is pretty inelastic, so thet would be better placed than many other types of enterprise. not a guarantee but worth something.... I remember once in the old days having mortgage finance @ Base Rate +2.5% which for a scary couple of months until I refinanced cost 17.5%p.a. Ouch!
ashtongray
23/11/2010
15:06
""....commitment to raising dividends by RPI+3% annually to 2015 might prove quite valuable"". Or impossible, I might add, having lived through the 17%+ inflation of the 1970s!
beardmore
23/11/2010
14:15
Also if you are of the view that QE and sequel QE2 may eventually have the (intended?) result of a new inflationary era as a way of getting rid of the debt burden by effectively devaluing it, then a commitment to raising dividends by RPI+3% annually to 2015 might prove quite valuable.
ashtongray
23/11/2010
10:52
I think it may be near the end of the growing season but still in bloom.
miata
23/11/2010
10:49
Well, I haven't read the latest statement but I understand that the dividend is to be re-based, to use a favoured euphemism. This must be the result of the OFWAT settlement and, as you seem to suggest MIATA, future CAPEX requirements. I'm very uncertain. Having been a convinced utilities investor for years (SVT, UU, NWG, DVW, NG, SSE ) I'm beginning to wonder whether, in the light of comment and lack-lustre performance, the bloom is off the rose.
beardmore
23/11/2010
10:30
My view was that OFWAT was fairly tough and OFGEN completely useless, but does this offset the future capital burden?
miata
23/11/2010
09:51
Its all relative, the water sector's future capital expenditure burden is likely to be much less than the energy utilities. "Woodford has been beefing up his core bets in the pharmaceutical sector over the past six months. He had added to his major stakes in GlaxoSmithKline and AstraZeneca by taking a position in Swiss firm Novartis. 'A holding in Swiss pharmaceutical group Novartis was introduced during the period." I not seeing much upward momentum in GSK.
miata
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
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