Severn Trent Share Discussion Threads

[wreckingball] 29/6/2023 13:16

People profit from rising shares as they can profit from falling ones.

To make money from slurping dividends after a string of pollution incidents (both legal and illegal) - and to carry on holding those shares and taking the money after you are fully aware of the harm the company has caused, is entirely more questionable from those profiting on the back of awful sentiment - sentiment the company can only blame itself for through its illegal waste management.....which again, in turn, will inspire increased in regulation.

Imo, nai

[wreckingball] 29/6/2023 13:08

"Lots of folk will agree with the environmental issues, but they’re not deliberately using every bit of information they can think of to make money out of it."

And that is partly why the status quo of regular river pollution events has been allowed to find fertile ground.

Inertia has a lot to answer for.

Bad things happen when the good do or say nothing.

In time yump you will see that there is a time and place for shorting.

The market is in itself a kind of ecosystem and predatory instincts are part of that ecosystem.

If a company is well run and well managed and maintains a good level of market (and broader) sentiment then it has nothing to fear.

A different kind of Severn Trent may even have my backing. But the country has had enough and the market senses it. Sentiment and good will for SVT is very low.

Why is that?

I didn't sluce the sh*t.....or break the law in discharging waste customers paid to have managed properly.

Severn Trent plc, along with other water companies, are, at present, hated companies imo.

Change (for example increased fines and regulation) are very likely on the cards.

I predict the world Severn Trent occupies is about to become a whole lot harder - AND FOR GOOD REASON.

Meditate if you will on those last four words.

They are key.

Further calls and further falls to come here.

All imo nai.

[yump] 29/6/2023 13:01

You’re making big assumptions about what I know and think about the pollution issues, based on nothing.

On the other hand everyone can see that you’re seeking to profit from the exact problems that you’re supposedly concerned about.

That’s disgusting.

[yump] 29/6/2023 12:52

Lots of folk will agree with the environmental issues, but they’re not deliberately using every bit of information they can think of to make money out of it.

As I said - hypocritical in a very unpleasant way and morally no different from the SVT board.

You obviously can’t or won’t see it but you’re as corrupted by money as those you accuse. Which is pretty sad really.

[yump] 29/6/2023 11:58

Wreckingball

Such a big man you need to have a username all in capitals and shout your messages.

Have you no self-insight. Significant people don’t go around shouting. Perhaps you’re not getting the respect in life you think you deserve.

Still carrying on with the hypocrisy of trying to make money from environmental issues.

You just don’t see the contradiction do you.

All the while preaching to people.

[careful] 29/6/2023 11:51

What is the point of a fine on a company?
Same with fining banks, which were being robbed from the inside.

As Warren Buffett said, You have to fine individuals and their spouses.

Only when the executives suffer personally will we get any improvement.

They do not give damn about the company they run, they will be out soon enough with their generous payoffs and golden parachutes.
Paying a fine with other people money they must laugh about.

[wreckingball] 29/6/2023 11:28

As I said, funnily enough the likes of BlackRock don't take much notice of hand-painted placards or, say, letters to the local gazette from a brave yet distraught granddaughter.

Not all those with 'green sympathies' are so gentle, mild-mannered and complicit.

Nor are we all underpowered or lack City acumen.

Some of us know how to punch back and more crucially know where to punch.

One day my dearest might be able to finally forget what Severn Trent Plc shockingly served up on her happy walk to the river. FACT: strung up in court and fined.....but it doesn't remove the emotional damage.

I take exception to that emotional harm.

Another bull trap will be sprung.

I then predict that this company's share price will take a royal battering (again, no pun intended).

I have set out the bear perspective and reasoning. I am free to do so. It is also might right to dislike the senior management and how they have managed the company, as it is my right to contact other market participants to discuss both bull and bear perspectives on any company.

All imo. nai.

[wreckingball] 29/6/2023 10:53

Yump, are you still here?

I'm deliberately talking about the environment because it's something I care deeply about and SVT have robbed the health of that environment from me and left a loved one traumatised.

I am also a market participant and market commentator.

It's potentially a potent combination and once again, SVT have sluced their sh*t on the wrong doorstep. I am free to make a call on this company. Market forces. Market sentiment.

Do not moralise with me little man.

In my opinion, pressure on the share price is exactly what is needed here and it is the only thing 'the tooth-whitened ones' will understand. If you are invested and slurping the divis and remain invested after SVT's woeful track record (in my opinion) on environmental damage....then YOU are complicit.

I didn't encourage the funds to buy into this.

It's their choice to park their clients money here.

The predicted upcoming pressure on the share price should bring some much needed and solid focus to those both running the company and those who have parked their money there.

Funnily enough the likes of BlackRock don't take much notice of hand-painted placards and letters to the local gazette from a brave and distraught granddaughter.

A quarterized share price will be more effective.

I am more than happy to roll up my sleeves and embrace the power of the markets.

It will bring focus. And in time it should bring clarity to what is in my opinion a very dirty investment.

All imo. nai.

[yump] 29/6/2023 10:38

Shorting isn’t going to help your supposed environmental concerns.

How morally conflicted and confused can you get.

[wreckingball] 29/6/2023 10:37

98 points down on the day and over the medium term I am predicting this will fall lower still and potentially stagnate.

You can forget 3000.

It is now a sewerage pipe dream imo.

It's over.

SVT have peaked at the high point of the Golden Age of Sh*t Slucing.

That has happened.

Reform is on the cards.

New government likely and the probable introduction of unlimited fines.

Not sure custodial sentences will arrive.....but tbf whatever works best is welcomed.

Because one thing is for sure, it aint working at the moment......except only for executives salaries, bonuses and dividend payouts.

[yump] 29/6/2023 10:35

Utter hypocrite.

Trying to make money out of an environmental issue.

No better than the BOD you’re banging on about.

[yump] 29/6/2023 10:21

WBall
Let me help - if you can just get me out of your head and think about the general situation.

The dividends go into pensions.

If you want a debate about which members of society as pension holders are complicit in the wrong-doings of which companies paying the dividends for the pensions, that’s a whole new area. With respect, given your hypocrisy, it would be a bit beyond you.

So we’re just left with you trying to make money out of sewage being dumped.

Take some time to think about that.

If you were just campaigning on a forum - no problem

[yump] 29/6/2023 10:11

The difficult question is whether nationalisation would be as dire as it used to be, or whether the structures would be much better eg. Railways.

The idea that a government run organisation would be any more accountable than private, seems very doubtful.

[wreckingball] 29/6/2023 10:09

An interesting post careful, but the caveat about the biodegradable nature of sewerage is less well informed than the first part. It utterly wreaks havoc on aquatic ecosystems specifically and in turn broader ecosystems. And often the effects can be long term.

I am posting from a perspective of direct and first hand experience of their illegal activities and it has utterly decimated the environment locally.

[wreckingball] 29/6/2023 10:02

YUMP to answer you emphatically:

You buy shares in SVT and willingly take the yield whilst the company is found guilty of illegally polluting rivers....and continue to hold shares thereafter, then yes you are absolutely complicit imo.

[careful] 29/6/2023 10:01

HMG sold off the water companies because they needed to raise debt and rebuild their crumbling infrastructure, much of which dated back to victorian times.
This they did, raising tens of billions of debt to re build billions of infrastructure.

HMG has other priorities and felt that this money could be raised by the private sector.

The companies were regulated because there was no competition so they were allowed to make a return on capital that was linked originally to gilt yields. This was conditional on them meeting their investment and performance targets.

Before privatisation they were bloated overstaffed over pensioned inefficient public companies that relied on taxpayer subsidies to keep water sewage bills down.
A basic rate tax of 33p and cheaper water...marvellous the dearest water in the World.

I remember someone with a small business in pre privatisation days saying he accidentally contaminated some water.
He had a visit from 3 well suited water employees who stayed for about 30 minutes then went off for an exellent lunch at a nearby restaurant.

These investments were called gilt proxies, and I have been in and out of them for years, now out, because the political risk is high and the whims of the regulator unpredictable.

I think the regulators are never up to the task, whether it be banks or privatised utilities.
How disgusting that sewage is still dumped into rivers.
That said, it is bio degradable and arguable advantageous is some ways, we have a natural revolution to some quite harmless practices which in excess seem disgusting.