Standard Life Aberdeen Share Discussion Threads

[cyberian] 13/3/2019 07:23

Results not too bad?

[timmy11] 13/3/2019 07:13

better increased div albeit not much

[wllmherk] 13/3/2019 06:48

Not long to wait now, can't remember the last time one of my shares rose on results. The market really punishes stocks that disappoint these days and I suspect this will be today's theme. Going to hurt as SLA remain my biggest holding. Hope they hold the dividend at least.

wllm

[essentialinvestor] 12/3/2019 10:51

Well, I'm guessing it's to help continue the buy back.
They may see more value creation in shrinking their own share count at
around current SLA share price levels.
Just idle speculation on my part.

Not holding atm but will have a look in the morning, best of luck guys.

[cyberian] 12/3/2019 08:31

HDFC SL...India shares down 16 rupees to 375 rupees..so obviously reflecting the SLA share sale announced yesterday. Today's Times also has a comment in the Business section on one of our CEO's (Gilbert) appointment as adviser to Revolut. Gilbert must be on his way out of SLA as the suggestion is that the company needs 100% concentration and effort to correct major problems and lack of confidence in their recent management.

[cyberian] 11/3/2019 17:00

EI...yes, I've lost the plot!! The Indian sell is interesting and wonder WHY...the latter's shares HDFC have recently fallen (last few weeks by about 10%), and only just appreciated again to that previous level over the last 5/6 trading days. So, maybe SLA management want to be seen to build up their cash balances, but all looks rather short term and to me a little unwise...sure the Indian market can be a bit volatile, but Wednesday may reveal what is really going on with management. Lowest acceptable price for the potential 99.5 million shares is at the level the shares had recently dropped to. The £40 Billion AUM loss figure is now being well flagged in the press, so perhaps the new Chairman wants to add his marker...sadly the press through company leaks appear to suggest the the two CEO's will stay... cricky!! Maybe not true....

[essentialinvestor] 11/3/2019 15:15

Cyberian!! I thought you were joking. The results date is emblazoned in the header
at the top of the page.

[sicker] 11/3/2019 15:09

Results due on Wednesday this week.

[cyberian] 11/3/2019 14:15

Are results (finals) a bit later than in previous years...any ideas on announcement date?

[essentialinvestor] 11/3/2019 11:25

Right, so on the news just announced, they may possibly continue the buy backs?.

[essentialinvestor] 11/3/2019 09:42

Recovery plan?. Better fund performance is the key to AUM.

There is no magic wand other than that. Fund managers that can
regularly beat benchmarks, not so easy.

[joshuam] 11/3/2019 09:17

I know nothing

[garycook] 11/3/2019 07:50

Barclays Capital Overweight with a 338p PT

[joshuam] 11/3/2019 07:36

Can’t see the share price holding

[tornado12] 11/3/2019 07:11

Expected 40B AUM loss also reported in FT today. Flint has to show his metal and present the recovery & strategic plan. Don’t expect Divi to move but also no increase to 2017 either.

[tornado12] 10/3/2019 21:02

Well none of that will support current share price .. expecting real actions that get investors interested again

[wllmherk] 10/3/2019 20:43

There was an article in the Mail on Sunday today about SLA, the upshot, outflows to be around £40bln leaving approx £555bln under management. Joint CEO's to remain.


wllm

[fionascott1234] 10/3/2019 11:29

In the Sunday Times today it is reported that the fin tech start-up Revolut has hired veteran fund manager Martin Gilbert as an adviser. WHAT?This is the guy we're paying almost FOUR MILLION a year to run down our company. He is also senior independent director of Glencore. We can only assume that he will be carrying out his new venture on night shift otherwise where would he get the time?

[meijiman] 08/3/2019 14:03

this management structure is risible ...like giving two tots both a prize to stop the other bursting into tears.

[carer] 08/3/2019 13:32

The company still buying own shares but it keeps falling. It is better to distribute the cash to share holders and change the management. The share price performance is terrible , considering we are back to the original price a few years back. The company needs some radical shake up with a different philosophy to manage all the pensions and investment.

[scrwal] 08/3/2019 13:26

Avivas eps was higher than the analysts predicted - operating EPS was 58.4p. Results in £s were actually ok it was the tweaking of the dividend policy and the ambivalent view of the new CEO by the market that caused the price drop.

SLA has the problem of very poor dividend cover and the big AUM outflows. There shouldn't be an immediate div cut but eps needs to move upwards fairly quickly.

I hold VOD and the market hates the fact that the dividend isn't being cut even though it is covered by free cash flow so I wouldn't be at all surprised to see that sentiment applying to SLA at some point which will drive the price downwards.

[tornado12] 08/3/2019 09:43

To some extent I agree current share price reflects the expectation of AUM further outages, but depends finally how much by and of course the actions on costs vs future outlook. If it meets expectations then I still see 5% drop from here based only on sentiment. Retaining the Divi is key point to avoid land slide

[stewart64] 08/3/2019 08:40

I see the average consensus for basic EPS for the last 7 days is 23.91p. That would be p/e of 9.9 against Aviva's 10.9, so today's price looks pitched right. Single digits looks cheap but then you can pick up investment trusts with fully transparent balance sheets with bond like qualities at a p/e of ten. UK assets cheap all round.

[wllmherk] 08/3/2019 07:31

Does anyone know what analysts are predicting for Wednesday's results or, where I can find that information?

thanks

wllm