Temple Bar Investment Share Discussion Threads

[chc15] 10/3/2020 16:34

Indeed, nav below £10, this is shocking. I believe he needs replacing now, as a more team based approach is needed. His stock choices have failed badly.

[andycapp1] 10/3/2020 15:50

The NAV performance is absolutely awful. I think he’s on thin ice frankly.

[chc15] 06/3/2020 08:55

Wow, the drop here is severe, I wonder what a.mundy is going to do here, he has to recover the situation..

[chc15] 06/3/2020 08:26

Top holdings all battered, grafton, easyjet, cpi

[chc15] 05/3/2020 18:06

So much for his value investing, I'm still topping up via the shareplan!

[spoole5] 05/3/2020 16:16

CPI one of their largest holdings and down 40% today, explains the battering.

[chc15] 27/2/2020 12:17

battered obviously, so i'm adding in the share plan daily..

[chc15] 31/1/2020 20:28

Top up time via the savings plan me thinks!

[poikka] 20/12/2019 14:18

Took some profits in JMI and stuck it into BHI. Be interesting to see how they (BHI) manage to grow the divi now that they've rejigged the portfolio - and still remain a high yielder.

[chc15] 16/12/2019 13:13

Yeh i have some of these too, i have around 30, which is way too many to manage!

[poikka] 14/12/2019 11:37

In order of size:

MYI
JPGI
PLI
KIT
FCIT
BRWM
BCI
JMI
JAI
MRCH
WTAN
TMPL
MNKS
BHI
EWI

[poikka] 14/12/2019 11:33

I recommend them. They've got some relatively large holdings, but I'm ok with what they've got. They've got a good record and divi growth's improved recently.

Good to hold some ITs: I now hold 15 ITs and shares in 24 companies. Gradually moving to ITs completely - as I age...

[chc15] 13/12/2019 08:14

Boosted today, great trust

[maroni tony] 05/12/2019 15:52

Would anyone recommend this fund ?

[poikka] 11/11/2019 15:06

Brexit Party given the Tories a lift today, and that won't harm this trust.

[chc15] 17/10/2019 08:38

Decent rise lately, but grafton taken a big hit today..

[chc15] 17/9/2019 15:14

Yes I've been doing 50 for the last 7 years or so, but it's great to be able to buy extra with no commission or limits when the price was down recently,.. its come back up past 2 weeks..

[robertball] 15/9/2019 15:06

Been adding £150!every month for past 15 years...not a bad savings plan

[chc15] 02/9/2019 11:47

Yes I've added to this trust every day for the past 2 weeks, may have settled now, expect this to surge after brexit too.

[topvest] 30/8/2019 18:20

I still like this trust. They have had a torrid few years, but the value style will bounce back eventually. We are living in a QE distorted world.

[chc15] 30/8/2019 16:18

Grafton up huge today, good for the trust..

[chc15] 14/8/2019 18:13

Been topping up today via the share plan, no dealing fees or minimums, will just keep adding until things settle...

[bluemango] 03/6/2019 18:08

Nobody seems to have spotted this, announced a couple of weeks ago (16th May):

"The Board of Temple Bar Investment Trust has today declared a first interim
dividend for the year ending 31 December 2019 of 11.0p per ordinary share to be
paid on 28 June 2019 to those shareholders registered at the close of business
on 7 June 2019.

This represents an increase of 25.7% over the first interim dividend paid last
year and reflects a rebalancing exercise between the size of the three interim
dividends and the final dividend. In the absence of any unforeseen
circumstances the Board is hoping to recommend an increase in the total
dividend for the year as a whole of approximately 10%."

Assuming they stick to this 10% increase in total dividend, a quick calculation shows an estimated full year dividend of 51.39p, with three equal instalments of 11p and a final dividend to be paid in March 2020, of 18.39p. So they have quietly slipped in quite a pleasing increase in total dividend, whilst re-balancing to bring the initial three quarters closer in line to the Q4 amount.

At today's closing price of 1232p, that makes a prospective yield of 4.17%. Not bad at all. I'd therefore expect a modest upwards re-rating as market becomes more aware.

[top tips] 06/3/2019 22:55

Could double quite quickly.

[topvest] 02/3/2019 13:22

All very quiet here. I think the conditions are improving for Alastair Mundys style of investing. Will be adding more here on weakness if I get the opportunity.