Venture Life Share Discussion Threads

[apad] 19/10/2016 09:39

Including IGG, attr..?
apad

[attrader] 19/10/2016 09:34

Btw, I am still on the lookout for a reasonably priced broker for my ISA account as I tend to buy foreign shares. All ISA brokers are super expensive for foreign shares and a big no no .

[attrader] 19/10/2016 09:33

APAD, interactive is a cheap broker that means their support is a bit hit and miss. I had some issues when opening the account and it took a while to get to the right person to sort it out. Their dealing Helpdesk is more responsive and good at walking through complex trade. For instance I have called them few times to place deals on Swedish, Swiss or US markets and they are quick to help out.

[apad] 19/10/2016 08:50

FWIW
BVXP rolling over. Put an alert for increase at less than 1200p.
apad

[apad] 19/10/2016 07:49

attr...

Interactive also look big, so maybe safer than IGG. I think IGG have good management though.

I need to look closer at Interactive charges. Have you had them respond to any complaints or niggles? I value personal experience.

apad

[apad] 18/10/2016 16:00

Instinct is both as fail safe against future changes attrader.
apad

[attrader] 18/10/2016 15:48

What are you looking to do APAD? I use interactive brokers for foreign and they are pretty good bunch .

[apad] 18/10/2016 15:04

www.interactivebrokers.co.uk
www.ig.com/uk/professional-corporate-trader

Were the only candidates I found red.

Let me know if your pal finds anything interesting.

Maybe iii will change policy, but when will we know.

Not a last minute decision!

apad

[hydrus] 18/10/2016 14:58

Blowing them out the water, same effect though

[hydrus] 18/10/2016 14:57

G4M simply being driven by the fact that it has extraordinary organic growth and in this market the rating is too low. I think it has a way to go before Xmas. Still not on a rich rating after today's rise. Like FEVR last year which kept destroying broker targets out the water.

[redartbmud] 18/10/2016 14:24

APAD

Thanks for the answer.

A good friend of mine is in the same boat on TD. Searching for the answer.

red

[apad] 18/10/2016 14:14

G4M being driven by the Paul Scott effect I reckon.

We'll all be wearing Bob Dylan neck braces with built in harmonicas!

TD Direct selling out to iii, who don't do Jersey accounts :-)

Don't like the loss of a canadian bank

Paperwork here we come!

apad

[apad] 18/10/2016 13:38

Hi red.
Usual pattern - they give cash back to shareholders rather than buying a dream, so the market is bored.
Unless there is a tip sheet recommendation it might be a buy after the divis. Was worth buying first thing I guess.
I believe the management is superb but it is operating in an area that can be subject to seismic change.
My purchases:
DOTD 28-Mar-2012 10077 9.92
DOTD 6-Jul-2012 6411 12.59
DOTD 10-Sep-2012 16510 11.51
DOTD 18-Sep-2012 11780 11.71
DOTD 5-Nov-2012 14114 13.10
DOTD 19-Feb-2013 19000 16.15
DOTD 24-Mar-2014 8224 33.32
DOTD 29-Apr-2015 31460 30.23
DOTD 5-Jun-2015 4834 33.67
DOTD 2-Jul-2015 16000 34.28
DOTD 13-Nov-2015 15000 45.06
DOTD 13-Nov-2015 20000 44.99
DOTD 3-Mar-2016 7940 42.28

apad

[modform] 18/10/2016 12:13

Added to G4M this morning at 310p, it was a good opportunity while the seller was keep to get out.

[redartbmud] 18/10/2016 11:25

peter

I think that for the longer term it is important to diversify the portfolio, as a safeguard.

No a suggestion, or recommendation but:
RDSB has increased the dividend for a fair number of years. The board is hell bent on maintaining or increasing the dividend.
Pnn has a policy of increasing the dividend annually. It is controlled by OFWAT over a 5 year term, where they agree terms for price increases, capital expenditure and debt financing.
Mklw, tiddler propco, has increased dividends annually, by a miniscule amount, for many years.

Only examples of what you can find, not recommendations. They all have their downsides.

red

[petersinthemarket] 18/10/2016 11:08

As per previous comments - still looking for safe boring divi payers for mrs isa. Currently been casting a rule over WJG who do student accommodation but do it a different way to ESP.
ESP buy accommodation, improve it and let it out to students. ESP own the building.
WJG buy the building plot, get an investor to pay to put up the building, then manage the student letting business for them. The investor owns the building.
WJG is fairly new to this mkt but the share price is rising in lurches and presently offers a good yield of c3% which is expected to rise.
Mrs isa only has ESP in her new pf at the mo' (although considering adding TSTL) so I'm aware of the danger of putting too much faith in one sector but WJG looks suitably safe and boring for income. Anyone else in this? pete

[redartbmud] 18/10/2016 10:57

PS

Glencore has used the Return of Capital method (No3 above)several times in recent years.

red

[redartbmud] 18/10/2016 10:54

peter

I understand where you are coming from but the board has several choices with excess capital:
1. Share buybacks.
2. Special dividend.
2. Structured share offerings that are bought back within a year or so. It can help larger shareholders to mitigate Income tax and or Capital Gains tax.
eg. C shares are issued that can be held over a tax year end. Sell half one year and the other half the next year, or any combination you like. They are never listed and only bought by the company.

Hope that helps.

red

[hydrus] 18/10/2016 10:47

G4M flying now, that organic growth is incredible. I added again earlier but wish I'd added even more.

[petersinthemarket] 18/10/2016 10:31

thanks for comments on special divi's chaps. I must say that not inc specials in yield seems somewhat misleading to me as those who hold for income are certainly interested in total return. I have made a note on the pf that the apparently low yield may well be supplemented by a special divi, and possibly each year, as tstl stated policy is to return excess profit to shareholders. Looks like a solid hold for my mrs in her isa as she is looking for safe and solid rather than excitement.
We would like a few more like this.
pete

[redartbmud] 18/10/2016 09:20

APAD

Dotd down on the results.
Any particular reason?


Feeling adventurous, perhaps.

red

[redartbmud] 18/10/2016 08:53

peter

Re: Special dividends

They are just what they say on the tin. Awarded from time to time at the discretion of the directors. Accordingly, they are not included in the regular dividend schedule or yield calculations for that reason.

Hope that helps.

red

[fozzie] 18/10/2016 07:53

In full agreement with you on Dotd Apad, steady as she goes, very happy.

[hydrus] 18/10/2016 07:51

Who knows mod - I'll probably keep adding now with any price weakness but possible it might just shoot ahead today. I'm not very good at predicting reactions. All I know is that such a rate of organic growth is rare.