winningstreak
26 Feb 2018
Low enough Share price down low enough (1770p), now ready for a bitof a recovery I would say. Dividend beats bank interest bya long wayws
EVPorated
16 Feb 2018
Re: Whats going on/? It seems to be a reaction to the Corbyn factor and the anticipated effect of PR19. Unfortunately these companies have a culture of high pay and low expectations, particularly in middle management and above. The real measure of efficiency for these companies is the cost to serve per customer which should include an amount for the non-collection of billed amounts. Maybe Ofwat will publish this figure in due course.
chirpy999
15 Feb 2018
Whats going on/? Severn trent seem to be on a bad downward trend. Whats causing this, I cant see to find anything out. Anyone enlighten me?Thanks
II Editor
23 Jan 2018
NEW ARTICLE: Should you splash out on this FTSE 100 share? "Severn Trent (LSE:SVT)We've been looking through shares not normally covered in our daily blurb in the hope of discovering some candidates for a "ISA 2018 Brigade". Some surprising potentials make themselves known, though LSE:SVT:Severn Trent ..."[link]
Ripley94
23 Jan 2018
Re: UK Utilities - comparative valuation ana... This came up on an alert but after reading what bill has put ( was back in May )And the two editor posts ill give it a miss.
II Editor
22 Jan 2018
NEW ARTICLE: Trends and Targets for 23/01/2018 " SEVERN TRENT (LSE:SVT) We've been looking through shares not normally covered in our daily blurb in the hope of discovering some candidates for a "ISA 2018 Brigade". Some surprising potentials make themselves known, though SVT isn't one of ..."[link]
II Editor
30 Jun 2017
NEW ARTICLE: Why FTSE 100 just got interesting "As the first half of 2017 nears a close, we're talking about another grim period for the @GB:UKX:FTSE 100 and other major markets, and not for the first time in recent weeks.A well-established inverse relationship between sterling and the ..."[link]
Bill1703
26 May 2017
UK Utilities - comparative valuation analysis Following the full set of FY results and a decent run for the sector, see below for a quick snapshot of the valuation picture (prices as at earlier this morning): ---------- ------- NG PNN SSE SVT UU Yield (act) 4.1% 3.8% 5.9% 3.3% 3.7% Yield (fwd) 4.2% 4.1% 6.1% 3.6% 3.8% Div cover 1.6x 1.3x 1.4x 1.5x 1.2x P/E (act) 15.0x 19.9x 12.2x 19.9x 22.6x EV/EBITDA 11.2x 13.6x 9.2x 13.4x 13.8x ND/EBITDA 4.8x 5.6x 3.2x 6.6x 6.6x Valuations look pretty full across the board in absolute terms, suggesting limited scope for further SP upside for the moment... though the stocks will doubtless do well enough in relative terms on any market setback(s). In relative terms, not much in it of course, but leaving aside SSE as a somewhat different animal (with a much higher proportion of its business in competitive - and more politically sensitive - markets), I would say NG screens as the most "attractive" at the moment, with UU the least compelling. SVT and PNN offer faster dividend growth currently, but reflected in lower yields (particularly SVT), while NG offers somewhat better dividend cover comfort. And NG is trading on a decent discount to the (eye-watering) multiples of the water stocks on both earnings and EBITDA. On balance sheet metrics, it's all relative of course, with sky-high leverage typical to the group... but NG is in a notably stronger position than the water comparators (particularly UU and SVT, up at 6.6x net debt to EBITDA). Such debt levels are clearly not a major concern near-term given current interest rates and the availability of cheap long term finance - but as (if?) and when bond yields gradually 'normalise' I can see this becoming much more of a differentiating issue, and possibly one of increasing and significant market concern. On a modest yield, paltry current divi growth and lowest cover level, UU looks the most exposed currently - particularly when you throw in the highest P/E and EV/EBITDA ratings in the sector and the sector-high leverage level.
daru
07 Dec 2016
Share price drop any idea why share price has dropped from 22 to 20.70
Damp Seaweed
01 Dec 2016
Re: Dividends 32.6p of todays drop was the ex-div factorPayable on 06/01/2017
QuarterP
16 Nov 2016
Dividends Anyone know if there is a Dec divi on these?
JR710
21 Jul 2016
The Petition is gaining support Apologies for board hopping; but !The petition is going quite well; 6000+ signatures so far. ONLY 3 weeks to go !!![link] you hate seeing buys reported as sells etc!!!!!!Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog.New chancellor, shaddow chancellor & lots of others inc Stock Exchange aim committee.If you follow tweeters etc, send it to them please!If this petition doesn’t reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond.So – If you haven’t yet signed or indeed have but haven’t passed it on to others, then now’s the time to do so.
II Editor
04 Dec 2015
NEW ARTICLE: Sector outlook for 2016 " Today's European power markets have been broadly shaped by three crises: OPEC pricing in the 1970s; the acid rain scare of the 1980s; and affordability in the 80s/90s. They forced the hand of European governments to try and achieve what has ..."[link]
II Editor
26 Nov 2015
NEW ARTICLE: Severn Trent results keep everyone happy "It may be cutting water prices, but LSE:SVT:Severn Trent has still made more money than last year, while reducing the number of complaints by over a third, in what boss Liv Garfield called a "good start" to the new five-year regulatory period.In ..."[link]
mcescher
29 Jul 2015
Analysis report on Severn Trent Looking like a solid dividend payer [link]
