Severn Trent Live Discussion

Ingenious Solutions 26 Jun 2015

Re: Canada's Borealis renews pursuit of ... Has the interest disappeared? SP seems to be dipping.

Ingenious Solutions 22 Jun 2015

Re: Canada's Borealis renews pursuit of ... Oh no hear we go again. I think I'll sell at 2250_and buy back when the sale falls through. I'd be sad to see ST fall into foreign hands having worked for them in the past. I believe they are the only water company who have not been taken over. I was working in the water industry when the 12? Authorities were privatised its strange to see how they have all fared so differently. I still think they'd be better in public control although the quality of service is probably better than it was. HOLD FOR NOW.

Lochstyle 22 Jun 2015

Re: Canada's Borealis renews pursuit of ... I was just going to ask what anyone thought would be a reasonable bid price?The article suggests a 5 billion bid, but iii shows SVT has a market cap of 5 billion now so what premium do you think might be on the table?Loch

ukmetman 22 Jun 2015

Re: Canada's Borealis renews pursuit of Seve... I'm not greedy, £25 will do.

idontwanttolose 21 Jun 2015

Canada's Borealis renews pursuit of Severn Trent - Sunday Times [link] investment firm Borealis Infrastructure is considering a 5 billion pound ($8 billion) bid for Severn Trent (SVT.L), the Sunday Times reported, two years after the British water utility rejected its previous approach.The newspaper reported that the two sides opened talks last month and discussions were still at an early stage.In 2013 Severn Trent rejected a series of takeover offers by LongRiver Partners, an investment fund consortium including Borealis Infrastructure, saying they did not reflect the firm's long-term value.Severn may be more susceptible to a bid now, the newspaper said citing sources close to the situation, as the industry regulator has imposed tighter profit rules for the next five years and the company has also had a change of chief executive.

daressaalam 11 May 2015

Back in.. After pre-election caution I have bought back in though it has cost me 21p a share overall. While this is not clever, I like the yield and the thought of a fresh flow of business confidence over the next few years.The July dividend should more than compensate for the 21p jitter loss and the sp has been up in the 2200s in recent past.This is a 'calmer' in my SIPP for the medium term.

xTitanic 10 May 2015

4.11% Nice Come on you blues

daressaalam 28 Apr 2015

Uncertainty is my leak.. I have come out at 2141, a bit too early with hindsight, but my nerves are not strong enough to see this drop down to below 2000 in my imaginary belief that the current high price is supported by some tap-dancers who are about to move on.No real business or financial logic from me, just caution and cash-building for the rocky ride ahead in markets in general.Dar

Ingenious Solutions 17 Mar 2015

Re: Times Divi more like 4% at today's value which makes ST worth holding. I've seen a lot of growth since I bought so the yield to me is far higher. There's always the danger of a takeover which would mean I'd have to find another cash cow.

Tricky_Dicky 25 Feb 2015

Re: Times Compared with government bond yields and equity risk elsewhere, an inflation-linked dividend income of circa 3.5pc, plus capital appreciation, is still an attractive for long-term investors.

daressaalam 16 Feb 2015

Re: Times Nk,I missed the sell. I am influenced by the dividend. I need to put more water in it.Have handled this one badly twice now. Still..Or sparkling ?Thanks for the article, it has made me think.Cheers.

nk1999 02 Feb 2015

Times "Sell Severn Trent shares, Danny Fortson recommended in the Sunday Times. They hit £22 on February 26th for the first time since the water company rejected a bid at that price 18 months earlier. They fell after the dividend was cut by 5% to pay for enforced cuts to household bills. The shares could fall further, the Inside the City columnist said. Rating agency Moody's changed its outlook to negative because the dividend cut may not be enough to maintain the group's credit quality."SP before publication = 2152p.

daressaalam 22 Dec 2014

Dec 22, 135hrs. Price 2043 Saves me looking back too far to see what the price is when reviewing the infrequent posts on this luxury item.I must hope that the Cr Suisse 'person' is looking for a new job, having re-confirmed that analysts are indeed totally useless.Huh.

II Editor 21 Nov 2014

NEW ARTICLE: Is this income safe haven under threat? "As 2014 draws to a close, focus inevitably turns to the new calendar year. The FTSE has picked up again after October's flash crash, but risks still remain for equities. Earlier this week Prime Minister David Cameron warned of a second looming ..."[link]