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Thrugelmir
Posted: 31 August 2024 12:17:34(UTC)
#154

Joined: 01/06/2012(UTC)
Posts: 5,317
Ian Eccles;317614 wrote:
If we believe all the press reports they could have filled that £22bn black hole a dozen times by now, why don't we all wait and see what treats they have in store for the weary investor.


Banks are an easy target. Devoid of public sympathy. Effectively a tax on the UK economy though.
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Johan De Silva
Posted: 31 August 2024 13:04:22(UTC)
#149

Joined: 22/07/2019(UTC)
Posts: 4,412
John Bran;316576 wrote:
Not sure this has been mentioned but NatWest has bought back 30% of it shares in last 2 years. According to temple bar investment trust.

Video may 2024

https://www.templebarinv...-update-video-may-2024/

I also remember reading something about just how much they are making on there reserves. Think about what they were getting on their short dated bonds in the past and what they are making now.

This non operating profit similar to what ALPH has, has been a great opportunity missed by the market.
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Thrugelmir
Posted: 31 August 2024 13:14:45(UTC)
#150

Joined: 01/06/2012(UTC)
Posts: 5,317
Johan De Silva;317620 wrote:
John Bran;316576 wrote:
Not sure this has been mentioned but NatWest has bought back 30% of it shares in last 2 years. According to temple bar investment trust.

Video may 2024

https://www.templebarinv...-update-video-may-2024/

I also remember reading something about just how much they are making on there reserves. Think about what they were getting on their short dated bonds in the past and what they are making now.

This non operating profit similar to ALPH has been a great opportunity missed by the market.


Remember the UK Government injected over £45 billion in equity to recapitalise the bank following the GFC. As the balance sheet has shrunk subsequently. There's been an excess of capital .
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Johan De Silva
Posted: 31 August 2024 13:49:51(UTC)
#151

Joined: 22/07/2019(UTC)
Posts: 4,412
Thrugelmir;317621 wrote:
Johan De Silva;317620 wrote:
John Bran;316576 wrote:
Not sure this has been mentioned but NatWest has bought back 30% of it shares in last 2 years. According to temple bar investment trust.

Video may 2024

https://www.templebarinv...-update-video-may-2024/

I also remember reading something about just how much they are making on there reserves. Think about what they were getting on their short dated bonds in the past and what they are making now.

This non operating profit similar to ALPH has been a great opportunity missed by the market.


Remember the UK Government injected over £45 billion in equity to recapitalise the bank following the GFC. As the balance sheet has shrunk subsequently. There's been an excess of capital .

How are you positioned for this...if at all? Neutral rate could stay profitable. In the case of ALPH far greater than the market cap as it's clients money.
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