WHF - Whitefield Industrials

monkton · 31 October 2024

Bellcose said:
The question is "How much?"

As clear as mud. Note the expiry date of the Cost Subsidy Agreement.

Will definitely be giving this a miss.

Bellcose · 31 October 2024

monkton said:
Will definitely be giving this a miss.

Same.

I'm commencing a review of whether to continue to hold WHF itself. It's been very useful for payment of rates and other non-discretionary expenditure. No rush and it could be 6 months or more before I decide.

monkton · 31 October 2024

Bellcose said:
Same.

I'm commencing a review of whether to continue to hold WHF itself. It's been very useful for payment of rates and other non-discretionary expenditure. No rush and it could be 6 months or more before I decide.

Actually I'm in the same boat, I do like the payment dates, but thinking there might be better options.

Bellcose · 21 November 2024

WHF has reported. Dividend is $0.105 ff ($.1025c pcp) franked @ 30%. Payable 13 December.

Funds will obviously add to the kitty but I am still contemplating selling this holding.

monkton · 18 December 2024

Bellcose said:
Funds will obviously add to the kitty but I am still contemplating selling this holding.

As of yesterday, have now sold out of WHF completely. Funds immediately directed into ARG & AUI. ARG was easy & went straight through, but has been stated it's harder to get largish amounts of AUI, so broke it up into smaller parcels & got the deed done. One less holding to bother about now & happier with those funds in what I consider to be better options, now bring on the March dividends .

divs4ever · 18 December 2024

Bellcose said:
WHF has reported. Dividend is $0.105 ff ($.1025c pcp) franked @ 30%. Payable 13 December.

Funds will obviously add to the kitty but I am still contemplating selling this holding.

i was almost tempted to buy in here ( several years back ) via their convertible preference shares ( let them convert into WHF in due course

is still on the watchlist , but am still watching and waiting ( for a big market retrace )

monkton · 18 December 2024

The man who waited for a good entry price.
Made a tidy profit on WHF after holding a number of years & participating in a few SPP's. All the while enjoying a good full franked dividend.

divs4ever · 18 December 2024

monkton said:
The man who waited for a good entry price.
Made a tidy profit on WHF after holding a number of years & participating in a few SPP's. All the while enjoying a good full franked dividend.

waiting for a good entry price does NOT always mean sitting on a pile of cash in the bank .

adventures were taken elsewhere ( some which remarkable success , and others with abject failure )

it took me three years to get a good price on BPT but i got it and bought even more at HALF that target price

also by waiting and waiting on prices elsewhere , i missed a big slap in the face with a stale fish

maybe i will get that WHF price and maybe i will never get it ( but pick up something useful elsewhere )

but very nice to see you had a good outcome

by the way my pivotal LIC buy was in SOL , not because i am up 150% ( plus ) on it , but because i read all the ( paper ) annual reports and threw cash at selected companies SOL bought a substantial shareholding in , and some have gone very nicely

Bellcose · 18 December 2024

monkton said:
The man who waited for a good entry price.
Made a tidy profit on WHF after holding a number of years & participating in a few SPP's. All the while enjoying a good full franked dividend.

Stay the course you have set @monkton. As long as it works for you the opinions of others are not worth the effort. View them as having two remaining brain cells only one of which is still functional.

The FP I sometimes consult informed me over lunch that as a consequence of doing bugger all, apart from placing funds into my present holdings, for the 12 months to the end of November, they have increased by what I consider an embarrassingly large six figure amount. No searching for gems or salivating over particular shares or price movements. He termed it benign neglect. While interesting it's irrelevant to me being focused on growing dividend/distribution income.

Still haven't decided whether or not to dispose of WHF. There is no hurry and I have more interesting things to attend to for the next little while.

monkton · 18 December 2024

Bellcose said:
Stay the course you have set @monkton. As long as it works for you the opinions of others are not worth the effort. View them as having two remaining brain cells only one of which is still functional.

The FP I sometimes consult informed me over lunch that as a consequence of doing bugger all, apart from placing funds into my present holdings, for the 12 months to the end of November, they have increased by what I consider an embarrassingly large six figure amount. No searching for gems or salivating over particular shares or price movements. He termed it benign neglect. While interesting it's irrelevant to me being focused on growing dividend/distribution income.

Still haven't decided whether or not to dispose of WHF. There is no hurry and I have more interesting things to attend to for the next little while.

Thanks for your thoughts.

Yes, benign neglect is what I'm ultimately heading for, just a few adjustments still to make. Knowing I should just 'bite the bullet' & do it now, but ah, too hard, I'll get there in good time.

WHF - Whitefield Industrials

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