Who here can say they're not excited about hot dip galvanizing?

Galvanizing, similar to when Darth Vader froze Han Solo in carbonite?

KOV on the ASX

Anyway, their dividend yield has been amazing over the years, and for the last ~9 it has been over 5%. In the past it was way over 20% (for over a decade).

Earnings per share is on the rise and so is their price. I've grabbed it now at their highest price ever, but the P/E is still reasonable at 11.91.

Profit margin has been over 10% since 2021.

source

1 points · 7 comments · view on lemmy.world

7 Comments

shric@lemmy.world · 2 pts · 354d (1 reply)

Dividends are, at best, irrelevant. When dividends are paid the stock price drops in exact lock step to the amount paid per share, otherwise there is an arbitrage opportunity.

Other downsides are dividends are an immediate tax event unlike capital gains which can be deferred until you're retired and thus in a lower income bracket. It also enjoys a 50% discount if held for at least a year.

Even fully franked dividends aren't a free lunch as it just means the company (that you own part of) paid tax instead albeit at a lower rate than you might.

Finally, companies paying high dividends are an indicator that they have no room to grow and therefore have nothing better to do with their capital.

Back to the specific company you mentioned. How did its total returns compare to an index? Are you claiming it will exceed returns of the index in the future? On what the frame?

flexacarn@lemmy.world · 1 pts · 354d

When dividends are paid the stock price drops in exact lock step to the amount paid per share

Sure, but they're a way to extract an income from a stonk in an ongoing basis without having to sell shares. Sure, you have to pay tax but you over-estimate the tax bracket I'm in (for example).

companies paying high dividends are an indicator that they have no room to grow and therefore have nothing better to do with their capital.

That's fine. We're looking at a return on investment. If a company is returning a dividend but not growing as much as a smaller cap company, then there is the trade off.

take a look at bhp

It's been paying a regular dividend since 1993 of between 5-10% and it's share price has more than quantripled in that time.

Are you claiming it will exceed returns of the index in the future? On what the frame?

I made no claims. Personally I thought I'd take a gamble on it and try out my latest half-baked theory. I bought a whopping $700 AUD worth because I had some spare cash from a recent dividend payment.

Deflated0ne@lemmy.world · 2 pts · 355d (4 replies)

Vaporized zinc will kill you man. Deadly dangerous stuff.

flexacarn@lemmy.world · 1 pts · 354d (3 replies)

If there's a profit in it, I don't care!

Deflated0ne@lemmy.world · 2 pts · 354d (2 replies)

I knew a pothead once. He made a bong in shop class out of galvanized pipe.

He took 2 rips. And died.

flexacarn@lemmy.world · 1 pts · 354d (1 reply)

Bullshit. I don't believe you knew anyone that cool.

Deflated0ne@lemmy.world · 2 pts · 354d

Oh I did.