HLI 0.26% $3.88 helia group limited

Appreciate your comments on this thread mate. Yeah that's...

  1. 181 Posts.
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    Appreciate your comments on this thread mate. Yeah that's correct, as stated 1H23 Investor Presentation the current PCA coverage of 1.80x is $180m above top of board targeted range between 1.40 - 160x. So we could be in-store for a bigger dividend than my prediction of $0.55 to $0.65 plus potentially 2 x SBB next year to reduce the current pro forma within their targeted range. Are you leaning more towards a $0.70 - $0.90 dividend paid out, or slightly lower dividend paired with another SBB to start after going ex in March? What's everyone's thoughts on why the current SBB has paused, maybe they see the current share price at fair value, could they possibly be conserving capital for optionality, bit odd they would extend the SBB end date out another month if that were the case...
 
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