All very cogent arguments. I held DGI9 and sold out when the nixed the divi. Why? Not because I was irritated at losing a few quid. No. It was because the Board had sworn blind for months on end that the divi was safe. And that against a backdrop where they had completely and utterly mismanaged the Trust, buying assets (like Verne) they who's growth financing they could not afford, and like Arqiva they could not afford full stop. So the issue for me is not the quality of the assets, rather the quality of the management.
All very cogent arguments. I held DGI9 and sold out when the nixed the divi. Why? Not because I was irritated at losing a few quid. No. It was because the Board had sworn blind for months on end that the divi was safe. And that against a backdrop where they had completely and utterly mismanaged the Trust, buying assets (like Verne) they who's growth financing they could not afford, and like Arqiva they could not afford full stop. So the issue for me is not the quality of the assets, rather the quality of the management.