Member Info for bald_eagle

Tom, good to see you aren't advocating a sale of the Studio business....well, at least not on the cheap.

The story about the sale of the Studio business was probably used to highlight the 'hidden' value in the business. I too doubt she ever intended to sell some or all of it.

I'm sure there are things that can be done to improve revenue & profits but some of it is probably the advertising cycle....so we will just have to wait for things to improve. Build it and they might come.

Tom, so your advice to Carolyn would be to sell the family silver....which would presumably make her quite wealthy and add a few bucks to your stash. I'm sure day traders would be over the moon if she gave away the Studio business but I expect long term holders would be aghast.

Think I read yesterday that Warren Buffet says good business advisors was a pre-requisite for success. Hopefully Carolyn is getting good advice.....and not listening to forums.

"If auditors are doing their job correctly it should be impossible to deceive them."

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Tricky, almost sounds like you think he's guilty.

Personally I blame the homeowner who got burgled for not having a better alarm system.

"If management genuinely believe that LGEN is that undervalued then they should be buying back significant numbers of shares"

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Exactly. How about using some of the dividend money to buy back shares?...so investors would have a decent income through the dividend and a rising EPS & share price. It isn't rocket science.

Obviously increasing revenue & profits shouls also be on the agenda.

Seems to me the management are missing a trick here.

I hope for his sake he likes porridge!

I wonder what the management are saying behind closed doors this morning. Hopefully it is positive....that they relish the opportunity to get stuff done now the speculation of a bid is out of the way.

Hopefully it is regret that they cannot cash out their share options & retire to an easy life.

I guess we are reaching a moment of truth. Will the BOD accept to the deal on the table or will a knight in shining white armour come galloping in?

"Can someone explain why they have such a downer on her, as it seems to me she's disliked purely for being left leaning. "

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Anon, there are some bizarre reasons....one person didn't like the way she dressed.

Hopefully now they have dropped their lunatic plan to scrap all EU laws regardless of their effectiveness or benefit may restore some confidence that we aren't run by idiots....although I suspect it will be a difficult reputation to lose. Hard to imagine the Tories have done it to us.

"David/Andy, ....I DO NOT really care who you post as... "

PS So many negatives I confused even myself.

David/Andy, I don't know if it is just me but unfortunately I really care who you post as. Sorry.

Why you told us is a mystery to me....although I suppose IF David is 'pro' LGEN and Andy is 'Anti' LGEN perhaps that would explain a lot. But sorry I don't really care how you run youy life.

"‘I think GB news is great’"

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OMG. That's a very brave thing to admit.

Almost an oxymoron.

Radium, I hope you are correct. The previous owner of Amobee had invested a lot of money in the business but seemed to have lost interest. I don't know enough about the business to know if it was a good purchase by Ofer (which worries me). The Unruly deal was a 'No-Brainer'....not so sure this time. Hopefully Ofer can work his magic.
I think the days of grand promises and wonderful ideas have gone and it is time for delivery in the tech industry.

Tom, I think you have made it very obvious what sort of a person you are. You have never made a bad investment decision. Everything you touch turns to gold....eventually. And you are impressed by management who dress in Armani.
Each to their own.
Have a good Bank Holiday.

Adam, I think they are involved in building a school/college in the local town but I'm not sure if that is the answer. I'm sure such transactions have the possibility of making auditors a little 'twitchy'.
The previous auditor ran into trouble with quite large construction projects not covered by a formal contract (or something similar)....I think we put it down to 'that's how things are done in Kazakhstan'.....although the management promised to do better.

Almost to be expected from ALTN. A brief look at the numbers in the RNS and I was wondering what 'Admin Expenses - sponsorship programme' of £3.654m means....that's quite a chunk of cash not being spend developing the mine.
Hopefully the auditor gives them a green light.

Meconopsis, of course you are correct. There are a variety of scenarios of whether investors have 'factored in' the ex-dividend SP 'drop'.
I suppose the thing is for those who don't fully understand ex-div date to not have a heart attack tomorrow morning - especially with LGEN's large final dividend of 13.93p. However if SP falls 50p first thing tomorrow I may be on the way to casualty myself....or more likely adding significantly.

....see if the SP CHANGES by more or less than 13.93p

I'm not sure what the question is asking. The SP starts the day (ex-div date) lower by the next dividend amount, in the case LGEN 13.93p. So if the SP ends the day less than 13.93p down on the day people who purchased before ex-div day will be up and conversely if SP ends day more than 13.93p down on the day those same people would 'theoretically' be down.
So the 'interesting' thing is to see if the SP falls by more or less than 13.93p....you pays your money, you takes your choice.

"How much is L&G expected to fall after the ex divi date?"
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WIN2020, do you mean ON the ex-div date?