Member Info for bald_eagle

"It comes a year after an approach, said to have been pitched by a US buyout firm at 900p-a-share, was withdrawn amid market uncertainty prompted by Russia's invasion of Ukraine.

It remains possible that no formal bid will be made for the company during the latest set of discussions."
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My mind boggles. I guess it's a case of Chinese whispers.....so we could have had a deal for 900p if it wasn't for Putin. Instead we get rumours about a 'maybe' deal. I'm sceptical but would love to be proven wrong.

Tricky, I'm not sure what that tells me.

As far as I know there hasn't been an offer for the company, and until there is confirmation of an offer (or that someone is even looking at the books) then any talk of potential offers is pure speculation imo.

Tricky, are you saying that the lack of any firm confirmation of a bid doesn't mean that 'someone' isn't looking at buying TRMR?

Isn't there a saying that might fit: "Show me the money"?
Lots of hot air....which I presume are day traders trying to create an 'opportunity' Monday morning. Just 'show me the money', please!

Forget about the record date. It is a meaningless to ordinary investors. Concentrate on the ex-div date. If you want the dividend:
1) Buy more shares before the ex-div date
2) Sell shares (but retain the next dividend) by selling on or after the ex-div date

CartuneHead, nice summary. Hopefully it will help avoid any confusion.

"If I buy on the 11th (ex-div day) - Do I get the dividend?"
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No.....as far as I'm aware.
I think TrekMadone may be wrong.
As I understand it, the ex-div date is the first day the shares trade without the value of its next dividend paymement. Hence why the SP typically starts the day down by the amount of the dividend....13.93p in the case of LGEN.
PS. This thread is designed to confuse people....it confuses me with 'odd' dividend amounts (4.46p) and then some possibly 'odd' advice.

Great!.....I'm going out tomorrow to buy red Ferrari.......a Dinky toy Ferrari!

Yep, the psychology of owning AIM shares is totally different to owning FTSE100 stocks....usually!
But even with 'safe' stocks like LGEN there can be moments - for example the Truss LDI mini 'crisis' - that had most investors asking "WTF?"

"For most longterm experienced holders, this analogy does not apply, for those who trade alot or of a nervous disposition it may very well have some psychological impact...."
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Nicknaim, I think I politely disagree. The psychology involved in owning shares whether short or long term can be huge. It can impact your whole life.
Also when I am in 'hypothetical' loss I am far more likely to re-assess the investment....hold, sell or add. Which can be a good thing btw.
Isn't it why everyone seems to quote Warren Buffett all the time. We want to get comfort that if we follow the advice of the sage then we won't go far wrong. Only problem is that selectively following one or two tenets of a philosophy wont necessarily get us to the promised land!

"Im not sure it matters if your average is 220s 230s 240s or 250s, unless your cashing out"
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It is never nice to be in negative territory....even if it is a hypothetical loss.

".....but with an average of 234 I’m not unhappy."
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StricltyZ, that provides a reasonable comfort zone but after ex-div date that might be eroded ....at least for a while.
I think management need to spend a bit more time advertising the attractions of LGEN....the 'build it & they will come' philosophy obviously isn't working. They seem to have skipped their 'marketing' classes at business school!

".....but surely this has to move soon"
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JedC, what makes you think so?
Personally I reckon the SP could be awaiting a general market or economic improvement...or that ITV figures show a marked boost. But when/if any of those happen is beyond my paygrade. I'm not sure any of them have happened yet.

Is there even a share buy back scheme in place?....if the SP is so lamentably low presumably the directors would recognise that and pump money into buying back & cancelling undervalued shares.

"Hope this doesn't turn into a Lloyds board all about politics ?"
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100% agree.
I apologise for encouraging the political (& climate change) debate but when people talk - to my eyes - utter rubbish it needs to be tackled. As long as people stick to the 'facts' (not 'alternative facts') then I don't have an issue. We all have to base our investments on the truth....not things that are written on the side of a bus!

"I NEVER used the word 'spongers' in my post. Please read what I wrote, not what you 'assume'."
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Chid, you are right. I used the word 'spongers' and GuitarSolo referred to my use of it. Apologies if that is not what you meant in your original post.....but I honestly got the feeling that is exactly what you meant. Apologies again is I have misunderstood your post.

".....am curious who you all think is standing in the wings ready to buy TRMR"
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I don't think anyone has been named as a potential candidate. I'm guessing they are referring to a hedge fund of some sorts. I would class it as wishful thinking....but stranger things have happened.
Up to this point TRMR has been the suitor trying to buy other businesses. I'm not sure if it's a good sign that they are now being seen as the prey by some people. But I suppose if it boosts the SP I wouldn't complain too much.

So have broken the 250 SP ceiling (artificially created by someone on here) and will presumably power on to 300p in due course?!
Probably not..... because the next question is whether the SP rise is due to general investor sentiment or if it is related to the looming ex-div date. Realistically the post ex-div SP has to be taken into account.....so the 'real' SP is somewhere between 252 & 238 (as I write)
The genuine question I have is why anyone would make a prediction that the SP will not go above a artificially low SP of 250p, they are setting themselves up to look foolish (even if they may have a point)?
Reminds me of the Labour minister who left a note to his Tory replacement which said "There is no money left"?....meant as a joke (perhaps?!) but used by the Tories ever since as proof that Labour aren't good at running the country.

"I think much of the 'odd' explanation can be partly explained by the influx of newcomers who often have large scattered amounts of offspring...."
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Chid, have you got any statistics to back up your theory....or is it just a feeling?
I have a 'feeling' that the UK is changing too, but to brand 'newcomers' as spongers without the data to back it up could lead to the wrong impression.
It is always easier to blame 'other' people for our own woes - it has been that way throughout history. Once the 'others' have been ejected one often finds that the problem still exists.
Personally I reckon we have become a nation of investors - stock markets, bonds & houses. We no longer make things here. Even the things we do invent are made elsewhere. It is the society we have created. Blaming 'others' isn't going to change things IMO.

"One major concern I have with my UK and EU investments is the focus on ESG well aware that the more regulation, taxes, energy hostility and other "well meaning" initiatives, investor returns will be lower, society hence poorer and ultimately social benefits will be lower"
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With attitudes like that - if they continue to dominate political & business thinking - the world is probably facing a form of severe climate change. We are arguably approaching tipping points from which there is no going back.
Perhaps it was always going to be a hopeless endeavour, but to give up without trying - or to save a few dollars - is almost like praying to god to save us. God isn't going to sort things out, we have to do the work ourselves.
Personally I think I'm just gonna buy a boat....a floating modular boat.