Member Info for bald_eagle

"Any info on what that speculation is "?
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Ripley, the speculation according to the RNS is unfounded - possibly some Chinese whispers about an offer for the company (read earlier posts).
I have no idea what following means ".... confirms that it is in discussions with Goldman Sachs as an ongoing financial adviser". This could mean anything.....like how they are going to invest the money they didn't have in SVB!

"There seems to be some dividend confusion on here so here goes."
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Gary. thanks for the clarification, can never hurt. But I think the confusion was just 'DangerMouse'....I reckon he was looking at a different company.

It seems to be more about 'influencers' now. I suppose everyone wants to dress like their favourite celebrity....I'm lucky because I like Johny Vegas and can dress like a tramp.

After a long wait for Q4 production update it finally arrived and...."extreme weather conditions' returned to Kazakhstan.
The saviour to the figures was grade jumping to 2.49 gr/tonne (impressive increase of 18% from previous quarter).

Typo in the RNS ('mined' 124.1kt should have read 'milled' 124.1kt ) makes me think it was a little rushed....even though they have had plenty of time to get it just right.

Anyone know what "....accelerating the opening of deeper horizons...." refers to?

DM, which company has dividend of 18.097p that goes ex-div on 4th May?

It's all talk. Talk about offers and talk about future profits. When someone makes an offer I will consider it (although the deal will probably already have been done). When TRMR deliver amazing profits I will be happy. Listening to gossip is almost pointless unless it leads to something concrete. Show me the money!

show me the money!

Patrick Boyle says in his latest video that SVB didn't have a risk manager from April 2022 until Jan 2023....I guess nobody wanted the job!
Little more than a ponzi scheme caused by a lack of regulation in USA I reckon....woke tree huggers to some at Fox news.

"Don't know why I don't listen to myself. Should have bought a bond."
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Andy, I don't know if you're being ironical or what, but isn't it buying bonds that got SVB into trouble?!

I reckon linking the collapse of SVB to ESG & 'Wokeness' is far right claptrap. Bad decisions to invest in bonds in a high interest rate environment isn't 'Woke' just bad management.

Hard to see how ESG &'Wokeness' can be blamed for the collapse of a bank through poor investment decisions....far right claptrap. Personally I blame Gary Lineker.....probably in cahoots with Liz Truss!

"As one put it, there's no risk pulling a deposit just in case and redepositing once all is fine, but there's all the risk in the world if you leave it put."
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If your deposit is covered by a £85K bank guarantee (or US equivalent) then there is no risk in leaving your money with the bank...if enough such people withdrew it would cause almost any bank to collapse, especially if they were forced to sell assests on the cheap. Herd instinct, human nature.
People/companies who have large unsecured deposits with small/medium banks need their head testing....or can afford to lose it.

Shush MP0818, you're giving away all my secrets!
There seems to be a pattern.....although there is no such thing as a dead cert. What has happened in the past isn't always a guide to the future....although I'm expecting it will to some degree.
In a very short time anyone who buys new shares will get a 13.93p dividend, so my guess is that may become very attractive....especially if the SP falls further (assuming the dividend is fairly safe).

Cash under the mattress is safer than the bank....I expect it's all under Offer's mattress, so perfectly safe!!!

"And I think we should be clear, the reason for today’s drop is me having bought shares yesterday!"
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Meconopsis, it is good to have someone to blame....although not necessarily yourself.
Of course I blame Liz Truss!

I cannot understand why a 'small' bank I have never heard of has caused such a reaction. Sure, it looks like a run on a bank. But it's a bank that has been lending to growth tech companies....which were arguably over-valued. Is there something deeper going on?
Looks to be a problem if you are a forced seller of bonds. Perhaps the market has just woken up to a potential problem & over-reacted!?

Working out what makes a company fashionable is tricky.....why is one company ignored and another adored. Why do some artists sell their paintings for millions and another just as good sells theirs for peanuts.
The joy of investing in a company that's undervalued and cheap Before the market realises the hidden value & the SP shoots up.
Don't complain if it's too cheap....fill your boots. If you aren't convinced then invest somewhere else.
Worse case you have arguably rock solid dividend company for income or compounding or money to invest in bitcoin!

Andy, I think we are all aware that LGEN isn't a growth stock. We all know that LGEN isn't perfect. It wont suit some investors....from the sound of it you may be one of those investors.
It wouldn't surprise me if the SP did move towards 280 very soon....and drop equally fast ex-div date. It's what LGEN does, I think we have to get used to it.
Complaining doesn't change things....unless you own an awful lot of the shares and/or have a seat on the BOD.

"I imagine you Brits know what it usually means if something is too good to be true"
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Yes, we had Brexit promises! So we have learned what it means the hard way....which is sometimes the only way.

If I ran LGEN I would pay dividends quarterly.....as someone said earlier today it may help avoid ex-div spikes.
Plus share buy backs to boost eps &leverage undervalued SP
And of course I would pay myself loads of money!