Member Info for bald_eagle

"....as the fall in US inflation cheered stock market investors."
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Grezza, that's excellent news to know that inflation has ended. Phew!!
Time to dig out my credit card I buried in the garden - I am particularly attracted to a 200 inch TV from Harrods clad in Crocodile skin, perfect for watching the trials & tribulations of Matty Hankock.

It was a Joycean stream of consciousness......made no sense to me either.

Mick-b, thanks for the post. It is good to see some reasoned & balanced analysis.....rather than 'I feel it in my gut' views (like Motley Fool).

Reading between the lines it looks like they have decided - whether for strategic or practical reasons - to mine less ore, hence the 'normalisation' statement in the update.
The limit on gold production seems to be in processing the ore. It probably makes sense to reduce their effort on mining and utilise the quite significant stockpiles (according to my estimates). This may free up resources & personnel to work on upgrading the processing plant (it may also be a way to reduce costs).
The news of the Kazakh government backed financing is hopefully expected soon, again an important requirement for the upgrade of the processing infrastructure.
It would be good to know what their plan for the processing plant upgrade actually is. But I suppose they need the investment first before announcing it.
Purely my own thoughts.

Shouldn't it be renamed, "I'm not a celebrity...get me out of here" (INAC)
Trading standards & false advertising!!

If we are relying on Matt Hankock to boost ITV then we are doomed. Nobody outside the Westminster bubble cares about him. It wouldn't surprise me if he is voted off early. Hopefully some of the other 'celebrities' are more appealing to viewers.

What are people worried about!! If they truly believe that SP will soon be £1 then todays drop should give them an opportunity to top up. It is a buying opportunity not the end of the world....unless they really think this is the long slippery slope towards 56p!!

The market has probably already priced in a good Q4 (due to footy, Get me out of here, etc). They will be looking into next year for signs of what the future holds. Hopefully by then ITVX should start producing a few positive numbers, but it could be a long haul to win viewers & subscribers.
I expect at some point foreign dollar investors will make a play for all or part of the Studio business. So that would make any shorters nervous.

"BP's 'we are a cash machine' - what a bloody stupid thing to say!"
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Stupid but true.
If a CEO or senior management see headwinds in their business then the best they can do is to acknowledge the issues and take measures to mitigate them....which is exactly what ITV have said they are doing.

"assuming events in the US, i.e. the mid term election go the way markets want...."
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Mystic, what are the markets expecting/wanting for the US elections? To me it is looking like heading for political paralysis....which cannot be good for markets. But probably expected/priced in.

Grezzz, we are 'probably' beyond the point where the risks of inflationary costs are best descrided by 'could'.....they are sensibly taking mitigation measures (like most households in the UK) but that can only go so far. If they had written 'could hit costs next year' then they would risk losing credibility a la Liz Truss.

It looks like the Studio business is the diamond amongst the coal dust at the moment.....and that is the part of the business that there is talk of them selling some or all of. Hopefully management will remember investors if they do sit down with dollar private equity to discuss a (partial) sale.

"'Would'?"
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Grezzz, would, could, should!!
I'm no economist but inflation is an increase in the cost of 'something'. Even when inflation falls to zero the cost of that 'something' remains the same (it doesn't decrease), which could/would/should eat into profits if that 'something' is a raw ingredient to ones product.
Increasing the selling price of your product is one way to couteract inflation.....but a highly skilled mobile workforce will always seek inflation matching/beating wage increases, which are probably baked in (hence use of 'would' I presume).

Bit disappointed/surprised they couldn't get ITVX ready for the start of the football. I would be slightly worried that by 8th Dec people's soccer veiwing habits were decided. But hopefully the novelty of ITVX will attract plenty of viewers who will stay for the long term.

Before the war!

I'm looking forward to 'The English' starting on Thursday. I like a good western & Hugo Blick has done some interesting things in the past. BBC unfortunately.

Otis Clay.
Up up & away.

Does Elon watch 'I'm a celebrity' (IAC)?....perhaps he will be a surprise guest!

I doubt Hankock will be a big draw, nobody cares about politicians. Nobody likes Matty...not even his wife!

Craig, do you really want to go onto an forum full of people invested in LGEN to ask whether the dividend is safe?..of course they will say yes.
Nothing is 100% safe IMO. LGEN has some advocates that preach it is money in the bank, including Motley Fool journalists for what it is worth!?!
There is also the question of capital erosion....if you get 8% dividends but the SP falls 10% that ain't good for the soul. Motley Fool was saying to buy LGEN when it was above 270p a few months back!!

If you trawl back through the posts on here you may see people discussing dividend stocks other than LGEN. LGEN has a place for those who want income, but the entry price is important. And you might want to spread your money about to avoid all your eggs in one basket....although given the talk about recession timing the market entry could be as important. LGEN was recently as low as 205p....but that was 'something special' (Trussonomics).

IHA!!!
I hate acronyms.
BTW what is IAC?

"....but sod's law kicked...."
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Sometimes it's almost like people are playing games.....which wouldn't surprise me with AI algorithms smarter than the human's that create them.
There are short term trends and there are long term trends. The short term trend for ITV might be boosted by I'm a celeb & World cup....long term trend is overcast by advertising spend in a recessionary environment (couter poised with a possible bid for ITV Studios). Even longer term is whether ITV can create a streaming service that can survive in a very competitive industry....small fish in a pond full of big sharks!!