Member Info for bald_eagle

"Nothing like generating a rumour that has no substance....."

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Isn't there a term for that?.....'Fake news'

"Anything that might impact mortality rates is of interest to LGEN."

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That is potentially a very wide ranging conversation.

it would be good to get some real academic analysis of the different strategies of world governments around the world and how effective they were/are. at the moment we have conspiracy theorists who spout nonsense from their echo chambers.

to me, a large part of why we locked down was to protect the nhs from getting overwhelmed & grinding to a halt. lots of things we did wrong here, wasted casts amounts of money and didn't protect the vulnerable. we need to learn lessons because the world we have created is a breeding ground for pathogens....we were warned in previous outbreaks but ignored the warning signs.

africa as far as i know has a relatively young & healthy population. but it would be good to know what they did differently and see if some of those things could be incorporated into our contingency plans....although the back of the *** packet must be getting quite full by now, perhaps they will have to find room on the front somehow.

ps not sure what it's got to do with lgen though!

"As America is a friend of Israel it needs to formulate a solution."

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I'm not sure people are looking for a 'solution' at the moment. Some people mention the Oslo agreement as if to say "Perhaps it wasn't such a bad deal after all". But that appears off the table.

A part of me thinks parhaps - just perhaps - some sort of long term solution will come out of all this death & chaos. At the moment people are just seeking revenge....much like America in Iraq, without any idea of a plan once the battle is won.

I'm not sure governments have the leaders, the headroom or the money to solve the Palestine issue at the moment. I could see Saudi oil money used in some sort of reconstruction. But a people without hope & a future will just seek a cycle of revenge. They did it with Northern Ireland....perhaps they can do it there. Although NI now looks easy in comparison.

That's enough politics from me!

Slightly worrying is the BBC news that 'Doctors' is being scrapped because of "super inflation in drama production", which presumably is being seen in some way at ITV. Mind you 'Doctors' did have quite a large cast and they presumably wanted to be paid as much as Gary Lineker (don't we all).

I suppose it could make the value of a back catalogue increase in value. More 'Dad's Army' on BBC I expect though.

"How reliable as an income stream has the LGEN dividend proved for LTH over the years?"

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Isn't there the old chestnut about 'Past success does not guarantee future performance.'

Also 'Don't put all your eggs into one basket', especially ones paying attractive but not necessarily sustainable levels of return ....hopefully this doesn't apply to LGEN!

"Who would have thought that Holly leaving would lead to an increase in the shareprice"

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I must have been watching a different share price.

Hard to see how one celebrity leaving or staying can cause the market - which is ultimately interested in profit & loss - to influence trading patterns.

"....I will need the high 9 - 10% yields."

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Wow, that is some goal. You've got to be very careful where you put your money with that sort of target in mind.

Some people will offer you 20% per annum....but after a couple of years of bumper payments they will suddenly stop paying, or answering your calls and when you go to their luxurious offices in London you find they have moved, with no forwarding address.

Hopefully that doesn't apply to LGEN.

Barclays can't half pick em.

"Barclays said on Thursday that Mr Staley should forego bonuses and long-term share incentives totalling £17.8m following the FCA's findings." [BBC]

The use of the word 'should' jumps out. Like Mr Staley 'should' do the honourable thing and give back £17.8m because it's the right thing to do. Barclays make me laugh.

Mr Staley is appealing the FCA decision....so he probably needs the money to pay his legal fees.

"You don't just leave your well paid job for personal reasons."

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More loopy analysis from one of the 'usual suspects'!.....I'm sure Dame Carolyn gave HW 'the boot' because their dresses clashed.

In truth I suspect 'most people' would reassess their priorities when they receive a serious death threat....but I suppose a 'well paid job' is worth ANY amount of risk to some people.

It's the debt and possible breach of banking covenants that cause me real concern. The RNS was 'almost' like a business that was going down the tubes. Obviously spooked the market. I know I was shocked. The SP drop didn't help allay my fears.

It must shake ones confidence in what some people are capable of doing and cause a re-appraisal of 'is it really worth it'. Happening quite a bit is America with Trump making veiled threats against people he has a grudge and some in his base voters seeing that as their mission. Takes someone with real guts to stand up against that some of intimidation. Holly obviously decided it isn't worth it.

You can sense it on here sometimes when their is an 'almost' messianic - and irrational imo - dislike for 'someone'....it is all too easy for a twisted mind to put thoughts into action.

"religious folk stop battering each other"

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so-called religious folk.

Spike, as you say '2023 is a transitional year' and disruption was to be expected. You wouldn't like a job managing things in Kazakhstan for Altyn would you?!...you seem to have a better grasp of the situation then current lot.

Lots of money being spent, large debt re-payments due and costs which they have to get under control. Although cost of production (currently US$1,344oz) should fall when processing increases to circa 800,000 ktpa.

But still - in theory - profitable.

You know you're having a bad day when you agree with Tom.

"Big advertisers no longer need TV or for that matter ad agencies as they can target punters more effectively on social media."

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Schwee, is that a personal opinion or something is an article?

I suspect the ad landscape is changing. Streaming provides content - not always with adverts - to the consumer and I expect would be quite valuable. Big events likewise.

Social media & influencers are probably a growing part of the jigsaw.

I presume the aim is make themselves not look foolish or 'behind the curve'. When trend is for a lower SP they reduce their target, when the trend is goinf higher they increase. I suppose the most encouraging aspect is 'overweight'....not something I usually like to hear.

Advertising will always be important but it is cyclical. If they can expand and improve other parts of the business that aren't so dependant on the state of the economy - not always possible - then it could help soften the blow during lean advertising times. But to some extent it's the nature of the business.

Some people have set their heart on Dame Caolyn going, I hope she proves them wrong. It hinges on the performance of ITVX imo.

"Nigel Wilson’s ‘thing’ has always been “inclusive capitalism”"

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Didn't Sam Bankman-Freid of FTX 'fame' have something he called 'Effective Altruism', which turned out to be a smokescreen.

I'm all for building efficient, high quality dwellings pre-fabricated in factories. I don't think it is even a new thing. Don't some of our European neighbours do it quite well? I'm sure I have seen 'Grand Designs' where a structure arrives on the back of a lorry from somewhere in Europe...usually to find the foundations aren't to spec!

Perhaps LGEN could even sell the 'knowledge' of pre-fab's to a European company to learn from LGEN's 'experience'.....another phrase springs to mind: "Selling snow to Eskimo's", although with Climate Change that is 'probably' going to be a growth industry!

"... a lot was learned I suspect and knowledge isn't lost"

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It is if you don't use that knowledge. One can spend an awful lot of money gathering 'knowledge' that won't benefit the core business. Even Elon Musk gathers useful knowledge when one of his rockets 'deconstructs' because he is in the business of building rockets (amongst other things).