Member Info for bald_eagle

It is the loss of capital that is the worry for LGEN holders imo. There is no gain if the SP drops by the same amount or greater than the dividend paid over the year. But equally if one is confidant that the SP will rise once the market has realised the potential that LGEN has then the shares are a no-brainer.

"....and doesn't need as much watching as others."

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Unless Liz Truss or Kwasi Kwarteng are in charge. I bet that was an 'exciting time'!

But it does go to show even 'safe' stocks have their moments....which probably in hindsight turn into opportunities.

"The mayor is charging electric buses using diesel generators very green"

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ITV?!

"The End Is Nigh! "

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Tricky, usually that's a bad thing!

Nobody who is calling for Dame McCall to go has come up with any ideas on what she should be doing differently (apart from getting a better tailor from Tom!). It would be a real laugh if she did 'retire' - to persue other interests! - to be replaced with another female CEO....I suspect blood presures by some on here would go dangerously high.

I would laugh my socks off!

ITVX is doing well and didn't McCall drive it through? Well done the Dame!

"Does the trading update give ex divi and payment dates?"

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Yes, the half-year report does contain those dates. I think they are roughly the same as last year....ex-div is a day earlier I think.

"I’m confused. Headlines say 52% drop in earnings."

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I presume it is a question of 'earnings' versus 'revenue'. The management are highlighting that revanue "....with total revenue declining just 1% in H1, even in a very tough advertising market."

I presume the drop in revenue is due to the investment in ITVX (& presumably 'other' things), ".....reflects the challenging advertising market and the planned investment in ITVX".

Investment in ITVX is a good thing and it seems to be working (so far). Much better to be investing in a growing part of the business that will growth driver for the whole business into the future than sitting on their cash as advertising drops away.

As someone pointed out advertising will pick up as the economy does, and ITV will be well placed to capitalise IMO.

Bet Tom is sobbing into his bowl of gruel this morning. Thankfully I don't have to read his drivel, but he does clutter up my message board with lots of 'This message has been filtered, please adjust your filters to view' messages....just not today, funny that!

Solley, you can always filter them. But I agree that sometimes it is better to walk away, some people just aint worth the effort. There are a lot of 'strange' people on these forums....some very good people too....but also some very odd bods.

Good luck.

"It realy is up to the Company just how far they go, just having a european focus (which we do not have ) is simply daft for our size and wealth the Indo Pacific rim area is now open to us thanks to brexit so this could be a really excellant share if you are a long term holder"

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That's an amazing hodge podge of ideas to justify Brexit....but I will put that down as a Brexit win, because I'm feeling generous and we are looking a bit thin on the ground for 'other' positives.

I'm not sure if the above was specifically relevant to LGEN or the UK in general....but LGEN could have done business in the Asian Pacific region whilst in the EU. Also expanding into a region where you don't have local knowledge can lead to mistakes,costly mistakes (I am talking specifically about LGEN). You can end up investing in a pig in a poke (I'm sure there is an equivalant Asian phrase!).

I've been waiting for England to win the men's football world cup. They did it once, so they must do it again!

"...woke brigade"

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Here we go again, more of the culture wars. I wonder if the term could be replaced with "people I disagree with"?! It is rather sad pathetic terminology aimed at a certain mindset.

Just reading that Spain could be heading to a far-right government....more bull fighting I expect. Perhaps that's what we need here, gladiators in a colosseum fighting it out keep the masses entertained...oh, I forgot, we have football & cricket!

".....stop the war."

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Katenip, do you think if we both asked really nicely Mr Putin would end the war?...just for you & me!

I'm not sure if you're being serious...I hope not. If you really think that ending the war in Ukraine will somehow mean we don't have to decarbonise then frankly I'm flabbergasted.....or is this another portmanteau (large leather suitcase!)

"burnt out EV batteries to clean up"

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Hopefully there is a way to recycle the elements in the batteries. What I would expect is that the technology improves, new chemistry in the batteries will extend storage capacity and more sustainable compounds will be found.....or we could do nothing and hope that the climate scientists have been playing a nasty version of 'April's Fool'!

So if LGEN wants to get involved in net zero in a small way then it doesn't worry me as a shareholder.

Katenip, I think you may be a little confused about what 'green' might mean. It isn't necessarily cheaper to run than fossil fuels....but hopefully in the future it will be. It is about reducing the amount of carbon entering the atmosphere that 'apparently' causes a green house effect on the Earth's climate.

So nuclear energy certainly isn't clean but it could be classed as green (in the long term).

EV battery range is increasing...a 200 mile journey (one way) should be within the 'range anxiety' limit of current technology. Indeed in some Asian countries they have roadside centres that can automatically change the entire set of batteries in an EV in a few minutes....it isn't always about the limitations of the technology but to find new ways to overcome them.

EV technology combined with new innovations - such as AI - will allows us to run our societies differently. In 50 years I'm sure people will look back and wonder why people were so attached to their dirty smelly ICE cars.

I doubt EV's are a fad. However things like nuclear fusion could take many years to develop and may not be practical on a large scale. Flatpack housing - presumably modular houses built in a factory - are a great idea....built to high standards in a controlled environment.

PS I was watching a youtube video of an owner taking down a plasterboard panel in his bathroom to find a bottle of urine the builder had left him. Taking the proverbial!

Isn't there a 'plan' by UK government to boost investment in infrastructure & green industries by allowing financial firms & pension funds to use a greater % of their assets for 'madcap' ideas?!

Usually comes back to bite them in the behind when eventually the 'madcap' idea turns out to be a 'bad' idea and has lost a lot of money. But we are desperate for growtn and also need someone to fund the net zero committments that have been promised.

"Timing is everything in life, I certainly wouldn’t be selling now...."

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It certainly seems like a brave call to sell 'everything'......although I suppose it depends on the amount. I can understand if there is another investment that one finds more attractive but not to 'hope' that it falls. OK if one is only talking £500 but perhaps not at >£10K.

I think I would classify that as b4lls of steel....although this small market rally could fizzle out into nothing.

Oxter: The armpit. From the Old English oxta or ohsta. The word oxter is used in certain areas of the world (Scotland, Ireland, Northern England), reminding us that there are many local and colloquial names for parts of the human anatomy.

What?!

"....losing their very best President"

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Trump?!

Not happening....probably because the asking price is too high