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Clearly the news is not positive - including the bit about future fund raising - but it seems like the market had already priced this in and there were some mitigating positives here (that they raised the money quickly at near to market price and that management and the Board invested a sizeable proportion).

Still pondering whether or not I should pick up my share of the tab under the Retail Offer. Tending slightly towards a yes.

Judging by the market reaction now, I'd say we are well on track to returning to the 6p+ levels we saw as recently as September. Those prices were already discounting the projected targets pending confirmation so now that we are closer to confirming close to those figures, it doesn't seem unreasonable for the market to start pricing in some of the future growth.

Certainly one to watch over this week.

Did somebody mention volume? There are some decent buys this morning

Sell half? At this level of Div Yield I might consider trimming but I doubt I could countenance that level of cut to income without some alternative dividend sources that gave a sufficiently attractive price.

It really depends on what you are here for. Traders can make their own rules for how they take profits but if you are here for the dividend, my main challenge would be to ask where else you would get that from. And perhaps just as importantly, how secure would be the other source of dividend income.

ShandyP, spot on. And I think that today's bounce back suggests that the market realises this.

Now to see where it goes from here.

A very impressive and confident presentation today. A good dynamic there between CEO and CFO. I thought we were looking cheap last week but this just as another layer of cheapness. Very clear response on the EPL question which unfortunately has added an unnecessary layer of volatility to the SP recently. Of course it would be better to have lower taxes but that's more of a commercial problem rather than a question of what the shares are worth.

Too many positive here to be thinking of taking any profits. Expecting blue tomorrow.

Same here, I topped up on Thursday. I had original marked 180p as a provisional marker for taking profits but I think I will ditch that now. If I recall, they changed the dividend strategy last year and suggested some surplus cash would go towards buybacks.

I can't make the Investor presentation. Can someone post the link to the recording when it is available

Not sure why you are here Eckie. You only seem to turn up on days where LGEN doesn't track your own holdings and repeat the same old messages.

I can't disagree that it is the key ingredient but a few trading days with activity like today's would start to get the ball rolling and shift the trading range up a little. Just one isolated 5p sale today - hard to imagine who would want to sell now - while all of the 5.5p buys will be eating up capacity for those willing to sell at that price.

We have a long way to go

Can't see any trolls here? Only negative comments relate to the fact that they have downgraded revenue and EBITDA for FY25 with the difference generally pushed back into 26HY1. The additional 13% revenue growth for FY26 is also a reflection of this shift. We'll probably this all in black and white as and when Canaccord update their figures.

I read this as a big positive but does anyone recall what the previous guidance was?

Latest RNS values Alusid at £10m -> FIPP stake is £3.6m.

Except we don't know what it was previously valued at so not sure what hard figures we can get from this.

I'm focusing on this bit "with all parties in agreement to award a CEOL for Laguna Verde."

Not sure if the market will read anything into this but it could build up a little extra momentum as the prospects for the award draw closer.

They're now just teasing.

Happy to pick up a few more shares today. I can keep for the dividend or just take some profits when the SP rebounds so hard to see a way to lose here.

At least we can all agree that the improved SP is good news for us all. Now just to wait for the recording of the investor presentation...

Let's see how successful it is today.

Excellent news. I was particularly drawn to the line "The company has out-competed several billion-dollar competitors to win multi-million-dollar contracts, has achieved consistent double-digit month on month growth...". With monthly growth exceeding 10%, that equates to more than a tripling of revenue every year.

That's quite a healthy vote of confidence in the business.

I think we can look forward to some form of distribution in the next 12 months. My guess is that it will be a further buyback.

Based on a management's central estimate for FY26 and an EBITDA multiple of 6-8x (plus cash) this would be trading at 106-124p