Member Info for Couerdelion

That late uncrossing trade is shows that we might be seeing a little more active interest here and you only need one or two larger investors to show some interest and the whole complexion changes. Hopefully I will be made to look quite foolish after taking some premature profits yesterday from a buy I made a few weeks back.

This was my first reaction too. But add a 10% ASX uplift, maybe shift the 85% to 80% (another 33% uplift) and we're moving back into the range of more acceptable targets.

I did notice that they were calculating based on 400m or so shares (fully-diluted) which was around 25% higher than the figures I was assuming. I guess I might have missed some element of dilution along the journey here.

I can't think of any obvious reason why there would be an election in 2027: like turkeys voting for Christmas. Not so long ago, MPs used to stand for reelection when they defected and I have no reason to believe that Labour backbenchers are likely to be more principled that Conservative ones were when their jobs were on the line.

As for the more immediate options, if it isn't Starmer who you do think the rank and file would select in a leadership election. I suspect once again that Labour rank and file will be every bit as bad as their Conservative counterparts in voting for the PM.

And even with an election, the options are every bit as bad.

I forgot to add - "and CTL will have another £900k of cash in the bank. "

We're not really factoring in the price rerating we can expect before the warrants become effective. Even if we were only trading at 12p per share, MET1 could exercise 1m warrants for £60k and sell them for £120k. A week or so later they could exercise 2m warrants for the £120k and sell them for £240k. By the end of the month they'd be sitting on nearly £1m.

Caps-lock button is usually situated next to the shift-key

My own notes flagged early-May for confirmation so why don't we split the difference and settle on mid-May.

There appeared to be a disconnect yesterday with NY trading at $15+ while London stayed sub £11 but maybe that will iron out over the next week. I'm expecting that it will and we will see trading comfortably over £11 later.

Only 3 days into your LT plan. I think you can safely assume that the SP will come back but in the meanwhile you get yourself a nice little dividend earner.

I think we can safely assume that the US-Iran conflict will have fairly limited impact on Cleantech as our production is still years away by which time one would hope that the effects on oil will be long gone.

It's really just a trade off between cash now and future earnings growth. Very crudely, dividend yield reduces from 8% to 4% and EPS growth increases from x% to 4+x%. Most shareholders won't be clamouring for cash today and if they are they can trade down the 4% of shares that represents SP growth.

But they did disclose that the switch from dividends to buyback/special dividends was at the request of larger shareholders and I'm guessing it's because the 80% of earnings distributed as dividend created messy optics around dividend sustainability.

It's hard to edit AI because they aren't your own thoughts so much more difficult to put into a coherent form.

Much better just to copy-paste into a 20-page post.

30% interest in a firm expected to produce 15000tpa = c$100m p.a. Let's hope our specialist advisors can get something better than that.

What do Lanshen get in return for the $96m?

Let's all try to be realistic. If the price falls to 220p, you're looking at a 10% dividend yield which I can imagine three scenarios where that might occur: a large stock market crash, a period of runaway inflation, or a solvency event that forces L&G to cut or delay dividend. The last of these won't actually give you a dividend yield of 10% for obvious reasons so if we are looking at buying opportunities we're really restricting ourselves to the first two.

Even then you'd be looking at other cheap prices in the market so LGEN might not be the first place you go. But if you are looking for a solid income stream, it's yield 8.6% now and I don't think there are any stocks of this standing paying that right now.

You'll be waiting a long time before you see these anywhere near 210p. Sub-240p is probably the lowest you'll see this year.

I seem to recall that less than a month ago, people were saying that 7p was a strong support level. Before that it was 8p.

Same here. At close to £11, these were a bit too much of a bargain for me to pass up.

Looks like we could be on for a good day or two here. Fingers crossed.

CEOL is already in the bag so you think the market is pricing this for 80% chance of ratification then there's a free 25% bonus for buying at the discount now.

And if you're patient enough to wait for another 6 months or so, there should be a further 100% at least.