Is LGEN Looking more and more undervalued?3 Nov 2025 20:33
Good Evening Ladies n Gents
Firstly, I would like to convey my thanks to those regular posters here who are generous enough to share their thoughts via their postings.
My portfolio of stocks is definitively split between my sometimes adrenalin inducing, high risk, smaller oil stock companies which sit wrapped in my ISA’s and, my more serene and dividend producing stocks which sit in one of my self-managing Pensions.
Focusing on the dividend producing stocks, I do still hold some PHNX although I did take profit earlier in the summer. I was also fortunate enough to take positions in both MNG at around 180p and ASHM at around 130p during the ‘Trump dip’ in April. The latter two stocks have done me proud with 50% share gain and dividends of around 10%.
This is where I come to LGEN, I nearly, very nearly also purchased stock in April but didn’t. Since then I have watched as the general trend has seen my dividend paying stocks track up BUT…. Every time I look at LGEN I can virtually guess the price will be a penny or so either side of 240p bar a brief trip to 260p in August. Obviously, various and differing factors come into play for each of these stocks (especially ASHM). However, I am getting a strong ‘gut’ feeling that the LGEN share price is starting to look more and more undervalued to its peers. Maybe its just me seeing this but playing around with my charts and IMHO LGEN compared to peer performance is tracking at around a 10% discount
Baring any Black Swan or negative ‘Rachel in Accounts’ events, . I would put a price target near term at 265p which with a 9% additional dividend makes this stock look to me more and more attractive.
Depending on price etc I may well open a LGEN position tomorrow.
Very best regards and good fortune to each and all
JPDM
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