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I'm wondering whether it was just a bit of contagion from defence stocks getting hammered first thing?

Oh great... as much as I love this stock, whenever that god awful website promotes a stock it seems to be a death sentence to the share price shortly after. :'(

I really don't know where this perception has come from that 'many on the left' believe increased defence spending is a waste of money. I mean, certainly there's a core squad of extreme leftists that oppose it either from a sense of some utopia-infused pacifist desires, or otherwise through outright loyalty to Russia but those groups are, thankfully, miniscule, as reflected in their electoral obliteration. Particularly with the ideological capture of large segments of the right by Russian disinformation campaigns, I'd say that at the moment there are at least as many on the extreme-right who oppose spending more on real, material, defence. Beyond the Zara Sultana's, there are very few members of the parliamentary labour party that would oppose increased defense spending at the moment, and I think the broad unity across the political spectrum (minus the Greens and Reform) is something to be commended, not something to lambast as a 'sad thing' that the labour party has handled exceedingly well.

It's looking like Starmer's performance is such that the Conservative Party can no longer just afford to be lazy as it could during the Milliband/Corbyn years, and anything that restores our other main party to something resembling competent can only be a positive for the country moving forward.

Thanks for the helpful responses all.

Many thanks for the helpful response. I guess I'm just trying to establish risk levels here. To my eyes, at the current dividend yield, I fail to see what the downsides would be for just purchasing a large number of shares with the view that if the share price were to completely collapse, the company or shareholders would just be able to shutter the company, sell assets, and any investment would be protected?

Again, I'm almost certainly missing something there so I apologise for my ignorance.

So, this is probably a silly question as I'm fairly new to these kinds of shares, but what does the discount to NAV mean, practically, as a safety net? Can environmental funds just 'decide' that the shareprice is too low and just propose a vote to wind up the company like some REIT's did, bringing the price up towards the value of its assets?

I really, genuinely, wish that any time people mention 'independent' or 'basic' research, they would 'actually' cite their sources. I mean, I'm assuming the reason this doesn't happen is because "Climate Change is actually a natural manifestation of the current interglacial period" (Screenshot from Uncle Bob, my Facebook page, 2024) doesn't quite have the right zest to it. It's not 'the media', or ' the political class' coming up with this, its people for whom understanding and communicating this information is their entire life, people who, in virtually all other situations, nobody on here would have qualms about acquiescing to on matters beyond their field of expertise.

Just, on the Holocene narrative, lets have a quick explanation from MIT (of which I'm sure in an investment scenario, if we had researchers from a top ranked university giving us advice, we wouldn't just discard it offhand)

https://climate.mit.edu/ask-mit/todays-climate-change-similar-natural-warming-between-ice-ages

Facts/feelings/etc... madness.

As far as I'm aware there is virtually no data supporting this in recent history. Extreme wealth is all bark and no bite with regard to just 'threatening to leave'.

The effort required to upend one's life/assets for monetary savings that, at this level, are fairly trivial, just isn't practical.

Interested in why you don't think it'll be at 1997 level?

From what I see I'm expecting far worse. The whole conservative party has essentially broken at this point, too kowtowed to the loon fringe to appeal to the wider-public, too concentrated on furiously rejecting objective realities to conceive coherent policies for the future, and too devoid of brainpower to operationalise any policies they might come up with. Granted, I could be suffering from a sampling bias, but I engage with different members of conservative groups all across the country and the level of disillusionment is just so much higher than I've seen before. Just a real sense of despair at this prioritisation of farce like Rwanda and culture wars nonsense over tangible attempts to make even a scintilla of positive change to the country.

Wealth tax is the way to go imo. Income taxes are certainly a little broken in the country at the moment and are broadly taking the wrong money from the wrong people.

Hi all, can someone explain why this is listed as a 'complex investment' on HL, it throws up a warning questionaire when I look to purchase shares here.

Is there something inherent to the share that I need to keep in mind, or is it essentially a generic 'this is a more unsual thing to invest in' warning like it gives you with Swiss shares?

That 'covid panic' killed or severely debilitated several of my relatives, friends, and aqaintances.

Can we keep chat relevant to the LGEN instead of engaging in hindsight-led policy bashing that can cause emotional distress. Thanks.

I think the 'crack down on misinformation' might actually be to combat the rise of people furiously arguing that the sky is, in fact, orange, because ricky321 on X said it was and, since he's wearing the correct colour scarf, he must be an honest guy...

It is pretty uncontroversial knowledge that Byrne's letter was a poor attempt at continuing the long tradition of outgoing treasury ministers leaving private unserious letters to their successors (see Maudling's 'sorry to leave things in such a mess' which is another that was leaked).

It is also amusing that the pandemic/Russian invasion/etc are (correctly) cited as circumstances for consideration when analysing the current governments performance, yet those same stalwart defenders will, mysteriously, act as though the 2008 crisis was exclusively the result of Labour's moderate spending increases in the years previous.

I do sincerely worry about the future affect of this 'us versus them' narrative that has seeped from the political extremes to the mainstream. Considering anyone your enemy because they vote differently, or failing to consider the merits of politicians from a different political orientation simply because of the colour of the banner they stand in front of are simply morally and intellectually indefensible.

I'm almost scared that I have to actually ask this, but you do know the National Socialist Party wasn't socialist in any way... right?

As for narratives on Biden being half dead/dead/whatever... it's funny how, despite that, his legislative accomplishments are arguably the strongest of any president since Lyndon B. Johnson, he's presided over an impressive economic recovery, AND still mysteriously runs rings around the loon fringe of what passes for the 'Republican' party these days. Despite that, number of people cheering on a return to higher inflation and isolation under trump merely because he's wearing the right colour tie (or whatever people substitute for policy appraisal these days) is frankly insane.

Not 'entirely' certain that the markets will actually respond positively to yet more evidence that the Conservative Party has gone completely insane, but very happy to be proven wrong in the morning.

This might have been a valid statement a decade ago, but I truly can't see how serious people can look at the state of the current 'Conservative' party and think it is the more financially responsible of the major UK parties. Labour obviously come with multitudinal flaws, but until the Conservatives finally get over their obsession with catering to the imbecile-wing of the party, I will continue to view them as utterly incapable stewards of the nations economy.

What the hell is happening in here? Came for stock thoughts and the place is just full of bloviated racism...

Is this all concern over the delay to publishing 2022 results?

Watching the results webinar at the moment... Honestly, feeling pretty positive. All looking good/as expected to me.