Member Info for MPO818

NT end of day MM's not an investor trade.

If this company had serious potential why did ALBA spin it off and then allow it's holding in it be greatly reduced by not participating in the subsequent share issues.

Sorting out the Ukraine and Gaza will lead to the next cycle for all commodities, it is just a matter of timing.

Noted that recent buy backs limited to 5m shares per day. Yesterdays cost more than £200k more than last Wednesday. Things looking up.

Https://www.telegraph.co.uk/business/2025/03/15/britains-industrial-collapse-national-emergency-ed-miliband/

Over 1m more buys than sells so far today. Buybacks have not commenced. The lower the price, the more they buyback.

For LTH current share price is not that important and the dividend is excellent, so too the store of future profit[3] of £14.8bn.

• A large store of future profit[3] of £14.8bn

Current market cap £14.28bn

Whats not to like

• A large store of future profit[3] of £14.8bn

Current market cap £14.8bn

Whats not to like

John Tuckett, the government’s pick to run the borders and immigration watchdog, has said that he would like to work partly from home in Finland. He would be paid £130,000 a year.

Surety

Now then, IMO that is tantamount to "common sense" and that does not exist in the mind of politicians and stretches to high court judges.

Twonko

Your correct to say a special dividend on top of the normal (increased by 2%) dividend would result in a large drop. But when this happened the yield would perhaps exceed 10% and would attract income seeking investors, especially in a climate of falling interest rates. So IMO the price would recover strongly and with the US partner also committing to buy 5% demand would be there to support the share price.

They recently set a policy whereby the annual dividend would be increase by 2% (previously 5%) and introduced £200m buy backs. In the RNS they say £1bn will be INCREMENTAL to the Groups existing distribution policy. I interpret this a being special dividends and additional buy backs. Read on.

In line with that framework, it is the Group's current intention, subject to market conditions and regulatory approval, to return £1.0bn to shareholders, which represents more than half of the Transaction proceeds. This would be incremental to the Group's existing distribution policy. L&G therefore expects to return the equivalent of c. 40% of its market cap to shareholders over 2025-2027 through a combination of dividends and buybacks.

The story in a shortened form:

Ed Miliband’s decision to spend £22bn on “unproven” carbon capture technology is a high-risk “gamble” that will add £800 to bills, MPs have warned.

A damning report from the Commons Public Accounts Committee (PAC) said the technology had never been tested, was likely to prove very expensive and may not work.

I have long been of the opinion that LGEN is undervalued. Good UK businesses are leaving the UK market and some are just being gobbled up in (usually US) takeovers. With yesterdays interest rate cut and more predicted in this and next year the LGEN yield becomes more attractive by the day.

Todays announcement will enhance the returns to shareholders and for me it remains open to a takeover/merger and a stand alone good investment in the meantime - patience will be rewarded.

Https://on.ft.com/4aLIQ2h

Will he (or Starmer and Reeves) be reading /Listening.

Ed Miliband risks destroying the UK’s reputation if he blocks Britain’s two biggest offshore oil and gas developments, the boss of energy giant Equinor has warned.

Anders Opedal, chief executive, said the Energy Secretary had to issue new permits for the Rosebank and Jackdaw oil and gas fields to ensure the UK is a “predictable country for investors”.

Talked about for days, announced when Asian markets open - CRASH. UK and Europe followed - US opened significantly lower. Tariffs then delayed for 30 days because of good telephone conversations with Trump. US markets close with relatively minor losses.

It all appears manipulation by the US, will it be rinse and repeat in 30 days, some are getting very rich whilst other lose heavily.

GLEN will be ok.

Story from the FT

https://on.ft.com/4aFDVQg

The judge, Lord Ericht, ruled that "the private interest of members of the public in climate change outweigh the private interest of the developers"

The taxes paid by these and other "developers" pay for this guys services. I just wonder who is financing these "activists" do they have jobs?

Starmer and Reeves have only just (in the last week) prioritised GROWTH over environmental change - they need to fully support these planned appeals - surely the operators (should an appeal fail) will seek damages and compensation for the costs incurred on these huge projects. - more bounty for the lawyers.

What nonsense. Whether consumption come from North Sea oil, The Gulf of Mexico oil or wherever the environmental impact will be the same or worse.

Common sense seems to have alluded all concerned. Starmer should sack Miliband and stop NET ZERO until an environmental impact assessment has been made over the production (in China) of thousands of pylons expected to be erected all over our country, with the same assessment applied for the solar panels.

The only winners will be lawyers.