Member Info for Paul2566

My personal experience based on my holdings suggests LGEN is by far the best investment.
However what has happened my not be the same as what will happen, so I hold both, although LGEN is weighted heavier in my portfolio.
Sorry as I don't believe that helps with your question.
Given the choice I would hold both, but if I could only hold one it would be LGEN.
I would suggest you look at both and investigate how they generate profits and pick the one you think will serve you best, I don't think you will go far wrong with either long term.
I'm a little heavy on the insurance sector, even splitting it further between life & general insurance, I hold 5, and need to lose one, it will probably be ADM or PHNX.

losealot
You appear quite negative on VOD, but I have to question why you are posting to a bb for a stock which clearly you do not hold, only to tout other stocks that you hold.
While I have occasionally posted to bbs of stocks I don't hold, its rare and only when I am considering an investment, and to seek other views or ask questions.
I must admit to being dubious about your motives.
I do however wish you well with your investments.

Its hard to look to the future, but I feel if VOD can take advantage of the potential in new vehicle technology it has good growth potential over the next decade. It also is exposed to the developing African market which provide a good opportunity for growth. Much depends on the quality of the BOD.
While I'm waiting the dividend is a welcome diversion.

Thanks but BEN does not fit my risk profile, and I have a couple of mining stocks already which I wouldn't exchange for a new kid on the block like BEN.
I tend to give a wide birth to investments that appear to increase wealth at an unusual rate, 30 years of investing has taught me that risk while part of the game requires management.
I am glad you have done well with BEN and long may it continue, I always like to see folks make money.

I've held UKW since Dec 2020, it's been kind so far, and would agree it is a decent long term hold, I like TRIG also, boths stocks held in equal measure, aquired at same time.
Including dividends and unrealised profit, UKW shows me a 25.8% gain with TRIG showing a 6.77% gain. I think over time they will even out.
VOD was aquired in Nov 2020 and again including dividend and unrealised profit, shows a 6.46% gain. For me the jury is still out on how this will perfom for me long term, but I want 2 telcoms stocks so chose this and AAF.
AAF I aquired in June 2021, sold a lump on a spike and later increased my holding on a dip. Including dividends, realised and unrealised profits, it shows me a 38.38% gain. I like its exposure to such a developing market, but geographically it carries risk I am not entirely comfortable with, but as is often the case that risk also brings potential gains.
In response to the reference to GLO, my view its a dependable dividend stock and worth consideration, I hold 8568 shares at an average (including taxs/costs) of £1.8670. This I think was an error on my part, as being with the stock since Dec 2021, I think a better price could have been had closer to if not just below £1.80. Its currently trading around £1.90, but with a little patience it may be had in the £1.80 to £1.85 range.
I like VOD long term despite some of the mistakes the previous BOD made, like the blooper with the Mannesmann takeover in the early 2000s. I still believe that in a diversified portfolio VOD has a place as a long term hold and as long as the dividends remain worthwhile I will continue to hold, I am unlikly to add more without evidence of some very strong leadership from the current BOD. That said if you are on the lookout for a telecoms element in your portfolio, you could do a lot worse. I think with a bit of work and patience an entry below £1.24 is possible and should serve you well.

RogerA
I've done a similar thing before, but only because a single stock exceeded my desired limit of being only 5% of my portfolios value, and I needed to distribute funds to other stocks to balance the portfolio. Although if I can't find a better place for the funds I have let stocks get to 7% of the total portfolio value.
By better place I simply mean, do I think it will earn me more money than if I left it where it was over a 5 year plus timeframe.

moneybox007
I'm not sure thats correct, the rules as I understand them are;
To be eligible for a dividend on a stock you are buying, the purchase must be completed by close of trade on the day before the ex-dividend date.
If selling shares on the ex-dividend date you will still recieve the dividend, but the buyer will not.
The reason for this I believe revolves around the record date which is usually the first business day after the ex-dividend date and allows time for records to be updated.

MikeM14
Yes sorry you are correct, my error.

I only bought this recently and my wifes and my ISA allowance were full, but its getting moved into the ISA sometime this next tax year. I do so hate paying tax on money I was already taxed on when I earned it. Its even worse now as I retired fairly early on a final salary pension, so I was taxed on my income, taxed on my pension and taxed on my investments, so triple taxed. Only joking of course as I am fully aware how fortunate I am to have such problems to whine about.

I'm now only holding this to use as a write off against any CGT I may incurr this tax year.

I is very disappointing to say the least, shame the SP performance isn't on par with his performance, because it certainly dosen't seem to apply in reverse.

Thankfully I am however slightly better at investing than typing, should be 'too' not 'to'.

RogerA
Let us know what you decided, just out of curiosity really.
ATB

£1.71 is a good price for this stock which I assume you bought on the 7th.
You must do what you feel is best, but I hold 11527 shares in this at an average of £2.0155, and I think thats a good price.
I don't get to worried about trading to make a quick profit, I prefer to hold quality stocks long term and even add more if I spot dips. The dividend I will get on the next payment amounts to around £1406 with the last one I got being £703.15, I dont think I am good enough to consistently replicate that by trading this stock.
Stocks naturally rise and fall, if the fundamentals of the company have not changed for the worse its all just white noise to me.

Well it looks like the SP has dropped in response to the XD, by about the expected amount, it depends what the SP does in the next few days to see whether selling pre XD and buying after would have been worthwhile.
Given dealing costs and taxes, I opted to hold as I see it as a safer option and its what I usually do.

It would apper that the market is also not impressed with a 3.4% drop in the SP as I type.

It would appear that new ordinary shares are being offered on a Primary Bid Offer, with a minimum bid price of £1.30.
Existing shareholders and new shareholders are limited to an investment in the new shares to £250, so as far as I can tell there is no preference offered to existing holders.
The Company will use the funds raised to repay amounts drawn under its revolving credit facility (the "Revolving Credit Facility") and to meet near-term funding requirements.
I assume that the new shares will be allocated in a top down manner, with those bidding highest being filled first.
Speaking only for myself I see little benefit in bidding since the minimum bid of £1.30 falls within the last months trading range which shows lows of £1.26, so I will be passing this up.
I appreciate my holding will be diluted by the new issue, and expected this in an expanding business, but thought some preferential treatment of existing investors might be forthcomming in this equity raise.
I am not impressed, I only hold a relatively small investment of 11510 shares in this stock, and hold a similar number of UKW. Over the past couple of years, including dividends UKW is showing me a 27.26% gain, with TRIG showing a 10.1% gain.
Don't get me wrong, I think both are good investments and should even out over the long term, but with this attitude towards existing investors, I am questioning if my investment might be better placed elsewhere and will be reviewing my options.

Reported for spamming/disruptive posts.
I like to read opposing views, even blatant ramping/de-ramping posts can contain snippets of truth, but I cannot abide spamming in any form. It appears the posts by Lewis have no point except to be disruptive.

As far as I can tell, never having gone through this before, so I apologise if I have this wrong.
EVR is currently suspended from being traded on any UK indicies, due to the fall in market cap it was already going to drop from the FTSE100 into the FTSE250.
It would appear that now it is going to be deleted from all FTSE indicies.
This will make trading a little less simple, but may at some point be traded on another market outside the UK, or indeed be relisted on the UK market.
What about our shares, well we still own the same % of the company, we haven't lost them. We will still be entitled to any future dividends, although I am not sure of the mechanism of payment. Its in effect no different to owning any other share in a company that isn't listed.
It's a PIA but not cause for pannic.

I only decided to get back into this sector last year. Just a small dabble at the moment holding 442 shares at an average of £45.9140. I didn't intend to average over £45 but got a little carried away.
Personally below £45 I will be adding more.
I am only really selling stocks because I am gradually moving funds to dividend stocks for future income.
I am now also retired and at the moment don't need additional income, so still aquiring solid stocks funded from dividends.
I'm not sure this will see £40, but if it does its simply another opportunity.
I share the sentiments of some here, the longer one holds a good stock the better the returns.
In a couple of years when my wife retires we will probably start to use some of the dividends and hopefully be able to travel a bit more.