Member Info for Phyl

Well, markets are shortly to open and today will be an especially interesting one no doubt for us LGEN holders. Many, like me will be wondering just what's going to happen? I wish I knew! My own strategy, as previously intimated, is to hold, re-invest the divs and further my investment on the dip. I accept this strategy is flawed. Most are! For me I'm hoping the inevitable dip in SP isn't too significant making it much less hard work (time wise) to recover so capital remains in-tack. I'll be buying no matter the drop that's for sure as I continue to find suitable homes for my hard earned during these unprecedented times. For me & I trust for many others, "keeping faith in the compounding effect" of LGEN over the longer term will bring it's just rewards. Good luck to all.

There are plenty investors whom buy initially on the post ex div dip and sell just before ex div date but in my own opinion it really does depend on your strategy for this stock. Mine is more long term re-investing the divi as a means of raking advantage of the compounding affect. Many others take the divi as income. Each to their own. In my view, LGEN isn't really a "trading" stock per se. Plenty of them on the AIM. FYI, I'm looking at adding more, before & after ex divi and building my stake in what I believe to be this high class stock. Hope this makes sense.

I found this very interesting for RR & potential new investor holders:

https://www.ii.co.uk/analysis-commentary/chart-week-can-rolls-royce-shares-almost-double-here-ii523352

There are, of course, safer investments to put monies into but my own view is that RR is a handsome risk to reward ratio. On this basis, I'm looking to continue adding RR into my ISA (along with LGEN & a few others) particularly if it remains below £1 a pop.

According to their own research & insight, Simply Wall Street have indicated LGEN shares to be circa 27% undervalued. SP fair value of around £3.48. Fair way to go then!

Quite agree robleo. I recently bought RR only to find an update by JP MORGAN on Tuesday send the shares sliding. I've invested more in LGEN over the past couple of months or so than any other company as it's the only one I have any short, medium & long term confidence in. Looking to invest the whole of this year's ISA allowance in the same over the next few months starting with any dip post ex dividend. Having said that, banks such as Barclays & Lloyd's are on my watch list due to rising interest rates and I do believe the UK banks are generally undervalued right now. Barclays though have had their issues. Nevertheless, LGEN remains my No1 investing choice in this moment.

Yesterday, terrible Tuesday, JP MORGAN downgraded RR to £0.75p with investors including myself branding this despicable company a disgrace... and yes, JP MORGAN, like any other broker/hedge fund/market maker should properly and clearly justify their recommendations both good & bad. This should be a legal prerequisite. Yesterday, JP MORGAN made the announcement to downgrade based primarily on RR's Small Modular Nuclear Reactor or, in other words, "new markets" future earnings. They said this venture COULD impact profitability and not WOULD impact profitability. This argument then, is not only unclear but based on a house built on sand. At some point, the house will sink along with it any crumb of reputation JP MORGAN has with it. We investors whether currently in or out at the moment will, in my opinion at least, have the last laugh.

Quite the drop in SP then this morning as we all know but perhaps we must also be mindful the general market is down today so an element of the RR drop could be apportioned to this and not entirely due to JPM's ill timed announcement?

Also, lest we forget, RR have received 3rd party financial investment in the SMNR's so they won't be absorbing the full R&D cost. Can't see the UK Government not making a contribution either at some point. I think JPMORGAN are way off the mark in their analysis that R&D could drive profits into negative territory. Even with the current management I cannot see themselves allowing this to happen for fear of their own (diminishing) reputations but in particular, investor backlash. As I write, SP recovering a tad. Goodness knows, it needs to.

They also say...

"As a result of these new investments and lower expectations for the Civil Aero division, JPM has cut its 2022-25 earnings per share estimates by 77%/61%/38%/25%, leaving it 14%/33%/18% below 2022-24 Bloomberg consensus"

"Given our view that RR's diversification raises the risk for investors, and further downside risk to earnings, we downgrade RR to UW and add it to the Analyst Focus List," it said.
At 0825 BST, the shares were down 5.8% at 89.46p.

Well, JP MORGAN, you say there's an increased investor risk as a result of this so called diversification do you? Surely, the same can be said of any new innovative venture. Without it we wouldn’t have cars to drive, boats to sail on nor planes to fly. Where would we be then? Of course there's risk. Bloomin stating the obvious. One of the many lessons the war has taught us is not to rely on Russia for fuels. We'll then JP MORGAN, what on earth do you think the likes of Rolls Royce doing? Perhaps you would rather RR sit back and do nothing? On the matter of civil aerospace, yes, of course it's suffered. the whole industry has but now I'm looking out of the window up to the sky and what do I see?... Aircraft!

Only on the 6th April did Deutsche recommend a hold with a £1.10 price target.
Generally speaking BROKER'S are a nonsense. 6% down in minutes today. Ulterior motive?

I've been following RR for approximately 18 months as a long term admirer of the company going back to childhood. Now semi retired. Yesterday, I made my first investment and currently down circa £71.00 after buying 5000 shares. Compared to most that's peanuts. I don't know what will become of my own investment, none of us do for sure but I believe the future looks a rosy one for this fallen giant. Increasing bums on planes which I believe is set to continue, electric powered plane technology, defense and now the potentially lucrative Small Modular Nuclear Reactors in the mix all bodes well and I for ine would like nothing else but to see this company rise to where it belongs. As one truly great British engineering company. The building blocks appear to be riveting together nicely for short, medium & longer term growth and now I have my own investment I now have even more interest. It's 10.45am as I write this post so still early enough to see a much needed & welcome blue finish for the weekend. One can only hope!

Hi guys, thanks for the tip ref: excess charges levied on reinvested dividends. I hold my LGEN shares in a Fidelity ISA stocks & shares account. I haven't noticed paying any unfavourable costs for re-invested dividends per say but will keep more of a watchful eye this time around, so, once again, thanks for the heads up. For me, I like the re-investment mechanic as it allows me to view (at-a-glance) how well or badly a particular stock is performing since purchase as I tend to include the dividends as part of a stock's overall performance if that makes sense? As part of my strategy and generally speaking, I tend to drip feed available monies in the 1st full week of a new month which means I'll be looking to add into LGEN this week.

China continues to under-perform not helped by further lock-down due to the re-emergence of Covid. It feels like its one thing on top of another with this country. Any investments relating to do with China are probably going to suffer (probably) much further before they get better? I was considering averaging down in SMT but might just hold off at least for now until the position becomes a tad clearer. As always, important that any reader conducts their own research before spending their hard earned cash. A lesson I have previously learned to my cost!

Quite agree CarpeDiem1. The Chinese government have a lot to answer for not least of all buying into Western vaccines. Interesting to see their next move? In the meantime, I'm so far under water with this trust there's no point in selling.

It does make me wonder what these companies have been up to? Also makes me wonder what else will emerge from the woodwork making me wonder where the bottom could possibly be for the SMT SP? Time will tell. In the meantime, let's hope for a better day tomorrow. Goodness knows we need it!

Madness Yet another disastrous day when the majority of others are up. I'm losing many £1000's. The managers need to make a statement. I'm sure the majority of stakeholders are in the same position as me but no doubt I'll be talking to myself on this board. Another sign of madness.

Everyone it seems up... except us! When will this stop falling???

Cheers Gary. When said and done, there are more important things in life than investments. I believe a stock market crash will happen at some point but when is anyone's guess. I bought in today knowing that almost anything can happen. I'm building my ISA portfolio and believe LGEN to be a most worthwhile addition. I've been following closely the events as they unfold in Ukraine. Let's pray the upcoming talks provide the ceasefire we all hope for but this I fear is more wishful thinking.

Hi Gary59, that's some drop. Do you believe the SP will plummet on tomorrow's opening?

Last night the wind (Storm Dudley) blew over a £2m wind turbine in South Wales... you couldn't make it up. It's a bit like saying the sea knocked down a tidal turbine. Only that never happens no matter how fast the flow. When will this government wake up and realise a major renewable energy source sits on It's very own doorstep... so to speak. Not only does the UK need tidal energy, the day will come when it depends on it! Only then will Simec have it's day in the sun.