Member Info for sunshinedesserts

Is it worth a nibble now - or be more patient?

So sorry @1Armani, I certainly wasnt getting at you - and appreciate you posting the Telegraph article.

But what an unbelievable work of Psyops from the Telegraph. Breathtaking hypocrisy.

After years of driving us all mad (well, me anyway) with ESG, which comes at a cost for business, suddenly its ethical to promote war?!?

Anyway, good to see Rachel Reeves is now the UK Plc's self-appointed Ethics Officer.

And has ruled in this case, its ok. So ESG, like Climate Change - now largely forgotten.... when it suits. :-)

Anyway, my apologies and enough of my twaddle...back to Lgen.....

Warmongers! Whatever happened to ESG? :-)

I think she should fall on her sword!

Im getting tempted to top up, but Mr @oilheadgame may well be right - maybe wait for the teens...

@1.ARMANI

Couldnt agree more....bean counters... that cant even count! There's no where to hide as you say. At least one of them has gone.

IMO it needs some real leadership - something that appears woefully lacking in todays DEI world.

Chair (Ex Civil Servant) also needs to step up and take accountability for this.

Deborah Crewe Nov 2023 “While we are custodians of incredible traditional brands, we are not standing still." Nope, thats true.

And as for their AI driven innovation....

It needs to change. And change starts at the top.

Where's Elon when you need him??

This lot need a good clear out. Change of personnel. Uninspiring leadership brings uninspiring results.

Anyone any views on RIOT - as its now joined the "Bitcoin Standard"?

It should flourish like MSTR and Japanese MetaPlanet (3350.T) if BTC continues its rise (RIOT bought at c99k)

Any thoughts?

This company has moved onto the "Bitcoin Standard" - like MSTR and MetaPlanet (3350.t) - seems no one has noticed.

Its share price should start raging IF....if BTC continues its ascencion (102.5k as I type) US$.

A miner on the BTC Standard?? (Like MARA). Whats not too like.

Hi Risk so DYOR

Its a mad mad world out there.

Just added a smidgen. Plus a cheeky limit order to see where we get to.

Peronally, I think Rachael from accounts together with Mr K, need to get some advice from Bareback. Put some lead in their pencil!

Just saying.

BTC 103k.

Together with Nasdaq inclusion, MSTR (and clones), should put the cat amongst the pigeons.

Methinks Microsoft may have made a mistake they may come to regret - only time will tell I guess. And I guess there is still time - we are still early IMO.

Anyone any views on the MSTR clones??

SEMLER (US) and 3350.T Metaplanet Japan?

Getting in earlier (too late for 3350 methinks) gives juicy BTC yield.

@roger

You still hodling? Should have done ok!

Have you seen the MSTR lookalikes - 3350.T (Metaplanet Tokyo - but not a good tax regime for those of us that are Gaijin) and Semler (US)? These havent quite caugt the hype yet. But check out their juicy BTC yields!

Extract from Trustnet on the Smith/Train debate below, and a couple of other PM views/comments - nothing new to add really.

As I mentioned before, having watched the lacklustre performance of the CEO and management team on the results video, they dont fill me with confidence that they'd be capable of making much of a change. Hope Im proved wrong.

https://www.trustnet.com/news/13424528/fundsmith-equity-sells-out-of-guinness-and-johnnie-walker-maker-diageo

"...made worse by the likes of Putin and the destruction of Syria..."

Err, Im not sure, and I could be wrong, but as I recall, Russia was invited to help defend Syria, by the elected Syrian Govt ....but perhaps history has changed? ....or my dementia is worse than Sleepy Joe's?

Albeit Im not sure what its got to do with LGEN...

Thanks @Peterson

A very clear analysis indeed, and well worth a read. Thanks again for posting this

"....António Simões, CEO was very confident that they are going to achieve or over achieve every permeameter of the full year results that they have set for themselves ,when asked how he can be so confident he replied "we set them"

I dunno, but in my day, the idea was to set stretch goals...but maybe in this new woke world, one isn't allowed to set goals that others may fail.....

Just sayin'

Indeed.

DEI in action....or is it... inaction?

Thanks for this Realist1

yada yada yada blah blah....

Incredibly uninspiring CEO and Bean Counter. What a shower!

Cant even read the teleprompter properly. No passion, nothing. Absolutely dreadful - like their results.

I can think of an area where they can make some productivity gains!

Why didnt they fire the Chairman too? Hes the one who presided over all of this.

Last CEO around 2 years in post?? Obviously not a great appointment.