RE: LGEN too big to swallow14 Dec 2023 11:37
At £8 I would sell. Probably even for £7.90. Academic really since I didn't buy them for equity gain. They don't do buy backs and pay a handsome div and that is why I am there and why I bought quite a lot more during the recent dip. The downside, if there is one is that I am now properly overweight in financials (with LLOY, AV and MNG as well), matched only by my inability not to keep buying into renewables which also pay a stonking div and have a bright future esp now that Cop28 has decided we are all giving up fossil fuels by next month or whenever. On the subject of which, the Flying Scotsman went through Birmingham yesterday, presumably taking Cop28 delegates home.