Spud
I just felt that the wording on your original post 7710 appeared to be factual. When in fact it was opinion
No more on this |
Robb. I’m merely passing an observation - why are you insisting on being so argumentative?
spud |
Dope007
ANGST
Need I say more.
Live and let live.
Have a nice weekend |
You're constantly negative so nothing new |
Quite extraordinary the share price movement today.
I had been advocating caution but even I was taken aback by how quickly the worm turned this morning/afternoon with all the angst being expressed on this board and others.
Will ruminate on this over the weekend and look again over the next few days if not weeks. After breaking above 244 and hitting above 260 was taken aback by the fall this afternoon.
Aviva reports on 27 February so in all likelihood will wait until then before making any further forays.
It is a quandry that will not be satisfied even then until we know what Simoes has planned .
So far he has not covered himself in glory.
Try to enjoy the weekend Fresh isa funds will be making their way into the market soon so will hopefully give some relief and give the share price a boost
Swings and roundabouts price goes up yield goes down(currently 8.56% as it stands)
Still not to shabby. Will be re working my amateur algos again. |
Did anyone join the analyst q&a or has it not happened yet ? I can’t find the link.
There was a point noted by the RBC analyst this morning on dividend cover, specifically to the US protection and prt delivering 300m surplus capital this year, alongside 90m operating profit.
This just needs to be expanded , it’s doesn’t make sense to me that the business will generate that level of surplus vs the small pbt - unless it’s some backbook restatement. I’d like clarity on that, as lgen is keeping the 2025 profits anyway, if it’s a one off, there is no issue at all on dividend cover.
Did anyone join or have access to to the call? |
It used to but there's much less of it now |
But you have no evidence whatsoever that this is the case here. |
Maybe, but we all know that news of a confidential nature always leak to Market insiders first. spud |
Spud
.....or your reading of the charts could be total fiction |
A cursory glance at the charts would indicate that this news leaked from early December & was quickly sold into. By mid January it was picked up again by bulls and here we are today. So we have had a rise, just not from this morning. spud |
A nice result for buyers waiting to add, and keep adding more before XD, I cannot see being able to buy with the new ISA years allowance at these levels, but if it happens many will load up, me too.. :o) |
Pathetic reaction which I expect to be reversed in the coming Months |
Was also great when during Covid coming under regulatory pressure to suspend the divi they kept it going There's been mistakes along the way - Cala wasn't great and let's not mention manufactured housing But all in all there's a lot to like |
My first purchase was at c80p and I added a lot when Truss blew up the gilt market - so it's now my third largest holding You just have to accept that it's LSE listed so it's hard for the share price to rise much, it'll range trade and with a high beta it will sell off badly when markets dive So long as you understand that and are comfortable with the volatility then it's wait and pick up the growing divi Just wish they paid the divi quarterly rather than the uneven distributions they currently make which just add extra vol to the sp |
The annuity rate will always be higher than gilts but the loss on reinvestment will be much less when gilts are 4 as opposed to when they are 0.5% They typically invest in shorter dated credit assets and longer dated infra/real estate credit and then get their required duration via interest rate swaps |
I presume we’ve got a child posting judging by the pointless “lol” and the contradictory paragraphs:
UHOUND7
Wait until the rest of the business gets sold for a massive premium too! Lol
I guess for some impatient investors who have only been in here for a couple of years, they are disappointed they have seen no share price growth despite collecting a good divi.
Had you bought a while ago or more recently, then you will see things differently.
Erm… eh… what?! |
Wc #696. Not quite automatic perhaps? If a plan has several annual multipliers and one of those is higher than gilts then there is an annual cost. |
sicknote: sick as a parrot. LOL
I'm sure it will come good. |
Indeed; with Cala gone, US sold, it's clear that the strategy is to either get the share price back up to a level that gives them a cost of equity to expand in PRT else do sell of until it becomes a digestible take over target |
Dare I suggest that:
It might be easier for Meiji Yasuda to buy the entirity of LGEN, rather than completing the transaction for £1.8bn and purchasing just 5% for a further circa £0.8bn |
Common Who hear who is crying about the share price falling also, like me, sold some at the open :) Our natural instincts as long term holders will have been felt by institutional holders too It's still great news Ultimately if the share price doesn't respond - which would be a great pity - then this is the start of winding up the business Either way we gain |
Wow ! Started in a high ! Finished flat !! Net ! What's going on ! Cbg went the other way !!! Started lower and climbed to a high !!! |
They actually benefit from higher gilts The gilts they hold are mostly hedging annuities Higher rates means higher annuities and more demand it also reduces the longtivity risk as if annuity holders live longer than expected LGEN can reinvest at higher yields However as we all know, higher rates are not good for the sp |
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