I wish that was my average but that was just a buy my average is actully £2.238 
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Nice, mine looks bad at £2.31 and a loss of over £85.
But, the last dividend was £105. This and that the original shares bought durring covid have been sold the average is wrong for the all time average.
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Thats exactly why I have a separate spreadsheet where I adjust the cost price after every sale or purchase and which also includes the stamp duty paid on the shares that way I always have an accurate list of what I own and how much the profit or loss is and total dividends for each share.
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If you look at total return it is still a good stock to hold. At 9% you get your money back in 72/9 = 8 years. Its share price is relatively static, meaning it is falling in value by the rate of inflation, but the high dividend compensates.
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Yep, similar view.
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The big assumption you’re making there is that the dividend is sustainable in the long term. As discussed above there is a reasonable argument to be made that this isn’t the case. Personally i am unsure. I’m not selling but I would want to look further at that before buying more.
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Yes. I don’t really understand their finances but they seem to fund the dividend from their cashflow rather than profits. I can’t see how that can be sustainable unless the business grows and starts to book profits.
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You mention revenues and EPS but not profits. From what I can see it isn’t making any.
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A concentrated portfolio can be risky, but you shouldn’t worry too much about minor volatility in a share. Shares like L&G with a high beta (correlation with market movements) are more volatile than shares like utilities that aren’t affected much by changes in the economy.
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Good point.
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LGEN is a long term hold for me as part of my dividend income portfolio. I’m not adding new capital, just reinvesting my dividends (only because it’s my biggest individual share holding and I want to build up the other stocks in my portfolio).
I remain cautiously optimistic about the future of LGEN, given the recent appointment of a new asset management CEO (ex-Prudential Financial) who, it has been said, will be focused on profitable growth and opportunity.
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Div received today
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Missing from Activity and no message yet. But, balance is up.
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Wonder why the dividend payment for this one was a lot lower than last year Hm
Interim? Was it lower? I’ll have to check on that 
Last sept 2023 it was 0.0571 this sept 2024 0.0600
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Yeah last year around this time I got £111 and this time only £68
And I have more shares in it now compared to than
