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No doubt LOAM off into the £3m buy back another blinder by them leaving retail investors picking up the tab!
Think we will be sub 15p by end May.
Remember this a few days ago when the price was 23p charty??
Yes, the cash balance has reduced, but so has the number of shares issued. So the impact on the share price is more less ZERO.
Like the capitals really stresses the fact you know jack.
Sweaty.
Sweety. i know what you wanted investors to think when you posted your predictions. I am watching you. don’t forget
Charty my opinion was never the cash value if you bother to look it was cash value plus an extrapolation of the EV divided by the reduced shares in issue so was around 17p on a like for like basis. No point in lying sunshine. The cash is indeed 13p and the apportionment of the EV from 324m shares applied to the reduced 200m shares outstanding giving 4p based on a price of 20.5p pre tender where there was 18p cash and 2.5p EV.
So don’t make things up.
Your time prediction was already wrong, so let's see where you end up with the price prediction.
You'll have to work harder to find a few more sellers to bring the price down. Come on, you can do it
@Kooba,
You can feel vindicated when we achieve a share price that corresponds to your cash value of the company (your prediction). Until then, unfortunately, you'll have to be quiet. The share price is not yet anywhere near where you saw it right after the tender offer.
Charty tomorrow:
this board is a comedy. Let's make most out of it :-)
Charty yesterday
Summary of today. Kooba made clear he took the tender offer and has obviously an interest to buy back at a lower price. this is what everyone else needs to know when reading his posts. GLA
Charty today
I think it's great that there are people who are selling at this price. I can buy back shares at a lower price and Nanoco will be thrilled too. It can buy back significantly more shares at a lower price. Win-win situation
So you tendered and want the price down to buy back…something you guys were shouting at me as being a short term trader/chancer ..it truly is comedy.
I think it's great that there are people who are selling at this price. I can buy back shares at a lower price and Nanoco will be thrilled too. It can buy back significantly more shares at a lower price. Win-win situation
Apparently you are not allowed views…hope no-one got suckered in on the puffing 20% higher up !
I personally am in no hurry to replace any sold just yet.
Please do not take that as advice as i am unaware of everyone’s circumstances.
Those who did not tender as are very long term i respect your view as you do indeed own more of the upside if/when the company delivers and if they do the shares should respond very positively from these levels…we just need some evidence of traction.
I’m in the same boat as you Lord….tendered my full holding and now looking for the bottom to get back in. Tricky but I’m hoping for low teens.
LOAM tendering their entire holding….how much more of a clue do you need?
I'm getting interested again... Wonder how far this could drop, any views?
Yes you would have to announce a fall below 3% but not necessarily what the resulting holding was..so you could say no longer has a notifiable interest..so could have anything up 2.99% left so could still be a significant holder but would no longer need to report any sales.
Should his holding fall below 3% is an RNS mandatory? not sure about that
How the hell would i know..since he appears no fan of the incumbent management and i believe has a city background so can do basic math , that might be a pointer i would guess. I do not see that what he does is as sensitive to the share price as the largest institutional holder where we actually know what they have done. We will have to wait like anyone else as to whether there is a disclosable change as with the other shareholders over 3%.
Nanoco discussed with the largest shareholders how the 33 million GBP would be paid out to the shareholders, i.e. LOAM etc. were heavily involved in this. It would therefore be illogical if LOAM did not at least have its share in the tender offer.
What will be interesting is how much Hamoodi has reduced. I am interested to hear your opinion on that Kooba. Did he take the tender offer? What do you think?
Though what individual shareholders do will not define the ultimate success or otherwise of the company’s IP backed materials being commercially adopted in mass market products creating the growing revenues to produce sustainable profits thats down to the management to deliver as they have guided to. Whether shareholders trust that delivery or not will be the big influence on short term investment decisions and the sentiment around the share price.
But the only major institutional holder taking a liquidity event they approved of and exiting the maximum amount and a large part of their holding is not always seen as positive by most.
We may well see other disclosures coming through on previously declared holders if they over or under subscribed shortly.
A gent.
I stand corrected
It would also be interesting to see whether there will be a verdict in the legal dispute between LOAM and Hamoodi soon or what a possible settlement will look like.
- Will LOAM buy his shares back from him and at what price and does that have anything to do with the current LOAM sales? - What if the judge finds LOAM innocent?
- Will Hamoodi sell (or has he already sold) or will he hold because his purchase price was much higher?
Interesting times
I think the Vision Pro ship has sailed ..certainly the gen 1 one as BT has guided that he thinks it unlikely the materials are currently contained in any commercially available product.
The Apple vision Pro is about to be launched in China
https://appleinsider.com/articles/24/04/18/a-new-app-is-the-surest-sign-that-the-apple-vision-pro-will-launch-in-china-very-soon
But it's strange that you don't ask yourself how much Hamoodi sold. I'm curious, aren't you? He was the one who knew what was going on and was the smart investor. So I'm curious if he also sold more than his 38.5% or if he sold at all. Maybe he and LOAM have a deal again? Who knows
Don't think it's a case of 'caring' what LOAM do its becoming a transparent 'fact' that they seem to make all the right judgement calls at the exact right time...maybe its because they have a huge team of researchers and analysts to call upon versus your typical retail investor and their pocket calculator!