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And how has that transpired.has something leaked something. If so I want compensation from the said People
Not on there myself but maybe someone can tweet Mr Raper on this matter, see what his take is on this?
He seems to have been well read on all aspects of this deal
Anyway back to g...py Gorbals sorry gove and BBC unbiased thickoe interviewer.
If you were Christian you would forgive hmg cabinet ministers. I'm Christian,but what if you were not. Hmmmmmmmmm
Who the he...l is Stahl
I am not sure what is now going on here,but if sh...ts are a foot .Then where are the authorities????
And why didn’t shareholder Alexander Stahel point out this information when he posted his big pro deal tweet couple of weeks ago
Something doesn’t add up
Sorry forgot to add. India certainly does look attractive now.
Onwards and uppp. Very sad all round inmv as now would anyone want to invest in o andg anymore. Let alone GB . I must certainly do not .Thanks to this gvnmt and the lot which may follow. Happy to now transfer all my asset's overseas without a conscious.
Norma, sorry but I think you're being a bit silly now.
BOD obviously wanted to win the vote so they would have wanted to emphasise all the plus points to get close to 100% acceptance. To say they do not "have to provide the interpretation of what's made public" when the vote could have gone against them is ridiculous.
There may be something here that is concerning or there may not be but it seems quite clear to me that most on here are going to stay the course, in which case we all share the same goal of wanting to see the SP increase significantly.
20 page PowerPoint to sell the benefits to unruly shareholders.
Key benefit locked box with one years tailwind profits never referred to.
Fishy is an understatement
My ,oh my.iGorbals sorry gove and the BBC
Gad bless you . Let me guess so long as you are providing bread on the table for your litter families. Then everything is acceptable. Well it isn't for me???
Norma if you are so intelligent and immediately understood the significance of the closed box and 1st Jan 2022 date . Why did you not have the courtesy to tell us and others.
Happy to keep you out of it but I and virtually every other poster on here feels misled
Tailwinds Profit to me looks anywhere between £100 - £200m. In 2021 they made post tax $70m on 14k a day production. Prices higher.
Reviewed PowerPoint presentation - no mention of locked box or 1st Jan 2022 start date. Mitch brought it up but was not explicit and we all assumed it was from RNS re aquisition.
Something seriously dodgy on communications. Had they told it as it was some of the doubters me included might of been convinced.
Unfortunately this is the AIM !!
They don’t need to shout it from anywhere. They provided the information for investors to make an informed decision. It was there. I suspect some people didn’t want to see it as they were too busy getting angry and reaching a conclusion as soon as the deal was announced.
Neither they nor I have to provide the interpretation of what’s made public. That’s your job as a shareholder. I did it. Add a little imagination on top (which is required for pretty much all investment decisions) et voila, one has all that one needs.
The reality remains that none of us know whether this will work out ok. I am in favour of it, you guys were not. Not much point debating it now. I don’t have time or interest in unpacking what’s behind my view. Headlines only. I hope you don’t sell and move on as you’re good guys, and I have enjoyed the ‘limited’ engagement on this one.
NS,
And you, as an avid supporter of the deal didn't bother to explain this either to backup your views (lol) .... btw, I timed this thread for this weekend having read all company comms inc the circular and posted my intention re : locked box on several occasions. Serica's clarity on this deal is anything but clear imo.
aimo & dyor
Norma - i like you but you could not be more wrong. At no juncture have they EXPLICiTLY said. Mecure shares + £50m + Tailwind debt LESS the entirety of Tailwinds profit for 2022.
Had that explicitly said the last line the deal sounds much better. Why would they not shout it from the rooftops !!
You have to ask why they have said so little about an item that takes £150m - £200m off the aquisition price.
I have my own views re how long this has been agreed but it urgently needs EXPLICITLY clarifying.
Guys, all this information was always out there. It was provided to you January 9th. This is NOT a revelation or anything new. Did anybody bother to read what was provided or listen to what was said on 10th?
FFS…
NewKoTB you are bang on re section 1.2. It can't be a typo as it's mentioned three times.
Begs the question why they can explicitly say the aquistion price is deflated by ALL of tail winds 2022 profit. And remember they don't pay corporation tax just WT.
Absolutely astonishing !
New KoTB. Excellent work.
I have been very vocal on saying there is something they cannot publicly disclose to persuade major PIs to vote for this.
If the locked box started on 1st Jan 22 then the aquisition price is much more palatable. And perhaps that's what they can't publicly say.
It also implies they have been working on this for a period massively before Kistos offer and reached an in principle agreement without SH approval.
Really good to hear jonaten reapers view on this.
Either way it does i agree with you feel a win win for deal skeptics.
Quite easy if a crime has been committed. Then what do you. Maybe the excuse will be COVID and emergency times etc etc.
Anyway I am off to get drunk and really drunk btw. And before the wokes jump on this. Hard earned money which I have paid substantial taxes on . Even before I actually get to purchase it.
No wonder they tried to rebuff the Kistos deal if the dates are anything to go by
That aside, what if any, are the next steps
That is not a shareholder. I am btw.
I just want to know what the correlation of the list was all about. Why not simply ask the registrar. There are ways and means,but we're simply relying on saving a few bucks and finking shareholders are fick
Bstrd h...D's. that's hmg and any poster that is not honourable. I.e not a share holder.
Agree full heartedly. The company which is a plc needs to rapidly add value. Irrespective of HMG. Otherwise why be listed. As far as I am concerned I have been good..lid by a load of Spivs. This so called righteous bb is part of It INMHO. So f.. ck you.
Not so. It may have been discussed prior, but not necessarily. The locked box often uses last formal audited accounts (or other agreed accounts). No smoking gun.