London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Very nice write-up, with a few interesting details, and the publicity is welcome of course. That said, at it's core, it's just some more speculation, which we have plenty of already! The questions of who (not very important), when (pretty important) and how much (most important) are still to be answered. Let's hope for some clarity soon. GLA
This neighbour chap of MC seems to have a close eye on Condor and hopefully spotted some . We are now a few months over the normal due date of the results so i tend to agree we have been in legals for sometime. Lets hope next week or so this is finalised and deal can be released. Will it be 50% or 100% upside is really the question. Will it be all cash or all stock or a JV. Hopefully we will know soon.
As I said before 45p all stock suits me but only if it's Calibre. Chinese, I'd want cash, not to be trusted!
What we want is really not relevant. We will get what we're given. That said, I'd be pretty confident that JM and MC would also prefer a cash deal, no matter who the buyer is. Either way, you can sell shares and get cash, or buy shares with cash, so I don't really understand the cash vs. shares debate.
Thanks for posting that Rider!
China listed companies, no thanks.
if US or Canada listed, I'd know there was a liquid and ready market for my shares. So that's why if it's shares I'd prefer North American listings. Obviously cash is always best in the first instance but if it isn't cash then a decent listing.
EL, it depends on the number of Condor shares you hold and the corresponding number of shares you would receive in the new company. I hold a fair amount of condor shares and don't relish having to sell a sh**load of shares of the new company, bearing in mind the subsequent costs involved.
(Nero, you re welcome.
A recommend him generally, lucky was I to find his work. The most intetesting ideas for me.
I rapidly became a lifetome member. His writings completely changed my approach to stock market. Not to mention my investment account...:-) )
Rider - thanks for that it draws together a lot of ideas mentioned here, it’s clearly not a flash in the pan idea as he’s seen something of what we’ve all experienced
Perhaps tellingly it’s what he didn’t say that’s interesting….. I like the June deadline idea makes sense
Great to see us push back to 32p again as its long overdue and i think really holding up any all share offer as we need to be at a higher value to get past Jim. Maybe 40p is in sight once we have jettisoned some who cant wait a few weeks. if we dont get an RNS next week.
Thanks @RIDER75,
He seems like a sensible chap. I'll take a look at "The Art of Execution". However there are rather a lot of paid due diligence/research/tip service providers.
Any chance you'd share then name of the "Undervalued Liquidation Case"? (Obviously not if it's going to invalidate the membership that you've paid for!)
Not for risking potential invalidation of membership, but out of pure fairness, sorry that contetnt cannot be shared by myself.
I repeat, anyone searching for undervalued shares, with great potential, or riskier real multibaggers, and interesting, thoroughful writings about them should try membership with him. Many times of the costs of annual, then life membership came back rapidly at my first investments along with him. I never had multibaggers before. (Real multibaggers besides 2-3 folds, I came across 10-15 baggers also.). Alhough his writings are easily comprihesable by anyone, some sort of experiemce and intelligence is needed: the readers have to choose those ideas that fit their knowlegde, risk profile, and comfort.
Br
Rider, any idea how many people subscribe to his content?
The flurry of buys Friday afternoon is more than likely to the release of that blog post. We saw that with his last posting about us.
I guess there might be numerous, as his workings dates back to more than a decade. I ve hears of him from Lynn Alden, who is a famous macro analyst, and mentioned him. Imdeed he has a very impressive work, hundreds of dispatches (weekly monthly), all of them some special approach.. But he is not out of personal reach, answered me each time when I had saome special question or temark, or juat expreases my gratitude towards him.