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Dom Bella I can tell you’re already revving yourself you into ramptastic mode. Please, those who have held for the last 6 months don’t need it and all it will do is attract the herd sooner. you may be after your usual 10% and ramp the sh.t out off this whilst actually selling but…I for one am interested in much more. Much more. Keep a lid on it please at least for a day if we have good news please, there’s a good lad/lass.
Let’s hope this RTO goes ahead chaps .
Are there any other viable cash shells or alternatives out there ?
Do bodycare need to acquire an aim shell ?
What happens if they don’t ?
Why choose ITSSARM over any others ?
I know we have David craven and Rohan as directors along with some other veasable coincidences in similar adresseses but do people really think this will happen or is it all pie in the sky wishful thinking. ????
The directors definitely have a great track record. And excellent experience.
Baaj have done 700% with inthestyle post covid,
would like to know what % they have done with bodycare post covid as its hard to find out latest turnover.
On the right news I can see its flying past 4p no problem.
I meant to put see :)
My mistake, i was adding the 1.6 mill to the 54mill.
you are correct dom.
gl
On the right news I can sell its flying past 4p no problem.
Number of shares currently in issue: 54,130,610 ONLY .
Jean-Paul Rohan, Non-Executive Director
Jean-Paul Rohan is a highly experienced commercial and business development specialist, with hands-on executive experience of building businesses in sports, media, games, wireless, broadband and digital TV markets on a European and global basis.
He specialises in the commercial exploitation of brands across digital and real-world mediums including games, internet, mobile platforms and digital television, focusing on e-commerce and digital retailing.
Jean-Paul has held senior positions and been a founder of a number of successful businesses including NetChannel, the first company in the UK to deliver internet access and interactive services to TV sets via set top boxes, and UPC Chello, a broadband and interactive TV media group.
He was previously a non-executive Director of AIM listed DCD Media Plc.
David Craven, Non-Executive Chairman
David is an experienced board level executive who has been involved in the expansion and successful exits of many recognised groups. He has significant and broad commercial experience, he was joint MD of the Tote, the Government statutory betting monopoly for six years, driving its privatisation. He was a co-founder of broadband and interactive TV media group UPC Chello which was floated in 1999 at $1 billion.
Through his Chairmanship of Turf TV and asset-backed lender, the Ultimate Finance Group he delivered significant shareholder returns. He was appointed CEO of DCD Media Plc in October 2012 and Executive Chairman in January 2013 and successfully sold the business in 2021. As Chief Executive Officer of Allwyn, David recently led the company in its successful bid to operate the UK Fourth National Lottery Licence and the subsequent buyout of incumbent operator Camelot following an extensive bidding process.
Also very interesting and uplifting read warren,
gla
What excite me a little is, bodycare has left the nest of 2 elderly owners in there mid 70's into the arms of hungry, profitable, and ambitiousness entrepreneurs who have the ability to turn this into a very profitable plc,
with the guide and help of the 2 new directors and zeus.
would not be surprised if craven and co took a large holding in this on relisting,
also remember,
frisby and others still hold 28% ish of itsarm,on this site alone , as i read it, theres another 7/8% with in 4 holders, as what we know,so theres 35% between half a dozen people.
the point im makeing ,theres very little free float of the 56 mill of ltsarm,pending on allocated added stock for the rto if ( body care) the s/p should fly out of the stocks, and rise fast,
gla
profit to the brave.
rags or riches is not to soon.
I agree Roger the first day/ second the die hard need to take an extra position. I will take more definitely. And hold tight my current holding .
The problem is it does take 2 days to get it back on all platforms so normally it would take 3/5 days till the 100s come over .
I agree they will want to do an equity raise but not before the herd have arrived and pushed the mcap up to £2m imho.
Fascinated to see how this plays out. Baaj and Zeus together is a truly formidable team. I just hope and pray that this meek and mild cash shell, ITS, is going to be at the heart of their plans.
If they announce news and an RTO is going to happen then can holders here agree NOT to go cross ramping here, there and everywhere too soon please?? Would be nice for those who have been trapped in for the last six months to load up a little first… not much to ask is it?
Financial statements of G.R. & M.M. BLACKLEDGE PLC
According to G.R. & M.M. BLACKLEDGE PLC latest financial report submitted on 2022-01-01, the company has a Turnover of £119M, Gross-Profit of £40M while the Cash is £6M. Compared with the previous year, the company reported a Turnover increase of 33.32%, which is an equivalent of -39575295. At the same time, the Gross-Profit went up by 34.14%, or by -13518675.
Year:
2022
2021
2020
2019
2018
Consolidated A/cs
For more information you can
Upgrade plan
Turnover 2022
£ 118.8 million
Consolidated A/cs
Factor in also the likelihood of a placement / fund raise.
Will these be available to buy for existing shareholders I wonder? Or just insti’s ?
Could be 3 or 4 RNS’s at once. Lots to think about in a short space of time - if it happens.
avg PE for sector 15 - 19. Some big outliers. What might be the PE for Bodycare?
Couldn’t find any useful accounts on-line - anyone with info on turnover 2022/3?
While we are concerned about the immediate future and whether we get any of our money back
McKinsey report on beauty sector - for long-term investors lol.
Sort of thing David Craven might have glanced over.
https://www.mckinsey.com/industries/retail/our-insights/the-beauty-market-in-2023-a-special-state-of-fashion-report
Hi All,
Just a couple of thoughts before d-day.
Cast your mind back to the reason you’re here. The talk at the time of the announcement of Craven and the quashing of the delist last Summer was all about the rare opportunity with this cash shell. Shells are a dying breed. This was the cheapest, and smallest share base on the market at the time.
David might well let it go on Wednesday but will never see an opportunity like this again so I wonder..
Looking at Bodycare, there are no accounts available but a reasonable comparison would be REVB.LSE in the same sector, an 87m mcap, six time as many shares, 28p each. Now of xourse there will be huge differences in terms of assets and liabilities, but a recent article showed that they made a small loss last year but predict a lot of growth in 2024.
All the doom and gloom around the London Markets in the press right now foreshadows a turning point imo. The news is always 6 months or more behind the Eliot curve. I would suggest this s a perfect time for Bodycare to enter the fray. Growth is firmly on the agenda of all incumbents for elections’ sake.
So I am quietly hopeful. And enjoying the detective PAS’ investigative thriller in the post below. Not sure how I will respond if this goes live but I’m in a position to slice in the short term and still have plenty for the longer term. I reckon, if it happens, there will be higher highs some days or weeks down the line - shops opening, (maybe one or two of the old Body shops). Then the online combination/integrarion also in the pipe. In short, NEWS and raising their profile in Southern UK.
Anyone invested in REVB here? All thoughts on the above welcome.
GLA.
.... correction .... G55 are immediately opposite B/c .... so not the same building , but one assumes a supplier with some synergy in being next door to one another ...
My moneys on B/c ... and DC's 'business integrity !!!'
....chairman of Group 55 ... has a media background of sorts .... maybe how he knows DC who has similar !
... as i say G55 & B/c seem to be housed in the same block ...
a Tenuous link ....
... clutching at straws 🤣 .... desperation for a positive outcome ... Craven talks a lot about business integrity ... i hope he plans to walk the talk .. and is not about to shaft us all !! 🙄😡
... you have to put in that whole huge link ... and you can see the Google maps views of the B/c set up , looks like an RDC / NDC as well as HO ... ...
B/c .. seems to be housed with this lot too (Group 55) .... manufacturers of beauty products ... so i assume maybe an in house supplier ... good for logistics !
https://www.group55.co.uk/
Sorry ... dont know how to abbreviate it ,,,,, its a big lump of real estate !!
https://www.google.com/maps/place/Bodycare/@53.6845756,-2.6688718,-3a,52.2y/data=!3m8!1e2!3m6!1sAF1QipMO7sN2MPnS4tDWVlqKhmDVoFbrivRrNThhp-8L!2e10!3e12!6shttps:%2F%2Flh5.googleusercontent.com%2Fp%2FAF1QipMO7sN2MPnS4tDWVlqKhmDVoFbrivRrNThhp-8L%3Dw203-h270-k-no!7i2448!8i3264!4m7!3m6!1s0x487b0d179356549f:0x7f4656d295831422!8m2!3d53.6843221!4d-2.6683992!10e5!16s%2Fg%2F1tf6rb55?entry=ttu
Im not to far from chorley mon/tues , may give the address a drive by see if cravens car is in area or if hes done a runner, lol
Yep that’s right
Shortcine, we are not back on yet, dead line is wed 27th,
we are just speculating ,
How are we back on im lost?