Member Info for 100notout

Yes I agree, Bernie is the right man as he is safe and steady. I wouldn't be surprised to see a blue finish. I have added more today.

It seems as though the Hainan and Kodal team have integrated really well. Construction timeline and budget is still on track. Bernard keeps on ticking the boxes in a steady and professional way. Completion doesn't seem far away as we are nearly in April.

I don't think anybody was really expecting fireworks but it seems like the ship is turning in time for an improving economy with reduced interest rates etc. Asos warrants a much higher mkt cap of £400m that's for sure.

That would be great if they have proven up another 15m tonnes already Lav. If Bernard came out with news like that this week then I would be disappointed if we didn't break previous highs.

I think the same will happen here as in another of my holdings, Rolls Royce. They had the likes of JPM slating the company and giving ridiculous share price targets of 60 just over a year ago. They currently advise buying with a 475 target. I'm sure things will come good here but it's just a matter of being patient.

What are you saying Islandgirl, is it that you wouldn't want to be out of this over the Easter weekend!!!

Let's hope its charging towards 0.70.

I wonder if the appointment has anything to do with the transfer being fully signed off after all it's taken a while to appoint him since it was part of the agreement which was finalised in mid November. Anyway, if my suspicions are correct I don't know why we shouldn't be reaching previous highs and even surpass them considering a rising spod price and more importantly a much large resource. That's not to mention the future gold prospects... Come on Bernard, issue a blinder.

Frasers could offer shares instead of cash. I would take 1.5 shares in Frasers for 1 Asos share. Ashley could go up to 30% and offer Barker a Directorship to get him on board. Interesting times here.

The short position will be a lot higher than 6% as you are only including Hedge funds with positions over 0.5%. There will be many more under that amount. Remember what happened to VW and Porsche. I wonder if similar tactics will be applied here, if so then this could really rocket.

It looks like the MM's are short of stock. Hopefully it won't take much to get it past Hainan's buy in price.

That's sad to see. I think the whole fiasco with Kelvin started the decline and it never was the same after that. I bet he was glad he got out with at least something. I see he has taken a 25% stake in sealskin. It will be fascinating to see how that comes along.

It's just ridiculous that a few thousand shares traded can knock 1.5% off the share price. No wonder many companies are wanting to leave the LSE. It seems the manipulating algos's have control for the time being.

I think they probably have had more bids. Perhaps though some predators wouldn't be particularly interested in the brands like Top Shop but want the technology, logistics, customer base etc. We know who would be at the top of the list for wanting the brands though don't we!!

I doubt we will have a gold update before then but it will come and when it does it could be a blinder. In the meantime it's good to see everything progress at Bougouni and I think we can safely say that spod has bottomed and is on the rise. I'm still perplexed to see the share price at these levels but in time it will go back up to where it should be.

Asos and THG are in the same predicament because they have both had takeover offers but the large holders have blocked them. The hedge funds have pushed the prices down to very low levels where it has got to the point where the risk reward is out of favour. Any whiff of a bid and the price will explode.

Both companies have bright futures as you only have to look at the high street to see many shops closing down. They have the technology to deliver and with an improving macro environment and falling interest rates they should rebound fairly quickly. Let's face it, the large shareholders of both companies will have a better idea about online retailing than the hedge funds shorting and if they have turned down bids more than double or treble of the current prices they must have a strong inclination to what the future holds.

Remember, if the large shareholders go over 30% they are obliged to bid.

Surely though if they have had potential offers which they have refused and then allow the large shareholders to dilute the small shareholders down to virtually nothing it would open up grounds for legal ramifications. The BOD have to act in the best interests of all shareholders not just the large ones. I would have thought that if they did indeed intend to do this it wouldn't bode well for the BOD or the large shareholders for that matter.

Well let's hope his £2m buy looks very cheap come the 26th.

I wonder what the real free float is now considering 75% of the company is owned by a handful. Most holders averages are on the whole a lot higher than the current price and will just wait until the price recovers. I would say this could swing very quickly with any good news as it has been way oversold.