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Its certainly a possibility, last attempts included:

Key Details of the Offers

Offer 1 (Early Sept): Valued Rightmove at approximately £5.6 billion.

Offer 2 (Mid Sept): Revised proposal of 749 pence per share.

Offer 3 (Sept 23): Raised to an implied value of 770p per share (~£6.1bn).

Offer 4 (Sept 27): Final offer sweetened to £6.2 billion (approx 780p per share).

The outcome might be a bit different this time around with effectively two new shareholders, with one being based in Oz.

L1 Capital Pty Ltd increased from 3.2417% > 4.1506%

Threshold was crossed on the 3rd Feb, which is a day before the big sell of yesterday.

Not all doom and gloom..

E.l.f. Beauty posts earnings beat, raises full-year guidance

https://www.cnbc.com/2026/02/04/elf-beauty-elf-q3-2026.html

It wouldn't surprise me to see one or both of the newer arrivals to the share register add to their current holdings,

From earlier post:

Independent Franchise Partners, LLP 5.8% purchase back in Nov and L1 Capital Pty Ltd 3.24%

Could be a good time for REA to another nibble..?

Not everyone, Publicis added some 5800 people..

'The Publicis chief executive was speaking in an annual results interview after another year when the French agency group outperformed rivals, with revenues up 5.6% and record profit margin of 18.2%. Headcount rose by 5800 to 114,000.'

I like this bit from another article:

'Acquisition Plan: The company earmarked approximately €900 million ($1.06 billion) for acquisitions in 2026, focusing heavily on AI-powered technologies and data assets.'

This reads well from Publicis, takes away some of the concern around Ai, although didn't help much today.

'Since the rise of GenAI three years ago, the growth model we have built means artificial intelligence is not a headwind for Publicis, but a strategic driver of growth and margin expansion. Over that period, we have increased our organic net revenue and ope rating profit by 20% , widening the gap with peers and growing ahead of competition by 700bps 4 in 2025.'

Latin America showed good growth of +18.7%

In 2025 Publicis made no less than 8 Ai related acquisitions(p 7,8), we are over here .. : )

Overall a very encouraging read, hopefully some read across to 'ol S4..too

I thought S4 would have been up today strongly given its an 'Ai enabler' (new term :), maybe the market has yet to recognise S4 as a major beneficiary for Ai deployment?

Some real odd drops, Softcat down 7.4% on err not sure but also a beneficiary on the world of Ai.

Gloss seems to be coming off a few hyped bits, bitcoin losing its sheen..

Crafty, the filter is your friend !

Keep up the posts, always a good read.

Its not a stunt lol, there's quite a few different clips with the same thing.

It was touted along with many other events to be autonomous Ai driven, this is important as investors will be deciding in how far advanced these robots actually are - compare to Boston Dynamics who are widely regarded as leaders in the field of robotics

Well there you go, Musk has announced the merger of Space X and Xai which includes Twitter.

$1.25 trillion valuation, that's going to suck a lot of money out of the markets before Open Ai, Anthropic and Co join the race, it does seem like a race without popping the confidence bubble..

Tesla is out of the loop so far, worth watching 'Tesla Optimus robot falling down' ..its been lampooned, watch to the end..

Morning Star has the latest movements including recent Patient Capital sale.

https://www.morningstar.com/stocks/xlon/sfor/ownership

Agreed on time scales, I think it will take a couple of years to reduce debt further, whey trend to abate and interest rates to hopefully come down.

Other factors may change, Japan election 8th Feb where the weak Yen is a big campaign issue.

We may get a change of government sooner than expected, that may help too depends who get in.

THG not doing too bad when looking at other fallers today, ASOS for example..

Its now half of THG's market cap..

Whey protein concentrate prices continued climbing in late January, with EU WPC80 instant reaching €14,320 per tonne and US prices at €15,067 per tonne as manufacturers sold out volumes and demand exceeded available supply.

Global WPC80 markets remained extremely tight as suppliers across regions reported selling substantial volumes while demand continued. Producers reached a stage where they could request prices as high as desired, with some quotes reaching €15,000 per tonne in Europe.

https://vespertool.com/news/whey-protein-concentrate-reaches-e14320-per-tonne-in-europe-as-structural-shortage-persists/

Kinda of backs up the narrative both Glanbia and THG management have highlighted..

https://www.dairyreporter.com/Article/2026/01/16/whey-protein-shortage-drives-major-global-investments/

It could be good news in a way, rather than some whopping correction or market crash these IPO's fail to achieve their lofty valuations before coming to market.

Open Ai has already quietly dialled back from c$830b to $500b within a month..

The one that really interest me is Tesla, how can they convince share holders to pivot towards something super risky as robots from cars, problem is the media is full of failed predictions Cyber Truck, being on Mars ect..

Comparing Applied Nutrition is incorrect, no one has answered my question on their FX exposure or protein product mix ?

I would agree on time frames, 2/3 years before things get back to normal by then we should be looking at a more favourable government too.

Going off topic a bit, but hey its quite on S4 after last weeks blow out TU.

He has to have a nugget out there for a fund raise, something he can elevate and is hard to quantify in order to raise the bangers..lots of bangers..

https://edition.cnn.com/2026/01/29/business/video/tesla-humanoid-robots-earnings-report-digvid

What they fail to mention in the video is many of the scenes involved a person behind the screens steering the robot..lol

Will 2026 be remembered as the year the market ran out of money..?

Oracle has just announced a $50b raise on a Sunday of all things.

In the mix is Tesla which is rumoured to be be combining XAi, Tesla and Space X with a view to an IPO with a focus on robots instead of cars.

Open Ai and Anthropic are also planning IPO's this year

On top of that lot JP Morgan has highlighted difficulty is raising additional funds for Star Gate.

Bond yields have increased on Star Gate lending leaving existing bond holders stuck, unable to sell on..

Some good info there Crafty, definitely worth reflecting on..

Cheers,