Member Info for 2phevs

Qube have royally been tubed by themselves in Q2 by 3 of their biggest positions

However, companies with high forecasted growth over twelve months outperformed the UK market, indicating increased confidence following a recent political transition. Notable outperformers included Aston Martin (+25%), Melrose Industries (+49%) and e-commerce retailer THG PLC (+39%).

GL2 Canary I to felt their note was poorly put

I have a thesis but I'll leave that to myself thus allowing no accusations of ramping

Very Conservative results rns I think we can all agree (Canary has completely sold out of Kelso last week btw)

8 mill THG shares@97.72 = 7,817,600 + 3,100,000 cash = NAV before tax and bonus (not yet due and may not be depending on past losses and future tax planning) = 10,917,600 ÷ 317,500,000 shares = 3.44p per share

Kelso's getting loads of mentions recently here but the company is ripe and was set up to facilitate a reverse takeover by a division of an invested company MyProtein is ripe for it

That paper profit doesn't attract any Corp tax until they sell them CeriNedd their latest results the other day includes tax provisions for the current profit and bonus projection it's plonked in the results in brackets

Got to be an ex employee headcount reduction = extra profit increased CF

Ocado personal care!!!

About time for THG if that's the case

Plant health Care plc

Just completed final placing before profitable next year great growth prospects

Could spin off Harpin AB for Europe to focus on fruit golf courses hotel gardens etc..

Here's the actual article if you don't use LinkedIn

https://carbongeocapture.com/2023/06/cgc-perspectives-in-onservation-with-mark-mcdivitt/

Another great company IX. Has invested in

https://www.linkedin.com/feed/update/urn:li:activity:7085713991695560704?utm_source=share&utm_medium=member_android

Is it going to be a mega Friday afternoon £12.50 an hour uninvested trolling

Or a last 40 minute squabble to close shorts worried about inevitable bondholder good news Monday

Let's see

Yep spot on CS

Bondholders got spanked by PI's and the High Court n hurricane as i remember now if they tried it here no IIs hold stock now it would just be us BOD and Log against the Bondholders (if their heavily short theyre in even more trouble) pretty sure the Bondholders would be stuffed I think quite a precedent was set there for Bondholders to stay away

Molecular Energies PLC

Great assets to liabilities and same cash as mcap

Recently spun out green hydrogen company

Right now has a division ready to ipo

Government Hydrogen boilers idea scrapped

https://www.theguardian.com/environment/2023/jul/13/uk-poised-to-drop-plans-for-hydrogen-to-replace-natural-gas-in-homes

Premier Milton results today says it all

Nearly 10% outflow (1bill) with half of it going back into fixed income (probably gilts) another distressed seller I'm afraid probably all those lovely cheap shares of theirs have gone now

Brave Bison

Great results recently

Could spin off social media/influencer division into Kelso

I've seen multi multi bag ones happen before mcap goes from 5 mill to 200 mill without much dilution

Wood group

Great increase in revenue yesterday

Apollo recently bid nearly double share price

Could spin off turbine division

Perhaps we could start a suggestion debate here about Kelso's next investment target

It's got to be UK Listed undervalued and have at least 2 divisions so one can be spun off as a reverse takeover of Kelso. That's roughly what Kelso's mission statement is