Member Info for 2reincarnated

Peteret this is not a ''bad update.'' It is flat/ok!

It may just stagger along

Who knows?

The bottom line is that the sector as a whole has been hit, but there are signs that the worse is over. SP's seldom reflect the current, unless things are getting worse. Even with flat results we can see a quick rise to 25p. Indeed, ''speculators'' recently took it from 20p to 25p. From Q2 onwards we might see the start of Labour's ''housing build boom'' which should help.

I'm invested here and do not want to see any raise this year or next! I know they had a raise recently, but with these types of shares one raise often leads to another.

But can see a placing coming soon!

With both Alvarro and Unhooked!

This will come good and expect to see 40p towards easter and beyond, a bid later in the year. If not expect a rights issue from a ''position of strength.''

It might rally back to 0.75p first!

Roll on 0.5p

The main thing is that if the update is no worse than expected we could see a good run up to March. For shareholders the option is a rights issue or a lower offer from CD & R before Covid an offer of £1.65 was touted, however we have had dilution since and I cannot see much more than 65p!

Shortaway you are wrong!!!

The next placing might be at 0.5p and the placing overhang might take us to less than this. However no reason why we cannot get to 2p again.

Alvarro it might be that they want a part of the business only. When you consider CD & R own Wolsely, maybe they want to stick part of SIG onto it and eventually we might see the combined unit listed?

Once again I must question why IKO bought in. They must have some plan going forward and we must appreciate they have bought in at a much higher price. The current SP factors in the worst case scenario and the SP hit 25p recently, if the news is not bad we can expect 40p by easter. A full bid from there must really be 30-50% above this figure to go through in my opinion. We must appreciate things can move quicker in Europe then here.

You might not ever get the chance to buy at 5p because if it does what it did earlier this year it could rise quickly on the announcement and go from say 7p to 20p within a few weeks. It shot up from to 10p to 30p.

Harchris shares always factor in the worst case scenario and the SP went to 1p and we had no cash call. However, the SP recovered to 4p and has drifted lower because the punters are saying "hang on a moment." There simply is no compelling evidence to back up your defence!

However, a good year might be after the 0.5p placing which could see the SP rise to 3p even!

Now that would bea good year!

DMY Turbo I agree!!!

Thank goodness they cannot simply pull out without harming themselves!

It all depends what we mean by getting the company on the cheap and why they did not pounce in 2021 when they could have bid 75p ish when the SP was at 50p. I personally believe it willl now go through if the SP recovers because otherwise, we will see a rights issue.

Https://total-market-solutions.com/2024/12/10-companies-to-follow-in-2025/

I agree Alvarro, but the "pivitol question" is what on earth do CD & R and IKO intend to do about it? If they hang around it can only mean they see something we don't. Could it be the IKO who are in in the trade themselves have plans? Having said that the CD& R stake is a "blocking stake."