Member Info for Academy

NewKOTB - apologies if already answered somewhere but why is the 15th significant if Medco have until the end of the month to firm up their position?

Hope you are wrong. Weren't we expecting an RNS update in Q4 18?

I managed 2 x 10k buys @ 42.6. Holding quite a lot now and happy to sit long term, but am anticipating that this offer will materialise soon. The discussions are ongoing and I'd be happy with 50p+ to make a decent profit. It is helpful that Peel reiterated a buy rating today. I find it strange that the SP is edging lower, maybe some nervous investors taking profit on lower buy ins. That said, it was difficult to buy shares today. Could be MM's playing games?

to top up again here. can't get a trade which is odd

yup - took another 10k @44.87

Well worth a punt

GLA

puts II's holding above 50%

Still an undervalued company even if Medco walk.

Do we know how many shares Medco hold?

I'm topping up before close

Thanks New

Hi, anyone know if the form 8.3's indicate a higher likelihood of bid, or just standard practice given the takeover interest?

wouldnt want to be out of this overnight

Looks like some buys coming in before the bell. Maybe a nice close if we're lucky ;)

With every sell off there's an opportunity to buy, which I have done again this afternoon. Holding a fair few now. It will all come good, sooner or later.

topped up a few more this morning. Seems to be quite low volume today. I wonder what the day holds...

Excellent post. Thanks for re-posting Nickel.

Looking at it another way... it is interesting to compare the current position to only 11 months ago. As of Dec 17, the share price was at 161p, showing AM's valuation at £386m. At that time its group cash position was c. £130m ( c. £65m at parent), thereby valuing the various subsidiaries at £256m at that time.

Since then its top three subsidiaries have made significant inroads into their respective markets and are much closer to commercialisation (Sept 18 report states "Confidence in near term (2019) commercialisation of Federated
Wireless, Spin Transfer and HawkEye360").

Yet the market is now valuing these and the other subsidiaries at £74m / c. 30% of their December 17 value, despite advancement and potential commercialisation of the top three in 2019

At current share price levels, the company is indeed MATERIALLY mis-priced!

great couple of posts

Markets closed today. May see a surge from over the pond tomorrow.

Nothing from BD today. Perhaps he's the reason for the fall

Disappointing finish to the day indeed, but plenty more fuel in the tank.

GL tomorrow all.

anyone with level 2?

good opportunity to buy the dips

I think those that have will regret it later today