The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
"2024. Management intends to raise financing prior to June 2024 in order to maintain a strong cash position..."
So no sale in 24 H1 then, that tells me. In fact, probably no nothing is my guess.
I don't even see the PFS being done by 24 Q1 either.
Hmm.
I have to agree with Fort. It's hard to see why we should vote for this current lot.
Jammin, I get that. But they're borrowing more every year and what they're paying off isn't keeping up.
Hence why I don't think they'll manage it. I honestly think a total global debt reset could be in the offing.
And if that happens.....
Now, it's very possible that I'm imagining this. but didn't WI say we would be sold in six months?
IF so, that suggests that the company thought similar and got it wrong again or, as I suspect, he's as totally in the dark as the rest of us.
As for talk of takeovers, a simple fact. Those saying we have a sale coming have been totally wrong up to now, whereas those saying the opposite up to now.
Just a thought.
So now we're seeing the drip, drip, drip on no news. The next update isn't due until the back end of January either.
Are we expecting any other news in the meantime? I totally forget.
If not, you have to wonder if this will fall below the last low of 6.8?
I hope not, but it would present another big buying opportunity.
Bozi, I was asking while giving my view at same time.
Quady, I don't like it when you say the grades are not great, but there's loads of it.
It implies that it won't be cheap to extract.
I guess that's what it's all about. "Can any buyer make it pay?"
Has been confirmed.
Now I never watch ITV and this programme has never appealed to me in the slightest, but I might just well tune into this just to see swivel eyes squirming.
It's rumoured that he'll be getting £1.5 mill and no wonder, because he should be good for viewing figures, I'd have thought.
"B&M has raised its guidance for profits and store openings after a strong first half" yet it's sp is 4% down at the moment.
This market is crazy and it's no wonder ITV fell yesterday, imo. In fact, it didn't do too bad really.
1984Investor, I think you need treatment for that paranoia.
Don't you ever give it a rest?
Rhetorical question. You don't.
Another one close to being filtered.
The back and forth bickering and slating each other seems to actually get worse.
It's like listening to a load of kids.
It makes perfect sense to me if they don't believe they can make it pay.
"The likes of Channel 4, Channel 5 and ITV decided against bidding for the rights to Match of the Day as they do not find it commercially viable.
All three broadcasters cited falling viewing figures and a difficult advertising market as their reasons for not bidding."
Not quite the same slant that you apply.
I honestly wonder why some people continue to hold here if they have so little faith in the company.