Member Info for Apeirogon

There won’t be an early general election. The only thing that could possibly force that would be a split of the Labour Party. The majority is simply too big.

Someone needs to take this company over and sell off the bits it doesn’t want.

Looks like a puff-piece PR agency rather than a legit research firm.

“Companies engage us to help them: Increase the share price”

“Our service is unconstrained by MiFID II”

Apparently Betaville have an Uncooked Alert for a takeover.

Licensing agreement with Next to sell Sosandar homeware. Looks like a JV of sorts as SOS will “combine Next’s sourcing and quality expertise”. Launch in Autumn 2025. Some ways off.

$16 / 1.2982 FX rate x 100 for pennies gets 1232p

The pound will be in the toilet after the budget though !

Why aren’t they selling more already ?

Post FDA shouldn’t hospitals be biting their hands off ?

Good to hear one of the speakers talk about building a $15bn company. Aim high.

Divesting First Derivatives for £230m = £205m net cash. Company will be debt free and can focus on the high growing KX platform.

This has AI takeover written all over it.

They now own 7.24%

Oaktree have taken a 4.1% stake. SEC 13D filing in US

Just opened in Arnott’s , Dublin. Owned by Selfridges. Definitely high end.

Significant revenue generation at Liberation Labs could be a phase chase event for the industry and for valuation.

Relist in NY. Spin off KX. Get a 40x multiple for being an AI company.

Thin market. Unloved company. I don’t think any more to it than that.

Do these court cases for investor losses ever win ? It’s pretty hard to prove that a company deliberately mislead unless you are talking about real fraud.

Https://finance.yahoo.com/news/lockheed-martin-skunk-works-kx-080000380.html

That’s a serious vote of confidence in KX

First 2 store leases signed

Net revenue up 9% to 46,3m

H2 profit of 1m

Net Cash 8.3m

Margin 63.4% from 56.7 Q1

Operating profit $300m EV $1.1bn so

A strong move on a weak day

Diageo selling out to a Singapore based company