Member Info for Argylerich

Company response, £1.25 (or less) not enough and there's others interested so up for sale we go

Now traded back down to 16.01%

No. Max outcome will be 'solid' offer IF the Crane deal goes through.... which then would be a sh it offer.

Bernstein definitely sees value here, which is good for CA holders, although he had an 'interesting discussion' with the boss of SABA on twitter recently about them actually costing CA a lot of money despite being shareholders.

The boss of SABA didn't even seem to realise who he was talking too!

Normal FYTU due in just over 3 weeks (maybe one sooner if trading continues as per last update but that would be counter to macro atmosphere?)

Picked up another 10k @39.12

Maybe simply just picking up available stock on the market without pushing up the share price?

CA have spare cash at the moment don't they?

And again to 16.32%

Increased holding to 16.26%

Https://news.sky.com/story/bank-of-england-currency-printer-de-la-rue-receives-takeover-offer-13285921

Still opportunities

ANG is trading at a level which reflects wider market/consumer negativity narrative whilst the last set of results pointed to the opposite

"Strong trading in the last key seasonal trading weeks in the two months to 30 September 2024, with Group revenues increasing 19.8% on the same period last year"

If any positive trend has manged to continue despite the depression surrounding the Budget, we're going to see a substantial move in share price. This buyback could be a very canny move by the BOD.

Slipperman re "Possibly splitting the business and carving off retail." Looks like via Fusion they're doing the opposite, and bucking the trend.

Biggest institutional holder CA. Richard Bernstein on twitter

Contrary to what you read on chat forums Halfords did put it on their website and answer investor relations queries 🫡

Looks to be through the worst of the mud, with glimpses of light in cycling at last.

As ever, a lot still depends on wider consumer sentiment.

Thought no1. It's being walked up and down like a dog at Crufts atm!

Thought no2. If you're looking to top up with £40k then you should have some damn good research already.

Thought no3. It can't be bad news by more than 10% else they would have had to issue a warning.

Https://www.investorschronicle.co.uk/content/2ba8c28a-b923-5a0b-9030-49614075286c/

Saba capital hoping to keep a lid on things as they buy back their short. Down 0.19%, 0.87% remaining.

Nice 👌

Richard Bernstein

@CrystalAmberRB1

·

3h

In anticipation of substantial liquidity from De La Rue, we're readying to return significant capital to our shareholders: https://polaris.brighterir.com/public/crystal_amber/news/rns/story/x8924or