Member Info for asartara

Spire Healthcare Group has tapped bankers at Rothschild to advise on a potential sale following pressure from shareholders in a deal that could value the UK’s largest private hospital company at more than £1.4bn.

Top investors, including hedge fund Toscafund and investment manager Harwood Capital — along with its activist trust Achilles — are urging London-listed Spire to put itself up for sale for at least £3.40 a share, said people familiar with the situation.

Some shareholders want Spire to explore a takeover given that its share price has languished since 2021, when it rejected a proposed £2.50-a-share takeover bid by Australia-listed Ramsay Healthcare. Shareholders, including Toscafund, said at the time that the proposed deal undervalued the business.

https://www.ft.com/content/e91676aa-98ed-4c06-8063-4b8f5cdc632f

This £3.40 bid price that was mentioned by the FT a few weeks ago would seem to confirm the recent £3.75 bid price that was mentioned by Sky

Why is the share price performance here so weak?

Many other big financial shares have doubled or more in the last year

But TCAP just stays at the same price

With a 6.5% dividend, a very low PE, strong growth in revenue and profits, below book value, and a Parameta IPO that may be worth over £1 billion, it is a bit of a mystery why TCAP shares are not over £4

MMs keep dropping the price a little hoping to trigger some stop losses from a few small shareholders but they are wasting their time

The main shareholders here will not sell their shares for less than £3, and if they do not get the £3.75 bid that Sky have suggested, then they will ensure that the directors sell the £2 billion of property assets and realise the full value

The property here must be worth a minimum of £2 billion net of debt

That is £5 per share

And what would the wasteful UK government and NHS end up spending if they attempted to build 38 hospitals and over 50 clinics ?

Probably double that or £10 per share

Eventually the huge value here will show up in the share price

At the end of the day this is an AIM mining share with very high risk

Many AIM shares have gone to zero over the last few years

Glencore sold a huge stake last year at just over 3p and so they must have thought that 3p was a reasonable price

Small shareholders should be grateful that these shares have not already fallen to zero like so many other AIM shares

And small shareholders should also be very aware that these shares still can fall to zero

they called them "legends" lol

more like greedy old "*******s"

"So what if GGG has put £500k into this"

No problem with someone investing £500k in a high risk AIM mining company if they can afford it

The only issues were :

1. Why the need to tell everyone how much he has invested? It sounds a bit like he was boasting about how much money he has which is never a very pleasant quality in a person. Better to just say that you are invested in a share and no need to tell anyone how much

2. He has said a few times that he is responsible for a young family, so was it responsible to invest such a large amount of money in a high risk AIM mining company where he may lose it all? It looks a bit like reckless behaviour. Is it not better to invest in a well diversified portfolio rather than placing everything on a high risk AIM share?

3. He accuses the directors of greed, but was he not also guilty of the same thing by investing so much in a high risk / reward situation when most other investors are content with the low risk and steady gains of a well diversified portfolio? It just sounded a bit hypocritical of him to say that the directors were greedy when he was also hoping to make millions from his high risk investment

4. And finally, he is often very rude and aggressive to other posters who do not share the same opinion as him, both on here and on TXP, another very poorly performing and high risk AIM share

"So what if GGG has put £500k into this"

No problem with someone investing £500k in a high risk AIM mining company if they can afford it

The only issues were :

1. Why the need to tell everyone how much he has invested? It sounds a bit like he was boasting about how much money he has which is never a very pleasant quality in a person. Better to just say that you are invested in a share and no need to tell anyone how much

2. He has said a few times that he is responsible for a young family, so was it responsible to invest such a large amount of money in a high risk AIM mining company where he may lose it all? It looks a bit like reckless behaviour. Is it not better to invest in a well diversified portfolio rather than placing everything on a high risk AIM share?

3. He accuses the directors of greed, but was he not also guilty of the same thing by investing so much in a high risk / reward situation when most other investors are content with the low risk and steady gains of a well diversified portfolio? It just sounded a bit hypocritical of him to say that the directors were greedy when he was also hoping to make millions from his high risk investment

4. And finally, he is often very rude and aggressive to other posters who do not share the same opinion as him, both on here and on TXP, another very poorly performing and high risk AIM share

The only issues are

GGG

You keep talking about their greed

But you told us that you put £500k in here while obviously hoping for a multibagger return to make you millions of pounds

Were you not also guilty of greed?

Are you any better than them?

And you called them legends lol

The SPI hospitals would cost at least £4 per share to build and so anything less will probably not be accepted by the main shareholders

The NHS is also in such a mess that even they would probably be interested in buying the hospitals for over £4 per share

How much do you think the NHS and UK Government would spend on building 38 hospitals and over 50 clinics ?

PE can also make a huge return on SPI at any bid price under £4.50

But without the infrastructure and the billions of investment, the shares are not really worth anything

Billions need to be spent before even one penny can be received in income

So the question still stands, why did Glencore, one of the largest mining companies in the world, sell their ZIOC shares last year for 4p ?

And if it is such a "sure thing" why are RIO, or BHP, or anyone else, not buying up shares at 6p or making a bid ?

If the shares are so undervalued as some here seem to think, then why do the shares keep falling ?

And if the shares are so undervalued, why have RIO or BHP or Glencore or anyone else not made a takeover bid ?

Who is Gary ?

Anyway it sounds like you are just talking nonsense

Nobody forced Glencore to sell their ZIOC shares for just over 3p

They must have thought that 3p was a reasonable price

Not heard that before

Would forcing them to sell not be illegal?

So who forced Glencore to sell their ZIOC shares at just over 3p and why?

Well presumably Glencore would not have sold for less than 4p if they were not satisfied with the sale

Nobody forced them to sell

"In March 2025, ZIOC completed a share buyback of Glencore’s entire 43 % equity stake in the company for an aggregate price of US $15 million — repurchasing roughly 290.8 million ordinary shares from Glencore at about US $0.0516 per share. This effectively ended Glencore’s stake in Zanaga and terminated related offtake and relationship agreements"

If Glencore were happy with selling their ZIOC stake for less than 4p last year, why would anyone think that ZIOC shares were worth much more than 4p ?

As someone else said nobody will help small shareholders here

Just look at Anexo a few months ago where the directors took control of the company at a fraction of what some small shareholders thought the company was "really" worth

The small shareholders contacted the FCA and the press and the media but nothing happened because everything was done in a legal way and no laws were broken

At the end of the day the directors here have acted in a legal way and that is all that matters

There is no point talking about some fantasy price that some small shareholders think the price should be

The current market price is the correct price

You were asked recently on here if the 500k that you invested here was a small investment for you?

Hopefully it was a small investment

You keep telling everyone that you are responsible for a young family and so I would assume that you have sufficient sense not to invest large parts of your family wealth in to high risk situations such as ZIOC or any other AIM listed mining shares

Anyone who is responsible for a young family and who invested a large proportion of their family wealth in to such high risk situations could rightly be described as being either very irresponsible, or very greedy, or both

And why did you feel the need to tell everyone that you invested 500k here? Were you looking for some kind of admiration or praise? I am sure that nobody here is in the least bit interested in how much money you have invested

The other issue that may upset some people is that you made sure to build up to your full investment here in January, and only when you were fully invested in ZIOC did you start posting here in February, no doubt hoping to pump the price up a bit with your posts

And now, when the investment has not gone the way that you wanted, and you have not made the millions that you wanted, you are wanting to take action against the company

You also seem to become aggressive with anyone who has a different view from your own view

You seem to have done the same recently with TXP, another high risk AIM share

If you are responsible for a young family, any financial adviser would advise you to invest in a well diversified portfolio of well known companies such as FTSE 100 companies or large Investment Trusts

It is certainly not responsible or sensible for a person with a young family to put so much of their money at risk by investing large amounts of money in high risk situations such as AIM listed mining companies

And what is all this "legends" nonsense you keep talking about?

Legends are heroes who selflessly try to do good for others, not some business men who are only out to make money for themselves

There are no legends here

Not much point talking about valuations here

The litigation continues in the New Jersey Superior Court, with Evolution seeking damages for what it describes as a multi-year effort to cause "multi-billion-dollar damage" to its business.

Playtech are facing a huge lawsuit from Evolution that could result in a fine of billions of USD for Playtech or even bankruptcy

BASF shares were issued at £3.60

And LLOG shares were issued at £2.15

These shareholders now own over 50% of HBR and they will both want to see the HBR share price much higher than £2

And BASF who own 40% of HBR will probably want to see the share price well over £3

They will certainly not vote for anything, such as large dividend cuts without large buybacks, that could reduce the share price