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Schlemiel
You can’t expect a share price boost once interest rates start coming down. This has already been more than discounted. NAS has had a record half year in anticipation. THG has not been left behind the rest of the field.
So, if you want a big payday you should hope for some kind of capital event.
Both myself and manifesto think that either an mbo or a hostile takeover is most definitely on the cards.
I think
The way it will play out is as follows.
A bid will appear at some stage, probably soon, the sp is moving against the bidders wishes at the moment.
No one is able to build a meaningful stake. Volume too low and shares too tightly held.
MM won’t want to lose control of his baby and counter bid, at a decent level. He has probably already got me backing lined up.
Then it’s just a question of whether we get into a bidding war, which would be great fun.
I expect all this to happen sooner rather than later. But even if it doesn’t, I think the sp will revert to fairish value soon.
So my advice (and I have a decent track record in these things) would be to fill your boots.
GLA
Cont.
These two director purchases confirms, categorically, that nothing is in the offing.
You posting the same drivel twenty times a day, doesn’t make it more possible.
The sp is finally moving in the right direction for the right reasons. Just relax, sit back and enjoy the ride.
Your ramping is just annoying.
Manifesto
Time and time again I, and others, have pointed out that MM simply cannot have been approached or be lining up an mbo. He is under obligation to inform the board. And he would have told his friend of twenty years, John Galimore
John Gallemore and MM are mates.
If an mbo was being mooted then he would definitely know, and be done for insider trading. He wouldn’t risk it, he has a big holding anyway.
There cannot be an mbo, as much as we all want one.
It’s a waste of time contemplating it.
Manifesto posts many times a day on the probability.
I’m just reiterating what we all thought when he bought the shares.
Manifesto
You keep banging on about an mbo.
You stopped for a few hours after the directors dealings were announced.
There can’t be an mbo being planned. Otherwise JG and the other NED will go to prison for insider trading.
Unless, of course, you know something that those two directors aren’t privy to!!!
Ive been away from my screen this morning, so havent been able to check the share price.
But the fact that the crazy 2% club are talking £3+ (one has even said £8+), must mean we're up 1 or 2p.
So im happy.
Rock
"2.5m shares exchanged hands yesterday at 79p declared after close @ 1740:01
Likely a buy.
Traded off book as a pre negotiated trade."
Please explain, how can this be a buy? Surely is a buy and sell, otherwise who would the buyer buy from?
Great points Polish.
I remember thinking that the rhetoric used when Apollo walked away (cant remember the exact words used) implied that they “will be back!!!”, as Arnie once said.
JG is aware of this. He knows their valuation. He can legitimately buy stock now. He’s an insider, but at this precise moment in time he “knows nothing”.
So, very telling that he piled in!!!
Unfortunately. I think all that’s happening is that the company is doing slightly better than the market had anticipated. That’s now in the price, after the latest update. Hopefully it can still surprise to the upside.