Member Info for barchid

stevebru
Sad to say it hasn't continued, which is the point I regularly make on this tub of lard !

Dimitry/duke
Can you enlighten me on this claim please?
Are you saying Jarvis are holding shares in Eurasia for their own account as opposed to in a nominee a/c for a customer?
I am confused, please help me to understand this thread.

I can't see anything not to like in these numbers today, I have been bullish on this stock for a few years and this is better than I was anticipating.
Nice mood music re special dividends potentially being paid as well.....

Fairdealer
Very interesting timing by both of them, I certainly didn't see this one coming !
Supercharger for the board perhaps, to really put the icing on the cake ?

Fairdealer
Much more eloquently written than I did, but a precise and compelling post.

Trent
Indeed !

I don't see any compelling reason to take on poorly performing pubs when the board is concentrating on squeezing what they can out of their existing estate. Time will tell, that's just my gut feel.

Boards
Totally agree re the golden implants but those head phones do seem lovely pieces of kit, buy now while your ears can still appreciate them !

Fairdealer
Going "pubco" definitely reduces nav, no question, and the issue which is to me relevant is in the Carlsberg deal we lose control, going from 100% ownership to 40% which is a steep price to pay for reducing debts incurred by management in expanding their estate when times were better.
Imo, the jury is still very much out on the Brains deal, in part due to the misplaced expansion Mars made earlier with debt we are now saddled with at an onerous, irreducable, interest rate.
This to me puts clouds across the blue skies which many posters seem only to see.

Trent
Congrats to you on the schools re-opening !
Next stop pubs ?

Trent
Good work and appreciate you keeping us in touch.
RF does respond swiftly, I noticed that when I was mailing him re debt a while ago, as you say, can't fault him for that.

Boards
Best to buy them now before the price goes up, whilst they are still cheap.

Fairdealer/Trent
I must confess to feeling much the same as FD, I have become disillusioned with this "mushroom" attitude that the BoD seem to be using currently.
Certainly more interaction from the board would be warmly welcomed.

Cluelesstips
Did you apply for any?
I did but the relatively small offering took longer than normal to sell out....

I did apply online by wealth club not realising they were open over the weekend, duh !
However it looks from their email this week that we will only receive about 40% for applications of £10k or more with the minimum allotment being £4k.
I am surprised it has taken them this long & still we don't know for sure what we have, 2 weeks later after WC opened their online service.

Fairdealer & YoYoMa
I have to say I am a little nervous re BNP in the background, these waivers seem to be taken ASAP, perhaps rightly, but time alone will tell if they have driven more resonable lenders into the arms of BNP.

Sharnhorst
What it also shows is the advantage to the patient investor in an EIS/SEIS scheme rather than owning MERC straight. I hedge bets & do both.
The X times cost of Oxgene disposal pre tax rebate was 13X to 38X, the 13X holders were in from 2015 so needed to be patient, though in that business the lemons (& they have quite a few!) ripen before the plums.
As for the lobsters, well.....

One or two more decent exits reasonably soon , which I think could happen, would underline the value here.

Boards
In fact a B-52's day.....

Well that is a result as a happy holder in the EIS form, might even be looking at a trip to Vail soon....

Scharnhorst
And whilst you're writing about US singers this stock is doing a Simon & Garfunkel (Slip slidin' away)