Member Info for Beetham

Valued at 2x SPD and turnover /profit 35% lower !!!!!!!!!!!!!!

Is now ramped up big time ! Think it may be standard life selling down some or all of their circa 5% to SPD….Nice but expect the price to stay under 300p until completed…

Its a very good deal for us as Dunlop only made £4M PBT last twelve months for us and gives us £112M cash on completion of the deal….Circa 20p added to current share price IMO. Also shows the value we have in the remaining brands and leaves us totally debt free… Roll on 2017 !

Heading for turnover of circa £3.5B in 2017, Terminal decline ??

Kiev, Don't worry about the broker rating of 160p as they are just a con working with the remaining shorter. Follow Phoenix as they are smart guys, This is about to fly IMO and I topped up today too.

I got a top up of 50,000 shares today at 280.5p hoping that was close to the base of this drop.

Not going down read lips. If MA starts buying again then RNS required and then major shareholders will push it straight back over 300p With Christmas trading company could take revenue of £1.8B H217. Flying! I'm in big. GLA Beetham

Kiev, Spot on the mark, I did the same having sold most a few weeks ago now back in big time ! Amazing turnover by the way means we could hit £3.4/3.5B FY17 so big profits to come , Jet is small beer IMO GL

The Company recently acquired the remainder of its GBP/USD needs for FY17 at an average rate of 1.2630 The above from todays RNS, Market will like this. I don't think we will be under 300p for long...

To be announced this week according to the Telegraph today….Should be well received

Value of the shares according to the Telegraph article…Long way to go !

1897 measly shares bought yesterday so I was way over with my prediction of 18000 !! Standing by my view made in post below….

Share buyback was just a bluff to get rid of the shorts who were driving the price down to an uncomfortable level for MA. And it's worked. Now ready to fly IMO ! RNS tomorrow saying company has bought 18,000 measly shares today will probably happen.

Very Silly thing to do, Not a criminal act but very very silly. Relieved that I sold the balance of my holding today….

I sold 50% of my holding this week, Hoping for a Trump win then big drop in Share price to buy back …Lets see !!

Pru55…Your right about the negatives ahead but it only needs the half year results to be half ok and then the problem MA is going to have is keeping the price under 300p so that the company can still achieve the share buyback target.

Disco,SPD RNS from Feb 2011 shows SPD Owned 11.87% of JD and the JD share price was around 150p then, We started selling that stake at circa 1200p so mega bucks deal for SPD…..I don't see DEB going up that much thats for sure !

If the Deb CFD was at say 85p then I calculate the paper loss to be around 30p per share so circa £35M(not £85M) but the gains on the investment in JD share was many times that amount and the story is not over yet on DEB investment so we shall see. I am of the view that if you don't like the way MA runs the company (SPD) then don't invest in it. I do agree that the currency hedging attempts appear to have been sloppy to say the least but again we don't really know how that will play out in the longer term on trading profits hence current low SP ! One thing is for sure and that is that MA is not selling any of his own shares towards the company share buy back and neither am I. Still around 82M shares to buy back based on the latest update RNS announcing 15% of total shares to be bought back by March 2017 !!

Did we not buy DEB at 70p so we're not much down at current share price. We did well on the JDshares like maybe ten bag so why do you say MA not to purchase stocks ??

The % of the company that we own also increases by the % of shares the company buys back, Nothing bad about that at all !! Much more tax efficient than a dividend too. Happy days...