Member Info for Bfdinvestor

You posted not long ago they needed 55% Hexam, now it's 50%?

Which do you think it is.

So what you are saying is that Frasers, if they wish to launch a hostile takeover, will need to buy 1 in every two shares that isn't owned by them or the board. And you think people will accept less than 100% premium in that scenario?

I'm a little confused still by what you expect them to say in response to a company that hasn't signalled any hostile intent and owns virtually the same amount of shares as the company controls. I also don't see ASOS making any statements. And nobody in ASOS management has the same skin in the game as here.

Like wise your comments about debt are also strange. Do you not think that, if any discussions are ongoing, they will be subject to NDA

How much do the BOD own Chaebol

Maybe you don't believe the investor page, why not jump on a plane and ask to investigate their certficates

Hexam

What do you mean by not a peep from them

There is no form of hostile activity from Frasers or even any overtly activist comment.

So just what would Boo be responding to?

With regard to overall relative shareholdings, when you take into account the proportion of shares controlled by the BoD, then there is actually no real difference between the BoD and Frasers. They both control roughly a quarter of the business

Which, in my mind atleast, makes any form of takeover virtually impossible

It won't go into his portfolio because Boo won't let control go

I think the Debenhams base is more sophisticated than you imply

Brokers are to be congratulated on killing yet another market for yet another share.

They never ever seem to learn that creating down trend only ever kills volume.

Sp doesn't reflect the business and if anyone needs a reminder of the.strategy just go and look at the strategy update published a couple of months ago

I've been saying for months that I think this is Ashley's end game here.

Float off a minority stake in Debenhams with Ashley participation.

Not long now til Debs will be worth the current market cap on its own. Certainly inside a year or two imo

Kat, remind me, how did that promise of yours not to post here work out?

Atleast start posting something that is remotely akin to the truth.

For starters there is no evidence GST "had" to sell EWS. It was a strategic choice as it didn't fit with the direction of a fintech pure play

Gst totally bought Paypt and Glindala, it will also buy Bonfire. It bought a majority stake in Semnet because the existing BoD don't have a cyber security background so it makes sense to keep existing directors on board. Easysend is the same. The existing director has an in depth knowledge of the Polish market so brings additional value to the business.

I could go on but really can't be bothered

You talk about supposed pumpers. To every Ying there is a Yang, so just how disingenuous does that make the likes of you and Chaebol

Amazing how a few short algo trades can have such an effect

Strange you have a view about shorters that 99% of investors don't have.

Shorters are anything but what you portray. They lie, they cheat because they know their is no come back.

Does that sound familiar to you Chaebol, what with your recent posting history after your supposed due diligence. Due diligence that was so thorough you didn't even know Garries left GST a year ago!

simon shorting via cfd is immensely simple.any platforms offer the service.

it's a ****e thing to do as you are actively wanting others to lose money so you can make some.

for that reason i have never done it, to me it speaks volumes about someone who does.

as for chaebol claim that you can't do it here

well this has fallen by 70% in a matter of months and you can always leverage a cfd. so it is entirely possible it is happening here

Chaebol I have no idea what your strategy is, although your supposed due diligence is immensely poor imo.

One obvious scenario, to pick up on Simon's point, is that you could be running short CFDs.

I've added to

Hard to believe we are back at the Hainan buy in price with a massive resource increase alluded to and production mere months away

I did say they were active again.

Amazing how much difference a little rise can make when the MMs have killed the market

Chaebol have you looked at the Glindala accounts or are you just more intent on trying to be ironic.

You have a strange approach to due diligence

Kat didn't you state a couple of days ago you wouldn't be posting here anymore?

Strange how a bit of market chaos brings out the worst in people

Hmmm yet you will never say why you are here

Is that what you describe as straight up

Perfectly happy to say what my buys are

33p

28p

27p

It's strange southcoast he finds it odd that someone buys

Yet he doesn't find his own behaviour strange

Mind boggling

LD I've posted multiple times that I believe John Lyttle should be gone. Kamani and Kane built this business, I think they have a better chance than most of rebuilding it.

I believe they have got lots of things wrong over the last couple of years, but to be fair to them some of them were out of their control.

Rather than being supportive of the board, what i point out is that there is now quite a good strategy in place and the market shift online is undeniable.

Doesn't mean Boo will turn it round but the risk reward is more than reasonable.

Looking at the volumes and mix the last few days, the scale of the drop is ridiculous.

Funny, it seems to be bell weather in only one direction.

But that is typical troll isn't it.

How is your investment?

LD i'M totally clam thanks and not being rude to anybody.

Simply pointing out a few relevant facts about the troll who posts on only one board, 100% negatively, yet has no investment.

Maybe i should be less polite