Member Info for bidnolid

Thanks for the info Molineux .. I've got mine in an ISA as well - lets hope we get to take advantage of the capital gains benefits!

Hmm, 2 weird trades just popped up but no price impact. Possibly bed and isas? Can't imagine it's 2 separate sells for almost exactly the same amount of money.

Interesting and stuff and definitely good to be keeping such company. Doesn't sound like the sort of event to produce significant leads or pipeline but it all adds to visibility and market presence for ENET.

Someone bought 2 shares...

Nice find TL. Tantalisingly close..

Nice reminder on a cold December morning as to why we're waiting so patiently.. would be great to have news on one of them before the year's out though..

Would be nice to get news before the December slowdown. Has been edging up recently though so fingers crossed..

How do we know he's the brother of this guy..they have different last names?!

The address given in the RNS is Bagir's office - not sure what you're on about draft

Date on which threshold was crossed was on Monday 25th .. I don't see trades for that size listed on that date so it's a bit confusing.

Very interesting this .. although if they can RNS a TR-1 why can't they do the result of AGM??

At a £1.6m market cap there will definitely be some bargain hunters. However, when I bought in at .75 and .65 I thought 'how can it go any lower?' and it still managed to plunge further. They have still not released an RNS with the result on the AGM which is very poor imo - they may not work on a Friday possibly but they need to understand that as a listed business these simple things are important.

Hopefully today was a lesson for Bagir in how to treat private investors. The only other PI there has 4 thousand or so followers on Twitter and he sold out today (and told everyone..) so I'm in no doubt that this fall was exacerbated by the knock on effect. If Bagir think they can treat interactions with investors like they did today then let a 20% drop in the market cap be a salutary lesson!

I couldn't get any further details on cash position but Tessa did agree that without the Ruyi money then a raise was on the cards. On a more positive note, the new CEO has been in since June and one of the aims is to give the company the ability to stand on its feet without Ruyi. Barriers to entry are high due to the expertise required for suit manufacturing. Yes margins are low, but if you can increase production capacity from low cost bases like Ethiopia you can still have a profitable organisation. It's not a total lost cause and it's priced to go bust - a new contract with the sort of clout of someone like Brooks Brothers would be a great boost but Bagir remains a very high risk trade.

Slightly odd generalisation.. If she's the representative of the company and she acts like that then what are people supposed to think? CEO is taking a 20 grand a month salary yet the next news we get might not be until March. As an investor that's just not good enough and woman or not, the company needs to do better on its dealings with investors. It's a public company and if the Rui deal falls though it will need to raise cash - they will struggle to do that with their attitude towards investors.

Very poor unfortunately. Only Tessa the non exec chair showed up..she was verging in dismissive to be honest. Didn't answer any of the questions ("can't comment as everything I can say has to be in the public domain"). No idea where the machinery is, no idea if the deal will go through. CEO got his bonus approved though so let's see if he can pull a rabbit out..

Will do my best to get answers to at least some of these. All depends on how many other investors show up as to how much time I get to grill the board!

That's hardly a shopping spree.. they own 53% of SMCP and a new Sandro store opening in Auckland will just be part of the overall expansion plans. There is no actual investment from Shandong Ruyi.

How do you mean? They haven't made any acquisitions in a while. They've got a USD 345mm 7.5% bond to refinance before they can get the chequebook out again..

Yes that will be one of my questions. If they say that it's cheap then I'll ask them why none of the board have deemed it appropriate to buy any!

If anyone has anything else they'd specifically like me to ask then please post up in here and I'll do my best.