Member Info for biffa

Noticed the good news last night post pub and highlighted on advfn. Thank you for link. Quite unbelievable that Ted and team forgot to tell their own share holders the fantastic forcasts for 18/19. Almost double what the brokers have been saying! If this had been made public back in September would we have ever reached these lows?

It was never confirmed at any AGM/EGM one way or the other. However, it is the usual **** poor decision making that we know and love if they don't issue one this week. They must know that silence will be taken as bad news, but maybe they are happy with that as Tosca efffectivly run this company and have a diffferent agenda to the rest of us?

RTHM might be a great company but as we know their PR or communication with investors is pitiful. The 'F4' news blackout being a perfect example. We are trying to showcase ourselves to Yume and US investors. A 3rd qtr update, which should be the 'gangbusters' qtr should be a given. Alarm bells should ring if we don't.

Brass, I think they would be crazy not to. If you remember, my pleas at the AGM fell on deaf ears and some feeble excuse/reason was heard afterwards on the jungle drums. (apr/may/june qtr, clean and easy but radio silence) If they have had a decent qtr they should shout it out. Silence would point to something different imho.

The F4 flagged up RG reduced holding, so im more interested in who has bought his 4%+.

A decent read on the blog. (or bog if you wish)

At least the algo is on the buy side for once!

Not quite sure what has happened since the AGM. Assume you are still onside?

Interesting to see if any brokers raise their numbers after the CC.

These are half year results and the price is half the level of a few months ago. A presentation and coference call is the least they can do.

Why don't we look at it this way. Google raked in $75B in revs with that 62% market share, or $1.2B for every 1%! Something to think about when we have 3% and growing.

One can only assume if there is any closing out to do they can pick up what they need from the $100M of new shares soon to be dumped on the market. As close as you can get to naked shorting but not. Rone and it's advisors win no prizes for this hole they have dug for themselves. With that in mind, there could be quite a bounce in Rone if the deal stalls!

Both companies are doing exactly as they set out to do pre merger. Maybe even better. Major investors on both sides happy with progress. Each step forward, tu,results,bank finance, radone integration etc etc takes us one step closer to end game. It should also remove doubt from real investors minds. If anyone cares to remember or do the maths with the new shares this will only have a mcap of £200m or $250m but taking $50m ebitda in its first year! Everyone a little punch drunk from this drop but the bod is heading for 500/50/10. Quite simple really.

Looking good. $42M of cash and EBitda of $3.6M, $16M for the last 9 months. This qtr we are in the strongest by far. Put the two together and you can see how we begin to get to our $50M Ebitda and throwing off cash going forward. Rad one integration was forcast to be 12-18 months but some heavy lifting done in 5 as we heard today. No wonder a few upfront costs to recoup later. Conspiracy theories that this aggresive markdown and churn is to free up stock for the next long run up could be spot on!

PS.

Siht, To be fair they both think you are a twat so they get my vote anyway.

Shaggy, Perhaps if you clear your porn stash and free up some space you could open it?

New website just gone up. Nice!

If the arb opportunity is behind this savage pullback you would think the company and so called advisors would have had a plan for it. There is no reason why Rone can't backstop this at £3.00 as confirmed at the gm by the bod. Why they refuse to do so is anyone guess. As for the citi note I assumed it was Google algo rehashing the news from 4 years ago when citi had that price in old money. Has anyone got a actual copy pls?

We should get a confirmation date for Yumes 3rd qtr results this week (9th Nov 16) Plus potential date for our half year?