Member Info for danl90

AHL is on the short tracker at 0.61%

0.61% of £1.6bln Mcap or so is £97m

So that £97m of your £110m

Well if SoftBank are involved the price is 596p

So where are we getting £3 from?

Or is this just silly number guessing as we are all excited?

So we all think SoftBank are out? Only last week we all thought they were in!

Those saying £5 are you all saying SoftBank aren’t taking their option if the take private doesn’t happen?

Because you are in a way

@common literally they have a (board) seat at the table! Ha

Also SoftBank are having a horrid time atm. Them doing a deal with some major US PE would be a great story for them atm and validation of their strategy on assets

Sorry poker that was my point. They can’t look until it’s advance and progressing formally

Not aimed at you but people think you can just rock up and have a look about and you really cant

Omg you shouted takeover 30mins before!

This is amazing. Wow!

It does tbh as everyone else loses stuff they were talking about with others

Don’t have to be an arse. Just learn and move on

Lots of this is so wrong

800p is not a price relevant to the takeover code. It depends on who bidders are

If SoftBank, sofina or merian are involved then price is 596p minimum. If they aren’t then price is whatever it takes to get 75% of the votes. So could be 50p if everyone agreed

800p is not a price based on anything within the code

Also poker it’s a listed business. They can’t “see the books” no one is allowed insider information. You can’t just have a look. No one can have any information that is material that the market doesn’t know

I think this all depends on what SoftBank want to do. They are the ones with a vision here for ingenuity and that is now plugged into so many of their portfolio businesses they can’t just let that run away

Do you not know how to reply? Stop making a new thread!

It intended he will get rid of special share but it’s not been done yet

Arguably it’s made for this scenario so it’s silly to give up now

That’s not always the strategy. Tbh it’s not a favoured strategy

As a PE you’re not in the game of 4.9% of a stock and then having to dump at a loss

That’s more activist hedge funds. PE is either we are doing a deal at £x or not

I mean he charges £12k for an annual subscription. You decide how “out of work that” this

Kallu why you hate me? I never dig your stuff or bother you? If you don’t like us you can just not bother coming here

Try it?

I don’t know what you’re on about 800p

At 465p you have a world number 1 nutrition brand

A beauty business which is well placed for the shift to online with great beauty brands

And SoftBank were underwriting ingenuity

Also they had cash of £300m when I invested

So add that all together it was way over 465p.

Since market is less believing about SoftBank and whey protein prices have hit but will reverse

That help?

Who’s saying 800p?

Also what has this to do with the original post in this thread? Are you just throwing mud?

Kallu tell me how much and how long is it taking the business you work for to do it’s own e-commerce and data?

Tell me how much and how it would take to do that in Japan. Oh and how you’d deal with people in Japan who speak Japanese

You tapped out (again) at that so tell us please. When you can answer this youll see the value of the “marriage of tech and physical” (I’ve told you this 7 times now it’s not just tech it’s infrastructure too)

Hopefully when you try and answer this the penny drops

I think Matt has his heart in nutrition

Listen to the updates Matt is most vocal about nutrition

But tbh he can go where they decide

I just think the value here is a split up with SoftBank being the keystone

It’s a big ask but is it possible?

Let’s assume Softbank are in and want Ingenuity

Advent paid $700m for three great beauty brands and they want to build this out. They could achieve this through taking beauty

Also advent have great creds here as they owned Olaplex heading into its IPO

Advent can clearly rate the beauty division in line with what beauty assets are worth. 2x revenue given that a lot is reselling but still some great own brands?

SoftBank can value ingenuity as they originally did and take that

Leonard Green own beauty and consumer brands so could part own beauty or take nutrition. They have been long standing shareholders in pure gym

All this given each buyer values “a part” much more than a group you easily get to a deal where everyone is looking at it going “this is steal”

SoftBank will just sell their part of beauty and nutrition for more of ingenuity. Then advent and Leonard green have a small slice each but sign collab agreements to run their portfolio through ingenuity so SoftBank view on ingenuity accelerates massively

Easy!

Also look at the admission doc. Matt and family are a c.25% concert alone. So you need one of either SoftBank or sofina and you’re 30%

They can’t do a deal at less and then sell ingenuity to SoftBank after

Thats just skirting the rule

If a spin of for an asset is agreed you’re in the concert and if that concert is over 30% then your last 12 month price