Member Info for Darth_Tradr

I suspect the vote tally will be closely watched and the market will keep pace. We're close enough to the deadline for enough votes to have been logged to get a sense of whether yes or no. 'They' will know before you or I, and we may be seeing evidence of that right now.

Would be nice to see 25p, today.

Notice the pace of form RNS has picked up

Biggley?

Perhaps they have sight of the voting tally so far...

At this rate, could hit late 20s this week (maybe).

Nothing to do with DEI ..a shower was in charge - largely male, white and stale. Who cares if the HR chief was a female.

Ridiculous post.

I have been - I've more than tripled my holding here down at circa 21.5p - but that doesn't mean I'm supremely confident, just means I'm prepared to stick my neck out a bit further in the hope of decent reward.

Things can change rapidly, as we know, but I don't have a great feeling about this, as I once did. Let's see.

22p seems to be the sticking point, until the vote (maybe). The market seems to be pricing in a real possibility that a yes vote doesn't go through. It certainly does not 'buy', the 30p offer that's for sure.

I must say, I'm surprised and it makes me wonder what if anything there is out there that we lowly PIs don't know...

Obviously, given the price, the market seems to think this will be the outcome - at best it’s pricing 50/50. A vote yes, and I would hope/expect the price to rise to near the offer price. A vote no and I guess, we’re looking 8-12p - until a pathway is laid forth that doesn’t involve insolvency or massive dilution. Although, the (outgoing) BOD, suggests shareholders would be left with little no value if the deal doesn’t go through. Mae of that what you will.

Worth also remembering that PIs interests aren’t always the same as IIs.

Lots of Turkeys on this BB - enjoy Christmas ;)

Odd that you would intent on PIs losing everything.

One can only assume (and given the frantic posting, this seems to make sense) that you're here, only for gaming purposes and nothing real.

*In the abscence of another bidder with a better offer, Wood shareholders ought to vote 'Yes' to Sidara's offer of 30p. If not - based on Wood's own audited accounts and commentary - very easily can follow a similar fate to that of TRX, which would be very bad news for Wood shareholders for obvious reasons (EG debt for equity swap or similar).*

The idea that a majority will vote no seems to be what is dragging this price below where it would typically be for a rubber stamp.

Turkeys' voting for Christmas.

The insults and franticly wild claims about 'shorters' and' burning' and other such nonsense merely expose those who make them for the idiots they are.

I don't care whether you believe my entry point or not; all that matters is that I made it and now I stand to win the gamble - a pure gamble it was too.

This sells for 30p ...there's no doubt in my mind about it.

Good luck with your fantasies and wild imaginings...

The debates on this BB are beyond bizarre. The simple truth is there isn't another bidder, or more fantastical, other bidders - there is one and their cards are on the table and it is the only route for shareholders to retrieve some value from their shares. Those of us who took a gamble at 18-20p are lucky but so are those who have higher averages as at least you will get something. Something is always better than nothing. But the idea that Apollo or some other white knight is going to come charging to the rescue of PIs here, is delusional.

Vote (yes) will go through without much of a hitch and we can all move on in whatever position it has left us.

"FY out soon :)"

This week or next going by previous years - assuming the change of auditor hasn't delayed things (don't see why it should). Most interested in the outlook... and the resolution of problem involving ... zee Germans.

Haven't really been across this since the cash offer was made and to me looks like it will simply be nodded through by all concerned, bar a few disgruntled PIs.

Just trying to work out when I can get the money out of this - i.e., publications of results and resumption of trading:

*The Circular is a subsequent document for the purposes of Rule 27.2 of the City Code on Takeovers and Mergers (the "Code"). The Takeover Panel has granted a dispensation from the requirement to publish the confirmations required by Rule 27.2 of the Code in this document. Such confirmations will be included in the supplementary circular to the Scheme Document which will be published following publication of the Audited Accounts and the Company's interim financial results for the six-month period ended 30 June 2025 (the "H1 2025 Interim Results"), and at least 14 days prior to the shareholder meetings to be held on 12 November 2025 (the "Supplementary Circular"). The Supplementary Circular will incorporate by reference the Audited Accounts and the H1 2025 Interim Results and will be published on the Company's website at www.woodplc.com/investors/pages/sidara-proposal-2025 and Sidara's (as defined in the Scheme Document) website at www.energy-pillar.com.*

I am reading the above as suggesting the long awaited accounts should be published on Weds (at the latest)? 14 days before the meeting held on the 12 of Nov? At which point trading should commence?

Can anyone help?

Thanks in advance.

This should work:

https://archive.ph/Co2vm

*Just get out before you lose even more. It's crazy to be in.*

Heard these sorts of dire warnings when THG was at 22p ..yet, it's now at 44p and those of us with the wisdom to ignore the altruistic concerns of the un-invested have done very well out of buying when 'blood' was on that particular 'street'.

The points you make are legitimate, but none mean money cannot be made here - just have to be nimble and ignore the noise.

I agree with your US bubble comment the other day, by the way. I think there are reasons to be cautious there too.

*There’s a Vote to go above the debt level on the 23rd (next week), if voted in favour I assume the books will be issued in the following days.*

The RNS seems to imply this. Should easily hit 30p, (might even pop its head above it briefly) whilst the short positions close. After the initial rush it will probably settle just below it until the deal closes.

For me 30p is a 50% gain and a decent profit, so there's no need to wait around to see if anything better turns up. Can't imagine it will in such a short timeframe.

The business is generating circa £2.5bn in revenues, annually - it is relevant to a bunch of people that's for sure. A further point to be made is that today's ASOS isn't the same as yesterday's ASOS. The whole point is that there is a new strategy in play which, inter alia, is an attempt by the BOD to make ASOS more relevant again - and do so against a backdrop of fierce competition and poorer, fickle, consumers.

If it doesn't work - and the picture, from where I'm sitting, is mixed on that front but with some obvious green shoots (increase, margins, FCF (albeit minuscule), 60% profit increase against last year) - then yes some way down the line the curtain will fall. The Co is a good way off, from that day. Dilution etc... is probably a bigger and more immediate risk to holders, but that too doesn't seem to be on the immediate horizon either.

* I’m guessing Povlsen was marking his territory with going upto 29%.*

Perhaps - but what an expensive way to do so. Same with Frasers - perhaps they believed they would get more cooperation from the BOD. However, as far as synergies go , I can't how either BOO or ASOS would add much if anything at all to the Frasers offering. Possibly BOO with Debenhams, but that's about it.

..and there's also Barker - another so called investor guru; yet..£10s of millions underwater and now almost Deputy Chairman. Owns some of BOO that one too. Extraordinary when you think about it.

To my mind, at least, all this puts paid to any ideas of a take over - just not going to happen - one or two of the above would block it for sure, unless it was for silly money and why would anyone be that, well, silly? Only hope is that the jam does finally appear to be spread over some long stale and mouldy toast ...

Nonetheless, despite what some here would have you believe there is the potential for this to make a couple of hundred million a year and generate a fair measure of FCF to reduce debt etc... might event stem the loss of custom - could all be a long-time coming to full fruition, however.