The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Remember ….
He’s got previous …
https://amp.theguardian.com/business/2019/apr/02/superdry-julian-dunkerton-rejoin-board
Well … my horse didn’t fall at the first … and I thought yours would have a bigger lead at this stage …. So at the moment I’m ok …. I think the 🤠 or 🤡 is too close to call at the moment ….if there’s no RNS I think bounce may take me to my range by COP…. Squeaky bum time for both of us 🤣
This is quite exciting … I don’t even think it’s the river card …. More mileage in this one way or another ….
To quote a friend ….
I have a source that says there definitely going to be news today … well… this week… news AND weather … trust me
🤣🍿
I think you are both right …. Well… we are all right until the river card falls and we know.
But in the meantime … it’s just too obvious to be black or white. It’s kinda like when the first RNS came out there was a bum fight of how much the vid would be and any discussions apart from that were shot down. Then there was some leeway by the rampers to say it would be bid or no bid.
I still maintain that it’s a battle between the BoD and JD and not all the cards have been played.
There’s no time pressures now (at least not regulatory) so this could drag on. It’s not up to SD to propose a dilution price and equity raise (unless there’s something we don’t know that means they’re on the brink )… it’s JDs proposal… he went public with it first …SD have said they’re in talks with him… if they want to play hard ball they could publish his proposals ala DLG… but then that’s tantamount to sacking him…. Or if it’s such a good deal he could publish them… but that would open up a possible hostile bid.
All fun and games … I’m sure my friend Gary will put me right 👍… what’s more important tomorrow is there’s a 🤡 or 🤠 at stake (winner could partner IK in his new investment school 🤣)
That’s all from me today boys and girls (thank god I hear you cry)
Walked the dogs … chillin drinking my coffee and mulling this over before I start my chores 😘
Enjoy the rest of the break and see you the other side 🙏
Hmmm…. I don’t rate JD at all … actually I think he’s played this really badly !
Butttt … I do rate the product (as a customer) and the brand. SD hasn’t got mass market youth appeal but deffo a solid enough base to be worth something.
I’m “betting” it has enough to survive and be part of a stable ….
IMO JD made his millions from SD already so trying to get it cheap makes sense but I think he’ll walk away from a hostile board. He’s had 5 years of fighting battles and this may be his last stand !