Member Info for Finley1

I’ve read the article today in the mail regarding Han**** and the chancellor. I’ve not paid too
much attention to Rushi, as he has just been newly installed.
So with Boris on the mend, the chancellor talking common sense, the sunshine, people getting
restless at home, deaths in Europe on the decrease, we must be close to a bottom.

They will have to open up for business soon and insist on people outside wearing masks.
Han****, unfortunately is a complete donkey, hopefully he will be pushed aside by Boris
and common sense will prevail.

I’m very encouraged that the chancellor is making all the right noises I think we are lucky to
have him. I think the Footsie might rally now, it clear that pressure is on for an exit strategy.

Hi,

You seem a bit of a negative poster. It’s been under 2 weeks since the lockdown. Lgen are a well
run company and well capitalised. A vaccine will be found, it will be distributed and we will get
over this temporary blip. Interest rates are low money needs to work and investment will
come back to the market.
The whole scenario has been blown out of context by the media. Have a cup of tea, live with
the short term volatility , because that’s what investing is about, and try and work things
through in a logical manner and don’t panic as you appear to be doing so.

This is a buying opportunity, I don’t know where the bottom is, but I’m not bothered as I have
the utmost respect for how Nigel runs the company.

Yes, the Europeans will be printing money. But isn’t it good that we have left !The European Central Bank doesn’t have the clout as the good old Bank of England when the do do hits the fan.

Watch the ECB collapse under a tonne of debt ! It’s got to be for the £ and good old Blighty.

And for the punter who keeps going on about we are regulated by Europe, when you hand
in your notice and get another job, are you that bothered with what your previous employer
has to say, ER NO !

We have left the EU, their comments are irrelevant. We are in the transition period to fine tune
details. The divi will be paid, the media quote half the story if you bother listening to them.

Read the RNS from the company it’s being paid, end of !

Rejoice.

It’s frustrating to see the share price decline. But if your a long term share holder it has to be a
buying opportunity. I’ve also bought Ibstock. I think that once this pandemic has levelled they
say in 10 days / 2 weeks then the bet is do we see some clarity on a plan forward for the economy

I think we will see a revised plan going forward which will enable investors to get confident again.
So, I’ll be buying between now and then on dips.

We have to take the positive view we need houses, it’s a buy !

I have to say this is on my list to add to. I’m only slightly reserved at the minute. It’s fairly obvious
that the solution to Coronavirus is for people to wear masks and get on with it.

Once this dopey government give us some plan, so we can see the future I have to say that it’s
looking increasingly likely that we will all go skint waiting.

You just know that while they have everyone lockdown they will systematically ruin the financial
system.

How did we ever get to a stage with all these stupid people in charge.

I do however think Nigel Wilson is a great ceo old school. So I’ll be averaging down

I’m trying to be positive here. It appears they have lots of orders and we all know that Boris
is going to spend.

It appears that they need to pay suppliers quicker before they/we get paid. So in theory the
£100 mil is working capital. Therefore it’s not lost in a black hole of losses on jobs.

We should therefore see an attached value in the company for this amount of money. It’s just
disappointing that the terms of the £100mil have not been stated. We should do well going
forward, I think I’m going to average down here rather than sell up.

I’m putting it in a 3 year investment cycle reviewed on next years results. I don’t see what else
can be done .

So another day more negativity. We have had Brexit, Corbryn , trump , corona virus,
HK riots.

Guess what aviva have increased eps, it’s nearly 10% divi.

Smart Investors are in .

Norge bank were pushing the price down in the £1.40 as they had shares out on loan, or short !

They then closed their position and the bots were buying all the way up to £2 where it’s hit a very
big wall and backed off big time.

I’m still happy to hold. On a decent update it should clear £2 with a bit of a shove and get
to £2.30/£2.40 in the mid term.

Here’s hoping

Finley

My guess is this will revisit £16.50 ish. It’s in a range now can’t get over £20 substantially
and is tracking back down. The recent update has not been well received and so momentum
has stopped and it’s tracking back.

I would say that the share is worth holding due to all the director buys over the last 6 months.

The cfo has a tonne of shares. The cigar business has not been sold, is this because of the previous ceo who lost her way, or are weup for sale !

I would not be adding before ex divi date the trend is down and as mentioned I’ll be a buyer at £16.50 ish .

I don’t know why I bother posting. The big ii s are averaging down that’s why the share price
is falling and squeezing out all the lightweights. So no Rns regarding different holding quants.

They have told you today in so many words that it’s going to be bought.

So the only way the city gets your shares is to keep pushing you out, hence
the fall.

Then a bid will be developed for the whole shooting match.

It’s not rocket science.

Most posters here haven’t go a clue and don’t listen, maybe its a generation thing.

I’ll tell you lot one more thing. The yanks have been coming in now for a while and smashing it down, you see the familiar pattern befor their market opens and during the afternoon.

So either live with it til it passes or sell up.

People nowadays are clueless. Show some respect to the few knowledgable posters out their,
Gods knows why they bother posting, it’s beyond me.

I suggest any share holders who are feeling a bit uncertain refresh themselves with the half
year report published in Aug 19. Ernst and Young carried out an independent review then
and found nothing wrong.

That’s it for me, say no more

Black rock sold , capital increased to near 12%. I am not concerned with Blackrock selling out.

Don’t get too hung up on that point. These large companies all have very in-depth compliance
departments and because our company is emirate based that will not sit well with how the
company operates with some large share holders.

The margin call position from our senior executives has erked some major shareholders.

As long as our company is profitable and generates decent eps then we should see a decent return for shareholders.

And let’s not forget the very thorough independent company we have employed to help
Our company back to a decent share price.

I was inclined to agree with your view until I saw Boris on the beeb yesterday. He was talking and making positive news about transport links in the North.

I’ve therefore kept my holding and added also gfrd. I’m expecting a spike on budget day or just
before.

The review is by the bean counters, we as shareholders have to believe the year end accounts.

That’s the argument are we overstating profit, cash flow. My view is I believe the company
and the New accounting systems. IFR 35 or whatever it is.

I’m not worried, that’s my position. It’s a buy.

I’ve read in detail the companies defence of the MW allegations. My opinion and strategy is
it’s a buying opportunity.

I would not be interested in bids from other regions for our company in the short term. I think
the detailed response on the 23rd did not do the trick, and it will be as they state a few weeks
to get some clarity.

Are they really going to lie . No is my view. We have to believe the statements from the company.

The 2 directors tried to finance their liabilities off balance sheet and got rumbled.
They have had a cash call and unfortunately got shafted by the market at £12.

Would the company lie about revenues and cash on hand and margins, I don’t think so.

Would they stick up the companies own independent directors to comment if it was all a pack
of lies , Er NO. Would they then get in a independent auditor to comment if it was all going down
the toilet, Er NO.

It’s a growing business in a very affluent region, give it time to recover .

The news from Juul and therefore pending lawsuits has probably caused a sector wide sell off
recently.

I’m of the view long term that IMB along with BATS will recover once guidance on the whole
Juul affair has been resolved. Big players will ultimately control the market going forward.

The product director recently purchased £500,000 of stock, the CEO is going that’s been known
for a year or so. I’m not fussed long term, smoking, ecigs, vaping will be monitored and the
business should flourish from there.

In the U.K. we have tougher standards and these will probably be replicated worldwide.

On the resolution of a trade deal, and a negotiated deal on Brexit it will fly, regardless of the
slightly adjusted forward guidance.

I’m an optimist, we have low interest rates the Europeans looking to start stimulus, an ever
increasing population buying goods, what’s not to like as a long term investor.

Hold and add on weakness, is my call.