Member Info for Fishb0n3

I think with NA sale they are waiting for margin recovery so they don't have to sale at a cheap valuation which I think is the right think to do.

Once thinks recover they can get a better price and if they don't get a decent offer just keep it and pay down debt slowly.

Most of it its fixed debt so not a major issue short term.

Its the first decent update they had in 1.5 years.

Inflation messed everything up however is the beginning of the recovery cycle and we should see a lot of improvement in 2025.

If you have the patience to wait I think any shares at this price will give everyone a decent return.

It is more or less what I was expecting and as soon as the NA sale goes through and the debt payed down this will be a nice cash machine.

Back to deep buying if it goes lower.

What's reassuring is that all the skeletons are out of the closet and Stamp is going away.

As always Alsa stands out.

"Welcome to Mobico Casino" actually sounds good Poker.

:))))

Another famous saying:

"Last top-up today at these prices before the results. Good luck to all holders. Some positive news and this will move very fast"

:))))

A lot of new faces a day before the results.

When the consensus between all of you is "this cannot go lower as its priced in" the opposite happens from past experiences. At least 90% of the time anyway :D

What will be absolutely comical is for them to miss a guide which they reiterated a few time.

If something like that happens it should be accompanied with 2 resignations IMO.

I guess so.

We do not know what is going on in the background and you might be absolutely right.

To be honest Poker they did mentioned that they cannot do anything about the market view on how the company is progressing.

All I am saying is that communication could have been better and they also stated they are fully confident that is the right decision to reinstate a dividend just to take it away 6 months later.

Now anyone can make mistakes and I am glad they have stopped the dividend as that money can be used in a better way.

I made my peace with the fact that it will be long process. I just hope they are on the right path at the moment.

I am in for a few years unless there is a takeover in which case is nothing I can do about it.

I haven't sold a single share and kept adding and I am ready for Monday to.

This is just a debate for me.

I guess we will find out on Monday.It will be nice to actually see some official numbers instead of "it might be this or it might be that". We haven't had them in a while.

I think the guidance will matter more here and if the managements rhetoric is the same like last time then down we go.

I have watched the 1 hour long video 3 times in case I missed something and there was a complete disregard to shareholders or share price by that matter and should have picked on it then and move away for a while.

All I can do is learn from it for future.

No one is getting hysterical about anything.

Please read the whole thing "As noted above, at this late stage of the audit process a number of judgemental items remain to be agreed between the Group and its auditors which could affect the final outcomes for FY2023 (including the existence and extent of any prior year adjustment). In particular, the Group needs to fully assess and understand the impact of the revised indices on the financial results."

The results might be affected however not in a major way.

Right after this MINOR trading upgrade which only has a MINOR impact in the final EBIT number the sp drops from 92p sp 57p.

Now I know the market can overreact but still........

Autocorrect is messing up with my messages.

"before releasing the set results"

What I find a bit curious is that they have released a RNS with the date for the results just 2 days before poetic he set results.

I just find that a bit strange as there is usually a bigger time frame between the 2.

I have taken a different approach this time.

I held on buying more in the recent time in order to buy on results day if they are decent and the market react poorly.

Worts case scenario I miss a 10% pop however I will still be averaging down so not to concerned.

I am not even thinking about the NA sale.

All I would like to see its some improvement, maybe some margin recovery, cost efficiency and the best think would be for them to provide a decent guidance and maybe some remarks on the Q1.

If all of that happens we can look forward for a steady recovery in share price. NA sale or takeover will be a bonus however that might not be happening in the immediate future.

Its just an assumption.

It changed a few times so far.

I am not saying it will sell for 60p however paying a 100 to 150% premium on a 60p share price is way better that paying a 50% premium on a 250 to 300p share price.