Member Info for fiveeights

To me this looks to have been massively oversold. I hear the concerns on drop in higher margin business but they still expect FY EBITDA of £22m. With a market cap of £81m the multiple on FY26 numbers looks low . Such a strong balance sheet with limited debt. These are almost trading at a discount to NAV. I had to take the plunge today. The market really didn't like the Half Year trading update but surely the sell off is overdone?

Ah I see your comment. That helps explain. Surely going over £5 shortly

Any ideas on the reason for today’s rise?

Update due tomorrow. Should be interesting

....and Schroders continuing to build their stake.

£6.15 is quite a target from Berenberg today. Anyone seen the full research note?

I thought the Final Results were supposed to be out today?

This had fallen too far. Solid results today

Just checking back in out of curiosity? What happened after they de listed. How did PL and the Directors behave? What is the company doing now?

Budget unknowns weighing?

" I bought a tranche at 20p, more at 11.2 and I will buy more if it hits 6 and more further down - If the story doesn't change materially. That was always my strategy"
Forgive me but that doesn't sound like a fantastic strategy to have had from the outset . Might have been better to just wait for 6p

Today's announcement makes me feel so glad to be out . So puzzling to read . Lacks clarity. I also think the Paraguay news should have been a seperate RNS. They need to seperate that out to gain traction. I keep on watching to see what happens but not surprised to see the price where it is for now.

Closed out my last remaining positions this morning having sold the main part yesterday. Never saw it coming as the white knight but for me Atome allowed me to get out with an overall profit. Admittedely this was a result of loading up after PL's Berenberg melt down podcast and then what we all thought was a complete off load of IFC's holding. Perhaps that went on to dog the market for longer than we thought. God know where it goes from here and there are still reasons to be positive on PPC post ATOME demerger. Hoestly hope it does well from here for PL if no one else. Best of luck to you all

and thus undiluted share in Atome of what 9% should make for an interesting AGM to see the interests of Trafigura and various crusty eco funds aligned

Not beyond realms of possibility on Trafi but why not have done it already?

yes but if you retain your PPC shares then you still have your share of the 25% and that value will be carried within PPC. On PL he will be entitled to 30% of the 60% = 18% + 8% = 26% before any dilution. If i am right Alpha Oil owned by Peter Levine has retained a 15% share in Atome so add that to get 41% before any dilution. There will be dilution which is a good thing in this case as they will have to raise mony by issuing new shares to new investors.

To be that angry he must be!

not a great day for Shepherd. right up there in basic tasks for Group FD must be responsibility for orderly preparation and timely filing of stat accounts. what's he been playing at- sloppy

That was not an easy deal to do. Boy done good

Fevertree - And how do you propose to do this other than to sell. To hold him to account for the destruction of value is futile is it not? Make a stand at the agm - pointless? What else is there?