Member Info for Fredster

This business is worth a lot more than a market cap of less than £500m. I don’t know when or how the value will be recognised but at some point and in some way it will be. The worst case scenario is he takes it private on the cheap, but with an average holding sp in mid fifty range I will still make a lot more money than I would in a bank account so i will keep topping up when I can. Dyor

No profit🤔That’s because it’s a trading update on Q1 performance not a full year results statement which covers profit

A £1 is still a very low valuation for this business Anacott. Dyor

The majority of shareholders that matter haven’t sold anything!

Giro those share numbers are old we are now around 1.64bn shares and as PIs have panicked and sold over the last year or two the big players have hoovered them up.dyor

Private investors account for less than 3% of total the rest held by insiders and big investors, as close potentially to the company as the actual insiders so anyone who thinks that PIs can influence is delusional. The fact is that Moulding has massive skin in the game as do others and they don’t pump money into something they think is going to fail.

The free float left is small so easy to manipulate by shorters, additionally it causes high levels of volatility dramatic moves down and potentially dramatic moves up.

The business itself has not reported any bad news it’s a good story with strong market share it two growth markets if you can wait I believe it will come good. If you can’t wait best sell take your losses and move on,but the conspiracy theories are amusing but don’t add much value….and of course do your own research 🧐.

Yes I remember his recommendation to buy Joules at a bargain of 73p …before it went bust.

I was discounting this before but if this weakness in sp continues I think we are vulnerable as the big boys will become increasingly restless Gla LTH

Just shows how undervalued this SP is at the moment as retail is an absolute bloodbath this week due to our socialist government yet it’s at least broadly holding its position. Gla LTH

Not the same deal so non comparative remain co has two international businesses in key markets taking close to 2bn.

Dear me it must be the post festivities depression setting in. I thought I would pop in to see if anyone had any new insights but I think I may now slash the wrists🤔. I think we need to wait and see what is certain is that it won’t be the Armageddon being predicted on here. If it goes private it will have to be at a price that is competitive for the scale of the business otherwise a counter bid will come in and MM would lose the lot. Gla LTH

In fairness we seem to have lost any balance on this chat - MM who is vilified on here daily has built a 2bn business from scratch he has been fully supported by his very astute large investors from the start and they are still with him. The reason he retains their support is the believe he will deliver big returns not because they like him. Many of the chats on here are really just personal attacks on him due no doubt to frustration but are really not value adding. We will not know the true value of this business in its new guise until we get into 2025. Gla LTH

It must be short activity - if you were going to sell you wouldn’t have waited this late in the demerger process although the whole market looks like a disaster zone today so maybe macro impact.

Is minuscule on this stock any number of considered well run profitable businesses NEXT a good example have shorts around this level. Gla LTH

I don’t disagree as I said 3 or so years down the line I will definitely be be managing my FOMO and be staying well away!

I think the issues with Ingenuity are as follows

1 You can’t trade/Sell them

2 You lose your ISA wrapper

3 You will have zero protection as a PI against the big investors

4 You potentially will suffer significant dilution and they may not even allow you to take part in any further capital raise

Apart from that if you are un phased by this you may make some money 3 years or so down the line 😁 Gla LTH Dyor

Stinks of a short exit to me the volumes on a quiet Christmas trading day both on Friday and already today look like a managed exit. Gla LTH

Indeed very sinister up by 0.01%😂

Sorry I am perhaps a bit slow…forgive me but if we think Igenuity is the jewel in the crown then every pi has a chance to be in it…I would have thought that’s great news. Gla LTH

Looked at the volume on the above 8m plus on Thursday and circa 4.7m yesterday out of line with the other online stocks. Either a potential big II selling which at this point would seem bonkers you would have done it before or wait until the split…so more likely option shorts making an exit 🤔 Gla LTH