Member Info for ggrantsu

That's what I'm referring to. The timing of the letter....combined with Tiger's founder political connections. It is clearly been used to manipulate today...really just can't believe it's so open and blatant.

This is just absolutely painful to watch and is a disgrace to the markets...absolutely appalled.

Brattus22...well done on this!!

Well done mate!! This was a very stressful one I have to say…didn’t sleep!!

I smell burning....seriously harsh burning....and I hear screams...

It's the shorts of Alphawave

In fairness...I don't think the company has treated shareholders badly. I hold the long position as think the FT article was overly negative and the company have responded to it. They have released solid semi-annual results and Q3/4 updates which don't go through a full audit and were good.

There isn't much the company could have done apart from respond to the FT article. The reassurances given as part of their acquisition update were solid also. And my view is they could not lie about the KPMG delay...if that was a lie they would have been outed already, they simply could not release that statement if it wasn't true.

I don't rely on investment bank research but all the banks are long on this with big price targets. I quoted from the Jefferies report below on this board which was written on day of the accounting delay.

Anyway, I am always open to being wrong, so will see tomorrow I guess.

Best of luck tomorrow on this....only other person I know who has a position here. Feeling quite stressed about it myself!

enjoying the chariot journey...

just wondering how people view the risk in percentage terms of an equity raise being done? feeling very nervous after being stung recently with Kefi...is the general feeling with chariot now that management would not f*** people like that?

Agreed on Kuvari.

AKO position I find a bit more worrying as they are a house which hire forensic accountants and focus on accountancy discrepancies...feeling is that they may have spotted something which they think has grounds to prove they are reporting costs/income in a suspect way. Would have though alphawave is a poor way to target the semis cycle...just my opinion...

Still going to go long for this for Friday.

this is great info....thanks a lot...

worried about AKO....rate them as a very smart house. however...on this one I think results are going to be good. the way i see it is if KPMG staffing issue was a lie they would have been called out by now...they'd be leaving themselves open to far worse than a stock price drop. do you have any specific thoughts Brattus22?

Wouldn’t worry guys. It’s been a very odd week in terms of earnings reactions. I’ve had centralnic also and it remained flat yesterday….after a significant results upbeat and upgrade for this year. Another great business. These are very tough market conditions and rules just are not applying.

Extremely odd!!!!!

congrats all...fantastic to wake up to!!

cheers for the response - agree with everything you say. Little diamond in the rough...

Best of luck tomorrow : ) and for the future - want this one to be in the portfolio for the long haul!

anyone got thoughts on results here tomorrow?

Completely bonkers and no idea what is holding it down...thought potentially market not liking M&A builders but Berenberg even called their deal strategy 'superb' in previous research note.

Funny old market.

agreed....notice everything else is particularly bad. the likes of volex and ferrexpo have both been materially hammered for absolutely no reason.

after today's RNS and expectations going forward...no doubt this is most undervalued share in my portfolio...I don't know how it's been stuck in such a tight range for so long. the analysts also like the M&A program they have...strange one

very surprised by the lack of reaction today....this was a huge upgrading and we have barely moved. any thoughts as to why? very dissapointing : (...was expecting us to be up 20% on open

Surprised not more people following this opportunity with results tomorrow...I'm expecting some big outperformance and upgrades...interested to hear others thoughts?

crazy that so many people spend all their time talking about POG etc...when you have companies undervalued like this one!!