Member Info for Globex

If anything shareholders are going easy here. You cannot have a situation where a plc becomes a dumping ground for dead assets that benefits holders of a different plc. Fiduciary duties matter.

Blackstone buying a significant chunk of BBOX at a premium certainly has to be a good sign.

Urban/last mile warehouses a clear growth area and will diversify the portfolio so a bonus we're gaining a stack of these too.

Interestingly Nasdaq listed Critical Metals Corp (CRML) has gained 300% in last month alone, due to their Greenland asset and being funded by US government. They now has a $2.5bn+ market cap

Key part is their site is located next door to Amaroq's - both in Tanbreez.

I see spectacular upside here.

Liabilities now in excess of market cap makes this increasingly precarious for the equity. A real distress situation.

Even this bombed out price equates to a market cap too high imo taking into account long term trading track record and state of balance sheet.

If revenue continues to decline the current dividend level is not sustainable. Arguably current yield is market's way of saying they are already at that point.

Pension will be in deficit until at least 2028, so some saintly patience to wait that out and miss out on opportunity cost elsewhere. But let's say the company can hang on that long, question then becomes what will the media landscape for a dinosaur like Reach look like by then? I can't imagine it being great, to put it politely.

Long term very promising here but can see a pullback for now, fair bit of resistance in 330p range and formed a double top on the 1 year which often indicates retrace to follow. Nothing goes up in a straight line and definitely can't complain about 25%+ in a week.

It's felt like these updates are all essentially the same for years now.

Print revenue always falling off a cliff but they always try to describe that part of the business as robust or reliable or some other soothing word that never quite matches the stark reality of the numbers. At least market know about that, but digital already plateauing is real issue when investment case entirely dependant on it.

Then there's the cost savings stuff, which to be fair they are good at. Too many companies cut costs when it's already too late but here they've been pretty relentless with cutting staff numbers. Although dread to think what morale must be like for those who remain.

A typical Aim scandal, they are effectively giving away the operating company.

I did say last month that even though listing costs couldn't be justified as an independent, they should have merged with ABDX, so many synergies and cost savings to be had. You could pick another listed company, either way a better outcome than this. Would have counteracted the revenue falling off a cliff by immediately building scale and given shareholders chunk of a larger more sustainable and still publicly traded company.

Leadership have been promising a turnaround for as long as anyone can remember. Lemos was the most egregious of all but they've all essentially spun the same yarn about jam tomorrow, just with perpetually extending timelines.

The thing that does have a value is the assets and IP. The operating company is dead in the water though. It is simply not financially sustainable in its current form.

If you mean directors taking their free allocation of nil cost options, it makes sense for them to exercise them now, while the shares are still trading. But they were zero cost to them so it is a stretch to say that is a vote of confidence.

As for scare mongering, just look at the accounts. If anything posters here are going easy on it.

We are at hero or zero stage. Time to double up. Not financial advice.

Reckon this is now a decent entry here. Has formed a bit of a double bottom in 1 year chart if you believe in such things. Decent long term support at 10p level. With cash level being what it is and news due in near term, I see very little downside from here.

FWIW I was fortunate enough to take up the tender on this while ago and have been out ever since but am now a buyer again here.

In the last reported financial year (first full one since Roberto acquisition) jewellery made up around 15% of sales. For that segment input costs will certainly be higher, have to assume they'll factor that into margins when pricing.

To what extent this will impact demand who knows, but these buyers less price sensitive than most. Higher prices also potentially offset by consumers specifically seeking out gold things that are more interesting than an ETF, driven by its inescapable hype.

Worth keeping an eye on Richemont for read across. Has same tariff headwind but also far higher proportion of revs from jewellery. Share price wise, despite everything it's way up this year. Most of the big European luxury names seem to be staging a comeback. WOSG tends to lag but if sector can brush all this off, can see this too standing decent chance of rerating, belatedly.

Has to be a very promising sign NED taking option for shares in lieu of cash option to settle terms of acquisition. Always encouraging to see insiders with skin in game and at market price, a not insignificant amount too when he could have just as easily opted for $2m in cash.

With cumulative losses like this, if it was anything less interesting semiconductors they would have shut the doors year ago. Hasn't been a viable business for many years.

Yes these anecdotal stories are nearly always useless in saying anything about a stock.

People will invariably pop up across boards of retail stocks and say they had a bad time as way to vent, airlines, hotels, you name it. I remember a posteron M&S board a couple of years ago complaining about the cleanliness of his local store's loos. Stock then did 150% within 18 months. As you'd expect, the tidiness or otherwise of one sh*tter said absolutely about the investment case.

Barclays maintains Overweight rating on Watches of Switzerland stock

https://uk.investing.com/news/analyst-ratings/barclays-maintains-overweight-rating-on-watches-of-switzerland-stock-93CH-4284344

Simpywallstreet is just AI generated slop, not worth taking seriously.

The shorts are a riddle here, not clear what they're seeing but there are enough of them to make this second most shorted stock listed in London. Short of a wildcard like a M&S/JLR type hack situation, it is a bit of a mystery given strength of the company's positioning and balance sheet. Weird thing is they were equally heavy when this pulled back to 230p earlier in year - and we're up nearly 40% since then. They were wrong then, could still just be wrong now.

Good result to double up at lows. I agree the assets speak for themselves here. There was much chatter about office demand irrecoverably weakening a couple of years ago that definitely killed sentiment on Reits like this - but that now proven well and truly to have been a temporary Covid blip. Demand for the kind of premium space in London provided here in higher demand than ever. I don't believe market has fully priced this in yet.

Whisper it but it seems sleepy old BLND could be waking up here.

We did hit a classical double bottom last month, a positive signal for those who believe in such witchcraft.