The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Ste 2000- Share price is up circa 22% in the last 5 days hardly discounting a bid. Dropped back today on results but watch this fly when MM and apollo announce mbo at a decent premium.all my opinion
Very Telling on the investor call today in the q&A, The analyst from goldman sachs was nowhere to be seen he is normally first up which suggests they are one of the investment banks in on the bid.My opinion
Stockbroker or it’s an acceptable bid but the mm’s the company and bidder want to raise the price gradually to allow shorts to exit . All my opinion
Rob seminhara - says we like to partner with management teams , can see Matt rolling with them in mbo . All my opinion
Apollo head on Bloomberg in next 15mins . My opinion
The MOS story doesn’t tell us anything that we don’t already know. Let’s face it most of the losses are down to ingenuity. The game is changing either Matt takes this private or shareholder activism will hit fever pitch on the run up to the golden share and the group gets broken up to release shareholder value and get back the sum of the parts valuation which I personally put at £2-£3 per share . Personally MBO announced soon . All my opinion
Dog farther - I suggest you do a bit more research sir . Condor are not planning on raising anymore money after the December raise and have put the assets up for sale. A sale of which the quality assets they have will attract a lot more than todays price . All my opinion
Agreed Cantona couldn’t have put it better myself . My opinion
· Simplification of the Group leading to a strategic review of loss-making categories and territories within the THG OnDemand division, underpinning FY 2023 profitability improvements.
Taken from last trading statement looks like the review has lead to cost cutting which is positive for investors not for staff . I think we are in end game now for an mbo MM will not be wanting the golden share running out and a free for all which will rip this away from him . All my opinion
Steve - Sparta will be True because if it was not they would of had the story retracted in the times. Also yes it does take long to buy a stake of 3% if you do not want the price to spike. 40 million shares takes some stealth buying in order to get in at a low average, think the shares will hover until some kind of corporate action be it results or investors showing their hand or most likely a MBO .All my opinion
Hopin - John hargreaves grown up children are Maxine , Jason and jamey , not matt and Alan . All my opinion
Damien sanders is cfo not this guy . My opinion
Hi All
Latest communication from the company is very positive. Gold is going the right way and inflation is going to be sticky which suits gold as central banks pause interest rate rises after the last meeting. I do think we will get between 50p-60p in asset sales but could get more if it becomes an auction. I did also notice in the video MC mention a buyer may buy the equity instead of the assets. All to play for . Good luck all and all my opinion
Pencil - Sparta and Kelso will both go public with recommendations shortly .Activists only invest where they see a need for change and will make their intentions known. They don’t just invest and sit in the sidelines. I don’t buy all this I heard this is the city rubbish that’s been put in this bb in recent days . I believe that we are in an end game for MBO and the activists are a real help for us pi’s in getting the best price from MM . Obviously I could be wrong . All my opinion
MBO April for the Freefloat.All my opinion
Jgallgah - haha I’m surprised the gob sh—- hasn’t put his hat in the ring . Looks like Hsbc and Jp Morgan front runners probably Jp Morgan takeout . My opinion would
Moody - the US economy is flying at the moment , that is the problem . Too much money floating around the system is not bringing inflation down fast enough. The us probably needs a recession to re-set and get inflation down to 2 percent . The problem is the fed will have to keep raising rates to get inflation down and that is when the economy will break . The US market is currently overvalued based on what is coming down the line with company earnings once the recent rate rises take effect. All my opinion
Cantona we did say a few months back that activists would be great for pis . I just thought they would wait until the golden share expires. Maybe they thought get in now at a better price . Should be fun if this rumour is true . All my opinion
The will be no ii buying until the golden share is void. This is why I stick with MM Take private before the end of second quarter.All my opinion
Pearls - Kelso have no money left without a placing.all my opinion