Member Info for Hindy86

Https://x.com/crimeldn/status/2055942146922893540?s=61&t=4fY7NQdWVnc41fpGRiws_w

Ffs oracle over here doesn’t even know what a UT is

And he thinks we need his advice 🤣

Personally I hope we keep we drive that and alsa are beasts and have high growth, best parts of the business imo

If we could clear debt leave them two we’d have a business valued £1b+ growing double digits

It’s the kind of formula private equity bites your hand off for

That first step comments pretty much telling us something else is coming imo it’s just what?

My bet would be sell the uk

m007j

if they do that then fair enough but what i don’t is them drawing it down for general corporate and working capital purposes like they mention below…

the rcf was originally drawn down in part for the purpose of refinancing the company's then existing revolving credit facility and is currently able to be drawn down for the general corporate and working capital purposes of the group.

that would be a ******* disaster imo

£436m in cash £300m of which has to remain on the balance sheet

Use that 600m rcf then what does debt look like 🥴

It’s a zombie company

Numbers will likely be released with the updated plan

It was all 2027 if I remember correctly. Can’t see it being brought forward

They’ll come back begging for cash

Pros

Also

We drive

And garrett goin

Cons

100m less cash

Write offs

Future impairment

The comment about debt

Need to see there updated financial plan

Wouldn’t surprise me if they raise funds tho

I think it will Go lower or try to

One thing I’ve learned about this stock tho is it likes to close gaps

So I see 60p as resistance once it finally turns around

👀…🍿

Listen to the goat

https://x.com/unusual_whales/status/1916236089821381011?s=61&t=4fY7NQdWVnc41fpGRiws_w

Should put your mind at ease

Hv yes I suppose. You make a good a point there.

The sceptical side of me is thinking they might use them funds for alsa fund more m n a etc which with these idiots it wouldn’t surprise me lol

And they better not!

Focus needs to be on debt

If they can execute no their plan then the current price is a bargain because they plan to bring dividend back eventually.

But do you believe the board

It’s a difficult one.

Also question

why hold the funds in cash? Would it not be better to actually pay down debt and reduce the 85-95m a year in interest payments?

Not great to be honest

Write offs galore

85 mil charge for Germany

550 mil impairment for u.s

The Group's FY24 statutory result after tax will also include a non-cash write-off of deferred tax assets of approximately £200 million. This will not affect the Group's ability to utilise those tax losses in future years.

70 mil earn out the way these guys do deals I would be surprised if we even get that

Its almost scripted

I love this game

White House not confirming pause cnbc

BAck down 🤣

* 90 day

Bullish divergence on the daily setting up strong

Grandma just told me rumours of 90 tariff pause

Wait for confirmation

With n.i increases coming I’m expecting em to put profit back to like 2050 or something

Wouldn’t surprise me lol

Cambodia reduce tariffs from 35% to 5%

Vietnam reduce tariffs to 0%

Open to negotiations on tariffs if offered something phenomenal….

Would reduce tariffs on china if they approve tick tok deal

Don’t fall for the games

No way he wants to destroy the markets and companies like apple

He’s just using it as a bargaining chip

Some good buying opportunities coming up imo