Member Info for iknowyourgame

Applications have been made for the suspension, and subsequent cancellation, of trading in Tritax EuroBox Shares on the Main Market and of the listing of the Tritax EuroBox Shares on the Official List. The suspension of trading in Tritax Eurobox Shares on the Main Market and the listing of Tritax EuroBox Shares on the Official List is expected to take effect from 7:30 a.m. on 10 December 2024. Once suspended, it is expected that the cancellation of trading in Tritax Eurobox Shares on the Main Market and listing of Tritax EuroBox Shares on the Official List, will take effect by no later than 8:00 a.m. on 11 December 2024, subject to the Scheme becoming Effective.

We all have our moments. That was a good one though

😁 no worries

Do you want to think about that for a minute?

Need a couple of % rise still to get back in the FTSE 250. Cut off close of play today.

Get buying folks!

No, there are 3 companies that are going to be automatically demoted because they are outside the 250 threshold. That means there are 3 places that must be filled and barring an absolute disaster this afternoon Mobico will take one of those places

Looks certain with pzc, cwr and cbg all below the automatic exit line. Dec, fxpo, mcg to be promoted.

This is updated every week if you want to track possible future movements:

https://www.stockchallenge.co.uk/ftse.php

"The base case projections, which cover the period to June 2025"

· Given the uncertainty on timing of disposal, the base case assumes that the North America School Bus business remains part of the Group throughout the going concern assessment period. A disposal of this business would be highly favourable to covenant gearing and liquidity headroom.

This is buried in FY results RNS dated 22/4/24 in the section titled Going Concern

As per the RNS from the last 2 days we know for certain he owns 26118795 held in his name plus 1013920 held on his behalf by L&G Investment Management. That represents 27.9% of the company. What we don't know is who else is holding shares on his behalf.

We also know he bought 5200 shares through L&G 2 days ago. This is the most interesting number for me. Why buy such a small amount? Could it be that across his total holding he's so close to crossing 30% that's more or less as much as he could possibly buy? Sadly we don't know but we do know he is still adding.

Another point to note is his highest purchase in the last 12 months was at £1.118 on 16/2/24. This is the minimum offer per share he would have make. The next highest was £0.79 on 30/5/23. I think it's reasonable to expect him to wait a week so he can lower his offer price.

Getting badly burned which is nice to see. Wonder how far under they are now. I'm pleased they're getting a dose of the medicine we had to swallow.

We already had all these comments when we were in the 70s, We even had Elon interested for a while!!!

I think those particular idiotic posts from that user stopped when the schools returned.

The Saudi contract win is in the half year presentation slides

Iknowyourgame. i might be mistaken but have you not posted that a number of times? Too lazy to write another post?

Yes, you are mistaken. Everything I've posted is available to read if you click my username. Too lazy to check before posting rubbish?

I can understand why you'd question why they're mentioning the COVID funding but to give them the benefit of the doubt the 2022 numbers do include COVID support whereas the 2023 numbers do not so it is relevant for comparison purposes. If they had said nothing everyone would immediately be asking why adjusted profits had fallen by 60m, then they'd be accused of cloak and dagger shenanigans for not mentioning it.

They do actually state in numerous places in the FY22 report that no further COVID related support is expected but until we're no longer comparing numbers that contain such support with numbers that do not I think we will continue to see it mentioned.

It's ridiculous the number of times the £60m reduction in Cov 19 support is being used. They're using it a lot more than they did in the H1 22 results. Management here is far from top drawer.

Would you prefer it if they didn't explain why operating profit took a hit? You'd be happy with a 60m black hole in the accounts?

What I can't fathom is why you said earlier you're selling half your holding when last night you said you wanted to see a return to profitability - done, slight debt reduction - done and 2p interim dividend. It's the 0.3 shortfall that critical?

What director sells?

Https://www.londonstockexchange.com/news-article/NET/exercise-of-options-director-pdmr-dealing-and-tvr/15756882

".. Mr. Bang's shareholding has increased to 6,577,271 Ordinary Shares …. representing 4.16 per cent. of the issued share capital … and Mr. Ormondroyd's shareholding has increased to 2,721,705 Ordinary Shares … representing 1.72 per cent. of the issued share capital

Yep, that's 7 month old news. More relevant is the delayed £175k sell from yesterday which may explain the drop today. I've put a limit order in at 90p though I don't think I'll get it

There hasn't been as much activity but still more sells than buys gone through. Baffling really, it's a well run profitable company in a rapidly growing sector. I thought we would have crept up to £1.60 by now but it will come good, I've no concerns here.

New contracts and failing that happy thoughts might be worth a go at this point

Being held very local to me so I was tempted to go but figured it would bore me to tears