Member Info for JDF7

BBOX are paying quite a premium to Warehouse's sp and are also diverting from their sole focus on big boxes. Will it prove a winner?

Final results could have been much worse given the vibe of the earlier trading update. Let us see degree they benefit from the wider movement towards defence and security and in converting the full pipeline of opportunities that they have

I can't see Full Year Results giving much relief but hopefully the sp has already baked-in the reality

So now they are talking of returning cash to shareholders, and putting the emphasis on late-stage. The sentiment to bio-techs has worsened in general over the last few years, with no early signs to me that that may change in the near-term. I'm yet to bit the bullet and crystallise my losses with SYNC

From the Trading Update in April, they noted a reduction of 1bn in assets under management within the first 10 days of April. I hope that level of outflows has moderated significantly despite the ongoing uncertainties created around tariffs. Would be good to hear in the results if any early advances have been made in distributions by the new appointments covering Switzerland and MENA, or even if some money has been made from trading given the volatility of the last few months.

Alanxx, the RNS was weak. The "in discussion" element suggest the BoD were trying to push for more, with Sky story having broke during the negotiations perhaps. It would have been more edifying and signalled confidence in the portfolio to hear a straight refusal of the 115p per share offer. But I could be wrong. Maybe one of the other groups that were doing their due diligence will make a counter offer.

StevieW, "hope" is a much maligned and misunderstood feeling! I wish I could have bags more of it! :-)

StevieW, I kind of assumed that the steadily growing switch into passive by retail and institutional investors would be a factor affecting LIO. Also the winding-in of QE

StevieW, I got in years ago under £3 and sold out around £19 after if started its decline from £22. But I still remember those heady days. I bought back in around £7, so am now very underwater. I'm not the most confident about LIO at present - feel like they don't have a clear or creative strategy and that wasn't helped by the failed European acquisition a few years ago and the outflows.

Let us see what the interim results tell us in August. We will see a sp of £10 by then?

The last relevant RNS suggested that a subset of potential bidders would be expected to conclude their due diligence processes by the end of June. Let us see who, if anyone, tables a formal offer and whether management have other options up their sleeve to " maximise value".

Oh to get back to a sp over £20...

How I wish for days to come when we may say "We need it to break £9.80". I can't quite bring myself to really believe that this could get back to the £20+ heights that it scaled some years ago.

Jamesss, I'm not day-trading, rather just waiting patiently with BEZ and reinvesting dividends. I've only got around 4000 shares at present and am hoping that the sp climbs above £10 and towards £15 in the medium-term. Who knows what the market will do but my view continues to be that BEZ is a very well run outfit.

The Big Box in Bicester seems to be coming-up nicely...right by intersection of M40 and A34

Jamesss, yes, let us see if it can hold and then progress towards £11 in the second half of the year.

The high for BEZ is 944p. Let us see if/when it gets back above £9. Solid company in most respects

Let us see how many level the track with trackers with this tariff/trade shenanighans.

Tesla's EV was always hard to understand and is even harder to rationalise given early signs of consumers' reactions to Musk's role since January as well as likely reactions to impact of trade wars on tech-related companies

Let us see what, if anything, happens . Not a certainty that PRSR will go to private equity.