Member Info for JG68

Well not really surprised at this , ATs been very active the last couple days.

Qube are actively shorting lots of companies, it's take your pick with them.

Probably would be more concerned if Wace had increased, but they decreased.

An update on the disposal is required, not many working days left this year.

It's the spread dear aim, 17.94 to 16.80

Https://www.londonstockexchange.com/indices/ftse-250/constituents/table

Definitely back in the table today.

Unfortunately markets looking jittery again.

HV

If you click on the link pherber posted then the 3 vertical dots top right hand side on a smart phone, should be translate link.

Qube research are a pain in the neck, shorting everything UK related at the moment, we really need an update, pre close TU before the FY results whenever they are would be nice.

Ironic how we're back in the 250 and ATs in overdrive today.

There surely has to be some update on the disposal, even to just say on track, before YE.

Are they just taking this down and down to fill another large buys UT?

Too true Mary

Others will know better but I get the impression this has improved on the business improvement, future slightly lower rate environment, and that any positive outcome regarding the NASB is currently not priced in.

I guess there is a risk of higher outflows in Germany, however I'm cautiously optimistic that improvement in the UK can offset that

From Tritax rns today

10 December 2024

RECOMMENDED CASH ACQUISITION

of

Tritax EuroBox plc ("Tritax EuroBox")

by

Titanium Ruth Bidco Limited ("Bidco")

(a newly formed company indirectly owned by one of Brookfield's real estate private funds)

SCHEME OF ARRANGEMENT BECOMES EFFECTIVE

It's not you WT, but personally I'm trying very hard not to moan on MCG in case I'm reprimanded by pokerchips.

Not to say I havnt on a few others though.

Poker has also got me slightly concerned now that there has been zero update re NA, date to show interest etc.

It is on HL.

I'm reading the rns specific to MCG differently, that we will be in the Ftse 250 from tomorrow because we are a replacement and not part of the reshuffle, so to speak.

After this lot has further trashed the economy and sentiment in 6 months time, people will saying why didn't we give Truss a go back then.

Aim

The main indexes ie ftse 100 may be near all time highs, but there are many companies in ftse 350 that are at 5 year plus lows.

I think you're only valid argument is the NI hit, and even if let's say a negative outcome on that will be say 30 mill which is comparable to many others, higher than some retailers who will be more negatively affected by min wage also, I really don't see a scenario where even fcf neutral is our worst outcome for H1 next year, there were so many one offs last year, non recurring, and many cost savings this year, certainly which will be a tailwind for 25.

Trenners

It's the way the market has been reacting to revenue decline recently, large caps King, Bme, Pets, JD, all getting battered 12-17% on update day.

But Aim hasn't considered santa rally and debt free element of the update.

And if i were to place a bet, it would be that Aim goes long at some point this week.

Previously he was war mongering on a Sunday, and by Tues was ramping to high heaven, only a matter of weeks ago.

Imo the rabbit out the hat for CPI will be implementing AI in partnership with the government, Starmer keeps on about that and it's use to make public spending/services more efficient.

AH doesn't strike me the type to take a small margin contract for the revenue.

Also Aim needs to be on guard because hedge funds and bankers are greedy b-5tards, and i can't imagine a scenario where there won't be some santa rally, so for cpi will this be leading up to 17th, or after. Tik tok take aim Aim.

Simpiles

Aim has been a swinger since I invested in 21, he won't bug ger off, will just go full ramp/long

It's done this the 3 x d dates, followed by significant capital depreciation, becoming a real dog this share

Pokerchips

"nothing about a date to put any offers in, nothing about offers received,.... nothing!

Would you usually expect that?

Sometimes these things are taking place and until firm price/expression of interest etc there's nothing to actually say, possibly.

Cosmen said in that interview and it was highlighted towards the beginning of the q3 TU as a priority, so hopefully all is going to plan.

They did previously state they expect the process to conclude by YE, so some sort of update should be forthcoming. But this is MCG !!!!

Rubbish.

That's why they're increasing, smell the coffee.

Pump and dump

Oh right, thanks pokerchips.