Member Info for joseywales

What are the odds on a divi being announced tomorrow?

Buying in the 26's works. Did not sell at the 32p peak as simply did not believe it would get there. Might hold for longer this time.

RSI is 35 so not quite oversold yet. Going to gamble there's a build sat behind this.

Tired of THG boxes being delivered. They have a very firm grasp on the beauty market including the 'teen' space. Kids buying across their brands and when it comes to My Protein, my teenage son and his pals are all over it ... when in my day it was London Pride and a pack of snouts.

There seems no interest in unlocking shareholder value here .... that's the unfortunate side of playing this share.

Still a few weeks until we get news so I'd not be surprised if it gets walked down for another dip in the low 130s again. It really is the case that the lower the price the more shares the remaining £4m can buyback. Hopefully they will use it all up into the results and we get a further £5m or so dropped into the pot.

Well it's been a fun week. Waiting for 17/18 to buy again and hold some over the weekend just in case. Maybe sitting just below 20 is it's spot until there's some solid info coming out.

Taken the gamble that this won't slide back to 12-14p and grabbed a few.

Without selling off the parts or whole, it's a company which runs out of cash by the end of the year. So 6p-11p and then 8p to 21 seems an ok take. . I'm but a poor lad with holes in my socks ... leave the real game to you rich boys!

Still high 19's to buy ... going to find sellers at every level up I imagine. 21p far surpassed what I thought I'd get out of this so kind of need to blank what might come. 30p seems ridiculous but who knows.

I think I'll take my 21p for now. Nice ride and will dip in and out from here on up.

If it settles somewhere in the 25/26's it won't be a bad start. Will take some time maybe to get up into the 30's. They bought loads, then slowly pushing them back in. Anyone would think it was a trap!

Well certainly worth throwing a bit of powder at. Could be fun.

Well I've never been happier to be wrong. Always nice to see a +20% on the board. If it could do the same as IQE it'll make SYNT look like a loss in the pennies!

Of course … positive cash generation should be a major lead topic in any question. The facility is an ability to tap into further debt? Outside of an opportunistic business acquisition, do you think that’s a good plan?

Could go either way on open, however once that cash position is picked apart in light of US sale funds you’d think this is not going nowhere at best. Nice sounds around the business but they need to be answering cash questions rather than trying to hide behind the profit false positive.

@barney…I am reading it as a reduction if free cash from 124m in 24 to the 77m in 25?

Ok, so higher end on op. Profit at 198. 2 year cash headroom. Downside is 24-25 net debt decrease of 127m. So where did the rest of the cash go?

UK and US are sucking the life out the business.

Will be a simple decision based on net cash tomorrow. They already said operating profit will be low end of 180-195m ... what they have not said anything about is how cash is looking and whether they are burning through it trying to re-structure the business and maintain the loss making business in the USA.

Well some people clearly have an inkling of what's going on behind closed doors. Not sure at what point they are compelled to issue an RNS in relation to what's happening. Guess they need binding offers first.

Agree with pretty much all your points really. Just saying don't be closed to the possibility. If Thursday is good, will be enough time to buy sub 26p before it takes flight. In fact they'll take it low 20 mins in just for a proper shake! Anything negative outside of a raise I guess you buy back in at 17/18p. Could be fun, who knows!

Hope you're right Paddyboy. The thing with apples and pears .... they both grow on trees and in this analogy that be cash! SYNT looked nowhere near it and turned cash positive in '25 which sale invoicing underwritten as well to provide plenty of covenant headroom. The pressure has come from debt institutions and no doubt the very same bond holders who are shorting. Clears the decks at the cost of PI's in favour of the major ii's. There is absolutely nothing holding this SP back aside from the cash concern. I reduced when SYNT happened and the 25p mark to 22p clearly means a few others did as well readying for an early start on Thursday. They need to take RI/restructuring off the table and they simply have not done that yet. In fact the jump in hybrid interest simply makes it harder to put a decent dent into the debt. Those who were to participate in some sort of raise would benefit from a much earlier re-instatement of dividends which right now cannot really appear until 2030 at best!