Member Info for KarlTaylor

Cash in hand, property assets, and £1.7b of projects signed.

could see a takeover bid land in the £200m to £250m region.

would be a great buy by some property funds or management companies.

Some big sells and the price has stayed strong.

Get ready for new CEO announcement and accountments of additional contracts.

It was a funny day for the markets, keep in mind a lot of senior people are now on holiday, and the juniors always play it safe for the first few days.

However, taking into account cash in hand, and the £1b revenue pipeline already signed, the share price should be in the mid 70's, so there is a ton of upside from here.

Plus the shorts have become stuck, so expect 1.5% of the free float to be bought this week and next, based on previous short periods.

this share is safe as houses (pun intended).

Well I was correct about the fin-tech play in part, however I expected it would be VB that would be taken.

28 Jul 2023 14:02

"fin-tech finance firms that would love to take over this company and roll into themselves"

Great consolidation, sellers gone, ready for re-rate back up.

Lots of profit to be easy made on this.

Big value play here, expect there are a lot of fin-tech finance firms that would love to take over this company and roll into themselves, could see someone sharpening the pencil with a takeover bid!

Nic62, im be honest, it took a while for me to buy, and that is a very good thing.

Reading through the trades there are lots of nice £100k+ trades going through and the sells are minimal.

Expect a fast rise past 130 and onwards, the drop was OTT

It took me 5 minutes to buy, I too expect this to rerate to over 130 by close.

As you said the drop is way overdone.

Looks like a hard bounce is coming with funds massively averaging down

took 5 minutes to be able to buy only £10K!

Nice big trades after hours, gearing up for another run back to the top:

All appear to be buys!

27-Jul-23 17:17:55 48.812 30,751 Unknown* 48.35 48.65 15.01k O

27-Jul-23 17:14:29 48.729 37,085 Unknown* 48.35 48.65 18.07k O

27-Jul-23 17:09:35 48.45 427,861 Unknown* 48.35 48.65 207.30k O

27-Jul-23 17:08:37 48.45 184,361 Unknown* 48.35 48.65 89.32k O

27-Jul-23 16:48:19 48.82 25,455 Unknown* 48.35 48.65 12.43k O

Profit takers clearing, platform formed, back to the 60's!

And more big buys coming in, someone is loading up big time:

27-Jul-23 12:36:55 1,014.00 30,350 Unknown* 1,007.50 1,009.50 307.75k O

27-Jul-23 12:36:55 1,014.00 30,350 Unknown* 1,007.50 1,009.50 307.75k O

Big buys coming in now:

27-Jul-23 12:28:02 1,013.29094 30,350 Buy* 1,000.50 1,003.00 307.53k O

27-Jul-23 12:28:02 1,013.29094 30,350 Buy* 1,000.50 1,003.00 307.53k O

Easy 5% bounce from here

Looks like any major sellers have cleared, and even the profit takers have dried up.

Expect that is will now start the strong move back to the 60's, and the shorts will be looking to close position fast while they are still in profit.

Would expect another takeover offer to come soon while the price is here.

based on the assets the company should have a valuation of 180 a share!

Well I said a good platform was formed and ready for a take off!

However, was happily surprised at such a rise since yesterday.

Would recommend people also check out Marstons, looks like that is about to rerate upwards or a second takeover attempt.

Watkins Jones also run student accommodation, and apparently their books are completely full this coming year.

Overall this company should have an MCAP of £500, so circa 195 per share, so about 280% increase from here.

Like-for-like sales for the 42-week period were +10.7% vs FY2022.

Total retail sales in the Group's managed and franchised pubs for the 42-week period were +12.0% on last year.

Dividends from CMBC are expected to be £11.0 million in H2 of FY2023.

Value of the business should be MCAP: £1.2B, so that equals: 181 per share, so 400% potential from here!

Property and Pub Business: £2B

CMBC: £2M

Liabilities: £1b

Rocket fuelled, getting ready for a move up through the 50's to the 60's