Member Info for L1v1ngByNum8er5

The OB ‘s comments on HBR and in particular the impact of the LLOG acquisition….

https://open.substack.com/pub/theoakbloke/p/captains-llog-stardate-hbr?r=333m8u&utm_medium=ios

Thank you , Investhome

A potential way of paying down the debt ?

https://find-and-update.company-information.service.gov.uk/company/17160065

Calnex on the radar of the Dastardly (&) Muttley Fool ……

https://uk.finance.yahoo.com/news/meet-65p-ai-penny-share-070700290.html

A video of OB’s thoughts on Puretech …..

https://www.youtube.com/live/XUypaD5y7jo?si=eTqwMAd-PGTRkyxt

“Rolls Royce will haunt me forever 😂😂😂“

Would that be The Silver Ghost ?

Thanks EyesOfBlue. There’s now a video version too …..

https://www.youtube.com/live/_fR2UimRwyg?si=edt2vF37dhckIxtL

Triple witching day yesterday - which explains the elevated UT

You can also catch The Oak Blokes thoughts on PRTC (on Vox Markets) - starts at 31:37 …..

https://www.youtube.com/live/7yLVcWSotoM?si=tq8cGMPnDL70fpjl

£20,000 annual subscription….anybody want to chip in ?

It’s a Betaville article ( paywalled)

https://www.betaville.co.uk/betaville-intelligence/bhuxxx08szvsyilzqsqkmtn130c053p23sra

No worries Ascoyne 👍

Mulder - on your portfolio page , scroll to the bottom of the page and click “send feedback”

Ascoyne - I contacted Google Finance about this and to their credit they have returned the GBX Dec ticker.

VIC extend their sponsorship deal with BWFC ….

https://www.bwfc.co.uk/news/victorian-plumbing-commits-its-future-bolton-wanderers-new-deal

Glowacki - I do think the MFI venture is a well worth a go. Artemis recently added here and I think this comment makes sound sense….

“We added to our holding: in our view, the investment in MFI represents a low-cost way of entering a new large market and can be curtailed quickly if it is not successful.“

https://www.artemisfunds.com/en-gb/individual/insights/fund-commentary/15862/artemis-uk-smaller-companies-fund-q2-2025-update/

Nothing ventured nothing gained.

Glowacki - I have every faith that MFI will be a success

Mark Radcliffe said this about MFI in the half-year results …

"I am very excited about the upcoming re-invention of MFI, allowing us to tap in to more of the £20bn UK Homewares market. Our dedicated and ambitious team, decades of e-commerce knowledge and best-in-class proprietary software, together with the recognisable MFI brand, will help to deliver our strategic ambition over the medium-term.“

Shore Capital think today’s results buy management some leeway with regard to persevering with MFI ….

Shore Capital, which reiterated its 'buy' recommendation, said: "With a positive start to 2026 full-year trading, and good cost controls, the business looks well placed to continue to deliver profitable growth, supporting our view that 2025 will be a nadir for profits.

"While some uncertainty remains around the expansion into homeware through MFI, the strong performance of the core business does, in our view, buy management some latitude here."

https://www.lse.co.uk/news/VIC/full-year-revenues-spark-at-victorian-plumbing-2o5eidfs4vvnymi.html

No worries Mesquida. I suppose with 29.5 % of the company , Gresham are going to have a positive view. The potential sale of assets to help pay down the debt would certainly help move the share price in a positive direction.

Monday 10th. November

Iomart from 32:40

https://www.youtube.com/live/x04VfkjkZmw?si=7IaS13p8sqUYwkmi

Here’s the reason , Unhooked ….

https://www.lse.co.uk/news/CRDA/broker-tips-croda-ashmore-lseg-9lccg8x9s5jd58n.html