Member Info for Lasvelas

maybe official revised bid is coming on Monday...

not sure what it is but we have some buying and the bid up to 5.8p

If you own 30% plus if shares you have to make an official offer otherwise no.

Perhaps not a majority shareholder but an influencing holder.
Did their note suggest they were requesting shareholder meeting to vote down TP's directors?

Vinc, if they engaged strategically, they should be able to explain why they are worth way more than 5.8p that SAG offered. By engaging they should try and see what synergies could a possible take over bring for them from the other side. There is nothing wrong by being taken over. Both sides of shareholders could benefit.
However they completely refused any discussion, as it sounds. SAG is just slowly buying cheap shares. They may become a a majority holder over time by accumulating shares sub 5.8p (the share prices is clearly not moving much at the moment) and will start influencing business, which TP's management may not enjoy and the whole thing could have a negative impact on the business.

Yes, however it seems likely someone knows something we dont...

Be reminded that Cenkos is VLG's advisor and broker and their write ups are more likely to be skewed towards more positive views to keep their client happy.

This is not about the earnings potential. It is about the management that cannot be trusted.

Science keeps slowly buying cheap TP's shares. Sign that they are interested. If they keep doing this, they will slowly own more and more, and all these purchases at the moment are around 5/5.1p. Less than 5.8 offered to TP. 10% was bought at 5p. In theory they can buy another 10% at 6.6p and still average 20% stake at 5.8p. ( I know Science has not got all the cash to buy them, however TP needs to engage in constructive discussion with them or they will loose out overall)

It would not be a rumor if we had all the info.

Something is going on here too

What a surprise, another quality company with a strong balance sheet and a pile of cash...

Also no sign of directors buying at these levels...

The bid is not gonna stay sub 100 for very long...

Simon Thompson published a positive write up this evening. Expect an uptick tomorrow morning...

I would agree. We are heading towards that level. The price may jump tomorrow because of the article Mr ST just published and some may use this as an opportunity to offload but ultimately the price is more likely to go down then rather than up. The company struggled making profit before and i suspect this year's profit and its size is very much in question.

Doubt that. Covid enters body via oral or nasal openings. People are not going to be keeping Dentyl in the their mouths all day long and keeping their noses blocked.

I dont want to spoil your analyses and research but cpc based mouthwashes are produced by many brands. They are all very similar in terms of content. I am not trying to say VLG's Dentyl is not special but I am not convinced it will become a product the world is going to be after in the fight against Covid.
I would also be worried that institutional investors may decide to cut their loses and reduce their holdings, putting further pressure on the stock price in the near future. Hope I am wrong.

A bit of sarcasm is always good. If ST knew the company was not performing that well and was about to provide trading update, i am sure he would have written the article differently. I was invested for some time from high 80s levels. The company took along time to find their acquisition although they raised their cash months and months before. Previous update commented on the Chinese deal as falling behind. I watched their management presentation a while back but the share price was doing much. When ST posted his article i didn't disagree but i trimmed back my risk and closed the rest this am at above 90. Glad i did that. I will not buy back in until there is a good sign of change. Sadly their business model relies on retail buyers and certain margins are not huge. I agreed that their acquisitions multiples look good but we have to wait and see. I rather sit still now. The stock looks cheap at the moment but unless we see more numbers who knows.

People should not blame Mr ST. Anyone buying shares has to realize the risk attached. Time will tell how well acquisitions are doing. The business looks alright and managed reasonably well. It will remain on my watch list.